> **Este aplicativo foi desenvolvido para operar de maneira abrangente e eficaz na língua portuguesa.**

Para iniciar o processo, dirija-se ao canto superior direito da tela e identifique o ícone claramente marcado como "**Data Stone**". Ao clicar neste ícone, será exibida uma janela onde você deverá inserir o CNPJ da empresa que servirá como parâmetro para a busca das informações desejadas.
Após inserir o CNPJ, o sistema realizará uma busca abrangente e precisa, compilando os dados disponíveis da empresa correspondente. Recomendamos uma **verificação** cuidadosa para garantir a precisão e integridade das informações recuperadas. Certifique-se de que todos os detalhes estão corretos e atualizados.

Uma vez confirmada a exatidão dos dados, o próximo passo é clicar de forma consciente no botão designado como "*CRIAR ORGANIZAÇÃO*". É essencial ressaltar que essa ação é irreversível e resultará na inclusão **automática** da organização identificada no seu CRM.

Com esse aplicativo é possível enriquecer a organização com os seguintes dados:

- Natureza Jurídica 
- Faturamento presumido 
- Capital social
- Segmento 
- Porte
- Fundação
- CNAE
- Entre outros

Este procedimento oferece uma maneira eficiente e segura de adicionar novas organizações à sua base de dados, facilitando o ***gerenciamento*** e acompanhamento de informações relevantes para o seu negócio.

Para verificar valores, entre em contato com um especialista via contato@datastone.com.br

Qualify my leads

Manage contracts

Manage my accounts

Data Stone - Enriquecimento

With DocuSign on Pipedrive, you can integrate your own DocuSign account within Pipedrive!

View document signatures within the deals window, create envelopes to send to your customers with one click, and track signature statuses to keep everyone informed. You can do all this on any Pipedrive plan, no SmartDocs required!

Our freemium integration comes in three tiers, and offers features that Pipedrive's native integration doesn't!

Free Tier (No credit card required)
- View your new and existing DocuSign envelopes from the deal view

Tier 1:
- Send signature requests directly from the deal view
- Track envelope statuses automatically using Pipedrive activities

Tier 2:
- Automatically pass information from your deal into DocuSign templates

Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime!

For more information about our plans and pricing, please visit: https://apps.easycrm.me/plans/dspd

How it works:

First, click on a deal from your Pipedrive dashboard. You will see a list of existing DocuSign envelopes relevant to that deal/person. There, you can create a new envelope automatically populated by the deal's person name and email by clicking "Create an Envelope". Then just upload a document or select a template in your Docusign account and click send! Your customers will receive a link to your document via email!

Need help? Contact us at support@easycrm.me and one of our team will be happy to help!

Automate my pipeline and data

DocuSign on Pipedrive

**Send your documents for electronic signature and track them in real time**

Send your documents and contracts to your customers in a few clicks, directly from Pipedrive. Your prospects can view and sign these documents from any platform and from anywhere. Track the status of your documents in real time from Pipedrive to know if they have opened your email, viewed or signed the document.

**Create and edit your documents directly from Pipedrive**

The integration of Eurosign in Pipedrive allows you to automatically complete your documents with transactional data from your CRM, such as company details, phone number, address... The list of recipients as well as the content of Pipedrive's standard and custom fields will be filled in automatically. Avoid time-consuming tasks!

**Transparent pricing and personalized service**

Eurosign is a solution with competitive rates and high quality service. We are committed to offering a service with prices that are fair and transparent, as well as a personalized and individualized service: our customer support is ultra responsive, available and does everything possible to answer your questions and accompany you according to your needs.

**A fast and secure integration**

The integration between Pipedrive and Eurosign is fast, easy to set up and simple to use with direct access from our cloud application. Once the integration is done and activated, you will only need to create/add your own signature templates.

Eurosign eSignatures

**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).

Enable payments and tracking

Support my customers

Other use cases

Lexware Schnittstelle von PD Experts

With Lumin, user can create, send and track Lumin contract within Pipedrive, and perform these actions in a contact, company or deal in Pipedrive. You and your team can track the status of contracts without leaving Pipedrive. With this integration you can:
- Create and send contracts to signers within Pipedrive
- Manage contract status in contact, company or deal screen
- View contract history and details like contract status, senders and due dates.

Lumin - Pipedrive integration is the process of connecting Pipedrive with Lumin to enable Lumin share data on Pipedrive.

Lumin

**Easiest CPQ App to Setup and Use With Your Pipedrive CRM**

**Intelligent Quoting & Proposal Engine**

**Product or Service Quotes**

**Flexible Upsell/Cross-sell Workflows**

**Automatic Proposal Document Generation**

**Product, Pricing, and Approval Rules**

**Pipedrive CRM and Optional Back Office Integration**

Attract new leads

Manage my projects

Mobileforce CPQ

Nimbata is a leading call tracking software helping marketers to track and improve their call performance by providing key insights that drive smart optimizations. Nimbata’s users have access to 30+ marketing & call reports, AI call tracking features like call summaries & keyword spotting, and 15+ integrations.

In just a few seconds, you can set up your Pipedrive integration and automatically send call insights with your very first call. Here are some things you can do with the Nimbata + Pipedrive integration:

- Automatically create new contacts
- Update Pipedrive’s data with new caller insights from callers’ information like caller name to attribution like the campaigns that generated the call
- Create custom Pipedrive fields to match with Nimbata’s fields like conversation transcriptions or tags
- Calculate lead scores within Pipedrive based on caller behavior, web visits, and attribution.

💡 Note: You can also use Nimbata’s intuitive automation builder to maintain quality within your CRM by sending only valid calls as contacts.

