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

**Send from any outbound tool. See every touch in Pipedrive.**

### How it works

OutboundSync is the connective tissue between your outbound stack and Pipedrive. 

Connect tools like Smartlead, Instantly, EmailBison, HeyReach and more once — every send, reply, open, click, and unsubscribe lands on the lead person. No CSVs, no brittle custom automation, no middleware to babysit.

Built for revenue teams running multi-channel outreach across email, social, and phone who need full visibility and clean attribution inside Pipedrive.

### What syncs

- Sends, replies, clicks, unsubscribes, and call events logged as notes on the matched person
- Each note has the campaign, sender and recipient, timestamps, and more — so you see full context, not just a line item
- People auto-matched (or created) by email, custom field, or social profile, with optional owner assignment on new records
- Social-channel events from tools matched on social profile URL when an email isn't known

### Why teams pick it

- One integration covers your entire outbound stack — add new tools without rewiring
- SOC 2 Type II certified, so security review is a non-event
- Setup takes minutes — no contracts, no professional services
- Purpose-built for outbound, not a general automation platform stretched to fit

---

**Stop rebuilding pipeline from forwarded replies and screenshots. Get outbound activity flowing into Pipedrive in minutes.**

Attract new leads

Communicate with leads

Manage contracts

OutboundSync

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!

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

### Automatically Turn Pipedrive Deals into ClickUp Projects
Stop creating projects manually. PickUp connects your Pipedrive pipeline to ClickUp so that every time a deal reaches your chosen stage, a fully structured project is created automatically, using your existing ClickUp templates. Set it up once and it runs forever.
**How it works:**

- Connect your Pipedrive and ClickUp accounts in one click
- Choose which Pipedrive deal stage triggers a new ClickUp project
- Select which ClickUp template to use for that trigger
- Every qualifying deal instantly becomes a perfectly structured project in ClickUp

**What you get:**

- Instant handoffs: deal closes at 3pm, project is ready at 3:01pm
- Consistent project structure every time, using templates you already have
- Pipedrive deal details mapped directly into your ClickUp project automatically
- Zero missed deals: every won deal becomes a project without anyone lifting a finger

**Who it's for:**

Agencies, SaaS companies, and service businesses who use Pipedrive to win work and ClickUp to deliver it. No code, no complexity, no ongoing maintenance required.

Set up in 2 minutes. Then forget about it forever.

Manage my projects

PickUp - ClickUp Integration

**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

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.)

Qualify my leads

ProfiSync

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

Commercient SYNC offers you the ultimate ***time-saving solution, automating data entry and reducing duplication.*** It streamlines workflows for your sales, customer service, and marketing teams, granting them easy access to vital customer information and leads. 


Our app offers ***flexible data flow with one-way or bidirectional integration.*** Seamlessly integrate your ERP data with Pipedrive through Commercient SYNC to ***enhance efficiency and productivity.*** Benefit from a hassle-free, user-friendly experience that's fully managed. 


### With [Commercient SYNC](https://www.commercient.com/) you'll gain deeper insights into sales, orders, and invoices, empowering you to monitor performance and make informed decisions as you work towards your sales and company goals.


**Quickbooks Desktop data into Pipedrive:**

- Sync Contacts from Quickbooks as Pipedrive People
- Sync Customers from Quickbooks as Pipedrive Organizations
- Sync Sales Invoices or Orders from Quickbooks as Pipedrive Deals
- Sync Quickbooks Products as Pipedrive Products 
- Attach Contacts and Organizations form Quickbooks into Pipedrive as Deals.


**Pipedrive data into Quickbooks Desktop:**

- Sync Pipedrive Organizations as Quickbooks Customers
- Sync Pipedrive Contacts as Quickbooks Contacts
- Sync Pipedrive Products as Quickbooks Products
- Pipedrive Deals in a defined stage as Quickbooks Sales Orders or Invoices

QuickBooks Desktop SYNC

**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.

Support my customers

Quin

### **CPQ: Structure a sales journey for your team**
Generate error-free quotes quickly. With native Pipedrive integration, easily configure custom prices and products. Qwoty is a 100% no-code solution, requiring no technical or development skills.

👉 **Create error-free quotes with Qwoty CPQ**
- Product catalog
- Complex pricing management
- Cross-sell and up-sell
- Contract library
- Internal offer approvals



### **Sales Rooms: Boost your ROI on sales investments**

Discover the power of Sales Rooms with Qwoty! Centralize all offer-related information in a secure space, simplifying communication between your team and clients. Reduce back-and-forth exchanges and avoid confusion with an intuitive, dynamic interface. Transform each proposal into a seamless experience to maximize your closing success!

👉 **Turn your sales team into top performers with our Dealroom**
- Unlimited offer templates
- PDF export
- Custom branding
- Automated reminders



### **eSignatures: Shorten your sales cycles**

Save time by reducing the delivery delay of your offers with an eSignature solution integrated into Pipedrive. Avoid back-and-forth exchanges and get your documents signed online. Simplify the client experience, giving your sales team a decisive advantage.

👉 **A smooth customer journey with eSignatures**
- EIDAS compliant
- SMS OTP


👉 **Accelerate with our smart automations**
- Multiple Integrations (Pennylane, Quickbooks, Sage, Stripe, SAP, Salesforce...)
- API

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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