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

Duplicates mess with data in sales, marketing, CS and AI. Dedupely finds duplicate people, organizations, deals, leads and products in Pipedrive, and merges every record in a match at once, whether it’s two or a dozen.

**Core:**  
✔ Unlimited matching and support (chat, email, Zoom)
✔ Unlimited merging with Duplicate Searches
✔ Unlimited integrations
✔ Up to 25 users, no per-user fees

**Features:**  
✔ Match on any native or custom field: Exact, Similar, Fuzzy, Similar Words or Domain Root
✔ Ignore terms
✔ Merge Rules: pick the winning record and values, field by field
✔ Merge in bulk, one by one, or automatically
✔ Safety Settings, Merge History and Audit Log
✔ Dedupely Intelligence: AI matching that finds duplicates you’d never find anywhere else (in full on yearly plans)

💾 **Bulk-merge thousands of duplicates in minutes:** 
Dedupely shows every match, so you can preview and merge in bulk. Auto Merge keeps merging new duplicates on your schedule.

🔒 **Secure data handling:** ISO 27001, 27017 and 27018 certified. Syncing never changes your data; merges happen only when you run them.

💬 **Unlimited Support:** Chat, email, or jump on a Zoom call whenever you need help. Set up Dedupely exactly the way you want it with full access to our support team.

🆓 **Free trial: **7 days, 20 free merges, no credit card needed.

[Website](https://dedupe.ly/) - [Pricing](https://dedupe.ly/pricing) - [Support](https://dedupe.ly/contact) - [Security](https://dedupe.ly/security)

Dedupely

**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

# 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

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 Proposals, Quotes, Esign and More

ScaleXP fully integrates your Pipedrive CRM, and accounting data to help you better manage your sales processes and financial operations. With ScaleXP, you can:

— Understand when deals have closed and are ready to be invoiced
— Review booked versus billed data
— Track the sales pipeline, close, and conversion rates
— Consolidate financials across countries, currencies, and geographies
— Track multiple budgets and forecasts across entities and systems
— Integrate tracking codes to understand costs by department
— Benefit from a suite of automated metrics, such as ARR, MRR, net dollar retention, gross revenue churn, renewals, and upsells
— Present data beautifully in graphs and charts that are ready to share with the business

By integrating ScaleXP with Pipedrive, you can streamline your financial operations, gain better insights into your sales data, and make informed decisions to help drive business growth and success. 

ScaleXP combines data from other software such as Xero, Quickbooks, Stripe and HubSpot to fully automate calculations for 40+ SaaS metrics.

ScaleXP offers an easy-to-use, comprehensive financial management platform that saves up to 5 days a month, takes only an hour to set up and start receiving value, and is completely customisable to each business's requirements. 

With ScaleXP, you can save time, reduce costs, and focus on strategic planning to drive long-term growth and success for your business. Visit [scalexp.com](https://scalexp.com) to learn more.

Enable payments and tracking

ScaleXP

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

Dreamdata is an Agentic B2B Attribution Platform that gives marketing teams the most complete view of their customer journey anywhere - so they can answer any question about marketing's impact and know where to invest next.

Built for B2B marketers who need to show impact, Dreamdata unifies all your GTM data into one account-based data model, including the anonymous visits and ad impressions your CRM never sees, organized by account and tied to revenue. Automatically without a village of Ops or professional services.

• Customer Journey & Multi-Touch Attribution: See every touch across your customer journeys and analyze the performance of every channel, campaign, and content piece.

• Dreamdata AI: Ask in plain English and get reports from an AI that knows your GTM. In our Analytics Agent, your own LLM via our MCP Server, or run custom agents on your Data Warehouse.

• Audience Targeting: Build ad audiences from AI signals across all your GTM data and sync them directly to LinkedIn, Google, Meta, and Microsoft Ads.

• Conversion Syncs: Sync enriched pipeline data back to LinkedIn, Google, Meta, and Microsoft Ads to automatically optimize campaigns for revenue, not clicks.

Try Dreamdata with your own data before you commit.

Dreamdata: B2B Attribution

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

Can't find the app you need?