**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.

Manage my projects

Automate my pipeline and data

Notion

Reply to sales emails with the right information and keep your CRM up to date without ever switching between tabs. This integration will add a Pipedrive sidebar to your Gmail account. It works on your desktop and in any browser.

**See context as you reply**

When a contact from your Pipedrive account emails you, their details like associated deals, activities and notes will appear in the Pipedrive sidebar. This way, you can reference your past conversations and more as you reply.

**Manage deals and contacts**

Create and edit contacts, deals, activities and notes from the Pipedrive sidebar. If you have an open email activity, you can mark it “done” as soon as you click “send” on a message.

**Link emails to deals**

You can also link emails to deals, which is especially handy for users on the Essential plan, who otherwise have to use manual BCC forwarding to get emails into Pipedrive.

**Schedule meetings
**
With Pipedrive’s Scheduler, you can also insert a link with your availability for meetings. Then, invitees can book a time that syncs to your calendar seamlessly.

Pipedrive for Gmail

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

Support my customers

PSOhub

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.

Manage contracts

RapidVerify

**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

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.

Qualify my leads

Manage my accounts

Other use cases

Scoop Analytics

**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

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.

Supawiki

Get full transparency over how much time your sales team spends in Pipedrive with automatic time tracking.

Timely makes every second you spend in Pipedrive count:

- See all the time you spend in Pipedrive
- Quantify resources spent in your CRM
- Determine your sales team's lead time
- Monitor your company’s communication burdens
- Optimize team productivity and sales efficiency

And it’s completely automatic! You won’t waste time managing multiple timers: Timely tracks the time you spend in Pipedrive in the background while you work.

Get a completely accurate timeline of all your sales work and then bill accurately, report beautifully and manage your team’s time all in one place!

Enable payments and tracking

Timely

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

Whalesync

**Unleash unparalleled efficiency and seamless communication with the integration of Wrike and Pipedrive, powered by Make.**

This integration enables you to align your sales and project management processes, ensuring that all your work items land in one place with Wrike's robust features. Enhance your workflow with Wrike's customizable workspaces, automated work intake, project resource planning, and dynamic request forms​. Visualize all your work with interactive Gantt charts and workload charts, all while monitoring your budget and tracking time effectively​. Collaborate cross-functionally and streamline the revision and approval process with Wrike's cross-tagging and internal and guest approvals​​. Harness the power of Wrike's best-in-class proofing software and live document editor to ensure clarity and efficiency in your team's work​.

With this integration, you can:
- Align your sales and project management processes for better visibility and efficiency.
- Automate assignments, measure effort and budget, and track how much work is done and when​​.
- Enhance collaboration with Wrike's cross-tagging feature, ensuring full visibility across multiple work streams​​.
- Streamline the revision and approval process, easily routing requests for approval to internal and external stakeholders​.

Wrike

Yoke brings information from all your cloud accounts onto one instantly searchable board. You will save time and stay up-to-date.

Yoke creates activity cards on an intelligent board. The cards provide a quick overview of the data and the option to click them for more details via Yoke.io’s cloud-based website. With all your data available in one place, you can easily search across all your accounts and find what you are looking for faster. Yoke also has a Chrome extension, which can automatically bookmark links collected by your board. Later, when you need to find them, you can also find these links in Chrome’s address bar.
You can track the following in your Pipedrive account:

- Your open activities, optionally filtered by the due date
- Open deals owned by you or anyone from a specific pipeline, optionally filtered by closing time
- Open deals in a named filter, optionally filtered by closing time

Connect your favorite tools or easily find new ones

Manage my projects

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