Flowmeets is an AI notetaker built for teams that use Pipedrive. It joins your calls, transcribes them, and writes a clean summary the moment the meeting ends, so your reps stay fully present in the conversation while every detail is captured automatically.

**How Flowmeets works with Pipedrive**
After each call, Flowmeets syncs the results directly into your Pipedrive account, with no manual logging required:

- The **meeting summary** is written back to the matching Pipedrive contact, so the full context of every conversation lives on the record where your team already works.

- The **action item**s detected during the call are created as Pipedrive activities, so follow-ups are scheduled and tracked right inside your pipeline.

Flowmeets automatically matches each call to the correct Pipedrive contact, so summaries and next steps appear on their own after every meeting - keeping your CRM up to date without anyone touching a keyboard.

Qualify my leads

Nurture my leads

Communicate with leads

Automate my pipeline and data

Flowmeets

### The only purpose-built Faire to Pipedrive integration

FaireBridge pulls your Faire wholesale orders into Pipedrive automatically. Each order becomes a deal with the correct value, the right retailer, and full product line items. No spreadsheets. No copy and paste. No Zapier assembly required.

**A weekly Wholesale Insights report (Insights Package)**

Every week, FaireBridge emails your team three lists: retailers overdue for their next reorder (with their average cycle and days overdue), new customers worth a follow-up, and lapsed accounts before they're gone for good. One recent report flagged a retailer 42 days overdue on a 29-day reorder cycle with nearly $30K in lifetime orders. That's the message you send today, not the one you find in November. 

**Full retailer history in one place**

Retailers sync as organizations with contacts attached. Every order, total, and product shows up in Pipedrive, so you see the whole story before you reach out.

**Runs on its own**

Connect with Faire, pick your settings, and orders sync every hour.

**Founding partner pricing**

The first 50 brands get founding partner rates, and setup is handled personally — most brands are syncing within a day. Retailer outreach campaigns are in development with early partners, and Insights subscribers get first access.

FaireBridge: Your Faire Orders synced to Pipedrive

**Transform Pipedrive into actionable insights with automated reporting**

Coupler.io connects your Pipedrive CRM to the tools you already use - Google Sheets, Excel, Looker Studio, Power BI, BigQuery, and AI platforms like ChatGPT and Claude.

**Stop manual exports. Start automated reporting.**

- Auto-refresh Pipedrive data from every 15 minutes to daily
- Sync deals, contacts, activities, and pipeline stages
- Blend Pipedrive with 400+ sources like Google Ads, Facebook Ads, Shopify, QuickBooks, and Google Analytics
- Build complete revenue attribution dashboards

**Pre-built Pipedrive dashboard templates:** 

- Sales KPI dashboard - track revenue, win rates, pipeline velocity
- CRM performance dashboard—monitor team productivity and deal progression
- Customer acquisition dashboard—connect marketing spend to closed deals
- Sales funnel analysis - identify bottlenecks and optimize conversion

**Powerful no-code data transformation:**
- Filter, sort, and aggregate Pipedrive data
- Create custom formulas and calculated metrics
- Join multiple data sources without coding
- Connect unlimited destinations with no extra fees

**Perfect for:**
Sales teams tracking pipeline health | Revenue ops forecasting targets | Marketing analyzing acquisition ROI | Finance reporting on sales performance

**Trusted by 200K+ users worldwide**
✓ SOC 2 certified and GDPR compliant ✓ 4.9 stars on Capterra &amp; Google Workspace Marketplace ✓ Expert support when you need it

Other use cases

Coupler.io

Connect Pipedrive with Cal ID.

This app seamlessly syncs your Cal ID with Pipedrive, automatically creating or updating contacts when meetings are booked creates associated activities and deals. Your CRM stays up to date without manual work, so you can focus on selling and building relationships.

Key benefits

- Automatically create or update contacts on every booking
- Log scheduled meetings as Pipedrive activities
- Generate deals and link relevant activities.
- Reduce manual data entry and missed follow-ups

Perfect for teams that use scheduling to drive leads, meetings, and deals—directly inside Pipedrive.

Cal ID

**Stop switching between Outlook and Pipedrive.** This add-in brings your CRM directly into your inbox as a sidebar — so you can sell instead of toggling tabs.

