Reply to sales emails with the right information and keep your CRM up to date without ever switching between tabs. This integration will add a Pipedrive sidebar to your Gmail account. It works on your desktop and in any browser.

**See context as you reply**

When a contact from your Pipedrive account emails you, their details like associated deals, activities and notes will appear in the Pipedrive sidebar. This way, you can reference your past conversations and more as you reply.

**Manage deals and contacts**

Create and edit contacts, deals, activities and notes from the Pipedrive sidebar. If you have an open email activity, you can mark it “done” as soon as you click “send” on a message.

**Link emails to deals**

You can also link emails to deals, which is especially handy for users on the Essential plan, who otherwise have to use manual BCC forwarding to get emails into Pipedrive.

**Schedule meetings**

With Pipedrive’s Scheduler, you can also insert a link with your availability for meetings. Then, invitees can book a time that syncs to your calendar seamlessly.

Manage my projects

Pipedrive Gmail add-on

Bring Pipedrive into your Outlook workflow with Stehrway's free add-in. Open an email and choose a participant to find their contact, organization, deals, activities, and notes.

Keep records current: create or edit contacts, update deals and pipeline stages, mark deals won or lost, and manage leads.

Save the conversation: save an opened email as a note on a contact, organization, or deal. Search for another destination when needed. Save supported attachments separately, up to 4 MB per file.

Plan the next step: create and complete activities, add notes, and pin important context. Choose which standard and custom fields stay visible in the sidebar.

The add-in is free, with no paid tiers or trial period. Your own Pipedrive account and a compatible Outlook account are required; those services have their own plans. Use compatible Outlook clients on Windows, Mac, or the web. Organization policies may require administrator deployment.

Optional sent-email activity logging is available where Outlook supports it. This is not a full inbox sync. Independent integration by Stehrway; not affiliated with Pipedrive or Microsoft.

Communicate with leads

Manage contracts

Automate my pipeline and data

Outlook Add-in for Pipedrive

**Boost your post-sales process**

Combine the benefits of two powerful management tools with the Pipedrive-Asana integration. Your sales team will be able to cooperate smoothly with Asana teams while benefiting from plenty of time-saving features.

**The Pipedrive-Asana integration lets you:**
 - Create Asana tasks when you make changes to Pipedrive deals
 - Create a project/task in Asana for every new deal/lead
- Create workflow automations for one or multiple pipelines*

**Create Asana projects/tasks automatically from Pipedrive**

Asana is one of the web’s most successful project management tools: It’s used by various teams ranging from logistics to customer support. With the Pipedrive-Asana integration, you can effortlessly connect the Asana teams in your organization to your Pipedrive sales team, as well as select default assignees and adjust the details included in the tasks.

Take this integration to the next level and get even more options to manage your projects by setting up Workflow Automations.

Pipedrive offers four pre-made workflow automation templates to be used with Asana:
- Every time a **deal is WON**, create a project in Asana.
- Every time a **deal is LOST**, create a project in Asana.
- Every time a **deal is moved to a specific stage**, create a task in Asana.
- Every time you **add a new lead**, create a task in Asana.

Asana

Seamlessly integrate your phone system with Pipedrive using Softphone CTI. Streamline your sales and support workflows by managing calls, messages, and performance directly within your CRM.

Key Features:
• Easy Setup & Login: Quick authentication via Tenant URL and OTP verification for secure access.
• Call Management: Make outbound calls with a built-in Keypad, handle inbound calls with instant caller pop-ups, and easily Mute, Hold, or End calls.
• Call Transfer & Conference: Perform blind or consult transfers to team members and initiate multi-party conference calls directly.
• Omnichannel Messaging: Receive and respond to WhatsApp and web chat messages from a single panel, with the ability to park chats for later follow-up.
• Performance & Activity Tracking: Monitor call durations, track real-time agent metrics, and access detailed call history logs.
• Hardware & Personalization: Configure audio devices, run instant sound tests, and switch between light and dark modes for an optimal workspace.

Empower your sales team with efficient calling, real-time context, and automated activity logging.

Manage my accounts

Support my customers

AloTech Softphone CTI

Let Pipedrive power your Trello cards

**The Pipedrive-Trello integration allows you to**:
- Attach information from Pipedrive to cards in Trello
- Create Trello cards, boards and lists in Pipedrive
- Add rules to auto-create new cards based on Pipedrive events
- Use automations in Pipedrive to create boards, lists and cards
- Share deals, people and organizations from Pipedrive to a Trello board


**Create Trello items from within Pipedrive and attach information from Pipedrive to Trello cards**

With the Pipedrive-Trello integration, you can create Trello cards, boards and lists directly from Pipedrive and connect them to deals, organizations and people in your CRM. Alternatively, you can add Pipedrive data to your Trello cards, boards and lists from within Trello.

The integration enables you to choose which Pipedrive fields you wish to display, helping you direct the focus on your business objectives. Pipedrive information will be visible to all Trello users, so they don’t need to create a Pipedrive account.

