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
The Pipedrive-specific advantage: Pipedrive Filters combined with SimpleCheck data let you segment your entire pipeline by financial qualification. Build filtered views by credit score tier to create separate deal lists for closers vs setters. Trigger different Automations based on financial data - qualified deals move stages automatically, borderline deals get assigned to setters, unqualified deals route to a downsell pipeline. Use financial segmentation to run different email campaigns to different tiers with different offers.
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
Pipedrive Filters with SimpleCheck data let you create segmented deal views by credit tier. Build one view for closers (700+ credit), one for setters (620-699), one for downsell. Every rep sees only the deals they should be working.
Pipedrive Automations move deals through stages based on verified financial data. Qualified deals auto-advance to closer stages. Borderline deals get assigned to setters. Unqualified deals route to a separate downsell pipeline with a different offer.
Filter your Pipedrive pipeline by credit score to see actual closable value vs total pipeline. Stop counting deals where the prospect cannot pay. Know exactly what your real revenue forecast looks like.
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."
Mark S., CEO, 25+ years in marketing
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.