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.

Automate my pipeline and data

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.

Manage contracts

Manage my projects

SallyAI

Operating helps consulting and professional services with resource planning, time tracking, invoicing, and managing project finances and margins.

❌ Ditch resource allocation spreadsheets

👎 Quit spending hours per week manually keeping your tentative project bookings up-to-date

🛑 Stop guessing your project margins and budget overruns

💸 Stop revenue leakage from timesheet mistakes and resourcing mishaps

‍👉 Start Operating.

By connecting Operating to your Pipedrive CRM you can match consultants to upcoming projects automatically based on consultants' skills, seniority, and availability.

The Pipedrive App for Operating is a simple integration that does what you would expect: transfers the deal and related metadata so that the handover from sales to delivery is smooth and requires no double data entry. 

As the deal makes progress through the stages, the real-time sync makes sure everyone using Operating knows what's up. 

After winning the case, take a last look at the team setup, rates and scheduling, and confirm the project in Operating and you're good to go: track time, follow planned vs actuals in both hours and revenue, and see how the project profitability fluctuates as you go. Even send the invoices directly from Operating!

Support my customers

Operating.app

Octella is an online service that shows you where your phone leads come from. Monitor your metrics in simple-to-use dashboards or integrate Octella with other analytic tools.

Octella is ideal for 🎯

- Consulting and professional training
- Real estate
- Сar dealerships

With Octella you can💡

1. Apply call tracking to your website and see which keywords visitors use before they land on your webpage
2. Add a callback widget to your website and help your website visitors engage with you by requesting an automated callback
3. Save money by using Octella Virtual PBX instead of traditional GSM telephony and create your own IVR, call routing scenarios and much more

Why combine Octella and Pipedrive? 🤜🤛

With Octella your contact, lead and deal cards are created automatically the moment you receive a call from a new lead. You can assign your managers to contacts, leads and deals so that all calls route to customers manager. Make calls with our telephony extension and listen to call recordings in the Pipedrive interface.

Communicate with leads

Octella

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

Qualify my leads

Autohive

**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**](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

Other use cases

Lexware Schnittstelle von PD Experts

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

Outfunnel's Pipedrive to GetResponse no-code connection provides a seamless contact sync that can be set up in minutes.

**Automatic and seamless contact sync**
- Sync all contacts or a subset of contacts bi-directionally between Pipedrive and GetResponse
- Built-in deduplication logic
- Easy to monitor sync progress and keep an eye on any issues.

**Powerful field mapping**
- Map all popular field types, including custom fields
- Support for contact, organization and deal fields

**(Coming soon) Give sales context with GetResponse engagement visible in Pipedrive**
- Record engagement like opens, clicks, bounces, or unsubscribes to Pipedrive contact, organization, and deal profiles so your sales team can action leads based on triggers
- Sync engagements to Pipedrive as activities, notes, or field updates.

**Popular use cases**
- Trigger automations in either app based on events or field changes
- Keep contact data clean and consistent across tools
- Prevent marketing to unsubscribed or opted-out contacts

Try free for 14 days.

Nurture my leads

GetResponse 2-Way Sync

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

Outfunnel's Pipedrive to HubSpot no-code connection provides a seamless contact sync that can be set up in minutes.

**Automatic and seamless contact sync**
- Sync all contacts or a subset of contacts bi-directionally between Pipedrive and HubSpot
- Built-in deduplication logic
- Easy to monitor sync progress and keep an eye on any issues.

**Powerful field mapping**
- Map all popular field types, including custom fields
- Support for contact, organization and deal fields

**Give sales context with HubSpot engagement visible in Pipedrive**
- Record engagement like opens, clicks, bounces, or unsubscribes to Pipedrive contact, organization, and deal profiles so your sales team can action leads based on triggers
- Sync engagements to Pipedrive as activities, notes, or field updates.

**Popular use cases**
- Trigger automations in either app based on events or field changes
- Keep contact data clean and consistent across tools
- Prevent marketing to unsubscribed or opted-out contacts

Try free for 14 days.

