### Xero Integration Overview

**Features**:

- Automatic Deal to Invoice/Quote Creation
- Replay Unsuccessful Integrations
- One-Click option to manually generate and review invoices irrespective of the deal stage

**Key Business Benefits**:

 **1. Eliminate Manual Work**
- No double data entry between systems
- Automated organization/person, product and invoice/quote creation

**2. Real-time financial data syncing**
- View booked-invoice data directly in Pipedrive contacts
- Stay Informed and in control

**3. Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal activities

 **4. Start with Free Expert Onboarding**
-  Personalized setup for your Pipedrive account
- Custom guidance for your specific needs

Start your free trial with 15 credits today!
[**Book a free 30-minute onboarding session**](https://meetings.hubspot.com/cloudify/app-assistance) and let us transform your billing process.

### **Integration features**
- **Automatic Deal to Invoice/Quote Creation:** Transform deals into invoices with real-time updates
- **One-click Invoice**: Create, update and customize Xero invoices from any stage of a Pipedrive Deal with flexible options for managing line items, taxes, and accounts
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Company Creation**: Create Xero customers from Pipedrive
- **B2C Management:** Convert Pipedrive contacts to Xero customers

Manage contracts

Automate my pipeline and data

Xero

Duplicates mess with data in sales, marketing, CS and AI. With Dedupely, you can find and merge all related records at once, whether it’s two, three, or a dozen scattered across your CRM. Set up automatic deduping to prevent future duplicates, so your data stays accurate without constant manual cleanup.

**Core:**  
✔ Unlimited matching and merging  
✔ Unlimited users  
✔ Unlimited integrations  
✔ Unlimited support (chat, email, and Zoom)  

**Features:**  
✔ Deduplicate contacts, organizations, leads, and deals  
✔ Merge duplicates in bulk, one-by-one, custom, or automatically  
✔ Match and merge by any native or custom fields  
✔ Ignore common terms and customize merge rules  
✔ See every duplicate in one view, no more merging one pair at a time  

💾 **Bulk-merge thousands of duplicates in minutes:** 
Dedupely continuously scans your Pipedrive, detecting duplicates the moment they appear. Find and merge all your duplicates and merge them in minutes. Or set up auto merge to remove all manual deduping. 

🔒 **Secure data handling:** Dedupely is ISO27001, ISO27017, and ISO27018 certified, ensuring secure data handling and GDPR compliance.

💬 **Unlimited Support:** Chat, email, or jump on a Zoom call whenever you need help. Set up Dedupely exactly the way you want it with full access to our support team.

[Website](https://dedupe.ly/) - [Pricing](https://dedupe.ly/pricing) - [Support](https://dedupe.ly/contact) - [Security](https://dedupe.ly/security)

Other use cases

Dedupely

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

Manage my projects

monday.com

### Close more deals with [ExtraflowDoc](https://extraflowdoc.com) – the fastest way create and manage sales documents directly inside Pipedrive.

Convert any document (quote → proposal → invoice → Delivery Note) in seconds.

ExtraflowDoc is available in 32 languages (EN, ES, FR, DE, IT, NL, PT, NO, DA, SV, EL, IS, SQ, SR, HR, SL, MK, LV, LT, ET, MT, BS, GA, PL, RO, CS, HU, BG, FI, TR)

Build professional documents 3× faster, error-free, and designed to win clients.

### ✨ Why Pipedrive users love it:

- **Control margins, markups, taxes &amp; fees** with flexible pricing logic
- **Auto-filled from deal data** → no more manual errors
- **Syncs back to Pipedrive**→ keep deals always updated
- **Use product catalog, custom fields** &amp; multi-currency support
- **Create multi-option quotes** (Variant A/B/C) in one document
- **Local number formats, and global tax handling**
- **Share by link or export to polished PDF**

### Perfect for:

🏗️ **Construction &amp; Contracting** (builders, remodelers, painters, roofers,...)

