Zapier is an automation tool supporting thousands of the most popular apps, like Gmail, Slack and Todoist. In just a few minutes, you can set up automated workflows (we call them Zaps) that turn Pipedrive into a sales workflow hub. You can create a new lead, update a deal's status, attach a file to an account and much more – no manual work required.

Some things you can do with Zapier + Pipedrive

- Record new Calendly events as contact activities in Pipedrive
- Add new Typeform entries to Pipedrive as deals
- Add new Facebook ad leads as people in Pipedrive
- Create Pipedrive deals when there is a new submission in Gravity Forms

What people are saying about Zapier:

“I would go as far as to say that it has increased my personal efficiency by more than 400 percent.” Garrett Grohman, Indiegogo

“Zapier helps us to work faster and smarter by removing manual processes. We can now focus on adding a personal touch to our work.” Olivia Jardine, Meister

“Zapier probably saves me about 10 hours a week when it comes to running our design operations. If I tap into my math skills, I do believe it’s 25 percent more productive!” Lindsey Redinger, InVision

Qualify my leads

Automate my pipeline and data

Zapier

**Add LinkedIn contacts to Pipedrive in 1-click**
Make Pipedrive work on LinkedIn. Add contacts to your CRM, manage deals and pipelines, edit the data associated with a contact in your CRM directly from LinkedIn.

**Find professional email addresses in 1-click**
Surfe’s enrichment cascade searches multiple partner tools for the professional and verified email addresses of your prospects, then adds them to Pipedrive automatically for you.

**Ultimate synchronization between LinkedIn and CRM**
Sync LinkedIn messages into Pipedrive, add notes to LinkedIn profiles that are automatically added to Pipedrive, manage deals on LinkedIn, export lead lists from Sales Navigator to Pipedrive

**Increase your prospect’s reply rates with message template analytics**
Use Surfe’s message templates to create personalized messages for any occasion: intros, outreach, demo proposals, follow-ups. Get analytics on which of your templates is receiving the highest response rate.

Try it all out in a free 2-week trial.

Attract new leads

Surfe

### Why CloudTalk?

**📞 Native CTI:** Make and receive calls without leaving Pipedrive. Auto-logs recordings, tags, and notes to your Deals.
- [How Pipedrive Uses CloudTalk to Drive Sales, Coaching, and Customer Success](https://www.cloudtalk.io/customer-stories/pipedrive)

**🌍 Global Scale:** Instant local numbers in 160+ countries. Boost answer rates by 40% with local presence.
- [How Self Mastery Increased Pickup Rates by 40% with CloudTalk and Pipedrive](https://www.cloudtalk.io/customer-stories/selfmastery)

**⚡ 10x Faster Outreach:** Build dialer queues directly from Pipedrive Activity Lists and power through leads automatically with Power or Parallel dialing.
- [How Dentakay grew call volume by 2.5X with Power Dialer](https://www.cloudtalk.io/customer-stories/dentakay)

**🤖 24/7 AI Agents:** Handles inbound and outbound calls and logs structured data (Intent, Summary, Order IDs) to Pipedrive automatically.
- [How Circle Gym Got 150% More Bookings with AI Voice Agents](https://www.cloudtalk.io/customer-stories/circle-gym/)

**🧠 Granular Analytics and AI Insights:** Not only does it give you granular analytics, but CloudTalk also auto-logs Call Summaries, Sentiment Analysis, Topics and more directly into Pipedrive Activities.
- [How Capitalo cut manual analysis by 80%](https://www.cloudtalk.io/customer-stories/capitalo)

**⚙️ Smart Mapping:** Sync CloudTalk Dispositions to Pipedrive Activity Types for clean, instant pipeline reporting.

Nurture my leads

Communicate with leads

Manage my accounts

Support my customers

CloudTalk: AI Dialer & CTI for Pipedrive

**Sync WhatsApp conversations directly to Pipedrive and automate your sales workflow.**

TimelinesAI automatically saves WhatsApp messaging with your contacts into Pipedrive activities. It automatically matches contacts by number to existing Pipedrive Leads or Deals, or creates new ones. You can select Pipeline to sync Deals from WhatsApp. 

**Effortlessly sync WhatsApp contacts as Leads or Persons into Pipedrive**

Customize your WhatsApp contact synchronization by choosing the ideal module for your WhatsApp chats.

