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

PandaDoc is a document automation and CPQ (configure, price, quote) software that streamlines the process of creating, configuring, pricing, quoting, approving, and e-signing proposals, quotes, and contracts.

- Build proposals and contracts from Pipedrive deals with templates and guided product configuration for error-free quotes.
- Configure complex products and apply automated pricing rules to ensure consistent pricing across your sales team.
- Send documents for eSignature from within Pipedrive - no separate eSignature tool needed as every subscription includes legally-binding eSignatures.
- Create interactive quotes with pre-populated data from Pipedrive records and enable online payments for credit card, PayPal, or ACH payments.
- Track document and quote statuses without leaving Pipedrive with analytics showing customer interaction with each document.
- Streamline approval workflows to maintain pricing governance while accelerating your sales process.

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, e-signatures, and CPQ

Apollo.io is an end-to-end sales platform that provides sales and marketing teams access to verified contact data for over 275 million B2B contacts, along with tools to engage and convert these contacts in one unified platform.

Connect Apollo and Pipedrive to enhance efficiency, improve data accuracy, and maintain a database that your team can trust. Apollo’s seamless bi-directional sync ensures that information between both platforms stays up-to-date and consistent, minimizing time-consuming administrative work and manual data entry. Empower your team to focus on what truly matters – building meaningful relationships with prospects.

Key benefits of the Apollo-Pipedrive integration:
- Bi-directional sync of contact and account data, including both default and custom fields
- Flexibility to push records to Pipedrive automatically based on a specific stage, or manually select them as needed
- Consistent, reliable data to improve outreach efforts across both platforms
- Ability to easily push Pipedrive contacts into Apollo to engage them via multi-channel sequences
- Access to the most up-to-date information for better prospect outreach and accurate reporting

Attract new leads

Qualify my leads

Nurture my leads

Communicate with leads

Automate my pipeline and data

Apollo.io

Import2 is a 1-click data migration software that helps you to move all historical data from your legacy software into Pipedrive. All your contacts, companies, deals, notes, activity history, tasks and attachments from your existing app will be transferred automatically. Import2 replaces CSV import tools as a faster and simpler solution for your data migration needs.

Import2

Profinder B2B Integration helps Pipedrive users enrich their CRM with verified company and decision-maker data from the Finnish market. You can search by name or business ID (Y-tunnus), then instantly import organizations, contacts, and branches directly into Pipedrive. With field mapping, weekly auto-sync, list import, and company hierarchy creation, Profinder is your sales team's best friend for reliable data and smart prospecting.

### ✨ Features

**🔎 Company Search – Search Finnish companies by name or business ID (Y-tunnus)**

**🔁 One-Click Sync – Sync company data directly into Pipedrive**

**👤 Import Contacts &amp; Offices – Add key decision-makers and company branches**

**🧩 Field Mapping – Map Profinder fields to your custom Pipedrive fields**

**📥 Mass Sync – Update your Pipedrive data in bulk based on business IDs**

**⏰ Auto Updates – Schedule weekly company data updates**

**📋 List Import – Import purchased target lists from Profinder into Pipedrive**

Manage my accounts

Profinder B2B Pipedrive Integration

vizrm (visual CRM) is the account intelligence tool built for SMB sales teams who win enterprise deals. Map your prospects' buying committees, track every stakeholder relationship, and keep your CRM data accurate - all without leaving Pipedrive.

**Org Chart &amp; Account Mapping**
- Visual org chart with full contact hierarchy and related organizations
- See overdue tasks and engagement gaps directly on the org chart - know which stakeholders need attention before it's too late
- Bi-directional sync - changes in Pipedrive instantly reflected in vizrm

**LinkedIn Pipedrive Integration**
- Create &amp; update Pipedrive contacts directly from LinkedIn profiles
- Log LinkedIn messages automatically as Pipedrive activities
- Create and update deals &amp; activities from within LinkedIn

Replace static PowerPoint org charts and contacts lost outside your CRM with a single, live view of every account. With vizrm, your team knows who to talk to, when to act, and how to win.
vizrm is free to get started for 14 days - upgrade to unlock full org chart editing, heatmaps, and advanced analytics.

vizrm

Turn Google Sheets into a live, two-way view of your Pipedrive CRM. Built for sales teams, managers, and ops pros who want visibility and control over their pipeline — no CSV exports, no per-task billing.

