***Important: Users need to have both RingCentral and Pipedrive accounts***

### Streamline Your Sales Workflow

Imagine having all of RingCentral's powerful communication tools embedded directly within your Pipedrive interface. Place calls and send SMS messages without ever leaving your CRM. 

### 360° Customer View at Your Fingertips

Our integration instantly displays caller information through screen pop-ups for both incoming and outgoing calls.

### Seamless Synchronization

Keep your Pipedrive and RingCentral systems in perfect harmony. Call history and call dispositions automatically sync, ensuring your CRM always reflects the most up-to-date communication data.

### Boost Productivity with Click-to-Call

With a simple hover-to-show tooltip revealing a click-to-call button on any phone number within Pipedrive, your team can initiate calls instantly. 

### Effortless Call Logging

Automatically or manually synchronize your RingCentral call history, SMS, and voicemail logs to Pipedrive contacts, deals, and activities. 

### Elevate Your Sales Process Today

By integrating RingCentral with Pipedrive, you're not just combining two powerful tools – you're creating a seamless, efficient, and productive workspace that will transform how you communicate with prospects, manage your pipeline, and close deals faster.

Automate my pipeline and data

RingCentral App Connect

Duplicates mess with data in sales, marketing, CS and AI. With Dedupely, you can find and merge all related records at once, whether it’s two, three, or a dozen scattered across your CRM. Set up automatic deduping to prevent future duplicates, so your data stays accurate without constant manual cleanup.

**Core:**  
✔ Unlimited matching and merging  
✔ Unlimited users  
✔ Unlimited integrations  
✔ Unlimited support (chat, email, and Zoom)  

**Features:**  
✔ Deduplicate contacts, organizations, leads, and deals  
✔ Merge duplicates in bulk, one-by-one, custom, or automatically  
✔ Match and merge by any native or custom fields  
✔ Ignore common terms and customize merge rules  
✔ See every duplicate in one view, no more merging one pair at a time  

💾 **Bulk-merge thousands of duplicates in minutes:** 
Dedupely continuously scans your Pipedrive, detecting duplicates the moment they appear. Find and merge all your duplicates and merge them in minutes. Or set up auto merge to remove all manual deduping. 

🔒 **Secure data handling:** Dedupely is ISO27001, ISO27017, and ISO27018 certified, ensuring secure data handling and GDPR compliance.

💬 **Unlimited Support:** Chat, email, or jump on a Zoom call whenever you need help. Set up Dedupely exactly the way you want it with full access to our support team.

[Website](https://dedupe.ly/) - [Pricing](https://dedupe.ly/pricing) - [Support](https://dedupe.ly/contact) - [Security](https://dedupe.ly/security)

Other use cases

Dedupely

### Xero Integration Overview

**Features**:

- Automatic Deal to Invoice/Quote Creation
- Replay Unsuccessful Integrations
- One-Click option to manually generate and review invoices irrespective of the deal stage

**Key Business Benefits**:

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

**2. Real-time financial data syncing**
- View booked-invoice data directly in Pipedrive contacts
- Stay Informed and in control

**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**
-  Personalized 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 transform your billing process.

### **Integration features**
- **Automatic Deal to Invoice/Quote Creation:** Transform deals into invoices with real-time updates
- **One-click Invoice**: Create, update and customize Xero invoices from any stage of a Pipedrive Deal with flexible options for managing line items, taxes, and accounts
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Company Creation**: Create Xero customers from Pipedrive
- **B2C Management:** Convert Pipedrive contacts to Xero customers

Manage contracts

Xero

Fillout Forms streamlines the process of creating deals, people, and organizations within Pipedrive using modern, sleek forms. Create dynamic, multi-page forms, with the option to route leads to different pages depending on their answers, personalize questions with their info, or even schedule calls with a native scheduler.

After the form, automate follow-up actions with powerful workflows to send personalized thank you emails, send reminder emails for abandoned form submissions, and even classify leads with enriched company information and AI to route to the appropriate channels within your team.

Attract new leads

Qualify my leads

Fillout forms

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time sync to Pipedrive
- Customize object colors, labels, pop-ups, based on different criteria
- Search local businesses by keywords and add them as records with adjustable field mapping
- Auto-correct errors in addresses & fill in zip and counties
- View heatmaps and isochrones

**FIELD TEAM**
- Plan optimized multi-days routes & calendar meetings for teams while filling in available time between existing meetings. Plan regular visits, continuous multi-day routes
- Script your visit scenarios, configure check-in with geofencing and adaptive forms; data synced to CRM
- Analyze data with AI, including notes, photos and videos,
- Track users’ location & movement history
- Track team’s performance with customizable charts and dashboards

**TERRITORIES**
- Add territories by drawing them on map or selecting zip, counties, census areas
- Auto-assign records to territories & sales reps based on custom criteria
- Add aggregate metrics based on CRM data
- View demographics

**EMBED MAPS**
- Add maps with live data & desired features to websites, dashboards, portals, send by email
- Add buttons & forms to let users enter data & execute actions on embedded maps

**NO-CODE AUTOMATION**
- Execute actions by a button, schedule or automatically, with no code
- Create/update records, send email/SMS, call APIs
- Search and execute actions on records by custom criteria including driving distance/time

Manage my accounts

Mapsly: Map, Routing, Field Sales & Service

Merk is not just a database of Czech and Slovak companies, but a basic business and marketing tool that helps 15,000 users in more than 2,000 companies daily to strengthen existing business and find new business.

