OptyStack is a SaaS management platform that connects to your Pipedrive account 
and gives your IT, finance, and operations teams complete visibility and control 
over user access and licence costs.

Once connected, OptyStack automatically syncs all your Pipedrive users — showing 
you who is active, who hasn't logged in recently, what their role is, and what 
your per-seat cost looks like in real time.

Key capabilities:

- User visibility — See all your Pipedrive users in one place with their name, 
  email, role, account status, and last login time.

- Lifecycle management — Invite new users to your Pipedrive account and 
  enable or disable existing users directly from OptyStack without opening 
  Pipedrive settings.

- Licence cost tracking — Track your Pipedrive plan cost per seat, set renewal 
  reminders, and monitor how many licences are actively used versus idle.

- Multi-app dashboard — OptyStack manages 50+ SaaS apps from one place. 
  Adding Pipedrive gives you a unified view alongside Google Workspace, 
  Microsoft 365, Slack, Zoom, and more.

- Admin-aware — OptyStack detects whether the connected Pipedrive account has 
  admin (Account Settings) permissions and enables lifecycle actions only when 
  appropriate, keeping your account secure.

This integration uses Pipedrive's official OAuth 2.0 flow and only requests the 
scopes needed: user data read access and admin actions for lifecycle management.

Automate my pipeline and data

Manage my accounts

OptyStack

OttoKit is a popular automation tool that allows you to connect various apps and automate workflows between them without requiring any coding skills. 

It's a modern, user-friendly, and cost-effective alternative to Zapier with deep integration capabilities within WordPress.

OttoKit

The Overloop.ai integration allows you to automatically push leads into your Pipedrive CRM account when they are sourced and contacted by an Overloop.ai campaign.

It also offers the possibility to ensure that you will not contact a lead that is already present into your Pipedrive account.

You can also decide to automatically create deals or activities in Pipedrive from Overloop.ai workflows when a lead is created, or when he replies,...

Tracking events (lead opened your email, lead replied by email, lead replied on Linkedin,...) can also be pushed as notes on your leads in Pipedrive when the option is enabled in the integration settings.

Attract new leads

Qualify my leads

Overloop AI

Automating PDF creation has never been easier with PDF Generator! 

With PDF Generator, you can generate PDFs from custom templates. PDF data will be automatically populated using your Pipedrive fields! With support for both default and custom fields, you’ll never have to manually enter data into your PDFs again!

We offer several flexible plans. Simply choose the number of documents per month that works best for you. Customize your plan to fit your individual needs, or share your plan for company-wide document generation. All plans come with unlimited templates!

Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime!

How it works:

From your PDF Generator portal, you'll have the option to create PDF templates. Simply upload a blank PDF, name the template, and add your fields in our easy-to-use editor. Each field can automatically draw from Pipedrive fields, saving time in filling out your info. You can even customize the appearance of your fields, including font, color, spacing, and more!

From within Pipedrive, simply click on a deal, and you'll see a list of your templates within the PDF Generator app panel. Select the template you want to generate, click "Fill", input or modify any information, and click "Generate". That's it! You'll receive a fully-generated PDF document ready for use!

Need help? Contact us at support@easycrm.me and one of our team will be happy to help!

Manage contracts

PDF Generator

PepoSmart is an AI-powered scheduling and meeting intelligence platform that automates the entire workflow between booking and CRM updates in Pipedrive. 

**Automatic Contact Sync:** When a prospect books a meeting, their details are instantly synced to Pipedrive as a Person record with timezone, custom form answers, and meeting location. Email-based duplicate prevention keeps your data clean.
                                                                                                                                                                                     **AI Meeting Notes:** PepoSmart's AI notetaker joins your Google Meet, Zoom, or Teams calls automatically. After the meeting, an AI-generated summary is posted as a Note on the Person record — capturing key points, sentiment, and buyer intent.

**Action Items as Activities:** The AI extracts promises from the conversation — send pricing, share a proposal, schedule a follow-up — and creates them as Pipedrive Activities with due dates. Nothing falls through the cracks.

