Integrate Pipedrive with your entire cloud stack to build powerful automated workflows for use cases that include marketing, sales, operations and many more. Create automated workflows with our easy-to-use, drag-and-drop visual workflow editor. Plugging leaks in your funnel, syncing and enriching lead data and optimizing sales conversions are just a few of its amazing functions.

Some of the connectors commonly used with Pipedrive on the Tray Platform: Marketo, Asana, Amazon S3, Outreach, Hubspot, Clearbit.

Trusted by companies like VMware, IBM, Copper, Outreach, RingCentral, New Relic, AdRoll and more.

With Tray Platform, you can:

- Integrate Pipedrive with your entire tech stack by leveraging Tray’s powerful, open-ended connector logic. Tray Platform relies on APIs so no engineering resources are required.
- Sync data automatically between Pipedrive and your marketing and sales applications, data enrichment tools and any other cloud-based app
- Drive more sales by combining Pipedrive with powerful branching logic and conditional statements to close operational gaps, eliminate manual labor and accelerate revenue

Automate my pipeline and data

Tray Platform

Trelica helps you discover the SaaS applications your employees are using, optimize spend, automate SaaS IT operations and engage end-users.

Using our direct Pipedrive integration you can automatically import information into Trelica about which users are using Pipedrive. This allows you to run compliance reports, such as flagging administrators who have not logged in recently, or identify users who need engagement to get more value from Pipedrive.

Enable payments and tracking

Trelica EU

Easily migrate your business information and objects from Salesforce, HubSpot Insightly, Vtiger, SugarCRM, Zoho, SuiteCRM, Highrise, Microsoft Dynamics, and more directly into your Pipedrive CRM.

The Trujay Data Migration Wizard is a powerful, secure, and robust tool that works with datasets of all sizes to simplify migrating your data to a new CRM.

Our easy-to-use product and exceptional support team of experts will alleviate any stress or uncertainty that comes with moving your data from more than 150+ supported CRMs to Pipedrive. No technical knowledge is required, focus on the content and let the Wizard do the heavy lifting.


**Features and benefits**: 

Automatically import records from your existing CRM platform to Pipedrive with object and relational data.

Custom Field Migration & Creation

Unlimited Free Samples (with your data) to test your object, user, and field mapping configurations as many times as you like until you are happy.

Trujay Data Migration

### Effortless sales meeting notes

Leverage generative AI to update Pipedrive effortlessly and finish your documentation in minutes after your meeting. Our voice-first mobile app transforms voice memos into high-quality meeting notes and sends them directly to Pipedrive, minimizing time spent on administration. Never get behind on CRM updates again with voam.

**The benefits:**

- Minimize time and money spent on administration. Automate the busy work and reclaim travel time by empowering your team with an AI powered voice interface.
- Maximize the quality and consistency of your CRM data. Collect rich and complete information to streamline your sales process and close more deals.
- Eliminate the most dreaded task of any sales rep or account manager: writing CRM updates.

**This integration enables the following functionality:**

- Find your recent customer meetings in the voam app to easily create meeting notes for them
- Link existing voams to Pipedrive meetings
- Log new calls and meetings in Pipedrive from the voam app
- Update meeting notes in Pipedrive automatically when submitting a voam with a linked meeting

*Supports English, Spanish, German, Dutch, French and 20+ other languages.*

Other use cases

voam

VOICEPLOP ringless voicemail is a voicemail drop system that operates without any barriers. With this innovative approach, you can effortlessly deliver unlimited voicemails directly to the recipient's inbox without causing their phone to ring. This method offers a non-intrusive and remarkably responsive way to engage with your target audience directly.

Qualify my leads

Communicate with leads

Manage my accounts

Voiceplop

**Unleash unparalleled efficiency and seamless communication with the integration of Wrike and Pipedrive, powered by Make.**

This integration enables you to align your sales and project management processes, ensuring that all your work items land in one place with Wrike's robust features. Enhance your workflow with Wrike's customizable workspaces, automated work intake, project resource planning, and dynamic request forms​. Visualize all your work with interactive Gantt charts and workload charts, all while monitoring your budget and tracking time effectively​. Collaborate cross-functionally and streamline the revision and approval process with Wrike's cross-tagging and internal and guest approvals​​. Harness the power of Wrike's best-in-class proofing software and live document editor to ensure clarity and efficiency in your team's work​.

With this integration, you can:
- Align your sales and project management processes for better visibility and efficiency.
- Automate assignments, measure effort and budget, and track how much work is done and when​​.
- Enhance collaboration with Wrike's cross-tagging feature, ensuring full visibility across multiple work streams​​.
- Streamline the revision and approval process, easily routing requests for approval to internal and external stakeholders​.

Manage my projects

Wrike

Xplenty is a data delivery platform that allows organizations to easily integrate, transform and process data from major sources. Xplenty connects to more than 100 data stores( SQL Server, MySQL, PostgreSql) and SaaS applications. Now all of your business sources can be fully integrated and up-to-date so that you can gain the most accurate, actionable insights.

Xplenty can import your Pipedrive data into any database or data warehouse; No coding skills required. Xplenty keeps your data duplicate-free, organized and ready for analysis. You have complete control over what parts of your data are delivered as well as when and how. You can fully control your data pipelines and use only relevant information.

Integrating your Pipedrive data with Xplenty can help you organize it and conduct useful analytics, which you can use to gain key insights and improve your business strategies. In addition to gaining analytical insights, you can integrate Pipedrive with any data source with sales or revenue data to get more accurate profit analytics (e.g., Google Analytics). This can help you optimize your customer data and better understand the effectiveness of your efforts. Examining a wider variety of performance metrics could also help you gauge what your sales team should focus on.

Xplеnty

Zebrista - Put your Lead Gen on Auto-Pilot

Reach out to your potential customers before your competitors do!

Zebrista is a sales automation platform that automates almost all pre-sales tasks in any typical B2B sales process, including automatically searching online for prospects, doing enrichment, finding out decision-makers, their contact information, and finally automatically reaching out to them via various means such as LinkedIn and email along with doing follow-ups.

Please visit our website Zebrista.com for more info.

Nurture my leads

Zebrista

Minimizing time spent in custom code development and maintenance, zenphi enables optimum use of your team’s time to focus on achieving more across higher value tasks. Plus, being built on Google, for Google, and including over 80 thoughtfully developed integrations with Google and popular SaaS services, zenphi makes it easy to connect, streamline and enhance any process through automation, with no code required. 

As an ISO 27001 certified and HIPAA compliant platform, zenphi provides the tools to transform productivity by turning hours of manual processes into set-and-forget workflows, zenphi unlocks greater opportunity for all areas of a business:

Key Capabilities:
• Automate all pipedrive mundane tasks with just a few drag and drops
• Relieve all team members of repetitive, mundane tasks and the risk of human error
• Reduce the time and cost to automate any process for any team
• Reduce reliance on the IT team for simple tasks, maintenance and updates
• Enable maximum time focused on high value tasks and projects that require a human touch
• Boost employee satisfaction, engagement and productivity
 
Limited by only your imagination, zenphi can be used to automate any business process for any department, including:
• Document generation
• Customer/client On- and Offboarding
• Document approval & digital signing
• Quote to invoice generation & approvals
• Automated system monitoring & alerts
• All Google Workspace Admin tasks
• Anything else!

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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