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

Nurture my leads

Manage my projects

Automate my pipeline and data

RouterJet

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

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.

Communicate with leads

Manage my accounts

Deals+ for Slack

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.

Arrivy

**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.

Asana

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!

FunnelFLARE

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

Qualify my leads

Overloop

Weekly Update collects short status updates from your team each week.

HOW IT WORKS:

1. Every week, your team receives an email with a link to a form
2. Each person shares their plans, progress and problems
3. The team automatically receives updates via email

TESTIMONIALS:

"Our sales team is more efficient at pipeline review meetings now that we share plans, progress and problems with Weekly Update."
- Eric Buckner, CEO of 10 Fitness

"Weekly Update is my #1 management tool. Our meetings are more efficient and everyone understands our goals.” 
- Gordon Jones, Dean of Boise State University

BENEFITS:

- Shorter, more productive meetings
- Identify problems early on
- Hold everyone accountable for their goals
- Great for sales, customer success and leadership teams


FEATURES:

- Customizable questions
- Automatic reminders to submit updates
- Lightweight dashboard
- Customizable reminders and due dates
- Receive updates as PDFs or email text
- Use it free, or upgrade for additional features and team members

INTEGRATION:

Use the free Pipedrive integration to import your team members into Weekly Update effortlessly. When you connect your Pipedrive account, you can choose which users you'd like included in your weekly update form.

Weekly Update

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

WBudget is a complete system for vendors and service providers to automate their business proposal generation processes.
With just a few clicks, you can set up or copy your items, customers and businesses from Pipedrive and create professionally formatted proposals in PDF format. Then, create an access link and let your customers view, approve and sign them.

Manage contracts

WBudget

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

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.

Connect your favorite tools or easily find new ones

Manage my projects

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