Now your clients get automatically added to Pipedrive so you do not have to manually keep track of clients in two places.

Using our CSV import to add customers to Yavia now automatically places those customers in Pipedrive. Also any client who signs up to your app from your 3D barcode or email invitation automatically gets added to Pipedrive. 

We also provide an option to sync your chat history through the app to Pipedrive. Anytime a chat message is sent it gets automatically added to Pipedrive so you only need to sync once.

Attract new leads

Support my customers

Other use cases

YaviaSync

# Create Quotes, Proposals, Estimates, Invoices, Purchase Orders, Delivery Notes, Work Orders and custom documents in Pipedrive — Faster, Easier, and Error-Free with [ExtraflowDoc](https://www.extraflowdoc.com/)

## Replace messy Spreadsheet / Excel / Word files, manual work, and spreadsheet errors with a simple, intuitive quoting tool fully built inside your Pipedrive deals. Auto-fill from deal data, use templates, and generate professional documents in minutes.

- Auto-fill quotes, proposals, and estimates directly from Pipedrive deal data
- Build reusable templates for faster, standardized document creation
- Use multiple quotation settings and structured sections for complex deals
- Eliminate pricing errors in formulas, margins, discounts, and calculations
- Collect e-signatures and send documents via PDF or shareable link
- Replace local files and Word templates with a clean, in-CRM workflow
- Flexible pricing: per-user plans or company-wide document limits

### 🌍 **Available in 32 languages**

## All Features for Pipedrive: 

https://www.extraflowdoc.com/integrations/pipedrive

## 10 best examples of quotes, proposals, and estimates:  
[https://www.extraflowdoc.com/document-examples](https://www.extraflowdoc.com/document-examples)

Quoting software, proposal software, sales quote tool, quote automation, estimate software, proposal automation tool, sales document generator, CRM quoting tool, deal quote generator, quote to cash software

Manage contracts

Enable payments and tracking

Automate my pipeline and data

Quotes, Proposals, Estimates, eSign - ExtraflowDoc

**Transform Pipedrive into actionable insights with automated reporting**

Coupler.io connects your Pipedrive CRM to the tools you already use - Google Sheets, Excel, Looker Studio, Power BI, BigQuery, and AI platforms like ChatGPT and Claude.

**Stop manual exports. Start automated reporting.**

- Auto-refresh Pipedrive data from every 15 minutes to daily
- Sync deals, contacts, activities, and pipeline stages
- Blend Pipedrive with 400+ sources like Google Ads, Facebook Ads, Shopify, QuickBooks, and Google Analytics
- Build complete revenue attribution dashboards

**Pre-built Pipedrive dashboard templates:** 

- Sales KPI dashboard - track revenue, win rates, pipeline velocity
- CRM performance dashboard—monitor team productivity and deal progression
- Customer acquisition dashboard—connect marketing spend to closed deals
- Sales funnel analysis - identify bottlenecks and optimize conversion

**Powerful no-code data transformation:**
- Filter, sort, and aggregate Pipedrive data
- Create custom formulas and calculated metrics
- Join multiple data sources without coding
- Connect unlimited destinations with no extra fees

**Perfect for:**
Sales teams tracking pipeline health | Revenue ops forecasting targets | Marketing analyzing acquisition ROI | Finance reporting on sales performance

**Trusted by 200K+ users worldwide**
✓ SOC 2 certified and GDPR compliant ✓ 4.9 stars on Capterra &amp; Google Workspace Marketplace ✓ Expert support when you need it

Coupler.io

**Lead Mapper + Pipedrive Integration**

*Turn Geography into Revenue with Smarter Routes. Spend 22% less time on the road and sell 20% more.*

### **See Pipedrive Data on a Map**
- Visualize Pipedrive **contacts, deals and activities** geographically.
- **Filter** by custom properties, sales stages, or proximity.

### **Color-Code Your Sales Universe**
- Generate **heatmaps** by deal size, industry, or other CRM data.
- Identify clusters of **high-potential** leads and **underserved areas**.

### **Smarter Routes = More Face-To-Face Selling**
- Optimize routes with **6,000+ stops**, saving **22% drive time** and reducing fuel costs.
- Export routes to your **Calendar, Email, or Pipedrive** .

### **Collaborate and Grow Together**
- Assign territories with **Isochrones** (e.g., 45-minute radius zones).
- **Share optimized routes** and **track team performance** in real-time.
- **Role-based access** for managers and reps.

