Pipedrive
Pipedrive is Forza’s CRM — used to track Shipper deals through the sales pipeline from initial contact to first load.
Deal stages: Engaged → Discovery Call → Proving Value → Competing → First Load Pending.
Pipedrive does not trigger operational onboarding; the intake form is the onboarding trigger. Pipedrive deal stage moves to ‘First Load Pending’ only after Accounting issues a greenlight.
Role in Forza OS: CRM for sales pipeline management. Does not drive operational onboarding.
Capabilities
| Capability | What it does | Status |
|---|---|---|
| AI Email Writer + Summarizer + Sales Assistant | Turn prompts into professional emails, summarize long threads, get personalized deal recommendations. Pipedrive Pulse (new 2026) for AI-powered lead qualification. | (team to confirm AI feature usage) |
| Automations + Workflow Builder (with If/Else) | Native no-code automations on deal stage changes, new leads, activities. New 2026 If/Else branching. Date triggers, webhook actions, one-click contact management. | (team to confirm which automations are live) |
| Webhooks + Full REST API | Real-time push on any event (new deal, stage change, activity completed). Full CRUD API. | (team to confirm direct usage; integrations route through n8n) |
| Deal Pipeline + Custom Fields + Activities | Fully customizable pipelines, stages, fields, and activity types. Activity tracking with auto-logging from email/calendar sync. Focus View for daily priorities. | Active (team to confirm field/stage discipline) |
| Reporting + Dashboards + AI Reporting | Customizable reports, win/loss patterns, forecasting, activity metrics. New 2026 AI reporting: generate reports by typing what you need. | (team to confirm custom-report usage) |
| Email Sync + Tracking (Outlook) | Two-way sync with Outlook. Email tracking, templates, sequences, automatic activity logging. | Active — Outlook integration live as of 2026-04-21 |
| Integrations Marketplace (500+) | Native QuickBooks (create invoices from deals), Microsoft Teams (real-time deal updates + bot), Zapier/Make, PandaDoc (proposals), and 500+ others. | Active (team to confirm) |
| Lead Management + LeadBooster + Web Visitors | Dedicated lead inbox, qualification, prioritization, web visitor tracking, LeadBooster add-on for form fills/live chat. | (team to confirm) |
| Smart Docs + Proposals | Create, send, and track proposals/contracts with engagement analytics. | (team to confirm) |
| Mobile App + Call Tracking | Full mobile CRM with call logging, note-taking, scheduling, and offline access. | (team to confirm) |
Key integrations
- intake form — onboarding intake (operational trigger; Pipedrive does not drive onboarding)
- Microsoft-365 — two-way email sync (live)
- Microsoft-365 — document storage for proposals and contracts
- Speed2Quote — quote activity logged into deals (planned via n8n)
- MVMNT — accepted quotes / first loads can backflow into deal stage progression (planned via n8n)
- n8n — the only system permitted to call Pipedrive’s API or receive webhooks, per the automation architecture
Items team needs to confirm
- Whether Pipedrive AI Email Writer / Pulse / Smart Docs are actively used.
- What native automations are running today vs. what’s on the n8n roadmap.
- LeadBooster / web visitor tracking activation status.
Vendor support
| Field | Details |
|---|---|
| support@pipedrive.com | |
| Portal | support.pipedrive.com |
| Forza contact | Martina (VP of Sales) |
| See also | Vendor Contacts |
| Last verified | April 30, 2026 |