Nurture my leads

Communicate with leads

Nimbata

**Send from any outbound tool. See every touch in Pipedrive.**

### How it works

OutboundSync is the connective tissue between your outbound stack and Pipedrive. 

Connect tools like Smartlead, Instantly, EmailBison, HeyReach and more once — every send, reply, open, click, and unsubscribe lands on the lead person. No CSVs, no brittle custom automation, no middleware to babysit.

Built for revenue teams running multi-channel outreach across email, social, and phone who need full visibility and clean attribution inside Pipedrive.

### What syncs

- Sends, replies, clicks, unsubscribes, and call events logged as notes on the matched person
- Each note has the campaign, sender and recipient, timestamps, and more — so you see full context, not just a line item
- People auto-matched (or created) by email, custom field, or social profile, with optional owner assignment on new records
- Social-channel events from tools matched on social profile URL when an email isn't known

### Why teams pick it

- One integration covers your entire outbound stack — add new tools without rewiring
- SOC 2 Type II certified, so security review is a non-event
- Setup takes minutes — no contracts, no professional services
- Purpose-built for outbound, not a general automation platform stretched to fit

---

**Stop rebuilding pipeline from forwarded replies and screenshots. Get outbound activity flowing into Pipedrive in minutes.**

OutboundSync

**Optimize Your Pipedrive Experience with Our Outlook Add-in**
-
Enhance your productivity and streamline your sales processes with SaySync. By integrating directly with Outlook, this tool allows you to manage your Pipedrive contacts, organizations, deals, activities, and notes - all without ever leaving your inbox.

**Key Features:**
- **Effortless Data Entry:** Quickly add new contacts, organizations, deals, activities, and notes directly from Outlook, making data entry seamless and error-free.
- **Instant Data Access:** View essential information at a glance. Our sidebar displays all related contacts, organizations, deals, activities, and notes, allowing you to access the information you need without switching applications.
- **Deal Management Made Easy:** Choose the right deals and update stages and statuses directly within your email workflow. This feature ensures that you always stay on top of your sales pipeline.

**Why Integrate with Outlook?**

Integrating Outlook with Pipedrive through SaySync gives you unique advantages:
- **Seamless Information Management:** Manage all your sales and communication data in one place, saving you valuable time. This integration minimizes the need for multiple tools, reducing the risk of overlooked details and errors.
- **Enhanced Productivity:** By keeping all necessary tools in one interface, you can speed up sales cycles and strengthen customer relationships, ensuring that every interaction is efficiently captured and utilized.

Outlook Integration

[Prospero](https://goprospero.com/) for Pipedrive is a powerful proposal automation tool designed to help sales teams close deals faster directly in Pipedrive. 

Easily create stunning proposals from any contact or deal using pre-built templates and a rich content library. Prospero auto-fills client and deal info directly from Pipedrive, helping you personalize every proposal in seconds. Once sent, you can track when your proposal was viewed and for how long, giving you real-time insights to follow up at the right moment.

Craft any document - agreement, quote, contract, and more. Clients can eSign and pay directly, streamlining the process from pitch to close.

All proposals and activity are synced back into Pipedrive, so your team stays organized and informed without juggling multiple tools.

Key Features:

📄 Create proposals from any deal or contact in Pipedrive

🧠 Auto-fill contact &amp; deal variables to personalize faster

🧰 Use ready-made templates &amp; a content library to save time

✍️ AI writing assistant to help write better, faster proposals

👀 Track views, time spent, and engagement on every proposal

🔔 Send email reminders and increase close rate

✍️ Get proposals eSigned quickly and securely

💳 Collect payments seamlessly through the proposal

📂 Access all proposals and their details directly in Pipedrive

Prospero turns your sales proposals into a smart, integrated part of your pipeline - impressing clients and helping you close more deals, faster.

Prospero - Business Proposals, Quotes & eSignature

**Send winning sales quotes in minutes using our proven quoting system!**

[Quoter ](https://www.scalepad.com/quoter/?utm_source=pipedrive&amp;utm_medium=referral)is a modern, cloud-based quoting platform that helps businesses save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, distributors and accounting tools.

**Integration features**

- When creating a Quote in Quoter, you can search for an existing Pipedrive contact and deal or create new ones automatically
- When a Quote is created or updated, the Pipedrive deal will be updated with the value of the Quote
- When a Quote is won or lost, Quoter will update the status of the Pipedrive deal according to the mapping you configure.

Learn more about this integration:
[www.scalepad.com/quoter/integrations/pipedrive](https://www.scalepad.com/quoter/integrations/pipedrive/?utm_source=pipedrive&amp;utm_medium=referral)

Request your demo today:
**[www.scalepad.com/quoter/demo](https://www.scalepad.com/quoter/demo/?utm_source=pipedrive.com&amp;utm_medium=referral)**

Quoter

Qwilr for Pipedrive helps automate sales content, get deals signed and paid faster. Create beautiful, personalized proposals, quotes, pitch decks, customer onboarding docs and more with the click of a button in Pipedrive. Track what buyers care about and create sales experiences that wow and drive revenue.

**Electronic signatures + payment options**

Add legally-binding electronic signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the document.

**Page tokens to personalize every document**

Qwilr can pull custom and standard fields from Deals, Organisations (Contacts), People (Contacts) and Leads.

**Engage and upsell buyers with pricing**

Qwilr content is all built on the web, engaging buyers with interactivity and the ability to upsell with extra products or services using our interactive quote and pricing feature.

**Template library**

Shorten the time it takes to create sales material with ready-made templates sales reps can generate instantly from Pipedrive.

**Track document status and expiry**

Never leave Pipedrive with Qwilr document status, links and expiry syncing directly to your Pipedrive records.

Connect your favorite apps or easily find new ones

Manage contracts

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