**Deal Context Before Calls:** PepoSmart pulls active deals, pipeline stages, and recent activities from Pipedrive before every meeting. After the call, AI suggests deal stage changes you can apply with one click.        

Most scheduling tools create a contact and stop. PepoSmart treats the meeting itself as a data source — filling Pipedrive with notes, tasks, and deal intelligence that reps rarely have time to enter manually.

Other use cases

PepoSmart

**Customize dashboards and gain real-time insights!**
- Make your Pipedrive data more valuable by visualizing your [pipeline and sales performance](https://www.plecto.com/sales/?utm_campaign=INT-PAR-C-) in Plecto
- Create custom Pipedrive dashboards that display all the information important to you
- Get an unbeatable overview of your business performance in real-time

**More than just visualization!**
- Our unique gamification features provide you with the right tools to engage your employees
- Motivate employees with contests across teams or locations
- Create [achievements awards](https://www.plecto.com/achievements/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) and an atmosphere fuelled by performance with leaderboards

**Provide real-time reports to managers, CEOs and board members whenever needed!**
- It just takes a few minutes to build [customized reports](https://www.plecto.com/reports/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) in Plecto 
- You can set up reports for automatic send-out. Just choose a date and a timeslot, and Plecto does the rest!

**Get started today!**
- Discover how Plecto can help you to get the most out of your Pipedrive solution. Start your [14-day free trial ](https://www.plecto.com/signup/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive)today!

Plecto

Grow your email list and get more qualified contacts with [Poptin](https://www.poptin.com)!

It is a user-friendly lead capture platform designed to boost your contacts when visitors sign up through Poptin’s pop-ups and forms. It comes with over 40 beautiful and fully responsive templates you can personalize depending on your brand.

Poptin’s [exit-intent technology ](https://www.poptin.com/blog/exit-intent-technology-can-grow-business/) provides great results as it automatically tracks your visitors when they’re about to exit your page, allowing you to show an enticing pop-up that drives better conversions.

Its wide array of advanced targeting options and smart triggers also enhances the chances of getting leads by showing a pop-up to the right audience at the right time.
With Poptin’s long list of advanced features and easy integration process, your pop-ups can achieve excellent results for your marketing efforts with Pipedrive.

**Key features:**

- 40+ beautiful pre-made templates
- Drag-and-drop editor
- Smart triggers and targeting options
- Exit-Intent technology
- Built-in analytics
- A/B testing capabilities
- Autoresponders
- Available in different languages

Poptin is free to use forever. Paid subscription plans start at $19 a month.


To know more about how to integrate Poptin with Pipedrive, see full instructions from our [Help Guide](https://help.poptin.com/article/show/106986-how-to-integrate-your-poptin-with-pipedrive).

Poptin

Laskuta suoraan Pipedrivesta. 

Myynnin ja laskutuksen ei enää tarvitse olla erillään. Sovellus hoitaa yleisimmät järjestelmien väliset rutiinit: se luo ja päivittää asiakastiedot Pipedrivesta Procountoriin sekä muodostaa laskun tai myyntitilauksen tuoteriveineen Pipedrivesta Procountoriin voitetun kaupan perusteella. Mukana kulkevat myös viitekenttien sisältämät tiedot.

Procountor palauttaa lähetetyn myyntilaskun numeron Pipedriven kaupalle.

Pipedriven yhdistäminen laskutusprosessiin tuo todennetusti säästöjä työajassa ja kasvattaa käyttöpääomaa nopeuttamalla laskutusta.

Kokeile 30 päivää ilmaiseksi!

*Integration uses Pipedrive standard functionality and supports all languages. Try 30 days for free!*

Enable payments and tracking

Procountor Taloushallinto

**Wie erleichtert ProfiSync deinen Arbeitsalltag?**

Mit ProfiSync erlebst du die perfekte Integration zwischen Pipedrive und easybill – für intelligente Automation und zuverlässige Synchronization deiner Geschäftsdaten. Unsere Lösung verbindet alle wichtigen Bereiche deines Unternehmens: Verwalte Kontakte, Organisationen, Produkte, Deals, und Rechnungen zentral und komfortabel.

