Integration

Connect with Pipedrive

Align pipeline with retention.

Why connect Pipedrive with Arvat?

Sync Pipedrive deals, activities, and contacts to Arvat so AEs, RevOps, CSMs, and founders can spot risk signals (lost deals, stalled stages) and expansion signals (won deals, upsell interest) in one place.

Use Case

Drive seamless handoffs from Sales to Customer Success:

AEs & RevOps: Automatically send won deals into Arvat as “new customers,” triggering onboarding Playbooks.

CSMs: See deal history and sales notes without digging into Pipedrive—start nurturing immediately.

Founders & PMs: Track pipeline velocity vs. retention curves to optimize GTM strategies.

Features

Keep pipeline and retention in sync:

Deal sync (one-way or two-way): Choose to import Pipedrive deal fields—stage, value, close date—into Arvat, and optionally push customer status updates back.

Activity and note imports: All calls, meetings, and notes from Pipedrive appear in the Arvat timeline for each contact or account.

Playbook triggers on stage changes: E.g., “Move to Won” → start success onboarding; “Move to Lost” → trigger win/loss analysis.

Account health layer: Combine opportunity size and stage from Pipedrive with usage or support data for a single score.

Custom field mapping: Map any Pipedrive field (e.g., “Lead Source,” “Industry”) to an Arvat attribute.