Pipedrive lead qualification: know who can pay before you dial.
SimpleCheck adds verified financial qualification data to your Pipedrive deals at opt-in. Your sales team sees real buying power on every deal before the first conversation.
What Pipedrive does well, and the one thing it cannot do
Pipedrive is a sales-focused CRM built around visual pipeline management. It is popular with small and mid-sized sales teams for its simplicity and deal-centric workflow. Pipedrive tracks activities, manages contacts, and visualizes your pipeline in a kanban board.
How SimpleCheck integrates with Pipedrive
No rip-and-replace. SimpleCheck adds financial qualification data to your existing Pipedrive setup without changing your workflows, forms, or pipeline structure.
- SimpleCheck connects to Pipedrive via Zapier or API
- Credit score, available credit, and income populate as custom fields on Pipedrive deals or contacts
- SmartRoute tier can map to deal labels or pipeline stages
- Automations trigger based on financial qualification data
- Filters let reps view only financially qualified deals in the pipeline
See SimpleCheck data inside Pipedrive live
On the demo call, we pull your own financial data and show you exactly what your Pipedrive contact records would look like with SimpleCheck connected.
Book a DemoFinancial data right inside your Pipedrive records
Every lead's financial profile appears as custom fields in Pipedrive before anyone picks up the phone. No switching tools. No manual lookups. The data is just there.
Standard data includes credit score, available credit, and reported income. Additional data points are available as needed, including home equity, investment accounts, tradelines, and debt-to-income ratio. See full pricing and data options →
CUSTOM FIELDS ON PIPEDRIVE CONTACT RECORD
What happens when Pipedrive gets real financial data
"If this is real, if this is legit and it's legal, this is pretty game changer. People lie on applications all the time."
Pipedrive + SimpleCheck FAQ
RELATED GUIDES
Your Pipedrive has everything except the answer to "can they actually pay?"
600+ businesses across 80+ industries use SimpleCheck to add financial lead qualification to their CRM. See it work with Pipedrive on a live demo.
No contracts. No SSN required. Works with Pipedrive and 10+ other CRMs.