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Pipedrive CRM: How to Connect to PSOhub

Connect Pipedrive to PSOhub and convert deals into projects to manage delivery and invoicing

Published: 1 June 2026

Audience

  • PSOhub Administrators

Objective

This article explains how to connect your Pipedrive account to PSOhub so you can create projects directly from Pipedrive deals and keep your CRM and project data in sync.

Prerequisites

Before connecting Pipedrive to PSOhub, please ensure the following conditions are met:

PSOhub admin access
        You need to be set up in PSOhub with the Admin access level.

Pipedrive account access
        You must have access to the Pipedrive account you wish to connect.

Steps

  1. Navigate to Settings (gear icon in the main menu).
  2. Select Integrations from the left-hand menu.
  3. On the Organization Apps tab, locate the Pipedrive tile and click Connect.
  4. In the dialog that appears, click Sign in to your Pipedrive account.
  5. Log in with your Pipedrive credentials when prompted.
  6. On the authorization screen, click Connect app.
  7. Click Save.

Result

Pipedrive is connected to PSOhub. You can now create a new project in PSOhub using the Pipedrive CRM option, which allows you to search for a Pipedrive deal and use its information to set up the project.

Next Steps

✅ Create a project from a Pipedrive deal
Learn how to promote a Pipedrive deal to a project in PSOhub.
How to create a project from a Pipedrive deal

✅ Create your first project
Put your integration to work by setting up your first project in PSOhub.
Create your first project in PSOhub

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