Merk / Pipedrive integration allows Merk users to keep their Pipedrive organizations up-to-date with information such as company name, address, CRN, turnover, etc.

Company information can be easily transfered into Pipedrive from Merk, and new organizations can be created with all the information with one click.

Merk

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

Manage my projects

monday.com

**Business Central Integration Overview**

Transform Your Sales-to-Finance Operations

**Features**:

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

**Key Business Benefits:**

**1.Eliminate Manual Work**
- No double data entry between systems
- Automate organisation/person, product and invoice/order creation

**2.Real-time financial-data syncing**
- Stay Informed and In Control
- View booked invoice metrics directly within Pipedrive organization/person

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

**4.Start with Free Expert Onboarding**
- Personalized setup for your Pipedrive account

**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 transform your billing process.

### **Integration features**

- **Automatic Deal to Invoice/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Business Central booked invoice metrics in Pipedrive
- **Replay Failed Syncs:** Recover unsuccessful integrations
- **Customer and Product sync:** Ensure precise customer and product synchronisation between Pipedrive and Business Central
- **B2C Customer Management**: Convert Pipedrive person/people to Microsoft Business Central customers

Business Central Integration

This powerful Google Sheets add-on seamlessly connects with Pipedrive, enabling two-way data sync between your CRM and spreadsheets. Perfect for sales teams, managers, and operations pros who want greater visibility and control over their pipeline.

🔄 **Key features**

**Import Pipedrive data:** Pull data from deals, persons, organizations, activities, leads, and products using saved filters or import everything from your account.

**Custom field selection:** Choose exactly which fields to display and organize them how you want.

**Two-way sync:** Make changes in your sheet and push updates back to Pipedrive with a click.

**Collaborative settings:** Share filter setups and column preferences with your team for a unified workflow.

**Scheduled syncing:** Automate refreshes to keep your sheet up to date.

**Activity logs and status tracking:** See latest sync timestamps and monitor data flow with detailed tracking.

💰 **Pricing:** Start free with core sync features, then upgrade anytime for advanced tools, unlimited syncs, and team plans.

👉 [View full pricing plans here](https://pipedrivesheets.com/#pricing)

**Get started free** — install now and experience seamless CRM-to-Sheets integration.

PipedriveSheets

# Create Quotes, estimates, proposals, invoices, agreements &amp;other sales documents in Pipedrive. 

CPQ, quoting software, invoicing software, proposal software, estimate software, billing, document generation, templates, auto-filled data, pricing, discounts &amp; document automation - [ExtraflowDoc](https://www.extraflowdoc.com/).

## eSignatures (will be available soon)
## **Available in 32 languages**

### ✨[Kitchen Remodeling Estimate Example](https://www.extraflowdoc.com/kitchen-remodeling-estimate-example)

### ✨[Roof Replacement Quote Example](https://www.extraflowdoc.com/roof-replacement-quote-example)

### ✨[Website Design Proposal Example](https://www.extraflowdoc.com/website-design-proposal-example)

### ✨[HVAC Replacement Proposal Example](https://www.extraflowdoc.com/hvac-proposal-example)

### ⚡ Speed up your sales process
- Auto-filled from Pipedrive deal data - no manual copy-paste
- Share by link or export PDF quotes instantly

### 🎯 Look professional, win more deals
- Beautifully designed documents
- Multi-option quotes (Variant A/B/C) in one document

### ✓ Eliminate pricing errors
- Sync directly with Pipedrive's Product catalog
- Control margins, markups, taxes &amp; fees with flexible pricing 

### 🌍 Handle complex pricing scenarios
- Multi-currency support
- Global tax handling (VAT, GST, 0%, etc.)

### 👥 Keep your team aligned
- Sync line items from documents back to Pipedrive

### 📊 All data stays in Pipedrive
Documents linked directly to deals

Enable payments and tracking

Quoting, Estimating, Proposals, CPQ. ExtraflowDoc

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

TNZ SMS - Send SMS to NZ & AU

With Dux-Soup, it’s easy to find, attract and engage with your prospects on LinkedIn. Let Dux-Soup automate your LinkedIn lead generation leg-work, so you can focus on growing your business and closing deals.
With the Dux-Soup Connector and Dux-Soup Turbo you will be able to :

- Create and update Pipedrive "People" and "Organization" objects directly from LinkedIn - including LinkedIn name, title, profile URL, ID, industry, location and degree connection. 
- Send LinkedIn connection requests from Pipedrive
- Send direct messages to LinkedIn connection from Pipedrive
- Enroll Pipedrive contacts into smart drip campaigns
- Create activities in Pipedrive for new connections
- Create activities in Pipedrive when a message is received
- Run actions in batch or one by one

Connect your favorite tools or easily find new ones

Automate my pipeline and data

Can't find the app you need?