CallRoot is call tracking software for incoming calls designed for marketers and agencies. CallRoot answers a widespread question: Which campaign or keyword is generating the maximum of sales calls. With CallRoot, you can track and record incoming phone calls, dynamically insert tracking phone numbers and find the source of every incoming phone call.

CallRoot automatically logs call information, the call source (campaign or keyword responsible for this call) and a call recording in Pipedrive under your contacts and deals as an activity.

CallRoot converts first-time callers into a new contact and a deal in your Pipedrive account and logs call activity under that newly created deal. So, in the future, you will never miss a new lead.

In a nutshell, by using CallRoot, marketers can automatically log marketing-generated incoming calls (aka leads/sales calls) into Pipedrive as new opportunities for the sales team.

Qualify my leads

Communicate with leads

Automate my pipeline and data

Manage my accounts

CallRoot

## Chaindoc.io for Pipedrive

**Chaindoc.io** brings secure, verifiable document workflows directly into Pipedrive. The app enables teams to generate, manage, and track tamper-proof documents linked to deals, contacts, and organizations - ensuring trust, compliance, and transparency throughout the sales process.

With Chaindoc.io, sales teams can create documents that are cryptographically secured and verifiable, helping reduce disputes, prevent unauthorized changes, and provide a clear audit trail for critical agreements. Documents can be attached to Pipedrive records and updated automatically as deals progress.

### Key benefits

* **Tamper-proof documents** – Protect contracts, agreements, and records with cryptographic verification
* **Deal-linked documentation** – Attach and manage documents directly within Pipedrive deals and contacts
* **Auditability &amp; trust** – Maintain a clear history of document creation and changes
* **Faster sales workflows** – Generate and manage documents without leaving Pipedrive
* **Compliance-ready** – Support internal governance and external compliance requirements

Chaindoc.io is ideal for sales teams that need **secure documentation**, **proof of integrity**, and **full visibility** into their deal-related records - without adding complexity to their CRM workflow.

Manage contracts

Other use cases

Chaindoc

Channelyze is cloud-based partner relationship management (PRM) software that simplifies the process of managing partners, helps you grow your sales channel and drives partner experience.

Now, you can use Pipedrive to manage channel sales, as well as direct sales by synchronizing channel sales generated through Channelyze with Pipedrive. 

Channelyze lets you collaborate with your channel partners on leads and deals. It includes a powerful learning management system (LMS) that helps your partners learn about your products and provides "through partner marketing" capabilities, helping you amplify your marketing messages through your partner base.

Attract new leads

Channelyze

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.

Nurture my leads

Claap

The Cliently Chrome extension allows users to control lead engagement within Pipedrive more efficiently.

Keep your contacts and leads engaged by sending them personalized emails, video messages, physical postcards, handwritten notes and gifts directly from within pipedrive.  Create automated smart flows or send one-off actions to further engage your leads.

Additional benefits of Cliently for Pipedrive:

- Works with Pipedrive Contact and Deals.
- Syncs your Pipedrive records with Cliently
- Works from within Cliently or Pipedrive

Cliently

This app will let you sync your Pipedrive data into a Spreadsheet or analytics tool.

You can access full data sets for:

1. Leads
2. Deals
3. Persons
4. Organizations
5. Products

Load your data into analytics tools such as Qlik, PowerBI and Tableau or excel using your live Cloudslurp URL and their standard REST connector. Set up in seconds!

Cloudslurp

CollectDesk enhances your Pipedrive experience by automating payment collections and streamlining customer interactions. By integrating with Pipedrive, CollectDesk synchronizes payment data directly into your sales pipeline, automating accounts receivable tasks and reducing manual follow-ups. 

This integration ensures that as soon as a deal is closed in Pipedrive, payment processes are initiated automatically, helping you maintain a steady cash flow and focus on driving sales. CollectDesk also simplifies invoice management and enhances customer communication, making your sales operations more efficient and effective.

Enable payments and tracking

Support my customers

Collectdesk

Custify's integration with Pipedrive CRM supercharges your customer success team by combining in-product usage with Pipedrive data, support, and billing insights in one dashboard.

**Integration Highlights:**

- **Unified Customer View**: Merge Pipedrive data with other customer insights, eliminating spreadsheets.

- **Customer Segmentation**: Leverage Pipedrive details to segment customers, enhancing personalized success strategies.

- **Lifecycle Management:** Use Pipedrive’s deal stage data to track and manage customer progression and deal closure.

- **Proactive Engagement**: Identify and engage customers needing attention due to onboarding hurdles, trial expirations, or usage drops.

- **Automated Workflows**: Automate customer success tasks based on deal stages from Pipedrive, like email sequences or task assignments.

- **Alerts and Tasks**: Receive real-time alerts for critical deal events and tasks indicating churn risk or renewal time.

- **KPIs and Health Scores**: Access health scores and metrics within Pipedrive, identifying at-risk customers and opportunities for growth.

This integration enables proactive customer management, improves product adoption, and increases customer satisfaction and lifetime value, ensuring sales and success teams collaborate effectively.

Custify

Note: This software is focused on the Brazilian market and only available in Portuguese.

Integração com eKyte, permite que Leads e Vendas sejam registrados. Estas informações serão apresentadas em relatórios para otimização de campanhas.

eKyte

# We’ve launched a brand-new version of Extraflow &gt; **ExtraflowDoc** — redesigned for a better, smoother experience.

Extraflow (old version)

The Findymail-Pipedrive integration lets you push your Findymail contacts into Pipedrive in one-click!

- Export leads from Linkedin Sales Navigator, Apollo & more
- Enriched with valid B2B emails
- Sync prospected profiles to Pipedrive

--

Try [Findymail](https://www.findymail.com) now, the most accurate B2B email finder. 10 free credits to try!

Findymail

**Pipedrive to CSV, XLSX and Google Sheets | Full data sets | Flatly
**

https://flatly.io/integrations/pipedrive

Export and sync comprehensive Pipedrive datasets to Google Sheets, CSV or Excel XLSX files in cloud storage folders on a recurring, automatic basis. Historical data is included.

Downstream BI tools that read from cloud storage, including PowerBI, Google Data Studio, Qlik and Tableau.


**Destinations:**

Google Drive

Google Sheets

Excel Online

OneDrive

OneDrive for Business

Box

Dropbox

Amazon Web Services, S3 Storage

Azure Storage

Google Cloud Storage

FTP

SFTP

Connect your favorite tools or easily find new ones

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