Automatically create or update your CRM data directly from EasyBusiness to Pipedrive.

Automate my pipeline and data

EasyBusiness by Kompass

Flatris is the most complete system for promoting and selling apartments for developers.

**All the information for presentation at once**

- Apartment information is displayed as detailed as possible and in convenient form - it helps to present apartments for a customer from the most beneficial view.

**Protection against errors and double booking**

- The system updates the apartment statuses in real time, which eliminates the risk of booking an apartment twice.

**Compatibility with any device**

-  You can use the tablet and smartphone to work in the system - it allows managers to sell even when being at the site.

**History of contact with customers**

- The system provides full information about the interests and actions of the buyer, so the manager can influence the purchasing decision more effectively.

FLATRIS

### Fortnox 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
- 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/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Fortnox invoice metrics in Pipedrive
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Customer and Product sync**: Ensure precise customer and product synchronisation between Pipedrive and Fortnox
- **B2C Contact Management**: Convert Pipedrive contacts to Fortnox customers

Manage contracts

Fortnox Integration

**Fromni SMS-gateway** app for Pipedrive is a simple and easy-to-use solution for automating personal messaging. We operate from Finland and deliver SMS all over the world.

**App features**

- **Template builder**. Create different templates with or without variables.
- **Automations builder**. Create new automation in just a few minutes. Currently we support automated messaging based on your **deals** stage, **contact** labels and **activities**. Choose the automation type, add the text you'd like to send and set the time. The app can send your message either immediately or with a delay.
- **Manual messaging**. Manual SMS messages can be sent from the deal, contact or organization.
- **Mass messaging**. Find people that match one of your Pipedrive filters and send your message to all of them. 
- **Branded Sender’s name**. We will register a branded sender ID for your business.
- **Lower rates**. We can offer competitive pricing for all your destinations and guarantee high delivery and quality routes.

**If you need assistance, don't hesitate to contact us! We are always here:**
- [WhatsApp](https://api.whatsapp.com/send?phone=358451086128&amp;text=I'm%20interested%20in%20Fromni.SMS%20and%20Pipedrive%20integration) 
- [Telegram](https://t.me/FromniSupport_bot?start) 
- [Email](mailto:help@fromni.com?subject=Fromni.SMS%20and%20Pipedrive%20integration)

Qualify my leads

Nurture my leads

Communicate with leads

Manage my accounts

Fromni SMS-gateway

Hints CRM AI Assistant lets you update your CRM on the go, which is loved by field sales teams. It is compatible with WhatsApp and Telegram and understands commands via voice and text.

**Stats from Our Clients**
- 80% more leads captured
- 350% increase in logged activities
- 70% reduction in admin time

**What Can Hints Do?**
Create and update leads, deals, contacts, companies, properties, and stages. Log calls, meetings, and tasks. Search any data in your CRM, and catch duplicates.

**Problems the Hints Co-Pilot Solve:**
- Ensures the CRM is consistently updated.
- Reduces admin work, allowing for more selling time.
- Boosts CRM adoption rates.
- Accelerates onboarding of new representatives.

Hints CRM assistant

Insycle is a modern data management solution that makes it simple for companies to manage, automate and maintain clean prospect and customer databases in Pipedrive. With Insycle, your sales teams can execute more efficiently and improve reporting knowing the data is accurate and formatted properly.

Using Insycle, you can: 

1. Merge Duplicates in Bulk: People, Organizations, Deals. Control the master & field selection. Automate the deduplication process. [Pipedrive Deduplication](https://www.insycle.com/pipedrive/deduplication/)

2.  Improve lead routing and load balance with bulk re-assignments, advanced data grouping and “updateable reports”

3. Associate free-floating, unassociated people with organizations using any field

4. Cleanse data to create standardization and consistency. You can format phone numbers for click-to-dial, standardize job titles any other field.

5. Import and enrich data without fear of creating errors and duplicate records

6. Preview changes before they go live.

7. Automate data cleansing processes to run at regular intervals

[Insycle for Pipedrive](https://www.insycle.com/pipedrive/) offers powerful tool suite can help you to duplicate, standardize, import, cleanse, transform, reconcile, bulk update, aggregate, explore, consolidate, migrate, execute workflows, automate, grid edit, collaborate and more.

[6 Ways Insycle Helps Pipedrive CRM Sales Teams Be More Effective](https://blog.insycle.com/pipedrive-crm-sales-teams-be-more-effective).

Insycle Data Management

Integrately’s main focus is to provide its users with ready-to-use one-click automation, so there is a minimal effort in building the integrations. Being 18x less expensive, it is one of the most affordable alternatives of Zapier. Aimed at helping even the most non-technical people in automating their workflows, it has a zero learning curve and the UX is extremely user-friendly. 

