airSlate combines powerful doc gen, web forms, online PDF editor, redlining, eSignature, no-code workflow automation and more into a single solution.

**Key features:**

- Create documents and packages of documents using doc gen and PDF templates, web forms, spreadsheets and more.
- Route documents between the CRM contacts, internal and external recipients.
- Create new and update existing Pipedrive records based on data entered into a document’s fillable fields.
- Save documents to Pipedrive records or external storage.

**Benefits:**

CREATE DOCUMENT WORKFLOWS

Create document workflows of any complexity. No coding is required.

AUTOMATE WITH EASE

Automate repetitive tasks to save time and avoid errors. With airSlate, you can automate document generation, data merges, document routing and much more.

MANAGE YOUR DATA ACROSS MULTIPLE CLOUD SYSTEMS

Create and update Pipedrive records and move your data and documents across various cloud environments, including NetSuite, Google Drive, OneDrive, Box and many more. No additional connectors are needed.

**About the company**

airSlate is a global SaaS technology company that serves tens of millions of innovators worldwide with its no-code workflow automation, electronic signature and document management solutions. The company's portfolio of award-winning products – signNow, pdfFiller, and airSlate – empowers teams to create, innovate and automate to digitally transform their organizations to run faster and easier.

Attract new leads

Manage contracts

airSlate: PDF editor, doc gen, web forms, eSign

Tired of manual exports and data silos between Pipedrive and Airtable?

Outfunnel’s no-code sync saves you time, eliminates manual tasks, and lets you focus on growing your business. With automated data flows, your teams can unlock deeper insights and work smarter—not harder.

### **Features**

**Automatic and seamless sync**
- Sync all Airtable contacts or a subset(s) you define with filters to Pipedrive and keep the two databases in sync going forward.
- (Coming soon) Sync Pipedrive contacts to Airtable
- (Coming soon) Sync lead, deal and activity objects

**Powerful field mapping**
- Map any Airtable fields to Pipedrive contact fields
- (Coming soon) Update organization and deal fields

**Sync status**
- See what has synced and fix issues

### **Use Cases**

**Enrich data**: Enrich data in Airtable, then sync to Pipedrive

**Lead management**: Add new leads to Airtable, then sync the relevant ones to Pipedrive

**External team collaboration**: Agencies or AI collect data that then syncs to Pipedrive for follow-up

Try free for 14 days.

Qualify my leads

Nurture my leads

Communicate with leads

Automate my pipeline and data

Support my customers

Airtable sync

With the AXDRAFT document automation for Pipedrive, you don’t have to leave your favorite CRM to draft, sign or send out documents anymore. Getting signatures can prove a real bottleneck in your sales cycle. AXDRAFT helps you to remove them from your processes and optimize contract management with automated workflows.

- Create perfect contracts with minimum input from legal
- Organize your workload and easily manage deadlines with automatic reminders
- Navigate your contracts and analyze their performance with built-in metadata
- Transform the work of your department with automated workflows
- Reduce the negotiation cycle with conditional approval
- Offer a modern customer experience to your clients
- Eliminate errors in your contracts

Unlock the potential of your contract workflow, turn out and finalize contracts 8x faster with AXDRAFT.

Other use cases

AXDRAFT Document Drafting

CaptureFast is the world’s first cloud-based and mobile-first solution for document and data capture. It relieves the inefficiency caused by too many paper documents in business processes and the strong dependence on manual labor.
The CaptureFast mobile app allows users to snap a picture of any paper document and transfer the image to the web-based cloud platform without the need for any special hardware like scanners.
First, create your template from our web-based platform. Then, choose the relevant template for your capture. Snap a picture of your document, and that’s it! Now you are ready to verify the data captured.

**FEATURES OF CAPTUREFAST
**
•	Upload empty document for template creation
•	Choose your template
•	Add templates to favorites
•	Snap a picture of your paper document
•	Preview the capture and retake if necessary
•	Mobile verification of capture
•	Transfer capture to our web-based platform
•	View document/capture history
•	Switch between teams

CaptureFast

## Chaindoc.io for Pipedrive

**Chaindoc.io** brings secure, verifiable document workflows directly into Pipedrive. The app enables teams to generate, manage, and track tamper-proof documents linked to deals, contacts, and organizations - ensuring trust, compliance, and transparency throughout the sales process.

With Chaindoc.io, sales teams can create documents that are cryptographically secured and verifiable, helping reduce disputes, prevent unauthorized changes, and provide a clear audit trail for critical agreements. Documents can be attached to Pipedrive records and updated automatically as deals progress.

### Key benefits

* **Tamper-proof documents** – Protect contracts, agreements, and records with cryptographic verification
* **Deal-linked documentation** – Attach and manage documents directly within Pipedrive deals and contacts
* **Auditability &amp; trust** – Maintain a clear history of document creation and changes
* **Faster sales workflows** – Generate and manage documents without leaving Pipedrive
* **Compliance-ready** – Support internal governance and external compliance requirements

Chaindoc.io is ideal for sales teams that need **secure documentation**, **proof of integrity**, and **full visibility** into their deal-related records - without adding complexity to their CRM workflow.

Chaindoc

Join millions who benefit from online scheduling, meeting, e-signing and automated content sharing. With ClientPoint, it's all in one place.

Empower every member of your team with ClientPoint. Nurture leads more effectively, propose and close deals faster, serve and grow clients better and transform your most valuable business relationships.

Our Pipedrive integration allows you to take your single source of truth (your CRM) and make it dance so that your most important business relationships come to life.

Manage my accounts

ClientPoint

CollectDesk enhances your Pipedrive experience by automating payment collections and streamlining customer interactions. By integrating with Pipedrive, CollectDesk synchronizes payment data directly into your sales pipeline, automating accounts receivable tasks and reducing manual follow-ups. 

This integration ensures that as soon as a deal is closed in Pipedrive, payment processes are initiated automatically, helping you maintain a steady cash flow and focus on driving sales. CollectDesk also simplifies invoice management and enhances customer communication, making your sales operations more efficient and effective.

Enable payments and tracking

Collectdesk

Automatically track expiration dates and send reminders for the renewal of contracts, permits, licenses, warranties and more.

Let Expiration Reminder create deals or activities in Pipedrive when contracts are about to expire so your sales team can act quickly.

Manage my projects

Expiration Reminder

# We’ve launched a brand-new version of Extraflow &gt; **ExtraflowDoc** — redesigned for a better, smoother experience.

Extraflow (old version)

HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document and we’ll send you a merged copy.

With our various document types, you can create professional-looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint – Formstack Documents supports it all.

Once you've created your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to a 3rd party.

Formstack Documents

**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).

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.

Connect your favorite apps or easily find new ones

Manage contracts

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