## [ExtraflowDoc – Pipedrive quoting, estimating, and proposals software integration](https://www.extraflowdoc.com/)

ExtraflowDoc — the complete quoting and document generation solution built natively for Pipedrive.
 
- ✅ 4X faster document preparation
- ✅ Estimates, Quotes, Proposals, Invoices, Agreements...
- ✅ Pipedrive Product Catalog in documents
- ✅ +30% increase in win rate
- ✅ Auto-fill client data from your CRM
- ✅ E-Signatures
- ✅ CPQ
- ✅ Export beautiful PDFs or share by secure link
- ✅ 5 documents/month FREE
- ✅ 32+ languages supported

**What makes ExtraflowDoc different:**

- **Auto-fill deal data in seconds** — Documents populate with contacts, products, custom fields, and pricing from your Pipedrive deals automatically  
- **Advanced CPQ built-in** — Volume discounts, tiered pricing, and profit margin calculations without spreadsheets  
- **Documents live in your deals** — No messy local files. Everything stored, tracked, and accessible in Pipedrive  
- **Professional output every time** — Image galleries, structured quotations, and branded templates your clients can trust
 
**Built for sales teams who are tired of** spreadsheet errors, version control nightmares, and deals delayed by slow document turnaround.
 
Available in **32 languages**
 
👉 **❄️ HVAC Proposal, 🪵 Flooring Estimate, 🍽️ Kitchen  Remodeling Quote, 🏠 Roof Replacement Quote, 💻 Website Design Proposal examples** 

https://www.extraflowdoc.com/document-examples

Manage contracts

Enable payments and tracking

Automate my pipeline and data

Other use cases

ExtraflowDoc. Quoting, Estimating & Invoicing Tool

**Business Central Integration Overview**

Transform Your Sales-to-Finance Operations

**Features**:

- ✅ Automatic Deal to Invoice/Order Creation
- ✅ Financial Metrics within Pipedrive
- ✅ Replay Unsuccessful Integrations
- ✅ Manual Company Creation

**Key Business Benefits:**

**1.Eliminate Manual Work**
- No double data entry between systems
- Automate organisation/person, product and invoice/order creation

**2.Real-time financial-data syncing**
- Stay Informed and In Control
- View booked invoice metrics directly within Pipedrive organization/person

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

**4.Start with Free Expert Onboarding**
- Personalized setup for your Pipedrive account

**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/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Business Central booked invoice metrics in Pipedrive
- **Replay Failed Syncs:** Recover unsuccessful integrations
- **Customer and Product sync:** Ensure precise customer and product synchronisation between Pipedrive and Business Central
- **B2C Customer Management**: Convert Pipedrive person/people to Microsoft Business Central customers

Business Central Integration

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)

Dedupely

**How it works:** 
Simply identify a target company or contact within Tracxn and push it directly to your Pipedrive workspace. The integration automatically creates Organisations and Persons.

**Key Features:**

- Effortlessly push companies and contacts from Tracxn to Pipedrive.
- Real-time data sync
- Customer Intelligence
- Smarter Workflows

Tracxn

### **What it does:**
Subscriptionflow for Pipedrive connects your Pipedrive CRM with Subscriptionflow so that new organizations and persons in Pipedrive are created as customers and contacts in Subscriptionflow. The app listens to Pipedrive webhooks and performs a real-time, one‑way sync, ensuring that newly created Pipedrive records appear in Subscriptionflow without extra clicks or data handling.

### **Why it’s useful for Pipedrive users:**
With this integration, Pipedrive users can send their CRM data directly into Subscriptionflow, so organizations created in Pipedrive become customers and related persons are synced as contacts and linked automatically. The webhook‑based, one‑way sync keeps new records in both systems aligned and reduces repetitive data entry when moving from sales tracking in Pipedrive to subscription management in Subscriptionflow.

SubscriptionFlow

Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder
Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates
Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications
Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

Coefficient

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

### Trigger your automations with clarity and control

OneClick brings easy-to-understand, action-ready buttons to your Pipedrive.

