See how Motii connects Pipedrive and Simpro, keeping you and your team across the full sales process.
Motii’s Simpro Pipedrive integration connects your sales pipeline with your job management system.
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Keep sales moving: Give every opportunity an owner, a next step and a clear place in your pipeline.
Keep information connected: Sync customer, contact, site, quote and job details between systems.
Keep everyone across the work: Connect your systems together so the right teams know what's happening when.
FROM SALES TO SITE
Capture site access, customer availability and other job details during the sale, then pass them into Simpro. Help your crew arrive with the information they need, reducing wasted trips, avoidable delays and rescheduling.
See the ConnectionLorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
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A simple connection can suit a small team. When sales, admin and operations need to work together, the details matter.
| What your team needs | A simple CRM connection | Motii’s Pipedrive + Simpro integration |
|---|---|---|
| Keep quotes moving | Follow-ups depend on the CRM and workflow configured | Clear deal owners, next steps and follow-ups in a dedicated sales CRM |
| Cut double handling | Records synced depend on the connector selected | Connect customers, contacts, sites, quotes, jobs and schedules |
| Make handovers easier | Handover rules depend on the integration setup | Sales and operations workflows mapped together around your team |
| Arrive ready for the job | Site and access details depend on the fields mapped | Pass agreed site and access details into Simpro so operations can prepare before sending the crew |
| Get your team using it | Training and support depend on your provider | Motii configures the connection and trains your team |
Simpro runs your jobs. Pipedrive runs your sales.
Simpro is purpose-built for jobs, scheduling, and invoicing, that’s where it shines. The sales pipeline side is where most teams add Pipedrive on top: structured stages, automated follow-ups, real forecasting.
Simpro generates the quote. Then it's on you to remember to chase. Pipedrive automates the chase, so quotes don't go cold.
Where are leads coming from? Which sales rep converts best? Which channels return ROI? Pipedrive surfaces that out of the box — the dedicated sales-pipeline view that complements Simpro’s job and operations data.
Pipedrive shows you stages, probabilities, and forecasted revenue. That’s a sales pipeline, a different category of tool to what Simpro was built to be.
Trusted by Trade & Construction Businesses Across Australia
We’re just generally really, really happy with the outcomes we’ve had with Motii and what we’ve been able to achieve since engaging you guys
Having Pipedrive and Motii has fast-tracked everything. We could scale up faster and get the wheels in motion without having all the setup time.
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Even when a clear solution wasn’t immediately available, they worked with us to problem solve and tailor the system to suit our specific workflow
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HOW WE CONNECT YOUR TEAM
From mapping your workflow to training your people, Motii helps sales and operations work together.
Lorem ipsum — every Motii partner deployment follows a clear path. Not a login and a wave goodbye. Start or transfer [Partner], connect to Pipedrive, automate first use-case, train and hand over.
Four steps: start or transfer → connect to Pipedrive → automate first use-case → train & hand over.
01
Map your workflow
Understand how your team manages enquiries, quotes and job handovers.
02
Configure your connection
Set up what syncs between Pipedrive and Simpro, and when.
03
Test it together
Check data, automations and handovers before going live.
04
Launch and train
Give your team the training to use the connected systems confidently.
FAQ
It connects your sales CRM with your job management system, keeping information flowing between Pipedrive and Simpro so your team spends less time re entering data and search through speadsheets.
Customers, contacts, quotes, jobs and schedules. We configure what syncs, when and in which direction around your team’s workflow.
Yes. We map your workflow, configure and test the connection, and train your team so they’re ready to use it.
Yes. Simpro quotes and jobs can appear as deals in Pipedrive, helping sales track progress and manage follow-ups. Simpro schedules can also appear as activities.
READY TO get Started?
Less retyping. Easier handovers. A clearer view of the work ahead.
Tell us about your setup and we’ll show you how Motii’s Simpro Pipedrive integration could work for your business.
Prefer to chat? Pick a time that suits you from our calendar for a free 15-minute scoping call.
