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.

Automate my pipeline and data

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

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).

Attract new leads

Qualify my leads

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

Manage my accounts

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

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.

Communicate with leads

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

Manage contracts

Qwoty

**Qwoty** is an AI-powered CPQ software (Configure, Price, Quote) that helps B2B sales teams create accurate sales quotes, close deals faster, and automate the quote-to-order process directly from their Pipedrive.

**AI-Powered Quote Generation** : Qwoty transforms emails, spreadsheets, or customer requests into ready-to-send quotes in minutes. The AI matches products to your catalog, applies pricing rules and discount thresholds, and generates compliant quotes automatically.

**Interactive Deal Rooms &amp; E-Sign** Replace email back-and-forth with branded digital deal rooms where buyers review quotes, select options, and sign — all in one place. Built-in e-signature supports sequential or parallel workflows with full audit trail.

**Quote-to-Order Automation** Signed quotes automatically convert into structured sales orders. Track invoices, deliveries, subscriptions, and amendments in real time — no manual re-entry, no handoff errors.

**Sales Agreements** Manage framework agreements with negotiated pricing, volume commitments, and commercial terms. Track MRR, ARR, and contract value automatically.

**Seamless Integration** Connect Pipedrive with ERPs &amp;  Billing like SAP, NetSuite, Stripe, and Chargebee etc.  keeping quotes, orders, and invoices aligned across your stack.

**Built for Fast Adoption** Intuitive UX, guided workflows, and zero training required. Sales teams are productive from day one.

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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