🔧 **Trades &amp; Services** (HVAC, electricians, plumbers, landscapers, cleaning)

🏭 **Suppliers &amp; Manufacturing** (distributors, wholesalers, custom fabricators)

💼 **Professional Services** (agencies, consultants, IT providers)

📦 **Product &amp; SaaS Teams** (hardware, software, system integrators)

📅 **Rental &amp; Equipment Services** (tools, scaffolding, events)

Enable payments and tracking

Quotes, Proposals, Invoices, Agr..– ExtraflowDoc

Fillout Forms streamlines the process of creating deals, people, and organizations within Pipedrive using modern, sleek forms. Create dynamic, multi-page forms, with the option to route leads to different pages depending on their answers, personalize questions with their info, or even schedule calls with a native scheduler.

After the form, automate follow-up actions with powerful workflows to send personalized thank you emails, send reminder emails for abandoned form submissions, and even classify leads with enriched company information and AI to route to the appropriate channels within your team.

Attract new leads

Qualify my leads

Fillout forms

This powerful Google Sheets add-on seamlessly connects with Pipedrive, enabling two-way data sync between your CRM and spreadsheets. Perfect for sales teams, managers, and operations pros who want greater visibility and control over their pipeline.

🔄 **Key features**

**Import Pipedrive data:** Pull data from deals, persons, organizations, activities, leads, and products using saved filters or import everything from your account.

**Custom field selection:** Choose exactly which fields to display and organize them how you want.

**Two-way sync:** Make changes in your sheet and push updates back to Pipedrive with a click.

**Collaborative settings:** Share filter setups and column preferences with your team for a unified workflow.

**Scheduled syncing:** Automate refreshes to keep your sheet up to date.

**Activity logs and status tracking:** See latest sync timestamps and monitor data flow with detailed tracking.

💰 **Pricing:** Start free with core sync features, then upgrade anytime for advanced tools, unlimited syncs, and team plans.

👉 [View full pricing plans here](https://pipedrivesheets.com/#pricing)

**Get started free** — install now and experience seamless CRM-to-Sheets integration.

PipedriveSheets

## Use [Extraflow](https://extraflow.io/) to create quotes

Quotes by Extraflow

🚀 Sync LinkedIn with Pipedrive in One Click
Stop wasting time on manual data entry. LeadCRM lets you view, update, and sync Pipedrive data directly inside LinkedIn. Automatically Log LinkedIn messages, create tasks, and manage deals without ever leaving the page. Works seamlessly with LinkedIn Sales Navigator.

🔗 Manage Pipedrive Without Leaving LinkedIn
Overlay Pipedrive contacts, deals, tasks, and notes on LinkedIn profiles. Update CRM records instantly, ensuring your sales pipeline is always up to date.

🔍 Enrich LinkedIn Profiles with Verified Contact Data
Find verified professional email addresses and contact details with a single click. Enrich LinkedIn profiles and automatically sync the data to Pipedrive.

🧠 Intelligent Waterfall Enrichment to ensure you get highest quality leads without jumping between tools like Rocketreach, datagma, Hunter.io, Skrapp, NeverBounce etc. Get power of all the tools at single place. 

📤 Bulk Export Leads from Sales Navigator Search 
Export end Enrich entire Sales Navigator search results or lead lists in bulk to Pipedrive. No more manual copy-pasting—just instant, organized lead management.

🧠 Train your Own AI and let it suggest Responses and Add thoughful comments to spark engagement.

⚡ Close More Deals, Faster
Reduce admin work and focus on selling. LeadCRM automates LinkedIn-to-Pipedrive sync, helping sales teams stay productive and efficient.

🔥 Try it free and experience seamless LinkedIn-to-Pipedrive automation!

