Pipedrive + Miro Integration Showdown: Make vs Zapier vs Unito vs Pipedrive Cards

The Problem: Stale Pipeline Data Killing Your Sales Strategy

If you’re managing sales pipelines in Pipedrive while running strategy sessions in Miro, you’ve hit the same frustrating wall every sales team encounters: your Miro boards become outdated the moment you create them.

Picture this: You spend hours manually copying deal information from Pipedrive into Miro cards for your quarterly planning session. By the time your team meets, three deals have moved stages, two have closed, and one contact has updated their information. Now someone has to manually update every card, interrupting the flow of strategic thinking to handle data entry.

The manual approach creates three critical problems: your team wastes time on data entry instead of strategy, decisions get made on outdated information, and there’s no single source of truth between your CRM and your visual planning tool. The solution? Automated integration between Pipedrive and Miro.

Integration Options: What’s Available

Four main approaches exist for connecting Pipedrive with Miro: Zapier’s trigger-based automation, Make’s visual workflow builder, Unito’s bidirectional sync platform, and the purpose-built Pipedrive Cards app. Each takes a different approach to solving the stale data problem.

Zapier: The Automation Workhorse

Zapier connects Pipedrive and Miro through one-way “Zaps” that trigger actions when events occur. When a deal updates in Pipedrive, Zapier can create or modify a card in Miro, supporting triggers like “New Deal,” “Deal Updated,” or “Deal Matches Filter”.

The platform integrates with over 8,000 apps and offers a free tier for basic automations. Setup involves selecting a Pipedrive trigger event, mapping data fields, and choosing a Miro action like “Create Card” or “Add Sticky Note”. Custom fields from Pipedrive can be mapped to Miro objects during configuration.

Make: Advanced Workflow Automation

Make (formerly Integromat) provides visual workflow building with more complex logic than Zapier. While specific Miro-Pipedrive documentation is limited, Make supports both platforms and allows for multi-step automations with conditional logic and data transformation.

Make’s strength lies in handling complex scenarios with multiple conditions, filters, and branches. However, like Zapier, it primarily operates as a one-way automation tool rather than a true sync solution.

Unito: Bidirectional Sync Specialist

Unito differentiates itself through real-time, two-way synchronization between Miro and Pipedrive. Unlike one-way triggers, Unito’s “flows” maintain continuous sync in both directions, ensuring changes made in either tool reflect in the other.

The platform supports deep field mapping including comments, attachments, and custom fields. Historical data syncing allows you to backfill weeks or months of existing records with one click. Unito is SOC 2 Type 2 certified and marketed as a Zapier alternative specifically for teams requiring data consistency.

Pipedrive Cards for Miro: Purpose-Built Solution

Pipedrive Cards is a dedicated Miro app designed specifically for visualizing Pipedrive pipelines. It syncs pipeline data in real-time, creating interactive cards on Miro boards that display deal title, value, and stage.

The app features OAuth authentication for secure connection, pipeline selection, and automatic deal population. Bidirectional sync allows editing deal details directly in Miro’s Deal Details Panel, with changes instantly saving back to Pipedrive. When a deal’s stage updates, cards automatically move to corresponding columns, and status filtering toggles between Open, Won, or Lost deals.

Feature Comparison

Pros and Cons Analysis

Make (Integromat)

Pros:

• Powerful visual workflow builder with complex conditional logic
• Advanced data transformation capabilities
• Cost-effective for high-volume automations
• Supports multi-step workflows with branching

Cons:

• Steeper learning curve than competitors
• One-way automation only, not true sync
• Requires manual setup for each workflow scenario
• Updates require triggered events, not continuous monitoring

Zapier

Pros:

• Massive app ecosystem with 8,000+ integrations
• User-friendly interface with simple setup
• Free tier available for basic automations
• Extensive documentation and pre-built templates
• SOC 2 and GDPR compliant

Cons:

• One-way triggers create duplicate workflows for bidirectional needs
• Limited to single-field, single-action per Zap
• Can become expensive at scale (30+ Zaps for complex scenarios)
• No native ability to edit Pipedrive data from Miro cards
• Requires separate Zaps for each data direction

Unito

Pros:

• True bidirectional sync maintains data consistency
• Deep field mapping includes comments, attachments, and custom fields
• Historical data syncing with one click
• Real-time updates without manual triggers
• More cost-effective than multiple Zapier Zaps for two-way sync
• SOC 2 Type 2 certified with enterprise security

Cons:

• Smaller app ecosystem (60+ tools vs Zapier’s 8,000+)
• Generic integration not optimized for Pipedrive-specific workflows
• Requires configuration of field mappings and rules
• No specialized UI for sales pipeline visualization

Pipedrive Cards for Miro

Pros:

• Purpose-built for Pipedrive pipeline visualization
• Simplest setup: install, connect, select pipeline
• Bidirectional sync with instant updates
• Interactive Deal Details Panel for editing within Miro
• Automatic card movement when deal stages change
• Status filtering (Open, Won, Lost) for focused views
• OAuth security with secure authentication
• Zero learning curve for Pipedrive users

Cons:

• Single-purpose tool (Pipedrive only)
• Cannot connect to other CRMs or tools beyond Pipedrive
• Limited customization compared to workflow builders
• Newer solution with smaller community

Which Solution Is Right for You?

Choose Make if:

You need complex, multi-step automations with conditional logic across many different apps. Your workflow requires data transformation, filtering, or branching based on specific conditions. You’re comfortable with a steeper learning curve in exchange for more control.

Choose Zapier if:

You’re connecting multiple tools beyond just Pipedrive and Miro (8,000+ app integrations). You need simple, one-way automations and don’t require bidirectional sync. You value ease of use and extensive documentation over advanced features.

Choose Unito if:

You require true bidirectional sync across multiple project management and CRM tools. Your team works in both Miro and Pipedrive equally and needs data consistency in both directions. You want to sync historical data or need deep field mapping including comments and attachments.

Choose Pipedrive Cards if:

Your primary use case is visualizing Pipedrive pipelines in Miro for sales planning and strategy. You want the simplest setup with zero configuration beyond selecting a pipeline. You need interactive cards that allow editing deal details directly in Miro. You value a purpose-built solution over generic integration platforms.

The Pipedrive Cards Advantage

While Make, Zapier, and Unito serve as powerful general-purpose integration platforms, Pipedrive Cards delivers a specialized solution that eliminates the stale data problem without requiring workflow configuration.

The app’s bidirectional sync ensures your Miro boards always reflect current pipeline status in real-time, while the Deal Details Panel lets team members update deal information during strategy sessions without leaving Miro. When a salesperson changes a deal stage in Pipedrive, the card automatically moves to the correct column on your Miro board.

For sales teams running quarterly planning, pipeline reviews, or account mapping sessions in Miro, Pipedrive Cards transforms the board from a static snapshot into a live dashboard. Status filtering keeps boards focused by showing only Open deals during active planning, then toggling to view Won deals for success pattern analysis.

Installation takes minutes through the Miro Marketplace: install the app, authenticate your Pipedrive account via OAuth, select your pipeline, and watch deals populate automatically. No field mapping, no trigger configuration, no workflow design required.

The result? Your team spends strategy time on strategy—not on manual data entry or wondering if the board reflects current reality. Sales planning becomes a dynamic process where boards update themselves as deals progress, keeping everyone aligned on the same real-time information.