Unlike general connectors like Zapier or Coupler.io, PipedriveSheets offers true two-way sync, uses your custom fields automatically, and runs natively inside Google Sheets — nothing extra to log into.

🔄 **Key features**

**Import Pipedrive data:** Pull deals, persons, organizations, activities, leads, and products using saved filters, or everything at once.

**Custom field selection:** Choose exactly which fields to display and organize them how you want.

**Two-way sync:** Edit any cell in your sheet and push updates back to Pipedrive with a click.

**Scheduled syncing:** Automate refreshes, hourly to weekly, to keep your sheet current.

**Bulk operations:** Create, modify, or delete hundreds of records in one shot.

**Team settings:** Share filter setups and column preferences with your team for a unified workflow.

💰 **Pricing:** Free forever up to 50 rows per sync, no card needed. Pro $12.99/mo or $129/yr, Team $39.99/mo or $399/yr. Pro and Team start with a 14-day free trial: a card is required, and you won't be charged if you cancel before day 14.

👉 [View full pricing plans here](https://pipedrivesheets.com/#pricing)

**Get started free** — install and sync in under two minutes.

PipedriveSheets

**Sales Analytics, Reporting, Forecasting &amp; Sales Performance for Pipedrive**

Dear Lucy is an agentic sales analytics platform that turns your Pipedrive CRM data into ready-to-use sales dashboards, reporting, forecasting, goals, pipeline analytics and performance insights, without spreadsheets or complex BI setup.

✓ Connect in under 1 minute
✓ Plans from $165/month
✓ 10-day free trial, no credit card required

**Beyond Native Pipedrive Reporting**

- Executive reporting and board-ready sales dashboards
- Sales forecasting with predictive insights, pipeline coverage and revenue forecasts
- Sales goals for virtually any KPI with traffic lights and goal pacing
- Pipeline analytics, win rates, sales velocity and deal movement
- CRM data quality dashboards for cleaner, more reliable reporting
- Recurring and one-time revenue reporting, including MRR and ARR

**Ready Out of the Box. Adaptable Simply by Asking.**

Start with best-practice dashboards and 500+ ready-made metrics. Create and edit reports, dashboards and individual metrics simply by asking AI. No coding required.

[START FREE TRIAL](https://signup.dearlucy.co/)

**Explore**

[Pipedrive Reporting](https://www.dearlucy.co/pipedrive)

[Pipedrive Dashboards](https://www.dearlucy.co/pipedrive-dashboards)

[Pipedrive Forecasting](https://www.dearlucy.co/pipedrive-forecasting)

[Pipedrive Goals](https://www.dearlucy.co/pipedrive-goals)

[Pipedrive Pipeline Analysis](https://www.dearlucy.co/pipedrive-pipeline-analysis)

Dear Lucy

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time two-way sync
- Customize markers, labels, pop-ups; colorize records by any property
- Search local businesses by keyword and add them as records with field mapping
- Auto-correct errors in addresses and fill in zip & counties
- View weighted heat maps, isochrones, and find records by distance

**FIELD TEAM**
- Plan optimized multi-day routes for entire teams in one run, with overnight stops for long-haul trips
- Truck-aware navigation; recurring visits; travel-aware calendar with conflict detection
- Script visit scenarios; check-in with geofencing & adaptive forms; data synced to CRM
- Track users' location & movement history; mobile app for iOS and Android
- Analyze visit data — notes, photos, videos — with AI (custom prompts); team dashboards

**TERRITORIES**
- Draw territories from zip codes, counties, census tracts
- Auto-assign records to territories & sales reps based on custom criteria
- Roll-up metrics per territory based on CRM data
- Overlay 50,000+ US Census demographic layers

**EMBED MAPS**
- Add live maps to websites, portals, or dashboards; send by email
- Personalize portal maps per logged-in user with custom buttons & forms

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

Support my customers

Mapsly: Map, Routing, Field Sales & Service

## Keep Shopify customers and products connected to Pipedrive

Sync Shopify customer profiles and product catalog data with Pipedrive so your CRM stays up to date with the contact and product details managed in your store.