Communicate with leads

LeadCRM - LinkedIn Integration

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time sync to Pipedrive
- Customize object colors, labels, pop-ups, based on different criteria
- Search local businesses by keywords and add them as records with adjustable field mapping
- Auto-correct errors in addresses & fill in zip and counties
- View heatmaps and isochrones

**FIELD TEAM**
- Plan optimized multi-days routes & calendar meetings for teams while filling in available time between existing meetings. Plan regular visits, continuous multi-day routes
- Script your visit scenarios, configure check-in with geofencing and adaptive forms; data synced to CRM
- Analyze data with AI, including notes, photos and videos,
- Track users’ location & movement history
- Track team’s performance with customizable charts and dashboards

**TERRITORIES**
- Add territories by drawing them on map or selecting zip, counties, census areas
- Auto-assign records to territories & sales reps based on custom criteria
- Add aggregate metrics based on CRM data
- View demographics

**EMBED MAPS**
- Add maps with live data & desired features to websites, dashboards, portals, send by email
- Add buttons & forms to let users enter data & execute actions on embedded maps

**NO-CODE AUTOMATION**
- Execute actions by a button, schedule or automatically, with no code
- Create/update records, send email/SMS, call APIs
- Search and execute actions on records by custom criteria including driving distance/time

Manage my accounts

Mapsly: Map, Routing, Field Sales & Service

Lead routing, distribution, assignment, round-robin…whatever you want to call it, getting new leads assigned to the best salesperson is what RouterJet does.

RouterJet auto-assigns leads, deals and contacts in Pipedrive. Assign leads to agents based on any deal field (e.g., price, location). It’s fair and fast.

### Features


**Round-Robin**
It takes minutes to set up Round-Robin lead assignment in RouterJet.

**Custom lead assignment rules**
RouterJet can assign leads based on your custom rules using any field you have in Pipedrive (e.g., location, price, custom fields, etc.)

**Alert Agents about new lead** with email, SMS, Slack or WhatsApp

**Work hours and roster**
Set work hours for each team member (e.g., Monday to Friday 8-5pm), and if someone calls in sick, simply take them off the roster with one click and put them back on when they’re back. RouterJet ensures you send leads to reps that are actually working today.

**Escalation**
If the new lead owner doesn’t follow up after X minutes, RouterJet will escalate the lead until someone on your team who can respond immediately. Never let leads go cold again!

**Weighted Distribution**
Send more leads to high performers or limit leads to new hires.

**Lead response reporting**
Fast response converts leads online. RouterJet enables you to measure and optimize your team's lead response time.

### Respond to prospects faster than your competition and win more leads with RouterJet!

Got questions? Email: hello@routerjet.com

Nurture my leads

RouterJet

Claap helps you record sales meetings and send AI-powered notes and insights directly to your Pipedrive CRM.

- Log your AI notes into Notes in Pipedrive to qualify your leads.
- Add these Notes to the right contacts, deals and companies.
- Attach the link of the recordings to replay your calls directly from Pipedrive.
- Search and filter your calls in Claap with CRM sync.

**HOW DOES IT WORK?**

1. Record meetings with Claap and generate AI Notes using the template that fits your need (BANT, MEDDIC, SPIN, etc...).
2. Send your notes to Pipedrive using Claap’s integration.
3. Access your meeting notes directly from your records (Contact, Deal) on Pipedrive.
4. Send CRM data back to Claap to enrich AI Insights.

Claap

# COMPANY INFORMATION FOR B2B SALES

Target the right companies, follow your customers in real-time, do adequate research. Goava recommends the right companies to B2B salespeople in **Sweden**, **Denmark** and **Norway**.

### HOW IT WORKS
#### Company data where you need it
Goava provides you with the most relevant company information like the number of employees, revenue, industry and info about the company’s website. You can access this data effortlessly via an app panel in Pipedrive
It's always up to date and refreshes every time you open up a deal or an organization in Pipedrive.

#### See more data
Each company is linked to the Goava dashboard where you can find more insights, news and contacts directly in Pipedrive. Simply click “See more data” to access your personalized Goava scoring on each prospect.  With the “Customer Fit Card,” you can see what makes that company a good or bad fit for you. Prioritizing has never been easier.

#### Syncing your pipeline with Goava
When installing the Goava app, we will sync your organizations in Pipedrive with Goava to simplify prospecting. This will also personalize your Goava lead recommendations. Your organizations in Pipedrive will be synced with your lists in Goava according to this mapping:

- *Qualified* -Organizations with no deals
- *Converted* - Organizations with open deals
- *Denied* - Organizations with lost deals
- *Customers* - Organizations with won deals

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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