Power up Pipedrive with a document generation and eSigning functionality that can manage the entire sales cycle in a single tool.

- Build proposals and contracts from Pipedrive deals. Customize new documents in minutes with templates and a dedicated content library.

- Send documents for eSignature from within Pipedrive. No need to buy and connect a separate eSignature tool as every PandaDoc subscription includes legally-binding eSignatures.

- Create interactive quotes with pre-populated data from your Pipedrive records. Enable online payments to collect credit card, PayPal, or ACH payments right from the documents you send.

- Add CRM details to documents on the fly. Save time with PandaDoc variables: Add contact, opportunity, pricing and product data to your docs automatically.

- Track document statuses without leaving Pipedrive. Choose the perfect time to follow up with document analytics that shows how your customers interacted with each document.

It’s fast and easy to get started, no coding required. Try it free at www.pandadoc.com/integrations/pipedrive.

Manage contracts

Other use cases

PandaDoc Proposals & eSignatures

>All our plans include **every feature we offer** - plus **unlimited matching and merging, unlimited integrations**, and **no per-user fees**.

You have more duplicates than you think and it's screwing up your data, reporting, analytics, sales and marketing. With Dedupely you won't have duplicates anymore and if you set up automatic deduping you won't have them in the future either.

Luckily, developing our match and merge (deduplication) algorithm is literally what we do all day 🙂

**Core:**  
✔ Unlimited matching and merging  
✔ Unlimited integrations  
✔ Unlimited support  

**Features:**  
✔ Deduplicate contacts, organizations, leads and deals  
✔ Merge duplicates in bulk, custom, one-by-one, automatic  
✔ Simultaneous cross-merge between Pipedrive, Salesforce, Mailchimp and HubSpot  
✔ Dedupe CSVs    
✔ Match and merge by any native or custom fields  
✔ Ignore common terms

**CSV:**   
Dedupe all your imports before uploading new data into Pipedrive.

**Bulk merge 1000s of duplicates in minutes:**     
Bulk-merging is by far the quickest way to rid your Pipedrive database of duplicates. You decide how simple or intricate to set merge rules, giving you full control over what gets merged and what doesn't.

[Website](https://dedupe.ly/) - [Pricing info](https://dedupe.ly/pricing/) - [Email Support](mailto:help@dedupe.ly) - [Chat Support](https://dedupe.ly/#)

Automate my pipeline and data

Dedupely

Qwilr for Pipedrive helps automate sales content, get deals signed and paid faster. Create beautiful, personalized proposals, quotes, pitch decks, customer onboarding docs and more with the click of a button in Pipedrive. Track what buyers care about and create sales experiences that wow and drive revenue.

**Electronic signatures + payment options**

Add legally-binding electronic signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the document.

**Page tokens to personalize every document**

Qwilr can pull custom and standard fields from Deals, Organisations (Contacts), People (Contacts) and Leads.

**Engage and upsell buyers with pricing**

Qwilr content is all built on the web, engaging buyers with interactivity and the ability to upsell with extra products or services using our interactive quote and pricing feature.

**Template library**

Shorten the time it takes to create sales material with ready-made templates sales reps can generate instantly from Pipedrive.

**Track document status and expiry**

Never leave Pipedrive with Qwilr document status, links and expiry syncing directly to your Pipedrive records.

Qwilr

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time sync to Pipedrive
- Customize object colors, labels, pop-ups, based on different criteria
- Search local businesses by keywords and add them as records with adjustable field mapping
- Auto-correct errors in addresses & fill in zip and counties
- View heatmaps and isochrones

**FIELD TEAM**
- Plan optimized multi-days routes & calendar meetings for teams while filling in available time between existing meetings. Plan regular visits, continuous multi-day routes
- Script your visit scenarios, configure check-in with geofencing and adaptive forms; data synced to CRM
- Analyze data with AI, including notes, photos and videos,
- Track users’ location & movement history
- Track team’s performance with customizable charts and dashboards

**TERRITORIES**
- Add territories by drawing them on map or selecting zip, counties, census areas
- Auto-assign records to territories & sales reps based on custom criteria
- Add aggregate metrics based on CRM data
- View demographics

**EMBED MAPS**
- Add maps with live data & desired features to websites, dashboards, portals, send by email
- Add buttons & forms to let users enter data & execute actions on embedded maps

**NO-CODE AUTOMATION**
- Execute actions by a button, schedule or automatically, with no code
- Create/update records, send email/SMS, call APIs
- Search and execute actions on records by custom criteria including driving distance/time

Manage my accounts

Mapsly: Map, Routing, Field Sales & Service

# Pipelook: your Pipedrive CRM meets your Outlook mailbox

> No more endless back-and-forth switching between your CRM and your inbox!

Our Outlook add-in lets you connect your Pipedrive account to your mailbox. When reading an e-mail, you will be able to open a sidepanel connected to your CRM.

## Main features

### Automatic contact lookup

When opening the sidepanel, we search your CRM contacts for matching persons. If someone is found, we'll show you the associated data; otherwise, you can add a new person to Pipedrive in one click.

### Manage deals

You can view the deals associated with the sender of the mail, right from the sidepanel. A simple form can be used to setup a new deal.

### Schedule activities

Someone's inviting you to lunch in an e-mail? Simply open the sidepanel and schedule the upcoming activity. It'll land instantly in your CRM. Of course, we also show you the list of related activities.

### Multi-platform compatibility

Our add-in is designed so it can bring your CRM to your mailbox, no matter your work environment. We currently support Outlook for Windows, Outlook for macOS and Outlook on the web.

### Requirements

A recent version of Outlook is required for Pipelook to work. Legacy Office versions relying on IE11 or EdgeHTML webviews are not supported. For more about which webview is in view, read [this article from the Office documentation](https://learn.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins).

