With Pipedrive + PassKit, you can automatically issue digital wallet passes such as membership cards, loyalty passes, or event tickets based on deal progress, contact updates, or workflow automations. It’s a simple way to add a mobile component to your sales and customer journey.

Setting Up The Integration

To connect Pipedrive with PassKit:

  1. Create and publish your digital pass in PassKit (e.g., loyalty, coupon, membership, or ticket).
  2. Go to Settings > Developer Tools in PassKit to generate your API credentials and locate your API region.
  3. In Pipedrive, choose the automation trigger you want to use, such as:
    • A deal is moved to a specific stage
    • A new contact is added
    • A custom field is updated (e.g. status = “Active Member”)
  4. Use Zapier, Make, or your backend to send data from Pipedrive to PassKit:
    • Trigger: Activity in Pipedrive
    • Action: Create or update a pass in PassKit using contact/deal data
  5. Map fields such as name, email, deal stage, or tags to your PassKit pass template.
  6. Return the pass URL to the contact through an automated email, note, or stored custom field.

This creates a hands-off flow from sales events to real-world pass delivery.

Common Use Cases

Pipedrive + PassKit works well for sales-driven loyalty, access, and engagement flows.

  • Send a digital membership card after closing a deal
  • Issue loyalty passes to long-term customers
  • Deliver access passes for events, demos, or onboarding sessions
  • Offer special coupon passes to re-engage cold deals
  • Update pass status based on deal movement or activity score

It helps keep customer experiences connected to your CRM.

Requirements

To set this up, you’ll need:

  • A PassKit account with a published pass
  • A Pipedrive account
  • API credentials from PassKit Developer Tools
  • A no-code automation tool like Zapier or Make
  • Matching fields between your Pipedrive data and PassKit template

No code required for standard workflows using automation platforms.

Support And Documentation

Helpful links:

SDK and API Configuration Settings

Subscribe to PassKit Webhooks

Using Long-Lived API Tokens

Use these to handle field mapping and troubleshooting.

Frequently Asked Questions

Can I Issue A Pass When A Deal Closes?

Yes. You can trigger a pass when a deal is marked as “Won” or moved to a specific stage.

How Do I Deliver The Pass?

You can send it via email, save the link in a Pipedrive field, or include it in a note or activity.

Can I Automate Pass Updates?

Yes. You can trigger pass changes based on contact updates or deal movement.

Can I Track Which Contacts Have Passes?

Yes. Log the pass URL or ID in a custom field or note within the contact or deal.