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

Manage my projects

Automate my pipeline and data

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.

Support my customers

Supawiki

### Qwoty is the new platform for signing your deals

Qwoty starts from a simple premise: for sales, sending quotes is too often an obstacle course.

Qwoty CPQ's brings together all the features you need to move forward with your prospects and complete your deals:

🗃️ Management of a connected, up-to-date and shared price/product/service database

🌐 Editing your marketing and visual elements, simply and quickly

📝 Simple, secure and up-to-date management and editing of your contracts

🛫 Simple and secure sharing externally with your prospects and the right decision-makers

✍️ Smooth and fast electronic signature on the right documents (contracts, T&Cs, quotes, etc.)

🤑 Management and optimization of invoicing by sending the right data to the right place 

### Quotes management connected to Pipedrive : 

- Set up in 1 minute.
- Create an offer in just a few clicks, without leaving Pipedrive.
- View offer information in Pipedrive 
- Automatic synchronization of lead, account and transaction information
- Pipeline automation management

Manage contracts

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.

Notion

**Introducing a groundbreaking integration that connects Jira's powerful issue-tracking features with Pipedrive's efficient sales management tools.** 

With Make, you can now turn Jira tickets into Pipedrive people or deals and vice versa, facilitating real-time updates and streamlined workflows​.

Key features of this integration include:
- Sync Live Data: Real-time updates between Jira issues and Pipedrive. A solution found in Jira can be immediately reflected in Pipedrive, and important sales information can be synced back to Jira​​.
- Flexible Workflows: Make use of Jira's customizable workflows, which can be easily mapped to your style of work, enhancing efficiency and productivity​.

With this integration, not only will your teams be more aligned, but you'll also save hours on busy work, giving your team the freedom to focus and achieve more than ever​​.

Jira Cloud Platform Sync

**Unlock the power of efficiency and productivity with the integration of Smartsheet and Pipedrive via Make.** 

Smartsheet, a leading project management tool, and Pipedrive, an innovative CRM, come together to create a dynamic ecosystem for your business. This integration brings together the key features of Smartsheet with Pipedrive's robust CRM, facilitating a seamless flow of information and better decision-making processes.

- Enhance your project management by tracking and visualizing your Pipedrive data in Smartsheet's various views: Grid, Card, Gantt, or Calendar.
- Empower team collaboration with the synchronization of data across both platforms, driving execution with speed and accountability.
- Automate tasks across Pipedrive and Smartsheet, reducing manual effort and increasing accuracy.
- Standardize your processes and integrate data across your systems with Pipedrive and Smartsheet's seamless communication.

With Make, set up automated workflows such as adding new Pipedrive deals matching filter criteria to Smartsheet as rows, and updating Smartsheet rows with new Pipedrive deal stage changes. This integration empowers your business to operate at peak efficiency, ensuring that no important information falls through the cracks and that your teams can collaborate effectively

Smartsheet

**Experience the innovative fusion of Airtable’s flexible database capabilities with Pipedrive’s robust CRM system, brought to you by Make. **

This integration allows your teams to store, organize, and collaborate on structured data while managing customer relationships efficiently, all in a visually appealing and user-friendly interface​​.

Key features and benefits of this integration include:
- Real-time Collaboration: Engage in real-time collaboration and communication, ensuring your team always stays updated and works collectively on projects​.
- Enhanced Workflow Management: Utilize Airtable's customizable database to track different processes and create robust databases that seamlessly integrate with Pipedrive's CRM functionalities​​.
- Task Management: Manage tasks, track progress, and create to-do lists efficiently using Airtable's list view and sync data back to Pipedrive​​.

[More templates](https://www.make.com/en/integrations/airtable/pipedrive)

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