When you open an email or meeting, the add-in auto-matches participants to their Pipedrive profiles. You'll see contact details, organization info, labels, and pinned notes instantly. If a sender isn't in Pipedrive yet, create a new contact or lead with one click — emails, phones, and organization pre-filled.

Every deal linked to that contact appears alongside the conversation. Track stages, values, and pipelines at a glance. Move deals between stages, mark them as won or lost, or create new deals — all without leaving Outlook.

Activities stay visible too. View upcoming and overdue tasks, log calls and meetings, and mark them done as you go. The add-in can auto-detect outgoing emails and meetings, extract participants, and batch-log activities to multiple contacts at once.

Add notes tied to any contact or deal. Pin important ones to the top. Everything syncs to Pipedrive in real-time so your entire team stays in the loop.

**More capabilities:**

- Search contacts by name, email, or phone
- Create and manage leads with values
- Assign owners and labels to contacts
- Multi-email and multi-phone support
- Works with Outlook desktop and web

**100% free for unlimited users. No credit card, no trial countdown, no feature gates. Setup takes under 30 seconds.**

Manage contracts

Manage my projects

Outlook Add-in

OptyStack is a SaaS management platform that connects to your Pipedrive account 
and gives your IT, finance, and operations teams complete visibility and control 
over user access and licence costs.

Once connected, OptyStack automatically syncs all your Pipedrive users — showing 
you who is active, who hasn't logged in recently, what their role is, and what 
your per-seat cost looks like in real time.

Key capabilities:

- User visibility — See all your Pipedrive users in one place with their name, 
  email, role, account status, and last login time.

- Lifecycle management — Invite new users to your Pipedrive account and 
  enable or disable existing users directly from OptyStack without opening 
  Pipedrive settings.

- Licence cost tracking — Track your Pipedrive plan cost per seat, set renewal 
  reminders, and monitor how many licences are actively used versus idle.

- Multi-app dashboard — OptyStack manages 50+ SaaS apps from one place. 
  Adding Pipedrive gives you a unified view alongside Google Workspace, 
  Microsoft 365, Slack, Zoom, and more.

- Admin-aware — OptyStack detects whether the connected Pipedrive account has 
  admin (Account Settings) permissions and enables lifecycle actions only when 
  appropriate, keeping your account secure.

This integration uses Pipedrive's official OAuth 2.0 flow and only requests the 
scopes needed: user data read access and admin actions for lifecycle management.

Manage my accounts

OptyStack

Sally is your AI-powered meeting assistant that captures conversations, turns them into accurate transcripts, and generates clear, actionable summaries. Instead of spending time writing notes or manually updating CRM records, Sally keeps everything organized so your team can stay focused on selling.

With this Pipedrive integration, you can instantly send key insights, decisions, and action items from any meeting directly into your deals or contacts. Sally highlights the most important information and enables you to push it into Pipedrive with a single click, ensuring your pipeline stays current and nothing gets lost between calls.

Whether you’re running discovery calls, internal handoffs, or customer check-ins, Sally gives you a reliable written record of every conversation. Your team gains consistent documentation, faster follow-ups, and a clear understanding of what needs to happen next.

SallyAI

## Onro
Onro is an agentic courier management software built for courier companies, last-mile delivery businesses, logistics operators, and on-demand delivery operations. By connecting Onro with Pipedrive, your operational customer data is automatically synchronized into your CRM.

---

## What You Can Do

1. **Automatically sync customers into Pipedrive.** Customers created or updated in Onro are instantly synced into Pipedrive without manual work.
2. **Support both individual and business customers.** Individual customers are synced as People, while business customers are synced with their related organizations and contacts.
3. **Prevent duplicate records automatically.** Smart matching checks existing records before creating new ones. This is keeping your CRM clean and organized.
4. **Keep customer data accurate in real time.** All updates made inside Onro automatically appear inside Pipedrive.
5. **Improve collaboration across teams.** Your dispatchers, operations teams, financial team, customer support, and sales representatives all work from the same synchronized customer information.

---

## Who Is It For?

- Courier companies.
- Last-mile delivery businesses.
- Logistics operators.
- Food delivery services.
- E-commerce delivery teams.
- On-demand delivery startups.
- Hub-based courier services.

