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.

Manage my projects

Trello

**Stop switching between Outlook and Pipedrive.** This add-in brings your CRM directly into your inbox as a sidebar — so you can sell instead of toggling tabs.

When you open an email or meeting, the add-in auto-matches participants to their Pipedrive profiles. You'll see contact details, organization info, labels, and pinned notes instantly. If a sender isn't in Pipedrive yet, create a new contact or lead with one click — emails, phones, and organization pre-filled.

Every deal linked to that contact appears alongside the conversation. Track stages, values, and pipelines at a glance. Move deals between stages, mark them as won or lost, or create new deals — all without leaving Outlook.

Activities stay visible too. View upcoming and overdue tasks, log calls and meetings, and mark them done as you go. The add-in can auto-detect outgoing emails and meetings, extract participants, and batch-log activities to multiple contacts at once.

Add notes tied to any contact or deal. Pin important ones to the top. Everything syncs to Pipedrive in real-time so your entire team stays in the loop.

**More capabilities:**

- Search contacts by name, email, or phone
- Create and manage leads with values
- Assign owners and labels to contacts
- Multi-email and multi-phone support
- Works with Outlook desktop and web

**Free to start. No credit card required. Setup takes under 30 seconds.**

Communicate with leads

Manage contracts

Automate my pipeline and data

Outlook Add-in

**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

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

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.

Support my customers

Clustdoc

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

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.

Manage my accounts

CompanyCam (V2)

With the online appointment booking software from eTermin, you can book your appointments completely automatically around the clock and independent of the opening hours via your website, Google search and social media. Thanks to the extensive settings and customization options, you can control capacity utilization in a targeted manner, eliminate double bookings and significantly increase adherence to deadlines through automatic appointment reminders via SMS and email.

Functionality details:

ONLINE APPOINTMENT BOOKING
Convenient online appointment booking via your website, email or social media.

ONLINE CALENDAR
Clear and efficient management of your appointments

APPOINTMENT CONFIRMATION/REMINDER
Automated reminders and confirmations via SMS and email

CALENDAR SYNCHRONIZATION
Synchronization of appointments with your online calendars such as Google, iCloud, Outlook, Exchange, etc.

ONLINE PAYMENT OR PAYMENT WHEN BOOKING AN APPOINTMENT
Accelerated processes thanks to the online payment option

RESOURCE MANAGEMENT FOR ROOMS and DEVICES Automated resource management for perfectly organized appointments

CUSTOMER MANAGEMENT
Automatic management of valuable customer data

LOCATION and BRANCH MANAGEMENT
Multi-location and branch support

eTermin digitizes appointment scheduling processes, saves an enormous amount of time, reduces overall costs, increases productivity and increases sales. With eTermin, you can fully concentrate on your business again.

Other use cases

eTermin

Connect Pipedrive and Forecast to bring your sales and project delivery teams closer together. Pipedrive deals may now be converted into Forecast Projects, giving you a better view of your project pipeline and allowing you to better organize your available resources. You may now have a single source of truth for your client records thanks to the Pipedrive client import, without any need to update client information in separate systems.

Once you set up the integration, Forecast will create project custom fields in Pipedrive. As you plan out your Forecast Project in more detail, the custom fields (e.g., cost and revenue) will be updated in Pipedrive.

The integration also gives you the option to automatically create Forecast tasks from your Pipedrive activities. Every time an activity is created in Pipedrive and associated with a deal, a Forecast task will be created on the respective Forecast project. Users can choose which types of activities should be created as tasks in Forecast.

Forecast - Project & Resource Management

**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

Qualify my leads

Mobileforce CPQ

**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.

Connect your favorite apps or easily find new ones

Manage my projects

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