Each button clearly shows what it does. Your team always knows which action they’re triggering and when.

Unlike most automation tools that run in the background based on system events (for example, “when a deal is won” or “when a field changes”), OneClick gives the control back to users. With a single click, you can start any automation or integration exactly when it’s needed, instantly, intuitively, and without long onboarding or complicated rules.

Connect OneClick to any third-party platform that can receive HTTP POST calls and process JSON data.  Trigger Make scenarios with ready to use [module templates](https://apps.make.com/oneclick-for-pipedrive), Zapier Zaps, N8N events, or your own custom endpoints directly from any Deal, Organization, or Person view in Pipedrive.

You can even:
	
- Check that all required data is filled before the automation runs.

- Notify users about the progress or result of an automation.

- Make buttons visible at certain Pipelines, stages and for specific users.

OneClick is **[free for single users](https://zimple.io/oneclick/#pricing)**. Just install from this marketplace page.  

For 2+ users, a **[Teams plan is also available](https://zimple.io/oneclick/#pricing)**

OneClick

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

Sakari SMS is the easy way to connect with your leads and customers wherever they are. With Sakari, you can have two-way text messaging conversations directly from your Pipedrive account on your computer or mobile phone.

The integration allows you to send SMS messages from Pipedrive, create SMS templates and send text messages with images. Your SMS conversations are automatically logged in your lead’s details on Pipedrive – giving you a complete, real-time picture of the lead’s journey so you can continue the conversation right where you left off.

Qualify my leads

Nurture my leads

Communicate with leads

Manage my accounts

Sakari SMS

Efficiently manage Pipedrive people and deals without leaving WhatsApp Web. Create and access Pipedrive prospects from WhatsApp contacts and send them customized WhatsApp message templates in no time.

[Create contacts](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.y3hrwm36ggm3)


Add people and deals to Pipedrive from WhatsApp Web. View and edit Pipedrive fields from WhatsApp Web.

[Pipedrive contacts](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.beetkhp1jw6b)

Access Pipedrive contacts linked to WhatsApp contacts with just a click.

[Configure fields](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.r0k9qnfvxk8w)

Customize Pipedrive deal fields from WhatsApp Web.

[Message template](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.76c1l8rp2xb4)

Send predefined WhatsApp messages using message templates that can be easily created, edited and deleted.

[Add notes](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.5j2w3kmw73uw)

Add notes for Pipedrive contacts from WhatsApp Web.

[Export Chats](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.rzafkg8ys4pn)

Select and export WhatsApp chats as Pipedrive notes.

This way, you can easily manage Pipedrive contacts and conversations from WhatsApp Web.

LookUp for Pipedrive

ControlHippo is an AI-powered business chat platform built for sales and support teams. By integrating your Pipedrive data with AI Agents, ControlHippo helps you engage leads faster, resolve issues smarter, and close more deals - with less manual effort.

**Key Features &amp; Benefits:**

**AI Chat Agent** - Handles queries, qualifies leads, and provides personalized responses using contextual understanding.

**AI Chat Assistant** - Assists human agents with smart suggestions, quick replies and historical context for better outcomes.

**Workflow Automation** - Automates ticket routing, follow-ups and CRM updates-reducing manual effort and response delays.

**Omnichannel Communication** - Manage WhatsApp, Telegram, email and other channels from a single platform.

**CRM Integration** - Syncs all chat data, contacts and actions with Pipedrive for complete sales and support visibility.

**Team Collaboration** - Internal comments, assignments, and shared visibility to ensure smooth hand-offs and accountability.

**Performance Analytics** - Tracks agent performance, customer interactions and engagement trends in real-time.

ControlHippo boosts lead conversion with instant engagement, smart routing, and personalized messaging while resolving issues faster by recognizing urgency and leveraging past interactions.

👉 [Get your Free Demo](https://controlhippo.com/schedule-a-demo/?utm_source=pipedrive_marketplace&amp;utm_medium=pipedrive_demo&amp;utm_campaign=integration)

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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