### **Effortless PDF Generation Inside Pipedrive 🚀**
Say goodbye to manual document creation! With PDF Maker, you can generate polished PDFs directly from your Pipedrive deals and contacts using fully customizable templates. Whether you're working with default or custom fields, your data is automatically populated—no copy-pasting needed.

**✨ Key Features:**

[- Create and manage templates in minutes
- Auto-fill PDFs with Pipedrive field data
- Works with both default and custom fields
- View and access generated documents right from deals or contacts
- Flexible plans for individuals or teams
- Unlimited templates on all plans
- From uploading a blank PDF to generating a final document—PDF Maker keeps it simple, fast, and scalable. ](url)

Start your free 7-day trial today—no credit card required. Cancel anytime.
Need support? We’ve got your back: support@thepdfmaker.com

Manage contracts

Automate my pipeline and data

Other use cases

The PDF Maker

Are you emailing your Pipedrive contacts and getting lost in the noise? SMS your contacts instead - get your message in the palm of their hand.

Why use TNZ? We're New Zealand-based, and we understand the NZ and AU markets. With our SMS plugin for Pipedrive, you can communicate directly with NZ/AU/International mobile phones within Pipedrive.

Benefits:
* Send and receive SMS directly within Pipedrive to your contacts, without needing any external tools.
* Send texts from pre-saved SMS Templates and speed up your work
* Mobiles can reply directly to your texts for a two-way conversation
* Shorten long links into short URLs automatically
* Send files inside text messages (automatically converted into a tracked short link)
* Sync contacts to the TNZ Dashboard and send broadcasts, automated reminders and other message types ([voice](https://www.tnz.co.nz/Services/Voice/VoiceCast/) and [email](https://www.tnz.co.nz/Services/Email/)).

Pricing (NZD ex GST, billed monthly):
* $0 /setup
* $20 /month
* 10c /SMS Part to New Zealand and Australian Mobiles
* 20c /SMS Part to Other Regions

Everything you need for an all-round outreach tool. 

Give it a try with a free trial! (30 SMS Credits for 14 Days)

Nurture my leads

Communicate with leads

Manage my accounts

TNZ SMS - Send SMS to NZ & AU

Transpond is an email marketing and marketing automation platform that is completely integrated with Pipedrive. The platform enables your business to quickly design and schedule marketing automations and marketing campaigns that are entirely in sync with your Pipedrive account.

- Real-time sync of Pipedrive contacts and leads
- Campaign and automation results
- Cutting-edge drag-and-drop email editor
- Easy, powerful campaign creation
- In-depth analytics and reporting
- Drag-and-drop automation editor
- Send transaction emails
- Design double opt-in signup forms, and landing pages
- Website tracking
- Send messages to up to 1,000 contacts per month for free!
- And much more

Qualify my leads

Transpond

Try Triggerbee with Pipedrive for free for 30 days! Click on the “Website” link to the right.

Triggerbee helps you close deals faster using sales automation, tracking of website activity and personalized onsite communication. Identify visiting companies to discover business opportunities, learn what your Pipedrive contacts or email subscribers do on your website and nurture qualified leads with personalized messages.

- Spend LESS time prospecting by sending weekly lead reports directly to your sales team
- Spend MORE time selling by effortlessly creating and managing sales tasks in Pipedrive
- Personalize your communication by targeting website visitors based on their actions or interests
- Discover business opportunities by identifying companies visiting your website

**Track your Pipedrive contacts **
Track website activities from your Pipedrive contacts and email subscribers, identify companies visiting your website and discover business opportunities in real-time.
**Put your data to work **
Use Pipedrive to keep track of your deals and Triggerbee to automate sales tasks based on your leads’ website activity. Connect your email system to identify subscribers coming from your newsletters.
**Convert visitors into leads and customers** 
Display messages to visitors based on their actions, interests, who they are and where they come from.

Attract new leads

Triggerbee

This integration allows you to create new pods in trumpet when new deals are created in Pipedrive, search through your contacts when sending pods and update notes on deals in Pipedrive when comments are added to a trumpet pod.

trumpet

**Go beyond one-way automations with a two-way integration** 

Unito empowers you to do more than conventional automation platforms with more options to customize a flow between the apps and tools your teams actually use.

**Customize each integration with simple rules**

Unito maps the details of each Pipedrive contact as syncable fields which can linked to spreadsheets, databases, and other tools across your stack. Supported fields include: assignees, due dates, comments, tickets, tags, sections, attachments and more.

**Work with real-time data**

Unito syncs your data live while you work so you don’t have to sit around wondering if you have the latest details or not.

**Get started right away**

Curious to see how it works? Follow [this step-by-step guide to connect Mailchimp to Pipedrive with Unito.](https://unito.io/blog/guide-how-to-pipedrive-mailchimp/)

**Live support**

Don’t hesitate to [get in touch](https://unito.io/contact/). Our live support staff is ready to answer any questions you might have about Unito.

**Integrations for industry-leading apps and tools**

Unito integrations are available for Asana, Airtable, Azure DevOps, Basecamp, Bitbucket, ClickUp, GitHub, GitLab, Google Calender, Google Sheets, HubSpot, Intercom, Jira, monday.com, Notion, Salesforce, Smartsheet, Trello, Wrike, Zendesk and many more.

Unito 2-Way Sync

viaSocket is a powerful AI automation platform that connects thousands of apps to save you time and boost productivity. It automates repetitive tasks, so you don’t have to do them manually. You create a "workflow," which starts with an event in one app (trigger) and automatically performs actions in other apps.

viaSocket works with over 1,500 apps like Slack, Gmail, Google Sheets, Salesforce, and Trello. You can build simple or complex workflows and add conditions to make them smarter, updating data instantly.