**Integrate Pipedrive and WhatsApp with just a few clicks**

Connect from one to dozens of WhatsApp numbers, business or individual. Add a number yourself or send invites to your managers to scan a QR code generated by the TimelinesAI app to connect WhatsApp to Pipedrive. 

**Preserve the contact list of your managers**

TimelinesAI works with existing WhatsApp accounts. You don't have to create a new number. 

**Improve your sales and support on WhatsApp**

An additional benefit is a shared WhatsApp inbox. Your team can manage contacts on WhatsApp, exchange comments, use quick reply templates, import/export contacts, and much more.

[Watch a video tour of our Shared Inbox app](https://youtu.be/LzBYlHkSLkk).

**Get a free 10-day trial for your team**
Create a TimelinesAI profile and try the WhatsApp and Pipedrive integration for free for 10 days! The setup is as simple as connecting to WhatsApp Web, and the synchronization is fully automatic.

WhatsApp and Pipedrive integration by TimelinesAI

**LinkMatch** offers seamless Pipedrive LinkedIn integration, allowing you to view and sync LinkedIn profiles directly within your CRM. Save time by automatically importing LinkedIn data, including profile information, job titles, and contact details, into Pipedrive. This integration ensures your CRM always contains the most current information.

**Key Features**:

- [✓] **Import LinkedIn Profiles**: Import LinkedIn person and company profiles effortlessly.
- [✓] **Enrich Contacts' Data**: Automatically add emails and phone numbers to your contacts.
- [✓] **Profile Status**: Instantly see which profiles are already in your Pipedrive.
- [✓] **Sync Messages**: Sync LinkedIn messages directly into Pipedrive.
- [✓] **Create Leads and Deals**: Generate leads, deals, and activities from LinkedIn.
- [✓] **View/Edit Contacts**: Manage your Pipedrive contacts and organizations without leaving LinkedIn.
- [✓] **Bulk Import**: Import multiple LinkedIn profiles at once.
- [✓] **Custom Fields**: Support for custom Pipedrive fields.

Boost your productivity and keep your CRM records accurate with LinkMatch for Pipedrive.

LinkMatch for Pipedrive

Pipedream is the fastest way to automate any process that connects APIs. Stop writing boilerplate code, struggling with auth and managing infrastructure. Connect APIs with code when you need it and no code when you don't.

### Bring your own code
Execute custom logic using Node.js, Python, Go, or Bash. With instant deployment to run 24 x 7 x 365 on Pipedream’s servers. Allowing full code level control of your data and no server management overhead.

### Access to npm & PyPI packages
Leverage millions of npm and PyPi packages, with automatic installation of dependencies. Saving time and effort when customizing your workflows with Node.js or Python.

### Integrate 1,700+ APIs in seconds
Auth apps once, then reuse connected accounts in any workflow with 5,000+ pre-built, source-available components. Removing the need to manage authentication and write boilerplate code.

### One Click, Built-In Services
Create sophisticated workflows quickly with built-in queue, data stores, and one click private networks. Reducing development time or the need for DevOps involvement.

### Build Fast With AI
Trained on the API documentation of all integrated apps, simply select an app and tell us what you want to do. Save yourself from spending time learning 3rd party APIs.

Pipedream

***Important: Users need to have both RingCentral and Pipedrive accounts***

### Streamline Your Sales Workflow

Imagine having all of RingCentral's powerful communication tools embedded directly within your Pipedrive interface. Place calls and send SMS messages without ever leaving your CRM. 

### 360° Customer View at Your Fingertips

Our integration instantly displays caller information through screen pop-ups for both incoming and outgoing calls.

### Seamless Synchronization

Keep your Pipedrive and RingCentral systems in perfect harmony. Call history and call dispositions automatically sync, ensuring your CRM always reflects the most up-to-date communication data.

### Boost Productivity with Click-to-Call

With a simple hover-to-show tooltip revealing a click-to-call button on any phone number within Pipedrive, your team can initiate calls instantly. 

### Effortless Call Logging

Automatically or manually synchronize your RingCentral call history, SMS, and voicemail logs to Pipedrive contacts, deals, and activities. 

### Elevate Your Sales Process Today

By integrating RingCentral with Pipedrive, you're not just combining two powerful tools – you're creating a seamless, efficient, and productive workspace that will transform how you communicate with prospects, manage your pipeline, and close deals faster.