HubSpot 2-Way Sync

**What Loop Mobility SMS Does**

Loop Mobility SMS brings native SMS messaging directly into Pipedrive, allowing your team to communicate with leads and customers without leaving the CRM.

Send SMS from Deals, Contacts, and Organizations, and keep every conversation automatically logged within Pipedrive.

**Key Features**

• Send SMS directly from contact, deal, and organization views 
• Real-time messaging without switching tools 
• Automatic logging of messages in Pipedrive timeline 
• Personalized messaging using customer data 
• Centralized communication for better tracking 

**Why Use Loop Mobility SMS**

Sales teams often rely on external messaging tools, leading to scattered conversations and missed follow-ups. Loop Mobility solves this by centralizing communication inside Pipedrive.

This improves response time, increases visibility, and helps teams close deals faster.

**Compliance**

Users must ensure they have proper consent before sending SMS messages. Loop Mobility does not support unsolicited or spam messaging.

Loop Mobility SMS - Australia

CompanyCam is a photo/video-based solution created for contractors, by contractors. Users can take unlimited photos—which are location and time-stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere.

The CompanyCam + Pipedrive integration makes it seamless to capture details on every job site and keep both your crew and your customers informed along the way. When a deal is created in Pipedrive, a project will automatically be created in CompanyCam and a link to the CompanyCam project will be auto-populated to the deal in Pipedrive. Then, any files added in CompanyCam will sync to the documents tab in Pipedrive.

CompanyCam (V2)

### Setup in 5 minutes
Keep using your WhatsApp Business account and your existing chats while using the **official WhatsApp API**, we are official Meta Tech Providers.

### Automatic Lead Capture
Someone messages you first? WhatsAble automatically creates Person records, Leads, and Deals in your pipeline. Zero manual data entry.

### Smart Follow-Up Automation
Schedule follow-up messages that get sent if the lead stops replying or in specific conditions. 

Connect your Pipedrive and WhatsApp messages with our Zapier/Make/n8n module for advanced automation. Your pipeline moves forward automatically.

### Live Chat Inside Pipedrive

Every WhatsApp conversation synced in real-time to Pipedrive activity. Send messages while viewing deal details, schedule follow-ups mid-conversation and add tags and notes. Full context = more closed deals.

### Calendar &amp; Activity Sync

All WhatsApp interactions auto-log to Pipedrive with complete activity history. No lead falls through the cracks.

### Advanced Workflows

Build automation like: "If no reply in 2 days → send follow-up" or "If they say 'interested' → Label "hot lead". 

### Stay organized
You can create roles inside and assign conversations based on keywords, so not everyone sees all the messages. 

###

Answer messages from our mobile app  • Make/Zapier/n8n integrations • Human support 7 days a week • Smart Broadcasting

Get a 7 day free trial for your team, no need for a new number or losing access to your WhatsApp account.

WhatsAble: WhatsApp Automation with Pipedrive & AI

Bring Pipedrive notifications directly into Google Chat™ so your team never misses an update. Avoid the noise of manual @mentions and the time waste of repeatedly checking Pipedrive for updates. Our integration sends key deal notifications from your CRM directly into Google Chat™ in real-time, right where your team collaborates.

Get started in minutes. Our app is a simple, native integration—not a complex workflow builder—so you can spend less time configuring and more time selling.

- 🚀 **Never miss an opportunity** with instant notifications for new deals.
- 🎉 **Boost team morale** by making every deal win visible to the team with instant announcements in your chat spaces.
- 💬 **Enhance collaboration** by enabling your whole team to react and discuss deal updates in the moment.

Keep your team engaged with Pipedrive activity without being flooded by alerts. Pipedrive admins can set up notifications in team spaces, while individual users can enable personal alerts for their own deals.
To protect your privacy, we never store your sensitive Pipedrive deal data.

Start your 14-day free trial today!

*Google Chat™ is a trademark of Google LLC*

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