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

Manage my projects

Support my customers

PSOhub

Scoop for Pipedrive empowers sales teams by delivering powerful data snapshots and deep process analysis tailored for Pipedrive users. With Scoop, users gain invaluable insights into their sales processes, specifically focusing on deal conversion rates and cycle times across the entire sales cycle. The platform provides detailed visualizations of how leads progress through the pipeline, offering users the ability to identify exactly where deals are stalling or accelerating. 

Scoop’s process optimization tools help users break down the sales cycle into actionable data points, allowing them to explore conversion rates at each stage and understand the factors influencing deal success. By providing comprehensive insights into cycle times, Scoop highlights how long deals take to move from one stage to the next, helping teams uncover bottlenecks and opportunities for improvement. 

Seamlessly integrated with Pipedrive, Scoop’s advanced reporting and analytics tools allow users to visualize KPIs, conversion metrics, and process efficiencies in real-time. This level of detail enables sales teams to refine their approach, reduce deal closure times, and increase overall sales efficiency, making Scoop an invaluable asset for optimizing sales processes within Pipedrive.

Qualify my leads

Manage contracts

Manage my accounts

Other use cases

Scoop Analytics

INVOX Call Tracking for Pipedrive is a powerful integration designed to optimize your sales process by tracking and analyzing phone calls. This tool seamlessly captures call data, linking it directly to your Pipedrive CRM. Enhance your lead management with real-time call analytics, automatic call logging, and detailed performance reports. 

Stay informed with insights into call durations, sources, and outcomes, enabling your team to make data-driven decisions. With INVOX Call Tracking, boost your sales efficiency and ensure every call contributes to your business growth.

Automate my pipeline and data

INVOX Call Tracking

Whalesync enables you to two-way sync Pipedrive with other apps like Airtable, Notion, Postgres, & more. Unlike most integration apps that offer one-way automations, Whalesync lets you truly, bi-directionally connect your data.

**Two-way sync**

Automation tools like Zapier are great for simple, one-way if-this-then-that workflows. Unlike most tools, Whalesync is built to handle true, two-way sync across Pipedrive and other apps.

**Instant updates**

Unlike most integration tools that work on a timer (e.g. once every 10 minutes), Whalesync syncs updates instantly. As soon as we notice a change in Pipedrive we sync it or vice versa.

**Supported Connectors**

Two-way sync Pipedrive with:

- Airtable
- Postgres
- Notion
- Salesforce
- HubSpot
- & more

**Supported Objects**
- Deals
- Organizations
- Persons
- Activities
- Stages
- Leads
- Users
- Pipelines

**Security**
Whalesync is SOC 2 certified and GDPR compliant. You can read more about our enterprise-grade security practices here: https://security.whalesync.com

Whalesync

Discover the Supawiki - Pipedrive integration that builds knowledge bases for your customers.

Concentrate all the information about your deals in elegant, easy-to-use wikis.

- A single source of information all your team can contribute to;
- Share with your customers as the reference for all knowledge about your deal;
- Create as many wikis as you want.

Supawiki

### **CPQ: Structure a sales journey for your team**
Generate error-free quotes quickly. With native Pipedrive integration, easily configure custom prices and products. Qwoty is a 100% no-code solution, requiring no technical or development skills.

👉 **Create error-free quotes with Qwoty CPQ**
- Product catalog
- Complex pricing management
- Cross-sell and up-sell
- Contract library
- Internal offer approvals



### **Sales Rooms: Boost your ROI on sales investments**

Discover the power of Sales Rooms with Qwoty! Centralize all offer-related information in a secure space, simplifying communication between your team and clients. Reduce back-and-forth exchanges and avoid confusion with an intuitive, dynamic interface. Transform each proposal into a seamless experience to maximize your closing success!

👉 **Turn your sales team into top performers with our Dealroom**
- Unlimited offer templates
- PDF export
- Custom branding
- Automated reminders



### **eSignatures: Shorten your sales cycles**

Save time by reducing the delivery delay of your offers with an eSignature solution integrated into Pipedrive. Avoid back-and-forth exchanges and get your documents signed online. Simplify the client experience, giving your sales team a decisive advantage.

👉 **A smooth customer journey with eSignatures**
- EIDAS compliant
- SMS OTP


👉 **Accelerate with our smart automations**
- Multiple Integrations (Pennylane, Quickbooks, Sage, Stripe, SAP, Salesforce...)
- API

Enable payments and tracking

Qwoty

**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.

Nurture my leads

SaySync

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

Clustdoc

Application provides an ability to distribute deals between sales managers via round-robin algorithm with an additional possibility to add weights in distribution. 
Every time the deal is added to the specified pipeline Deals Distributor will receive a notification, distribute the deal and assign it to the manager with a task.

No manual deals distribution anymore!

Deals Distributor

RapidVerify is a cutting-edge integration for Pipedrive that streamlines the income and identity verification process for your contacts. As a salesperson or business owner, knowing your customer is an essential part of establishing trust and credibility. RapidVerify makes this easier and more efficient by natively embedding itself into the Pipedrive CRM.

Key Features:

1. **Automated Verification Requests**: Elevate your workflow with the ability to automatically initiate identity and income verification as deals move through specified stages in Pipedrive. This ensures no lead goes unverified at critical moments in the sales pipeline.

2. **Seamless Integration**: RapidVerify natively integrates with Pipedrive, allowing users to request and manage income and identity verification of contacts without leaving the CRM.

3. **Faster Sales Cycle**: By verifying the identity and income of contacts early in the sales process, RapidVerify helps you qualify leads faster and focus on closing deals.

Benefits:

1. **Improved Efficiency**: Automating the verification process saves time and resources, allowing you to focus on what's important - closing deals.

2. **Risk Reduction**: Reduce the risk of fraud and ensure that you are dealing with legitimate contacts by verifying their identity and income.

RapidVerify revolutionizes the way Pipedrive users manage their sales process by offering advanced automation for income and identity verification.

RapidVerify

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

**Transform the way your team works with the integration of Notion and Pipedrive by Make.** 

Get the best of both worlds: Notion's impressive note-taking and document-creation tools, and Pipedrive's powerful CRM capabilities.

- Create, manage, and track your tasks in Notion, sync the data, and update back to Pipedrive.
- Benefit from Notion's unique note-taking ability, creating and sharing notes and documents, and supplying crucial business data to your sales team in Pipedrive.

Connect your favorite tools or easily find new ones

Manage my projects

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