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

Qualify my leads

Automate my pipeline and data

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

Communicate with 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

Manage my accounts

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!

Other use cases

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.

Manage contracts

Enable payments and tracking

Support my customers

Collectdesk

Revenue Intelligence for Pipedrive

Convertmax helps sales and revenue teams understand exactly which marketing, campaigns, calls, and customer interactions generate revenue inside Pipedrive.

Track the complete buyer journey from first touch to closed deal, automatically attribute revenue across channels, identify your highest-performing campaigns, and give sales teams the insights they need to close more business.

Key Features

* Multi-touch revenue attribution
* Marketing source and campaign tracking
* Website visitor and lead intelligence
* Call-to-revenue attribution
* Contact and company enrichment
* Sales performance analytics
* Revenue intelligence dashboards
* Automated lead scoring
* Custom reporting and exports
* Real-time event tracking

Convertmax

**Transform Pipedrive into actionable insights with automated reporting**

Coupler.io connects your Pipedrive CRM to the tools you already use - Google Sheets, Excel, Looker Studio, Power BI, BigQuery, and AI platforms like ChatGPT and Claude.

**Stop manual exports. Start automated reporting.**

- Auto-refresh Pipedrive data from every 15 minutes to daily
- Sync deals, contacts, activities, and pipeline stages
- Blend Pipedrive with 400+ sources like Google Ads, Facebook Ads, Shopify, QuickBooks, and Google Analytics
- Build complete revenue attribution dashboards

**Pre-built Pipedrive dashboard templates:** 

- Sales KPI dashboard - track revenue, win rates, pipeline velocity
- CRM performance dashboard—monitor team productivity and deal progression
- Customer acquisition dashboard—connect marketing spend to closed deals
- Sales funnel analysis - identify bottlenecks and optimize conversion

**Powerful no-code data transformation:**
- Filter, sort, and aggregate Pipedrive data
- Create custom formulas and calculated metrics
- Join multiple data sources without coding
- Connect unlimited destinations with no extra fees

**Perfect for:**
Sales teams tracking pipeline health | Revenue ops forecasting targets | Marketing analyzing acquisition ROI | Finance reporting on sales performance

**Trusted by 200K+ users worldwide**
✓ SOC 2 certified and GDPR compliant ✓ 4.9 stars on Capterra &amp; Google Workspace Marketplace ✓ Expert support when you need it

Coupler.io

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

EasyCSV is an automation tool that helps you to import data into Pipedrive from Spreadsheets. Anyone on your team can import spreadsheets fast and easily.

- Set up an import form in less than two minutes
- Import CSV files or choose Google Sheets
- Quickly map spreadsheet columns to deal, contact and organization fields
- Get an email address to auto-import from scheduled CSV export emails
- Combine and transform columns to create new values
- Clean and extract parts of text from CSV values
- Filter out unwanted data before import
- See which rows are invalid immediately
- Get an email when the import is done – no waiting for large files to import 
- Automatic example spreadsheet for your users
- Shows users which columns are required and optional
- Data privacy and GDPR compliance by default

EasyCSV

EazyMatch AI is a CRM data quality app that helps businesses find the records in Pipedrive that need attention. It helps users identify duplicates, incomplete records, non-target accounts, retention issues, messy job titles and open activities that may be affecting reporting, segmentation and follow-up.

With EazyMatch AI, you can:

Identify duplicate People and Organisations so users can review and clean up repeated CRM records.

Highlight missing or outdated fields that may be affecting reporting, segmentation and customer follow-up.

Test customer and lead records against your own retention rules to support GDPR readiness and better data governance.

Assess Organizations against your ICP and identify accounts that do not have a marketable contact.

Normalise job titles to reduce inconsistent titles and make segmentation, reporting and outreach data cleaner.

Review People with multiple open or overdue activities, helping users keep follow-up activities organised and reduce manual task management.

Use optional enrichment for existing CRM records, including suggested LinkedIn URLs and industry information.

Preview suggested changes before applying approved updates back into Pipedrive.

EazyMatch AI helps make Pipedrive data cleaner, more credible and easier to use across sales, marketing, reporting and operations. It does not sell contact data, provide lead lists or create prospecting databases.

EazyMatch AI

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.

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