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.

Manage my projects

Forecast - Project & Resource Management

FunnelFLARE helps you save time and sell faster by providing tools that allow you to automate many of your day-to-day tasks.

FunnelFLARE provides a powerful set of tools that replace many applications you may be using at the moment:

- Appointment scheduler
- Sales power dialer (Phone prospects: burn through a list quickly)
- Email and Pipedrive task automation sequences
- Live prospect and account website insights
- Email tracking

FunnelFLARE saves time:

- Ensure prospects show up to meetings they book
- Automated voicemail drop and email templates 
- Assign drip sequences to prospects from within Pipedrive 
- Real-time alerts when prospects engage with your website and emails

Add some premium fuel to your sales process with FunnelFLARE!

Communicate with leads

Manage my accounts

FunnelFLARE

Are you having trouble motivating and engaging your sales team? Wish you could make boring routine tasks more enjoyable?
Gamifier is a gamification platform that turns your corporation’s tasks and targets into fun activities.

Using game elements and data analytics, Gamifier supports the work of managers by creating a culture of productivity.

Using Gamifier, you will be able to:

- Increase motivation among team members
- Engage salespeople to keep Pipedrive updated
- Align gamification with your company goals
- Create challenges and promote healthy competition 
- Create quests and help your team to direct efforts towards relevant goals
- Get real-time feedback
- Discover new sales champions when recognizing daily actions
- Gain insights into your team’s sales performance based on the speed, quality and dependability of the sales process
- Encourage interaction and collaboration among team members
- Enhance general productivity, leading to higher income for your company

Try it free now!

Other use cases

Gamifier

**Glances is your go-to hub for customer insights and personal tasks**

Searching for information across web apps wastes time and drains your productivity daily. Glances was built to securely connect all of your apps and provide a **simplified view of the data you need in real time**, no coding necessary. Glances works on any webpage you visit and within any app or platform you use, so you and your team can accomplish more every day.

**Finally, get a clear view of your clients and contacts: **
- Search all of your apps at once
- Get fresh, real-time results
- Prevent tab switching between apps
- Eliminate clicks - save time on each interaction

**One powerful tool that unifies multiple apps: **

Not just for Pipedrive, Glances empowers your productivity no matter the platform you are using. View Pipedrive CRM details per contact while working in platforms like Mailchimp, or check in on all your personal tasks using My Daily Glances. From app to app, Glances is always there and ready to help. Below are just a few compatible apps: 
- Pipedrive
- Monday.com
- QuickBooks
- Shopify
- Zendesk
- Stripe
- Mailchimp
- Intercom
- Gmail
- And many more!

**Perform multi-tasking actions in other apps:**

With Glances, you can quickly perform actions related to one app while working in another, such as creating invoices, sending applications, and more! Simply click the Actions menu in Glances to see the available options and start crushing your to-dos, saving up to 20 minutes per task.

Automate my pipeline and data

Glances

Interseller helps recruiters reduce the time it takes to make a hire. This integration can find any candidate's personal email address and contact them with automated and personalized email sequences, all while keeping Pipedrive up-to-date.

Interseller requires installing a Chrome extension to source candidates' email addresses on other websites. 

** Interseller needs access to your email account to send and track emails with email sequences.

Qualify my leads

Interseller

MRPeasy is a simple yet powerful cloud-based ERP/MRP-system for small and medium companies. The software offers a complete solution for production planning and inventory management in an easy-to-use interface. MRPeasy is suitable for manufacturers and distributors across a wide range of industries.

Streamlined production management.

At the heart of MRPeasy lies a sophisticated production planning system that enables full control over production planning and scheduling. Convert customer orders into manufacturing orders and have the system automatically generate purchase orders for out-of-stock items. Advanced bill of materials (BOM) management, shop floor tools, and end-to-end traceability all enable efficient management of all levels of production from planning to execution. 

Efficient inventory and procurement

MRPeasy also provides effective inventory and procurement management tools to always keep stock levels optimized. Simplify supplier interactions and enable effective material requirements planning to help avoid stock issues while minimizing inventory costs. Also included are reorder points, a returns and RMA system, barcode scanning, and much more.

Seamless Integrations with Pipedrive and many other apps

MRPeasy's Pipedrive integration allows you to perfectly tie together the sales and production of your manufacturing or distribution operation. Also included are seamless integrations with many other accounting, eCommerce, and productivity apps.

MRPeasy

Operating helps consulting and professional services with resource planning, time tracking, invoicing, and managing project finances and margins.

❌ Ditch resource allocation spreadsheets

👎 Quit spending hours per week manually keeping your tentative project bookings up-to-date

🛑 Stop guessing your project margins and budget overruns

💸 Stop revenue leakage from timesheet mistakes and resourcing mishaps

‍👉 Start Operating.

By connecting Operating to your Pipedrive CRM you can match consultants to upcoming projects automatically based on consultants' skills, seniority, and availability.

The Pipedrive App for Operating is a simple integration that does what you would expect: transfers the deal and related metadata so that the handover from sales to delivery is smooth and requires no double data entry. 

As the deal makes progress through the stages, the real-time sync makes sure everyone using Operating knows what's up. 

After winning the case, take a last look at the team setup, rates and scheduling, and confirm the project in Operating and you're good to go: track time, follow planned vs actuals in both hours and revenue, and see how the project profitability fluctuates as you go. Even send the invoices directly from Operating!

Support my customers

Operating.app

Feed Pipedrive with fresh deals with one click!

Use our Google Chrome extension to find email addresses from any website or professional network.

Start sending cold emails using our drip campaigns feature and automatically send these prospects to Pipedrive based on what they do (open your email, click on a link, reply, etc.)

You'll never have to manually create a deal in Pipedrive again!

Attract new leads

Overloop

### **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

Manage contracts

Enable payments and tracking

Qwoty

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.

Rippling

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.

Scoop Analytics

Shipit is a product roadmap planning tool.

- Visualize your future plans
- Easy sharing with your team and investors

Our rolling roadmap always has the current quarter focused so that everyone is in sync with what is happening at the moment. Past quarters automatically move to archive.
Shipit uses automatically generated documents to help you collect feature requirements.

By the time your team is ready to start working, everyone knows exactly what is needed, who the stakeholders are and how you plan to market it.
The two-click Pipedrive integration allows you to build beautiful graphs based on the deal attributes. You can synchronize all the feature requests your customers have and plan your roadmap.

Try free for 14 days!

Connect your favorite tools or easily find new ones

Manage my projects

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