fynk + Pipedrive = Your CLM with a Dash of CRM Intelligence

Big News: Pipedrive Meets fynk 💚

We’re excited to announce our brand-new integration with Pipedrive, bringing your favorite CRM even closer to your contract workflows.

With this update, you can now connect your sales pipeline directly to fynk’s contract templates. That means generating, personalizing, sending and signing contracts is easier than ever, no switching between tools.

The fynk + Pipedrive combo wipes out those clunky extra steps. That means sales teams can now close the deals faster, without needing to copying data, coordinating with legal, and chasing internal approvals since fynk automates all this steps for them.

What is Pipedrive?

Pipedrive is a popular CRM platform designed to help sales teams track leads, manage deals, and move opportunities through the pipeline with ease. Its visual interface and automation tools make it easy to stay organized, follow up at the right time, and close deals faster. With everything from contact info to deal stages in one place, it’s a go-to tool for sales-driven teams.

Why We Built This

Sales teams, the power users of Pipedrive, aren’t sealing deals in a vacuum, so why should contracts operate on their own isolated island? Yet, somehow, the contract process often feels like a tech scavenger hunt: switching between platforms, manually copying CRM data, and waiting on legal or ops to fill in the blanks.

Here’s the thing: everything you need to build a solid contract, from customer information, deal values, timelines to product specifications and even past communication is already in your CRM. With the right integration, all that data can flow seamlessly into your contract lifecycle management (CLM) system, automatically populating sales agreements, quotes, MSAs, NDAs—you name it.

That’s exactly why we built the Pipedrive integration. It bridges the gap between your CRM and your contract workflows, enabling reps to generate contracts that are both accurate and compliant without the usual bottlenecks. The result? Sales teams move faster, stay aligned, and keep everything structured.

And the return on investment? Less time lost, fewer copy-paste errors, and consistent contract formatting across every team.

What You Can Do with the Pipedrive Integration

With the new Pipedrive integration, fynk turns your CRM into a live, reliable source of truth for every contract you generate. Instead of manually copying and pasting data, you can now auto-fill contract templates using real-time Pipedrive data.

Here’s what that looks like in action:

1. Connect Pipedrive via fynk settings with a one-time setup by someone on your team using a Pipedrive developer account.
2. Select Pipedrive as your data source when building or editing a contract template.
3. Map any of the five core CRM objects: Deals, Persons, Organizations, Activities and Products to specific contract fields.
4. Insert dynamic placeholders like contact names, pricing, product quantities, close dates and more to auto-populate fields with the latest CRM data.
5. Generate fully completed contracts in just one click, using fresh, up-to-date information from your pipeline.
6. Ensure consistency across contracts by aligning them with CRM records, cutting down on guesswork, errors and wasted time.

Why You’ll Love It

✅ From Deal to Document in Minutes

Sales teams can turn pipeline momentum into signed contracts fast. No waiting on legal, no tool switching. Just seamless action from CRM to contract, all within fynk.

✅ Zero Manual Input, Maximum Accuracy

Contract fields like client info, pricing and product details pull live from Pipedrive. That means up-to-date, accurate documents every time without the copy-paste chaos.

✅ Templates Everyone Can Trust

Legal sets the framework, sales puts it to work. With dynamic fields and playbooks in fynk, reps stay compliant without sacrificing flexibility or needing constant legal checks.

✅ Smarter Collaboration Across Teams

Everyone works from the same data source, so sales, legal and ops stay in sync. No messy email chains, no duplicated tasks. Just smooth collaboration with help from metadata and audit trails.

✅ Scale Without Scaling Chaos

Sending five contracts or five hundred? Doesn’t matter. fynk keeps everything structured, visible and automated, powered by real-time CRM data that scales as you do.

How to Get Started

Connecting Pipedrive to fynk is simple and quick with no technical expertise is required.

All it takes is a one-time setup to link your Pipedrive account to fynk. Once connected, your team can instantly start pulling live deal, contact and product data into contract templates. From there, it is as easy as selecting your fields and generating documents.

To connect Pipedrive to fynk, follow these steps:

Step 1: Sign up for a Pipedrive account, log in, click your avatar → Developer Hub → Create an app → Create private app, and name it “fynk”.

Step 2: In fynk go to Settings → Integrations → Pipedrive → Create and copy the Callback URL shown.

Step 3: Back in your Pipedrive app settings paste the fynk Callback URL, select the needed scopes, click Save, then copy the generated Client ID and Client secret.

Step 4: In fynk’s Pipedrive integration form paste the Client ID and Client secret, click Save, then click Allow/Install when redirected, and verify that Pipedrive fields now appear in fynk’s data-mapping templates.

Step 5: In Pipedrive’s app settings click Change to live, then Share app and copy the install link provided.

Step 6: Sign in to your production Pipedrive account in another browser or incognito window, paste the install link into the address bar, and click Allow/Install to connect fynk to your live account.

Alternative: If you’re already signed in to production Pipedrive in the same browser, simply edit and save the Pipedrive integration in fynk, when prompted, click Allow to install directly.

If your team has not connected an app to Pipedrive before, you can Schedule a demo and one of our support team will walk you through it.

Author:

Rezvan Golestaneh