The app creates and updates Pipedrive people from Shopify customer records, including customer name, email address, phone number, Shopify customer tags, customer notes, and a linked Shopify customer profile.

It also creates and updates Pipedrive products from Shopify product records, including product names, descriptions, images, prices, currency, and variations when available.

## Built for cleaner CRM and catalog records

This integration helps sales and support teams keep Pipedrive contacts and products accurate without manual entry or repeated imports.

When customer or product information changes in Shopify, the matching record in Pipedrive can be updated automatically after automatic sync is enabled in the Shopify app settings.

## Shopify context inside Pipedrive

The Pipedrive customer panel gives your team additional Shopify context without leaving Pipedrive, including marketing consent, tax status, Shopify customer tags, customer notes, order summary, and a direct link to review the customer in Shopify Admin.

Shopify remains the source of truth for customer, product, and consent information.

## Deal creation

Create a Pipedrive deal directly from an individual order in Shopify Admin.

Pipedrive Connector for Shopify

# ExtraflowDoc 2027 — The Ultimate Pipedrive Quoting, Documents &amp; E-Signature Tool. CPQ, Volume Discounts, Tiered Pricing.

## Supercharge your sales with ExtraflowDoc 2027 — a completely new version of the native quoting and document automation tool built for Pipedrive. 

Create professional: 

 #### Quotes
 #### Estimates
 #### Proposals
 #### Agreements
 #### Invoices
 #### Purchase Orders
 #### Work Orders
 #### Delivery Notes 
 #### NDA
 #### SLA 

**✨ Start free with 5 documents/month!**

🔗 ✨Beautiful Quotes &amp; Proposals &gt; Examples✨

**Key Features**

- **Native Pipedrive Integration:** Autopopulate deal details, custom fields, and client names anywhere in your text.
- **135+ Ready to use Sections:** Pre-built templates and content blocks for any industry.
- **CPQ Engine:** Manage pricing rules, markups, taxes, fees, and volume discounts effortlessly.
- **Shared Multimedia Library:**  Store, organize, and share photos with your team.
-** Secure E-Signatures:** Get proposals signed faster.
- **Powerful Automations:** Streamline document workflows directly through your pipelines.
- **Global Ready:** Available in 32 languages with local number formats and global tax handling (VAT, GST, 0%).

**✨ Why Pipedrive Users Love It:**

- Auto-filled deal data prevents manual errors.
- Two-way Pipedrive sync keeps deals updated.
- Multi-option quotes (Variant A / B / C) in a single document.
- Share via secure link or export professional PDFs.

Enable payments and tracking

ExtraflowDoc 2027 - Quotes, Proposals, Invoices

ONLYOFFICE app allows working with office documents directly within the Pipedrive frontend.
Create and upload text documents, spreadsheets, and presentations within your Pipedrive Deals. Just click the corresponding button in the ONLYOFFICE Documents section.
To edit the created files, reach to the ONLYOFFICE Documents section and open the needed document by clicking the pencil icon. Everyone who has access to the deal can open the file for editing. You can also collaborate on documents in real time together with your colleagues.

ONLYOFFICE

Profit.co is an AI-powered strategy execution platform that bridges the gap between high-level strategy and daily execution by unifying Strategy, Performance, and Projects in one system. Supported by expert coaching, strategic consulting, and 24/7 live support, Profit.co helps teams stay aligned on their top priorities.

With the Profit.co + Pipedrive integration, your sales metrics automatically drive OKR progress—eliminating manual check-ins and platform switching. Connect your Pipedrive account directly to Profit.co to link your real-time CRM data with key organizational targets.

**Key Integration Features:**

- Automated OKR Updates: Profit.co automatically fetches your latest Pipedrive data on a customizable schedule to keep OKR progress continuously updated.

- Leads Tracking: Track Leads Count and Leads Amount directly against your strategic OKR targets.

- Deals Monitoring: Monitor Deals Count and Deals Amount in real time to measure revenue pipeline performance.

- Activity Metrics: Measure Activities Count to ensure consistent sales momentum and team accountability.

- Granular Filtering: Apply custom Pipedrive filters to control precisely which CRM data points are pulled into your OKRs.

Connect your favorite apps or easily find new ones

Other use cases

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