Clarity Connect integration
Pipedrive SAP Business One Integration
Turn won Pipedrive deals into SAP Business One sales orders and give your sales team the ERP's customer and order data inside Pipedrive, with Clarity Connect running the sync.
What moves between Pipedrive and SAP Business One
Pipedrive is where reps work leads and deals; Business One is where the order is fulfilled, invoiced and paid. The integration hands a deal to the ERP once it is won and feeds back the facts a rep needs before the next call: the customer's account number, what they ordered and whether it has shipped.
Pipedrive
Where the pipeline is worked
- Organizations
- Persons
- Deals and deal products
- Products
- Activities
SAP Business One
Where orders, items and invoices are kept
- Business partners
- Items and prices
- Quotations and sales orders
- Deliveries
- Invoices and incoming payments
Pipedrive to SAP Business One record mapping
Pipedrive object names from its API, Business One entity names from the Service Layer reference. Discovery confirms which fields and rules apply to your pipeline.
| Pipedrive | SAP Business One | Direction |
|---|---|---|
| Organization | BusinessPartners (customer) | Both ways |
| Person | Contact person on the business partner | Pipedrive to Business One |
| Product | Items | Business One to Pipedrive |
| Won deal with deal products | Orders (sales order) or Quotations | Pipedrive to Business One |
| Deal custom fields | Document number, delivery and invoice status | Business One to Pipedrive |
| Activity (optional) | Activities | Pipedrive to Business One |
How the Pipedrive sync runs
Won deals become sales orders
When a deal moves to won, Pipedrive can send a webhook for the change. Connect reads the deal, its organization and its attached products, then creates a sales order (or a quotation, if your process needs one first) in Business One through the Service Layer. The Business One document number is written back to a custom field on the deal.
One customer record, matched once
Each Pipedrive organization is matched to a Business One business partner on the first order and linked from then on, so a repeat customer doesn't become a duplicate account. New customers can be created in Business One from the organization and its contact persons, or held for finance to approve.
Items, prices and order status back in Pipedrive
Business One owns the item master. Connect copies items and their prices into Pipedrive's product catalog on a schedule, because a product must exist in that catalog before it can be added to a deal. Delivery and invoice status from Business One can update fields on the deal, so reps can answer "has it shipped?" without asking the warehouse.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
Pipedrive API v2 and Business One's own CRM
Pipedrive moved deals, persons, organizations, products, activities, pipelines and stages to API v2, and the v1 versions of those endpoints went out of support on August 1, 2026. Webhooks v2 is now the default, with events named by action and object, such as change.deal. A new Pipedrive integration should be written against v2 from the start; Pipedrive's leads have not moved to v2 yet.
Business One has its own sales opportunities and activities. Before go-live, decide which system owns the pipeline. Most teams keep it in Pipedrive and let Business One start at the order, so the two sets of opportunities never have to be reconciled.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform. It holds a two-way connection between Pipedrive and Business One and runs each flow, such as won deals to orders or items to the catalog, as its own task, triggered by an event or on a timetable. Because it works asynchronously, a deal that arrives while Business One is down waits in the queue instead of being lost. Connect is the platform behind more than 3,000 Clarity integrations. You can watch it run in the Clarity Connect video playlist.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Can a deal create a quotation instead of a sales order?
Yes. The Service Layer exposes both Quotations and Orders, so the task can raise a quotation at one stage and convert or create the order when the deal is won.
Which Pipedrive API should the integration use?
API v2 for deals, persons, organizations and products. Pipedrive's v1 endpoints for those objects have been out of support since August 1, 2026.
Can Business One stay on our own server?
Yes. Connect can run behind your firewall next to Business One and call Pipedrive's cloud API outbound. In that set-up it checks Pipedrive for changed deals on a short schedule rather than waiting for a webhook to come in.
Will reps see invoices and payments in Pipedrive?
They can see the status you choose to send, such as invoiced or paid, on the deal. The invoice itself stays in Business One.
Related resources
Connect Pipedrive and SAP Business One
Tell us where your pipeline ends and your order process begins. A Clarity business analyst will map deals, customers and items with your team before any task is built.
Book a demo