**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

Deals+ is a feature-rich integration between Pipedrive and Slack that allows you to do more and switch context less. 

Here is a quick overview of features:
- Sync Slack channel to deal or organization
- Sync shared Slack channel to deal
- Get personal notifications about your deals, orgs, activities
- Get team notifications with granular channel settings.

Additionally, Deals+ enables you to receive notifications for deals, organizations, and contacts that you follow in real-time and enables you to respond to these notifications in Pipedrive – all without leaving your Slack environment.

Nurture my leads

Communicate with leads

Manage my accounts

Deals+ for Slack

Use CallTrackingMetrics automation to sync call, text, form and chat data with Pipedrive.

Qualify my leads

Automate my pipeline and data

CallTrackingMetrics

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

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

Kara is a simple and powerful **Sales Team Management Platform** designed by salespeople, for salespeople. It was built to help sales professionals better manage and understand their workload, empowering them to become more aware and efficient. Information is money! Become a better sales manager by better understanding your team’s strengths and weaknesses.

**Automatic Pipedrive Integration**

Kara is a no-code automatic integration with a click of a button, that syncs with your Pipedrive in real time. Feed your Pipedrive through Kara, instantly.

**Team & Individual Goals**

Kara allows you to set goals for both teams and individuals, with a simple and easy goal building interface. It stays up-to-date in real time with your Pipedrive data.

**1:1 Interface**

Kara offers a ready to go 1:1 template. Perform 1:1 meetings with your team in a click of a button, track deals in real time and access meeting history.

**Easy & Simple Navigation**

You will absolutely love Kara’s design, as it was crafted with simplicity and utility in mind. Clean interfaces, functional buttons and colors that tell you all you need to know.

**Pipeline Health Check**

Kara will make use of your Pipedrive data to give you relevant information at a glance. Track conversion rate, average deal size, sales process length and more.

Kara.ai

**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.

Glances

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

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!

Shipit

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

RouterJet

Add Taliscape to your business process to seamlessly switch between pushing deals along your pipeline in Pipedrive and estimating/forecasting staffing for projects in Taliscape. 

When you connect your Pipedrive account to Taliscape, you can set filters that determine when an opportunity turns into a project. Once it's a project in Taliscape, you can estimate the project, create roles within the project, and staff them with your team members.

Taliscape is a tool focused on forecasting your demand, estimating projects, staffing/team alignment, managing project finances, and allowing your team members to bill their time.

Taliscape

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.

Connect your favorite tools or easily find new ones

Manage my projects

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