**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

**100% free for unlimited users. No credit card, no trial countdown, no feature gates. Setup takes under 30 seconds.**

Communicate with leads

Manage contracts

Manage my projects

Automate my pipeline and data

Outlook Add-in

Sally is your AI-powered meeting assistant that captures conversations, turns them into accurate transcripts, and generates clear, actionable summaries. Instead of spending time writing notes or manually updating CRM records, Sally keeps everything organized so your team can stay focused on selling.

With this Pipedrive integration, you can instantly send key insights, decisions, and action items from any meeting directly into your deals or contacts. Sally highlights the most important information and enables you to push it into Pipedrive with a single click, ensuring your pipeline stays current and nothing gets lost between calls.

Whether you’re running discovery calls, internal handoffs, or customer check-ins, Sally gives you a reliable written record of every conversation. Your team gains consistent documentation, faster follow-ups, and a clear understanding of what needs to happen next.

Manage my accounts

SallyAI

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

### Automatically Turn Pipedrive Deals into ClickUp Projects
Stop creating projects manually. PickUp connects your Pipedrive pipeline to ClickUp so that every time a deal reaches your chosen stage, a fully structured project is created automatically, using your existing ClickUp templates. Set it up once and it runs forever.
**How it works:**

- Connect your Pipedrive and ClickUp accounts in one click
- Choose which Pipedrive deal stage triggers a new ClickUp project
- Select which ClickUp template to use for that trigger
- Every qualifying deal instantly becomes a perfectly structured project in ClickUp

**What you get:**

- Instant handoffs: deal closes at 3pm, project is ready at 3:01pm
- Consistent project structure every time, using templates you already have
- Pipedrive deal details mapped directly into your ClickUp project automatically
- Zero missed deals: every won deal becomes a project without anyone lifting a finger

**Who it's for:**

Agencies, SaaS companies, and service businesses who use Pipedrive to win work and ClickUp to deliver it. No code, no complexity, no ongoing maintenance required.

Set up in 2 minutes. Then forget about it forever.

Other use cases

PickUp - ClickUp Integration

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.

CompanyCam (V2)

Pipeboard brings your Pipedrive workspace into one focused dashboard.

**The Problem**
Pipedrive UI can feel cluttered. Task management and pipeline visibility should be fast and simple.

**The Solution**
A productivity driven dashboard to manage tasks, deals, and pipeline activity in one streamlined interface. Optional Google Sheets integration supports reporting and email tools.

**Key Features**

- **Web Dashboard**
Real time performance metrics, activity tracking, team visibility, and pipeline health in one browser view.

- **Unified Task Management**
View all tasks with full deal context in one place. Complete, snooze, or create activities instantly.

- **Kanban Pipeline View**
Drag and drop deals across stages to keep your pipeline accurate.

- **Activity Timeline**
See full deal and contact histories so you always know what happened and what is next.

- **Smart Reminders**
Email alerts before deadlines or when tasks become overdue.

- **Daily Digest**
Start your day with a customizable task and deal summary.

**Why Pipeboard?**

- Never miss a follow up
- Manage tasks and pipeline together
- Reduce CRM friction and tab switching
- Keep reporting connected to Sheets

**Perfect For**

Sales reps and teams who want a faster way to manage Pipedrive.

💰 **Pricing:** Start free with core features, then upgrade anytime.

👉 [View full pricing plans here](https://www.getpipeboard.com/#pricing)

**Get started free** — Install Pipeboard and take control of your pipeline today.

Pipeboard

**bont is an AI-powered revenue intelligence tool that helps you prioritize leads, reduce churn, and forecast sales using real-time data from your existing systems.**

**A smarter pipeline powered by data**
bont connects with your CRM, support, and product tools to give you a full view of every customer. It analyzes signals across the buyer journey and highlights where your reps should focus next. No more gut-based decisions.

**Actionable insights right where you need them**
Need to know which deal is most likely to close? Or which account might churn? bont delivers tailored AI recommendations inside your Pipedrive workflows so you always know what to do and when to do it.

**Forecast with confidence**
Tired of optimistic pipelines that don’t convert? bont creates accurate, dynamic forecasts by analyzing deal history, activity trends, and customer behavior. Your revenue planning is based on data, not hope.

bont

**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

SMSAPI INTEGRATOR to darmowa wtyczka umożliwiająca wysyłanie wiadomości SMS bezpośrednio z interfejsu Pipedrive. Efektywniej zarządzasz komunikacją z klientami, wysyłając spersonalizowane lub szablonowe wiadomości do osób, organizacji i uczestników transakcji.

W panelach „Kontakty” i „Transakcje” wyślesz SMS, utworzysz szablony i nimi zarządzisz oraz zaplanujesz wysyłkę na później. Wystarczy wybrać osobę, organizację lub transakcję, wskazać szablon lub napisać własną treść i wysłać wiadomość. Wtyczkę wykorzystasz również w swoich automatyzacjach.

Tworzymy też dedykowane integracje i rozwiązania IT na zamówienie. Potrzebujesz połączyć Pipedrive z innym systemem lub wsparcia przy własnym projekcie? Napisz: support@sysmo.pl



SMSAPI INTEGRATOR is a free plugin that lets you send SMS messages directly from the Pipedrive interface. Manage customer communication more effectively by sending personalized or template-based messages to people, organizations and deal participants.

In both the Contacts and Deals panels you can send SMS, create and manage templates, and schedule messages for later. Just select a person, organization or deal, pick a template or write your own text, and send it. You can also use the plugin in your automations.

We also build custom integrations and tailor-made IT solutions. Need to connect Pipedrive with another system or support for your own project? Get in touch: support@sysmo.pl

SMS API INTEGRATOR | SMS sending gateway

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

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.

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.

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Manage my projects

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