**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.

Manage my projects

Asana

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

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

Automate my pipeline and data

Manage my accounts

SallyAI

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)

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

Arrivy is a field service management and operations platform that helps service businesses manage end-to-end operations execution. It connects your office teams, field crews, and customers through real-time updates, automated workflows, and a mobile first experience for executing jobs efficiently.

With Arrivy-Pipedrive integration, your sales and support teams can cooperate smoothly with your operations and dispatch team on Arrivy. Create a seamless handoff that speaks for itself.

**Key capabilities:**

- Scheduling and dispatch for sales and field teams
- Route planning
- Digital forms
- Mobile app for field crew
- Real-time tracking
- Customer self-scheduling
- Performance reporting/insights

Arrivy's Pipedrive integration allows you to:

- **Create Arrivy Tasks from Pipedrive deals.** Turn deal information into actionable Arrivy Tasks for scheduling, dispatch, and service coordination.

- **Carry Pipedrive deal details into Arrivy.** Pre-fill Arrivy Tasks with deal information based on your integration configuration and field mappings.

- **Schedule visits and assign resources in Arrivy.** Schedule customers, assign crew and equipment, add notes, and manage task details.

- **Track Arrivy Task progress inside Pipedrive.** View the latest task information from the Arrivy app panel within Pipedrive deal records.

- **Coordinate Sales, Operations, Dispatch, and Support** by linking Pipedrive deals with Arrivy Tasks for service visits, crew assignments, and handoffs.

Arrivy

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.

Communicate with leads

Support my customers

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

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

RouterJet auto-assigns leads, deals and contacts in Pipedrive. Assign leads to agents based on any deal field (e.g., price, location). It’s fair and fast.

### Features


**Round-Robin**
It takes minutes to set up Round-Robin lead assignment in RouterJet.

**Custom lead assignment rules**
RouterJet can assign leads based on your custom rules using any field you have in Pipedrive (e.g., location, price, custom fields, etc.)

**Alert Agents about new lead** with email, SMS, Slack or WhatsApp

**Work hours and roster**
Set work hours for each team member (e.g., Monday to Friday 8-5pm), and if someone calls in sick, simply take them off the roster with one click and put them back on when they’re back. RouterJet ensures you send leads to reps that are actually working today.

**Escalation**
If the new lead owner doesn’t follow up after X minutes, RouterJet will escalate the lead until someone on your team who can respond immediately. Never let leads go cold again!

**Weighted Distribution**
Send more leads to high performers or limit leads to new hires.

**Lead response reporting**
Fast response converts leads online. RouterJet enables you to measure and optimize your team's lead response time.

### Respond to prospects faster than your competition and win more leads with RouterJet!

Got questions? Email: hello@routerjet.com

Nurture my leads

RouterJet

**Note: This software is focused on the Polish market**

SMSAPI INTEGRATOR to darmowa wtyczka, która umożliwia łatwe wysyłanie wiadomości SMS bezpośrednio z interfejsu Pipedrive. Dzięki tej aplikacji możesz efektywniej zarządzać komunikacją z klientami, wysyłając spersonalizowane lub szablonowe wiadomości do konkretnych osób, organizacji lub uczestników transakcji.

Zarówno w panelach "Kontakty", jak i "Transakcje" możesz wysyłać wiadomości SMS, tworzyć i zarządzać szablonami SMS oraz planować wysyłanie wiadomości na późniejszy czas. Ułatwia to utrzymywanie komunikacji bez potrzeby wielokrotnego pisania tych samych wiadomości.

Wystarczy wybrać osobę, organizację lub transakcję, wybrać szablon wiadomości lub napisać własną wiadomość i natychmiast wysłać ją przez SMS.

Możesz również wykorzystać ją do wysłania wiadomości w swoich automatyzacjach.

Zapraszamy do kontaktu w celu zgłoszeń dodatkowych potrzeb i nowych funkcjonalności wtyczki: support@sysmo.pl

SMS API INTEGRATOR | bramka wysyłki wiadomości

PSOhub’s integration with Pipedrive allows you to seamlessly connect CRM functionalities with your project management capabilities in PSOhub. 

**Bidirectional Data Sync**: Ensure data consistency between your project management and CRM systems with synchronization of deals, contacts, companies, projects and activities.

**Create PSOhub Projects from Pipedrive Deals**: Instantly generate PSOhub projects based on existing deals in Pipedrive, eliminating the need for manual data entry and accelerating project initiation. 

**Sync activities to Pipedrive**: Log activities on PSOhub such as emails, calls and meetings and automatically sync them to corresponding deals in Pipedrive. 

**Enhanced Collaboration**: Foster collaboration across sales and project management teams by sharing project updates, activity feeds, and CRM insights.

**How It Works**

**Connect**: Users can rconnect their Pipedrive account to an existing PSOhub account. 

**Sync Data**: Once connected, data synchronization between PSOhub and Pipedrive begins automatically, ensuring seamless integration of project and CRM data.

**Create Projects from Deals**: Utilize the integration to create PSOhub projects directly from existing deals in Pipedrive. 

**Disconnect Anytime**: Users have the flexibility to disconnect their PSOhub and Pipedrive accounts at any time, ensuring full control over their data and integration settings

PSOhub

**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 tools or easily find new ones

Manage my projects

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