Integrately's Pipedrive integration allows you to share your Pipedrive deals and contacts with other apps for a more streamlined process with powerful reporting capabilities. Thus, you can get detailed information on how your deals progress through your pipeline and maximize the value of every deal within your organization.

You can select from over 100,000+ ready-to-activate recipes from our integration page of Pipedrive (https://integrately.com/integrations/pipedrive)

Integrately

#### Eliminate Manual Work Between Pipedrive and Monday.com

Monday Connector syncs your Pipedrive deals, contacts, and organizations directly to Monday.com project boards, so sales-to-delivery handoffs happen automatically. No more copying data, missed details, or delays.

#### Why Teams Choose Monday Connector

**Work Inside Pipedrive**
See linked Monday.com items in your Pipedrive sidebar. Create, edit, and manage Monday items for deals, people, and organizations without leaving your CRM.

**Smart Automation Rules**
Set up rules once. Create Monday.com items when deals move to "Won," contacts reach specific stages, or custom conditions are met, as a one-time creation or a continuous sync that updates Monday in seconds.

**Sync Everything That Matters**
- **File Attachments**: Sync deal files to Monday.com items
- **Comments &amp; Updates**: Keep conversations in sync
- **Custom Field Mapping**: Map any Pipedrive field to any Monday.com column
- **Multi-Entity Support**: Deals, people, and organizations

**Simple Usage**
Automation rules are included with the Professional plan, with 500 automated item creations per seat per month (100 during the free trial). Only items created by automation rules count; updates and manual creations never do. Your allowance resets monthly on your subscription anniversary, and unused items don't roll over. Track it anytime in Settings, and add seats to raise it.


**Start your 21-day free trial today. No credit card required.**

Manage my projects

Monday Connector

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.

monday.com

MyCRMBackup will help you set up a regular schedule to backup the data from your Pipedrive account, including contacts, deals, activity history, and more.

Store it in your Google Drive or OneDrive.

✅&nbsp;Weekly or Daily Schedule

✅&nbsp;Companies, contacts, deals

✅&nbsp;Tasks, notes, meetings, calls

✅&nbsp;Emails and attachments

My CRM Backup

### Trigger your automations with clarity and control

OneClick brings easy-to-understand, action-ready buttons to your Pipedrive.

Each button clearly shows what it does. Your team always knows which action they’re triggering and when.

Unlike most automation tools that run in the background based on system events (for example, “when a deal is won” or “when a field changes”), OneClick gives the control back to users. With a single click, you can start any automation or integration exactly when it’s needed, instantly, intuitively, and without long onboarding or complicated rules.

Connect OneClick to any third-party platform that can receive HTTP POST calls and process JSON data.  Trigger Make scenarios with ready to use [module templates](https://apps.make.com/oneclick-for-pipedrive), Zapier Zaps, N8N events, or your own custom endpoints directly from any Deal, Organization, or Person view in Pipedrive.

You can even:
	
- Check that all required data is filled before the automation runs.

- Notify users about the progress or result of an automation.

- Make buttons visible at certain Pipelines, stages and for specific users.

OneClick is **[free for single users](https://zimple.io/oneclick/#pricing)**. Just install from this marketplace page.  

For 2+ users, a **[Teams plan is also available](https://zimple.io/oneclick/#pricing)**

OneClick

Pipeboard brings your Pipedrive workspace into one focused dashboard.

**The Problem**
Pipedrive UI can feel cluttered. Task management and pipeline visibility should be fast and simple.

**The Solution**
A productivity driven dashboard to manage tasks, deals, and pipeline activity in one streamlined interface. Optional Google Sheets integration supports reporting and email tools.

**Key Features**

- **Web Dashboard**
Real time performance metrics, activity tracking, team visibility, and pipeline health in one browser view.

- **Unified Task Management**
View all tasks with full deal context in one place. Complete, snooze, or create activities instantly.

- **Kanban Pipeline View**
Drag and drop deals across stages to keep your pipeline accurate.

- **Activity Timeline**
See full deal and contact histories so you always know what happened and what is next.

- **Smart Reminders**
Email alerts before deadlines or when tasks become overdue.

- **Daily Digest**
Start your day with a customizable task and deal summary.

**Why Pipeboard?**

- Never miss a follow up
- Manage tasks and pipeline together
- Reduce CRM friction and tab switching
- Keep reporting connected to Sheets

**Perfect For**

Sales reps and teams who want a faster way to manage Pipedrive.

💰 **Pricing:** Start free with core features, then upgrade anytime.

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

**Get started free** — Install Pipeboard and take control of your pipeline today.

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Automate my pipeline and data

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