This integration is built for businesses that want delivery operations and customer management connected in one streamlined workflow.

Onro

Autohive is the platform built for AI collaboration—where teams can seamlessly find, create, and use AI agents without technical complexity. Connect Autohive to Pipedrive to bring AI assistance directly into your sales CRM workflows—where deals are managed, follow-ups happen, and revenue is won.

With the Autohive–Pipedrive integration, your team can use specialized AI agents to draft and refine outreach, summarize deal and activity context, and keep your pipeline organized—without requiring technical expertise.

This integration addresses two key challenges:
• Applying specialized AI to sales and CRM workflows without hiring experts
• Removing technical barriers so frontline teams can benefit from AI

With Autohive in Pipedrive, you can:
• Generate sales emails, follow-ups, and meeting recaps
• Summarize deals, notes, and recent activity into clear next steps
• Improve CRM hygiene by standardizing updates and key fields
• Turn raw sales inputs into structured insights (risks, objections, stakeholders)
• Produce quick summaries and narrative reporting from CRM activity
• Maintain enterprise-grade security with robust permissions

Autohive’s flexible credits-based system means you only pay for what you use, and free exploration is available to get started.

Attract new leads

Autohive

EazyMatch AI is a CRM data quality app that helps businesses find the records in Pipedrive that need attention. It helps users identify duplicates, incomplete records, non-target accounts, retention issues, messy job titles and open activities that may be affecting reporting, segmentation and follow-up.

With EazyMatch AI, you can:

Identify duplicate People and Organisations so users can review and clean up repeated CRM records.

Highlight missing or outdated fields that may be affecting reporting, segmentation and customer follow-up.

Test customer and lead records against your own retention rules to support GDPR readiness and better data governance.

Assess Organizations against your ICP and identify accounts that do not have a marketable contact.

Normalise job titles to reduce inconsistent titles and make segmentation, reporting and outreach data cleaner.

Review People with multiple open or overdue activities, helping users keep follow-up activities organised and reduce manual task management.

Use optional enrichment for existing CRM records, including suggested LinkedIn URLs and industry information.

Preview suggested changes before applying approved updates back into Pipedrive.

EazyMatch AI helps make Pipedrive data cleaner, more credible and easier to use across sales, marketing, reporting and operations. It does not sell contact data, provide lead lists or create prospecting databases.

EazyMatch AI

**Lexware is a German bookkeeping tool which covers the needs of the German speaking market. Therefore, the following description is not translated to English.**

Mit Lexware hat man Angebote, E-Rechnungen und die Buchhaltung in wenigen Minuten erledigt. Alle Daten sind smart verknüpft und somit jederzeit verfügbar. Optimal mit Lohnabrechnung und Geschäftskonto

Mit der Schnittstelle zwischen Pipedrive und Lexware ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen zu Lexware**](https://pd-experts.com/lexware-testen/) 

[Hier finden Sie **weitere Informationen zur Schnitstelle**](https://pd-experts.com/integration-pipedrive-lexware/) 

[Hier Lexware **kostenlos testen**](https://go.lexware.de/awin/?cid=1000&amp;pid=1000&amp;pdata=13787-900761&amp;utm_medium=affiliate&amp;utm_source=13787-1754133488&amp;utm_campaign=affiliate-awin&amp;sv1=affiliate&amp;sv_campaign_id=900761&amp;awc=13787_1754133488_4af0aefea24bb24241983b61227373c6&amp;em_src=affiliate&amp;em_cmp=13787-1754133488/affiliate/affiliate-awin//)

**Hinweis**: Wir empfehlen für die Verwendung (genau wie Pipedrive - [siehe hier](https://support.pipedrive.com/de/article/which-browser-is-best-for-pipedrive)) Chrome oder Edge (und zur Not auch noch Firefox).

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Support my customers

Lexware Schnittstelle von PD Experts

A no-code AI automation platform delivering AI-powered phone agents, workflows, and seamless integrations for businesses and individuals, fully deployed and managed by our experts.

Simply tell the AI what business process you want to execute, and it will automatically create and configure the project for you. No coding, no complex setup required.

Empower your team to automate customer interactions, internal tasks, and multi-step workflows effortlessly, while focusing on growing your business instead of managing technology.

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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