### 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

Automate my pipeline and data

Xero

Pipedream is the fastest way to automate any process that connects APIs. Stop writing boilerplate code, struggling with auth and managing infrastructure. Connect APIs with code when you need it and no code when you don't.

### Bring your own code
Execute custom logic using Node.js, Python, Go, or Bash. With instant deployment to run 24 x 7 x 365 on Pipedream’s servers. Allowing full code level control of your data and no server management overhead.

### Access to npm & PyPI packages
Leverage millions of npm and PyPi packages, with automatic installation of dependencies. Saving time and effort when customizing your workflows with Node.js or Python.

### Integrate 1,700+ APIs in seconds
Auth apps once, then reuse connected accounts in any workflow with 5,000+ pre-built, source-available components. Removing the need to manage authentication and write boilerplate code.

### One Click, Built-In Services
Create sophisticated workflows quickly with built-in queue, data stores, and one click private networks. Reducing development time or the need for DevOps involvement.

### Build Fast With AI
Trained on the API documentation of all integrated apps, simply select an app and tell us what you want to do. Save yourself from spending time learning 3rd party APIs.

Qualify my leads

Pipedream

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

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

Fillout forms

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

## ExtraflowDoc — Quoting, Estimating, Proposals, Invoicing, Delivery Notes, Work Orders &amp; more right in Pipedrive

### TRY IT FREE. DECIDE LATER (FREE PLAN - 10 docs/mo, No Credit Card Required)

### Create quotes, job estimates, sales proposals, client proposals, invoices, contracts, agreements, bids, takeoffs, delivery notes, purchase orders, professional proposal documents, price quotations, and service agreements - [ExtraflowDoc](https://extraflowdoc.com).

### Perfect for (but not limited to):

- 🏗️ **Construction &amp; Contractors** (builders, remodelers, painters, roofers, concrete, drywall, flooring...)
- 🔧 **Trades &amp; Services** (HVAC, electricians, plumbers, solar installers, landscapers, cleaners...)
- 📅 **Rental &amp; Equipment Services**
- ⚙️ **Engineering &amp; Equipment** (design, fabrication, machinery)
- 🛠️ **Technical Service Providers**
- 💻 **Digital Agencies &amp; Creative Studios** (web, UX/UI, marketing, SEO, branding, development)
- 🏭 **Manufacturers &amp; Industrial Producers**
- 🎪 **Event &amp; Production Services**
- 📦 **Resellers &amp; Distributors**
- 🧩 **Professional &amp; B2B Services**

### ✨ Why Pipedrive users love it:

- **Control margins, markups, taxes &amp; fees** with flexible pricing logic
- **Auto-filled from deal data** → no more manual errors
- **Syncs back to Pipedrive**→ keep deals always updated
- **Create multi-option quotes** (Variant A/B/C) in one document

Enable payments and tracking

ExtraflowDoc — Estimates, Quotes, Proposals & more

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

**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

Mapsly: Map, Routing, Field Sales & Service

**Deliver professional, accurate quotes in less time with QuoteWerks.**

QuoteWerks is a powerful Configure, Price, Quote (CPQ) solution that helps sales teams streamline quoting, reduce errors, and close deals faster. Trusted by over 35,000 users worldwide, QuoteWerks makes it easy to create branded quotes and proposals while keeping your Pipedrive deals up to date.

Unlike lightweight proposal tools, QuoteWerks provides deep quoting capabilities including real time distributor pricing, product sourcing, and interactive online quotes with electronic approvals and payments through QuoteValet. This gives your team the ability to handle both simple and complex sales scenarios with confidence.

**Integration features**
- Create and update quotes directly from your Pipedrive deals
- Search and pull People, Organizations, and Products from Pipedrive into QuoteWerks
- Automatically update deal values when quotes are created or changed
- Attach PDFs and emails from QuoteWerks to the associated Pipedrive deal
- Log quote activities and track approvals inside Pipedrive
- Sync new and updated contacts, deals, and products to keep both systems aligned

With QuoteWerks and Pipedrive working together, you can automate your sales process, gain visibility across the pipeline, and deliver a seamless customer experience.

[Learn more about this integration](https://www.quotewerks.com/pipedrive.asp)

[Book your demo today](https://www.quotewerks.com/reqdemo.asp)

QuoteWerks

## 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

## Use [Extraflow](https://extraflow.io/) to create quotes

Extraflow

🚀 Sync LinkedIn with Pipedrive in One Click
Stop wasting time on manual data entry. LeadCRM lets you view, update, and sync Pipedrive data directly inside LinkedIn. Automatically Log LinkedIn messages, create tasks, and manage deals without ever leaving the page. Works seamlessly with LinkedIn Sales Navigator.

🔗 Manage Pipedrive Without Leaving LinkedIn
Overlay Pipedrive contacts, deals, tasks, and notes on LinkedIn profiles. Update CRM records instantly, ensuring your sales pipeline is always up to date.

🔍 Enrich LinkedIn Profiles with Verified Contact Data
Find verified professional email addresses and contact details with a single click. Enrich LinkedIn profiles and automatically sync the data to Pipedrive.

🧠 Intelligent Waterfall Enrichment to ensure you get highest quality leads without jumping between tools like Rocketreach, datagma, Hunter.io, Skrapp, NeverBounce etc. Get power of all the tools at single place. 

📤 Bulk Export Leads from Sales Navigator Search 
Export end Enrich entire Sales Navigator search results or lead lists in bulk to Pipedrive. No more manual copy-pasting—just instant, organized lead management.

🧠 Train your Own AI and let it suggest Responses and Add thoughful comments to spark engagement.

⚡ Close More Deals, Faster
Reduce admin work and focus on selling. LeadCRM automates LinkedIn-to-Pipedrive sync, helping sales teams stay productive and efficient.

🔥 Try it free and experience seamless LinkedIn-to-Pipedrive automation!

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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