---
title: 'Applied Epic + Pipedrive'
url: 'https://www.staging38.commercient.com/product/applied-epic-pipedrive/'
date: '2026-06-19T09:57:06-04:00'
modified: '2026-06-19T09:57:06-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Pipedrive, giving your team access to Applied Epic data directly within Pipedrive. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Pipedrive, giving sales teams access to ERP customer, order, invoice and inventory data from inside Pipedrive. Sales reps can view Applied Epic Invoices, Sales Orders and Inventory from inside Pipedrive to support more informed customer conversations.

## What syncs

- Sync Applied Epic Customers to Pipedrive Organizations
- Display Applied Epic Invoices in Pipedrive
- Access Applied Epic Items and Inventory from Pipedrive
- Export Pipedrive Deals as Applied Epic Sales Orders
- Sync Applied Epic Sales Orders and Status Updates to Pipedrive
- Update Pipedrive Persons from Applied Epic Customer Contacts

## Why Commercient

### Customer account visibility

Connect Applied Epic Customers to Pipedrive Organizations and Persons so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Applied Epic Sales Orders, Invoices and Order History to Pipedrive so sales reps can review order status and customer purchase activity without leaving the CRM.

### Product and inventory visibility

Access Applied Epic Items, Inventory and Price Lists from Pipedrive so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Pipedrive Deals back to Applied Epic as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Pipedrive

Pipedrive is a sales-focused CRM for small and mid-size sales teams, managing deals, contacts, pipelines, activities and sales reporting.

## Frequently asked questions

### What data can Commercient connect between Applied Epic and Pipedrive?

Commercient can synchronise key Applied Epic ERP data with Pipedrive, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Applied Epic Customers sync into Pipedrive Organizations and Persons?

Yes, Commercient can sync Applied Epic Customers into Pipedrive as Organizations and Persons. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Pipedrive Deals be connected back to Applied Epic as Sales Orders?

Commercient can support connecting Pipedrive Deals back to Applied Epic as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Applied Epic and Pipedrive sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Applied Epic Invoices and Payments inside Pipedrive?

Yes, Commercient can surface Applied Epic Invoices and Payments data inside Pipedrive so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.