Die bi-directionale Synchronization sorgt dafür, dass alle Daten – von Kundendaten bis hin zu Produkt-Details – immer aktuell sind. Erstelle automatisch eine Rechnung oder Auftragsbestätigung, wenn ein Deal gewonnen wird. Damit sparst du Zeit, reduzierst manuelle Eingaben und minimierst Fehler.

**Intuitive Einrichtung in Minuten:**
Dank unseres benutzerfreundlichen Verbindungs-Assistenten integrierst du deine Anwendungen schnell und unkompliziert. Ein neuer Kontakt oder Organisation wird automatisch synchronisiert – ohne langwierige Installationen und manuelle Eingaben.

Profitier von der einfachen Integration und Automation, die deinen Workflow optimiert. Bei ProfiSync werden alle Daten DSGVO-konform verarbeitet und sicher auf deutschen Servern gehostet. So bleibt dein Unternehmen flexibel, effizient und immer auf dem neuesten Stand.

Starte jetzt und erlebe, wie die smarte Synchronization und Automatisierung mit ProfiSync deinen Arbeitsalltag revolutionieren kann – für mehr Effizienz und nachhaltigen Erfolg!

(This app is currently available in German-language version only.)

ProfiSync

Supercharge your sales pipeline and streamline your lead management with Pronto's seamless Pipedrive integration. 

Automatically synchronize and deduplicate contacts and companies while creating new opportunities directly in your pipeline—all in just a few clicks.


Pronto is the ultimate solution for connecting your lead generation efforts with your CRM workflow. Capture new leads, enrich your existing database, and turn prospects into opportunities without any manual data entry. Set up the integration once, customize your synchronization preferences, and sync your data to optimize your entire sales process.

This integration allows you to maintain a clean, unified database between your lead generation campaigns and Pipedrive, ensuring your sales team always works with the most up-to-date information for maximum conversion.

Pronto

QuarterOne is a free revenue forecasting app that creates automated forecasts from Pipedrive sales data in minutes.
 
With better control of your sales data, you can build a more accurate forecast you can trust.
 
Sales teams love Pipedrive. With QuarterOne, your finance and management teams will, too.
 
“QuarterOne removes the need for messy spreadsheets that are out of date the minute you create them “ -  Mark Robotham, COO at Quanton.
 
Key benefits:
- Measure the velocity of your sales team
- Predict how quickly your existing pipeline will grow
- Spread deals over multiple months
- Lock down periods to prevent unwanted changes to reported months
- Compare your current forecast with previous versions
 
Get started with a free 14-day trial.

QuarterOne

**Meet your dream assistant.** Quin turns conversations into action—automatically. **Quin is your smart assistant** that captures notes, creates tasks, drafts follow-ups, and updates your CRM—so you don’t have to. Whether you’re texting, emailing, or messaging Quin in-app, it takes care of the busywork so you can stay focused on your clients.

Once you [connect Quin to Pipedrive](https://www.heyquin.io/app/account/integrations), Quin keeps your records up to date and your pipeline moving—**all without interrupting your flow.**

**With Quin, you can:**

- Capture meeting notes by sending a quick message
- Automatically create follow-up tasks and calendar invites
- Draft emails and update Pipedrive fields without logging in
- Summarize past meetings and prep for upcoming ones
- Ask questions like “What did I last say to this client?”
- Turn photos of handwritten notes or business cards into updates
- Send updates on the go via text or email

You can even **customize how Quin responds** by setting guidelines—add your preferences for tone, formatting, follow-up style, and more. Quin learns how you like things done and applies that every time.

Just message Quin with what you need—notes, updates, follow-ups, or questions. **Quin understands your intent**, formats everything properly, and syncs it back to Pipedrive.

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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