**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

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.

Automate my pipeline and data

monday.com

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

CompanyCam is a photo-based communication solution created for contractors, by contractors. Users can document their jobs with unlimited photos and videos—which are location and time-stamped and stored securely in the cloud. Every photo is organized by project and instantly available to your team, allowing everyone to see what’s going on anytime, anywhere.

The CompanyCam x 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.

CompanyCam

**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.

Manage contracts

Outlook Integration

The Arrivy Operations Cloud™ enables service businesses to provide deep customer engagement. Ensure that your customers experience real-time connectivity on the day of service and beyond. 

Connect your office, service crew/staff, and customers with automated text, email, and instant-messaging tools. Enjoy capabilities like Scheduling, Dispatch, Route Planning, Digital forms, Mobile Crew Experience, Instant Reviews, Customer Bookings (aka Self-Scheduling), Integrated real-time Location Tracking, and Status updates in your Arrivy Dashboard.

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

***Arrivy's Pipedrive integration allows you to:***

- Automate task creation in Arrivy from Pipedrive deals.

- Map fields between Pipedrive deals and Arrivy tasks.

- Enhance communication between sales, operations/dispatch, and customers.

- Connect deals in Pipedrive to Arrivy tasks, so you can enjoy a connected interface for managing deals, calendar events, crew assignments, and crew tracking.

- Make the best of Arrivy's unique customer engagement, operations connectivity, and reporting tools for service calls, deliveries, and customer visits.

- Empower customers to self-schedule their appointments at a date/time of their choosing. Ease out your workflow and reduce the constant back and forth emails and phone calls.

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

Rippling automatically manages your employee accounts in Pipedrive and hundreds of other applications.

* When a salesperson is hired, Rippling automatically creates their Pipedrive account so they can be productive on their first day
* When an employee is offboarded, Rippling automatically turns off their Pipedrive account to prevent continued access to sensitive data

Use Rippling to manage all your SaaS accounts in one dashboard, so you can focus on real work.

Other use cases

Rippling

**Spruce makes running a heat pump business simpler, faster, and more scalable.**

Instead of juggling clunky tools and drowning in admin, Spruce gives installers one seamless platform to manage everything—from first enquiry to final handover.

✅ Respond to leads in minutes, not days

✅ Turn surveys into full system designs in under 20 minutes — while still onsite

✅ Generate detailed heat loss reports and MCS-compliant proposals in a click

✅ Automate DNO, MCS, and handover packs

✅ Collaborate with your whole team in real-time

Installers using Spruce cut their admin by 50–70%, freeing up time to focus on what really matters: delivering great installs and growing their business.

We’re here to remove the friction, so heat pump installers can lead the UK’s transition to low-carbon heating—without all the hassle.

Using Pipedrive integration, you can connect Spruce and Pipedrive accounts to receive updates about Spruce jobs. This includes events like:
- A new job created
- Job status has changed
- Job Estimate was sent, opened, signed, etc.
- A document like heat loss report, quote, proposal or handover pack was opened, downloaded, opened, etc.
- And more!

Qualify my leads

Spruce

Weekly Update collects short status updates from your team each week.

HOW IT WORKS:

1. Every week, your team receives an email with a link to a form
2. Each person shares their plans, progress and problems
3. The team automatically receives updates via email

TESTIMONIALS:

"Our sales team is more efficient at pipeline review meetings now that we share plans, progress and problems with Weekly Update."
- Eric Buckner, CEO of 10 Fitness

"Weekly Update is my #1 management tool. Our meetings are more efficient and everyone understands our goals.” 
- Gordon Jones, Dean of Boise State University

BENEFITS:

- Shorter, more productive meetings
- Identify problems early on
- Hold everyone accountable for their goals
- Great for sales, customer success and leadership teams


FEATURES:

- Customizable questions
- Automatic reminders to submit updates
- Lightweight dashboard
- Customizable reminders and due dates
- Receive updates as PDFs or email text
- Use it free, or upgrade for additional features and team members

INTEGRATION:

Use the free Pipedrive integration to import your team members into Weekly Update effortlessly. When you connect your Pipedrive account, you can choose which users you'd like included in your weekly update form.

Weekly Update

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.

Connect your favorite tools or easily find new ones

Manage my projects

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