RingCentral App Connect

Apollo.io is an end-to-end sales platform that provides sales and marketing teams access to verified contact data for over 275 million B2B contacts, along with tools to engage and convert these contacts in one unified platform.

Connect Apollo and Pipedrive to enhance efficiency, improve data accuracy, and maintain a database that your team can trust. Apollo’s seamless bi-directional sync ensures that information between both platforms stays up-to-date and consistent, minimizing time-consuming administrative work and manual data entry. Empower your team to focus on what truly matters – building meaningful relationships with prospects.

Key benefits of the Apollo-Pipedrive integration:
- Bi-directional sync of contact and account data, including both default and custom fields
- Flexibility to push records to Pipedrive automatically based on a specific stage, or manually select them as needed
- Consistent, reliable data to improve outreach efforts across both platforms
- Ability to easily push Pipedrive contacts into Apollo to engage them via multi-channel sequences
- Access to the most up-to-date information for better prospect outreach and accurate reporting

Other use cases

Apollo.io

JustCall is an AI-powered communication platform for voice, SMS, and email, helping businesses boost sales and reduce churn with 24/7 responses powered by AI agents and automated workflows.

With JustCall, you can now:

### Connect with leads instantly
Connect with leads right when it counts. Call or text prospects in a click, directly from Pipedrive. No more switching apps.

### Gain full visibility into every interaction
Log every call, SMS, and voicemail in Pipedrive automatically, so your team has full visibility into communication history for informed, effective follow-ups.

### Run high-volume outbound campaigns
Launch auto-dialing campaigns for your Pipedrive contact lists using Power, Dynamic, and 10-line Predictive Dialers. Re-engage them with personalized text messages based on call outcomes.

### Coach smarter with AI-powered insights
Get AI call summaries, insights on topics, sentiment analysis, and action items in Pipedrive. Identify coaching opportunities with automatic scoring based on your criteria.

### Automate Personalized Follow‑Ups
Keep your prospects engaged with personalized text messages based on Pipedrive actions such as a change in lead status, deal updates, or missed calls.

JustCall

### Xero Integration by Cloudify Overview

**Features**:

- Automatic Deal to Invoice/Quote Creation
- Replay Unsuccessful syncs with ease
- Once click option to generate and review invoices in Pipedrive before syncing it to xero

**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.
- **Replay Failed Syncs**: Recover unsuccessful syncs
- **Company Creation**: Create Xero customers from Pipedrive
- **Unified Dashboard**: Create, review, and sync invoices from one place

Manage contracts

Xero

Sync data between Pipedrive and HubSpot without manual data entry or messy, time-consuming imports. 

Here’s what you get with Data Sync by HubSpot:

- Two-way sync: Data is shared between Pipedrive and HubSpot in real-time
- Default field mappings: Setup is quick with out-of-the-box field mappings 
- Historical syncing: Your existing data will sync right away, and updates will sync as they happen

HubSpot

**Keep sales &amp; marketing contacts in 2-way sync**

- Connect Pipedrive with marketing tools like Mailchimp, Brevo, and Klaviyo or databases like Airtable and Google Sheets
- Get visibility into sync health, track down errors and solve issues easily.
- Sync contacts from Calendly, web forms, LinkedIn and Facebook forms to Pipedrive, along with custom fields and source tracking. 

**Give sales full context about leads**

- Marketing engagement (email opens, web visits, form fills, etc.) from tools like Mailchimp gets recorded in Pipedrive. 
- Create new contacts, leads &amp; deals in Pipedrive based on marketing engagements. 

**See the whole picture with Web Visitor Tracking**

- Get notified when leads visit your site and see what they’re interested in.
- Automatically record lead source and UTM tags in Pipedrive. 

**Find your best opportunities with Lead Scoring**

- Calculate lead scores based on email actions, web visits, and Pipedrive activities. 
- Record lead scores in Pipedrive.

Works with Mailchimp, ActiveCampaign, Brevo, Klaviyo, MailerLite, Constant Contact, HubSpot, LinkedIn Lead Forms, Facebook Lead Ads, Elementor Forms, Contact Form 7, Gravity Forms, Wix Forms, Calendly, Wordpress, Facebook Audiences, GetResponse, Airtable, monday.com, Google Sheets.   

Generic data integration tools like Zapier and Make offer limited ways of keeping contacts in sync between your CRM and marketing tools. Outfunnel was designed to do just that.

Try free for 14 days.

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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