Outlook connector — Pipelook

Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder
Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates
Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications
Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

Coefficient

Connect your Pipedrive to receive all tl;dv recordings with external participants automatically in the right Pipedrive contact. The tl;dv - Pipedrive integration enables you to:

- Automatically link your tl;dv recordings and notes to an existing contact as a “Note”
- Automatically link your tl;dv recordings and notes to your pipedrive activities as a “Meeting” linked to a contact.
- Create a new contact whenever there is no record of that contact yet
- Automatically link meeting notes from specific tags to corresponding Pipedrive fields. 

Note: Please note that if your google contact doesn't have the name we will automatically give them a name based on the email

tl;dv

**🚀 Introducing Name Inflector for Pipedrive**

Elevate your Pipedrive experience with our Name Inflector app! Personalize emails effortlessly by integrating inflected names. Craft engaging salutations like 'Dear Mr. Novak' automatically based on user input names. Enhance client communication, boost professionalism, and save time. Try it now on Pipedrive Marketplace!

**✨ Key Features:**

- Generate personalized salutations for emails
- Seamlessly integrate inflected names into Pipedrive templates
- Elevate engagement and automate personalization

**🌐 Unique. Engaging. Efficient.**

*🇨🇿 Note: Since our app is usable only in the Czech Republic, the whole interface is written in Czech 🇨🇿*

Support my customers

Czech Name Inflection

Integrate [Pipedrive](https://skyvia.com/connectors/pipedrive?utm_source=pipedrive_marketplace&utm_medium=referral&utm_campaign=marketplaces) with major cloud apps and databases and automate your data integration tasks. You can automate the replication of Pipedrive data to databases or DWH for data analysis with tools like PowerBI, Tableau, and Looker Studio​, and automate the export/import of CSV files from file storage to Pipedrive and vice versa!

Skyvia provides both ELT and advanced ETL tools, including reverse ETL. All the integrations are configured visually and can be scheduled for automatic execution.

In addition, Skyvia allows keeping your Pipedrive data safe with daily data backups and few clicks restore! It allows getting quick reports on Pipedrive data with visually built queries or SQL directly in Excel or Google Sheets, publishing data as OData/SQL endpoints. For the latter, Skyvia provides a Looker Studio connector, ODBC driver, and ADO.NET provider.

Supported data sources:

- CRM: Salesforce, Dynamics CRM, SugarCRM, Zoho CRM, NetSuite
- Accounting: QuickBooks Online, FreshBooks, Stripe
- Marketing: MailChimp, HubSpot, Marketo, ActiveCampaign, WordPress, Salesforce Marketing Cloud
- E-commerce: Shopify, BigCommerce, Magento
- E-support: Freshdesk, Zendesk
- Storage: Dropbox, FTP, SFTP, Amazon S3
- Database: MySQL, PostgreSQL, SQL Server, SQL Azure, Amazon RDS, Oracle
- Data Warehouse: BigQuery, Redshift, Azure SQL DWH, Snowflake
and many more.

Skyvia

**Understand** decision processes and buying center relationships using CRM data enriched with relationship information and organizational structure.

**Influence** decision-makers as well as influencers by visualizing relationships and your progress. You will also be able to spot your most important competitors.

**Close** more deals in preciser timelines through a better understanding of your political situation, decision processes, and your power base.

**Features:**

- Organization Chart with persons & related organizations
- Structure of related organizations
- Hierarchy of contacts in the organization
- Overdue tasks in org-chart
- Bi-Directional Pipedrive Integration

Attract new leads

Qualify my leads

vizrm

AI Powered Sales Analytics to boost revenue and close more deals 🪄

**More than 300 sales, activity, and revenue KPIs for Pipedrive**

Set up [sales and revenue dashboards for Pipedrive](https://www.dearlucy.co/pipedrive?utm_medium=marketplace&utm_source=pipedrive) with our gallery of tried and tested sales, activity and revenue metrics and KPIs. Complement with custom fields and add filtering to compare metrics by sales rep, team, product, or segment.

**Report Recurring Revenue (ARR/MRR) from Pipedrive**

Monitor recurring revenue or subscription revenue from Pipedrive. Visually track key ARR/MRR metrics:
- ARR/MRR growth monthly, year-to-year, month-to-month
- Monitor yearly/quarterly/monthly/weekly ARR development
- MRR base, gained MRR, lost MRR
- Churn rate %

**Monitor sales activities, forecasts and pipeline development over time**

Visualize sales pipeline progress over time and monitor sales performance against targets across the entire business (business areas, teams, reps). Several forecasting models give you a sense of where you can expect to land by the end of the month, quarter or year.

**Targets for quota and other key metrics**

Define monthly, quarterly, or yearly targets for individual sales reps, teams, or the entire company and visually monitor performance against targets.

**Complement with data from HubSpot, Salesforce, Google Analytics, or LinkedIn.**

Dear Lucy

When you connect to Pipedrive to Ortto, you’ll unlock all of your people, organization, deal, and activity data to craft highly personalized messages across the customer journey, report on performance, score leads, and automate repetitive tasks like round-robin lead assignments.

With Ortto and Pipedrive you can do things like:
- Sync your data to bring your Pipedrive records into your Ortto CDP, and vice versa.
- Activate your data to create audiences, personalize messages, and report on key metrics.
- Dynamically maintain audiences in your ad platforms to improve paid performance. 
- Score leads using all your demographic, firmographic, and behavioral data.
- Automate round-robin lead assignments using our intuitive, visual journey builder.
- Notify teams when leads are assigned or changed with automated Slack and email messages.
- Automate initial outreach with journeys based on new records to save your sales team valuable time.
- Build reports and dashboards to track performance and generate insights.

Connect your favorite tools or easily find new ones

Other use cases

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