**Use Pipedrive workflow automation to create cards, boards and lists**

Streamline your work by adding Trello as an action to your workflow automation in Pipedrive. You can set up rules and triggers to either create a board, a card or a list in Pipedrive. Users can choose from three different templates to create workflow automations for Trello in Pipedrive.

Trello

Lead routing, distribution, assignment, round-robin…whatever you call it, getting every new lead to the best salesperson is what RouterJet does.

RouterJet auto-assigns leads, deals and contacts in Pipedrive based on any field — price, location, custom fields, anything. Fair, fast, and set up in minutes. The original, most-reviewed and highest-rated lead-routing app for Pipedrive — trusted by teams since 2019.

### Features

**Round-robin** — even, fair distribution, set up in minutes.

**Custom rules** — assign by location, deal size, or any Pipedrive field.

**Instant alerts** — notify reps of new leads by email, SMS, Slack or WhatsApp.

**Work hours &amp; roster** — only route to reps working today; one-click sick/vacation toggle so leads never land with someone who's out.

**Escalation** — if a lead isn't followed up in X minutes, RouterJet reassigns it to someone who can respond now. Never let a hot lead go cold.

**Weighted distribution** — send more leads to top performers, fewer to new hires.

**Response reporting** — measure and optimize your team's speed-to-lead.

### Built natively for Pipedrive — no CRM migration, no complicated setup.

Respond faster than your competition and win more leads with RouterJet.

Got questions? Email hello@routerjet.com

Nurture my leads

RouterJet

SMSAPI INTEGRATOR to darmowa wtyczka umożliwiająca wysyłanie wiadomości SMS bezpośrednio z interfejsu Pipedrive. Efektywniej zarządzasz komunikacją z klientami, wysyłając spersonalizowane lub szablonowe wiadomości do osób, organizacji i uczestników transakcji.

W panelach „Kontakty” i „Transakcje” wyślesz SMS, utworzysz szablony i nimi zarządzisz oraz zaplanujesz wysyłkę na później. Wystarczy wybrać osobę, organizację lub transakcję, wskazać szablon lub napisać własną treść i wysłać wiadomość. Wtyczkę wykorzystasz również w swoich automatyzacjach.

Tworzymy też dedykowane integracje i rozwiązania IT na zamówienie. Potrzebujesz połączyć Pipedrive z innym systemem lub wsparcia przy własnym projekcie? Napisz: support@sysmo.pl



SMSAPI INTEGRATOR is a free plugin that lets you send SMS messages directly from the Pipedrive interface. Manage customer communication more effectively by sending personalized or template-based messages to people, organizations and deal participants.

In both the Contacts and Deals panels you can send SMS, create and manage templates, and schedule messages for later. Just select a person, organization or deal, pick a template or write your own text, and send it. You can also use the plugin in your automations.

We also build custom integrations and tailor-made IT solutions. Need to connect Pipedrive with another system or support for your own project? Get in touch: support@sysmo.pl

SMS API INTEGRATOR | SMS sending gateway

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

monday.com

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

Clustdoc

Pipeboard brings your Pipedrive workspace into one focused dashboard.

**The Problem**
Pipedrive UI can feel cluttered. Task management and pipeline visibility should be fast and simple.

**The Solution**
A productivity driven dashboard to manage tasks, deals, and pipeline activity in one streamlined interface. Optional Google Sheets integration supports reporting and email tools.

**Key Features**

- **Web Dashboard**
Real time performance metrics, activity tracking, team visibility, and pipeline health in one browser view.

- **Unified Task Management**
View all tasks with full deal context in one place. Complete, snooze, or create activities instantly.

- **Kanban Pipeline View**
Drag and drop deals across stages to keep your pipeline accurate.

- **Activity Timeline**
See full deal and contact histories so you always know what happened and what is next.

- **Smart Reminders**
Email alerts before deadlines or when tasks become overdue.

- **Daily Digest**
Start your day with a customizable task and deal summary.

**Why Pipeboard?**

- Never miss a follow up
- Manage tasks and pipeline together
- Reduce CRM friction and tab switching
- Keep reporting connected to Sheets

**Perfect For**

Sales reps and teams who want a faster way to manage Pipedrive.

💰 **Pricing:** Start free with core features, then upgrade anytime.

👉 [View full pricing plans here](https://www.getpipeboard.com/#pricing)

**Get started free** — Install Pipeboard and take control of your pipeline today.

Pipeboard

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

**bont is an AI-powered revenue intelligence tool that helps you prioritize leads, reduce churn, and forecast sales using real-time data from your existing systems.**

**A smarter pipeline powered by data**
bont connects with your CRM, support, and product tools to give you a full view of every customer. It analyzes signals across the buyer journey and highlights where your reps should focus next. No more gut-based decisions.

**Actionable insights right where you need them**
Need to know which deal is most likely to close? Or which account might churn? bont delivers tailored AI recommendations inside your Pipedrive workflows so you always know what to do and when to do it.

**Forecast with confidence**
Tired of optimistic pipelines that don’t convert? bont creates accurate, dynamic forecasts by analyzing deal history, activity trends, and customer behavior. Your revenue planning is based on data, not hope.

Connect your favorite apps or easily find new ones

Manage my projects

Can't find the app you need?