CRM
Pipedrive
Sales CRM focused on visual pipeline management, deal tracking, and activity-based selling.
What gets synced
Roiva writes these metric observations on each sync. Reference the key in a value formula to use this data in your ROI calculations.
Deals
pipedrive.deals.won_count
Won Deal Count
count
pipedrive.deals.lost_count
Lost Deal Count
count
pipedrive.deals.won_value
Won Deal Value
currency
pipedrive.deals.win_rate
Win Rate
percentage
pipedrive.deals.avg_sales_cycle_days
Avg Sales Cycle (days)
duration
pipedrive.deals.avg_value
Average Deal Value
currency
pipedrive.deals.open_count
Open Deal Count (snapshot)
count
pipedrive.deals.open_value
Open Deal Value (snapshot)
currency
Common use cases
- Track deal win rates and average sales cycle length before and after AI tooling
- Measure how AI-assisted prospecting affects pipeline volume and deal velocity
- Attribute won deal value to specific AI-enabled sales initiatives
How to connect
You connect Pipedrive from inside Roiva, so you need a Roiva workspace first. Sign in to connect it now. New to Roiva? Take the free assessment and create your workspace at the end, or request an invite.
- In Roiva: Connect via OAuth — you will be redirected to Pipedrive to authorize
- In Pipedrive: Authorize as a global admin, or as a user whose visibility settings let them see every deal you want counted — Roiva syncs only the deals the authorizing user can see. If you belong to more than one Pipedrive company, switch to the right one first
- Back in Roiva: The connection page checks each step, and each initiative link's custom deal field, and says what's missing. Once it's all ticked, click Test Connection
- Back in Roiva: After connecting, link this connection to an initiative on the Initiatives tab
Tips for capturing value
- Win rate and average sales cycle days are the strongest leading indicators for AI-assisted sales initiatives
- Pairing Pipedrive deal value with AI provider cost data gives you a direct ROI calculation
Need help?
Email hello@roiva.ai with what you're seeing, and you'll hear back within one business day.
Pipedrive
Start with the free AI ROI exposure assessment, then connect Pipedrive once your workspace is set up.
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