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.open_count
Open Deal Count (snapshot)
count
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
- In Roiva: Connect via OAuth — you will be redirected to Pipedrive to authorize
- In Pipedrive: Ensure your Pipedrive user has access to the pipelines you want to sync
- Back in Roiva: After connecting, link this connection to an initiative on the Initiatives tab
Tips for capturing value
- Use the object type selector on your initiative link to sync only Deals
- 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
Pipedrive
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