Best of all, no coding is required. viaSocket’s user-friendly interface lets anyone set up automation quickly, reducing mistakes, saving time, and letting you focus on what matters.

**Some things you can do with viaSocket + Pipedrive
**

• Create leads in Pipedrive from form submissions or emails.

• Sync contacts between Pipedrive and Google Contacts or Mailchimp.

• Create tasks in Trello or Google Tasks when a deal changes stages.

• Send follow-up reminders if a deal isn't updated in a set time.

viaSocket

## E-conomic Integration Overview
Transform Your Sales-to-Finance Operations

**Features:**
- ✅Automatic Deal to Invoice/Order/Quote Creation
- ✅Financial Metrics within Pipedrive
- ✅Replay Unsuccessful Integrations
- ✅Manual Company Creation

**Key Business Benefits:**

**1. Eliminate Manual Work**
- No double data entry between systems
- Automated customer, product and invoice/order/quote creation

**2. Real-time financial data syncing**
- View e-conomic booked-invoice data directly in Pipedrive contacts

**3. Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal activities

**4. Start with Free Expert Onboarding**
- Custom setup for your Pipedrive account.
- Custom guidance for your specific needs

**Start your free trial with 15 credits today**! [Book a free 30-minute onboarding session](https://meetings.hubspot.com/cloudify/app-assistance), and let us streamline your billing process.

### Integration features
- **Automatic Deal to Invoice/Order/Quote Creation**: Convert deals to invoices with real-time updates.
- **Financial Metrics**: View Booked e-conomic invoice data in Pipedrive
- **Replay Failed Syncs**:Retrigger unsuccessful integrations
- **Customer Creation**: Create e-conomic customers from Pipedrive Organizations/People
- **B2C Management**: Convert Pipedrive contacts to e-conomic customers.
- **Simple Invoicing without products**:Generate invoices from the deal value.

Visma e-conomic Integration

Whalesync enables you to two-way sync Pipedrive with other apps like Airtable, Notion, Postgres, & more. Unlike most integration apps that offer one-way automations, Whalesync lets you truly, bi-directionally connect your data.

**Two-way sync**

Automation tools like Zapier are great for simple, one-way if-this-then-that workflows. Unlike most tools, Whalesync is built to handle true, two-way sync across Pipedrive and other apps.

**Instant updates**

Unlike most integration tools that work on a timer (e.g. once every 10 minutes), Whalesync syncs updates instantly. As soon as we notice a change in Pipedrive we sync it or vice versa.

**Supported Connectors**

Two-way sync Pipedrive with:

- Airtable
- Postgres
- Notion
- Salesforce
- HubSpot
- & more

**Supported Objects**
- Deals
- Organizations
- Persons
- Activities
- Stages
- Leads
- Users
- Pipelines

**Security**
Whalesync is SOC 2 certified and GDPR compliant. You can read more about our enterprise-grade security practices here: https://security.whalesync.com

Manage my projects

Whalesync

Integrate Pipedrive with Wooxy to sync contacts added/updated and their respective details into your default contact list.

For example, if you make changes to a contact's details in Pipedrive, the updated version will appear in your Wooxy default contact list.

Additionally, connect Webhooks when creating this integration with Wooxy to receive data back about contacts the moment an event occurs with them.

Wooxy

ZBrain's AI Copilot for Sales is an integrated AI solution designed to enhance your sales process within Pipedrive. With four key features, AI Copilot for Sales boosts sales team productivity, empowering your team to drive more sales.

**Generate Executive Summary:** It automatically creates the executive summary of each deal by reviewing past activities, notes, deal history, and emails sent and received. The summary includes key events and understanding of the deal.

**Identify Issues:** It identifies gaps and issues by reviewing deal details, meeting notes, deliverables, and all historical data for a deal. It includes specifics on what went wrong and what parties are involved. It helps the team identify and fix any communication gaps.

**Suggest Next Best Action:** It suggests the next best action item by looking at the latest activity and data in Pipedrive. A suggested action could be sending an email, drafting a document, making a phone call or any other step you use in your organization. It also drafts the agenda or content of the suggested action item.

**Fine-tuning of LLM for each organization:** Using the Zbrain enterprise plan, an organization can use a proprietary fine-tuning model built for them and hosted in a private environment.

Immediately increase the sales team's productivity by giving them immediate access to the deal summary, insights and drafted content for the next best action item.

ZBrain AI Copilot for Sales

The Zoho Sign application for Pipedrive helps businesses around the world expedite their sales paperwork processing with dynamic and seamless eSignature workflows. Connect your Pipedrive account to Zoho Sign to send documents out for signatures quickly and securely. Manage your documents and track their progress in real-time directly from the hub of your Pipedrive sales.

**Key Features:**

- Send a Zoho Sign Template To Pipedrive Deals or Contacts or Organization Email Id.

- Upload the Pipedrive Documents to Zoho Sign.

- Track the Document Status in Pipedrive Panel.


**How it works:**

1. Open the desired deal or contact from your Pipedrive dashboard.

2. You can then use the Zoho Sign actions to send a template or a document from the hub of your Pipedrive sales for signature or open Zoho Sign to manage the associated document signature request.

3. The Zoho Sign app panel will show the associated document signature request's latest status.

**Prerequisite:**
* Pipedrive Account
* Zoho Sign Account - Enterprise*

**About OAppS:**

Authorized Marketplace app solutions providers. Developed 50+ extensions for many SaaS services and served many customers. Contact us for any extensions/integrations development, please mail us at help@oapps.xyz. We are passionate about creating Outstanding Apps, that Empower Your Business And Lead To Success.

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