Automatically track expiration dates and send reminders for the renewal of contracts, permits, licenses, warranties and more.

Let Expiration Reminder create deals or activities in Pipedrive when contracts are about to expire so your sales team can act quickly.

Manage contracts

Manage my projects

Expiration Reminder

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

Beeline connects to your activities using Pipedrive’s API and creates routes for you using our proprietary algorithms.  You can make manual changes to your activities or let Beeline do all the work.

Updates can be synchronized back to Pipedrive, so no exporting or copying and pasting needed.  Routes can also be exported from Beeline and emailed to your drivers.

Beeline adjusts the time of the activity as well as the assigned user. This allows your traveling employees to know the order of the activities for each day. No more staring at google maps for hours.

Beeline will use the address associated with the activity, if none is set we will default to the address of the organization associated with the activity.

Beeline is targeted to work within North America. If you're interested in another region in the world, please reach out.

Automate my pipeline and data

Beeline Routes

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

Qualify my leads

CallTrackingMetrics

Crafter is an easy-to-use software platform that allows you to digitize your field service. The software consists of an online program for the office with which you can create jobs, schedules, invoices and proposals. In addition, our mobile app has been specially made for field service employees so that they can fill in work orders, register hours, take photos and have jobs signed with customer signatures.

Just as Pipedrive has focused on the salesman in the creation of their software, at Crafter we have focused on the craftsman. The result is a solution that is truly built from a practical point of view.

Crafter offers you the following benefits:
- manage won deals and deliver these projects within an agreed timeline
- create clear employee planning
- let your employees fill in work reports and register hours
- avoid manual administrative work and save time
- design a professional appearance for your customers

Visit our website to sign up free for 30 days.

At the moment this marketplace app is only available in the Netherlands and Belgium.

Support my customers

Crafter Workorders & Scheduling

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

**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)

Airtable

**Welcome to a new era of productivity with the powerful integration of ClickUp and Pipedrive through Make.** 

By bringing together ClickUp's robust task and time management features with Pipedrive's sophisticated CRM capabilities, we provide a platform that truly transforms the way you do business.

This integration empowers your team to:
- Automatically sync tasks in ClickUp with people in Pipedrive and vice-versa, ensuring real-time updates across both platforms​.
- Utilize ClickUp's extensive customization options to tailor your workflow to perfectly suit your needs.
- Collaborate more effectively with shared access to tasks, comments, and project updates​​.
- Automate reporting and streamline workflows, saving hours of manual work and letting your team focus on what matters most​

Experience the power of unified sales and project management, and elevate your operations to new heights of efficiency and success.

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

ClickUp Sync

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

POR

O ERPFlex é um dos líderes em software de gestão no Brasil, oferecendo uma solução na núvem para a indústria, serviços e comércio de distribuição e varejo. A 1ª solução na núvem com backoffice e e-commerce nativo em uma única plataforma tecnológica.

A integração entre os dois sistemas permite enviar dados do Pipedrive para o ERPFlex, ou seja, todos os negócios criados no Pipedrive e que possuam o status Ganho, serão importados para o ERPFlex e se tornarão orçamentos, para posterior faturamento.

ENG

Note that ERPFlex software is in Portuguese.  ERPFlex is one of the leading cloud management software providers in Brazil and is ideal for small and medium businesses looking for an overview of their financial management, service providers and products. 

The integration provides a way to send data from Pipedrive to ERPFlex. All information connected to a "Won" deal will be synced to ERPFlex, allowing users to use this information for budgeting and billing.

ERPFlex

**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​​.

Connect your favorite tools or easily find new ones

Manage my projects

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