### **Why Sales Teams Choose Lead Mapper**
**✅ 22% Less Travel Time**: Our customers spend 22% less time on the road on average.

**✅ 30-Minute Setup**: Get started quickly with our Pipedrive integration.

**✅ Intuitive and User-Friendly**: Designed for ease of use

**✅ 24/7 Support + Free Training:** Pipedrive onboarding specialists and live chat included.

**Start Your Free Trial Today – No Credit Card Needed!**

[🚀 Try Free for 7 Days](https://app.lead-mapper.com/login)

**Got Questions?**&nbsp;Our Pipedrive experts are here to help—chat live anytime.

Communicate with leads

Lead Mapper

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

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

Manage my accounts

tl;dv

Connect Pipedrive with Cal ID.

This app seamlessly syncs your Cal ID with Pipedrive, automatically creating or updating contacts when meetings are booked creates associated activities and deals. Your CRM stays up to date without manual work, so you can focus on selling and building relationships.

Key benefits

- Automatically create or update contacts on every booking
- Log scheduled meetings as Pipedrive activities
- Generate deals and link relevant activities.
- Reduce manual data entry and missed follow-ups

Perfect for teams that use scheduling to drive leads, meetings, and deals—directly inside Pipedrive.

Cal ID

**Visual sales reporting, revenue reports, sales dashboards, forecasting, and goal tracking — powered by your Pipedrive data.**

Plans starting from $39/month.
Up and running in 1 minute.
No credit card required.

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

**Real-time visibility into revenue, pipeline, and team performance**
- Custom sales reports and pipeline reports by rep, team, product, or region
- Revenue reports, including MRR / ARR tracking
- Real-time sales dashboards with KPIs and trends
- Forecast vs. target tracking for month or quarter
- Sales goals, quota tracking, and performance tracking
- Pipeline and activity reports
- Team performance dashboards and leaderboards

All built directly from your Pipedrive CRM.

**All your sales performance insights — in one place.**

How sales teams use Dear Lucy

- **Weekly forecast calls &amp; pipeline reviews**

Open one dashboard and review pipeline value, revenue reports, and forecast vs. target in minutes.

- **Sales rep 1:1 dashboards**

See meetings, new deals, quota pacing, and performance trends in one clear view.

- **Office TV dashboards**

Display live sales dashboards on a screen to keep the whole team aligned and motivated.

- **Board reporting**

Share clear revenue reports, forecasts, and performance summaries — without exporting to Excel.

**Ready to see your sales clearly?**

Install in 1 minute and see your revenue, pipeline, and team performance clearly.

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

Dear Lucy

Dreamdata is a B2B Attribution Platform that gives marketing teams the most complete view of their customer journey anywhere - so they always know what's working and where to invest next.

Built for B2B marketers who need to show impact, Dreamdata lets you answer any question on marketing's revenue contribution instantly. Every number trace back to the source&nbsp; including those generated by AI. No waiting for Ops. No black-box reporting. Just numbers that you can stake your reputation on.

- **Scalable Reporting**: Measure the ROI of every GTM activity across your full customer journey - from first anonymous touch to closed deal.

- **Campaign Optimization**: See exactly which channels, campaigns, and content drive pipeline, so you know where to invest more and where to cut.

- **Audience Targeting**: Build dynamic audiences from your pipeline data and sync them directly to your ad platforms to target in-market accounts.

- **Conversions Sync**: Feed enriched pipeline data back to your ad platforms automatically, so your campaigns optimize for revenue not just clicks.

Try Dreamdata with your own data before you commit.

Dreamdata: B2B Attribution

LeadRebel® is a software for website visitor identification. We show you which companies visited your website, detailed information about each company and their employees.

LeadRebel is B2B lead generation tool, which provides you warm B2B leads. Besides our software, you can use our API in order to enrich IP data of your website visitors

Qualify my leads

LeadRebel

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

### Automatically Turn Pipedrive Deals into ClickUp Projects
Stop creating projects manually. PickUp connects your Pipedrive pipeline to ClickUp so that every time a deal reaches your chosen stage, a fully structured project is created automatically, using your existing ClickUp templates. Set it up once and it runs forever.
**How it works:**

- Connect your Pipedrive and ClickUp accounts in one click
- Choose which Pipedrive deal stage triggers a new ClickUp project
- Select which ClickUp template to use for that trigger
- Every qualifying deal instantly becomes a perfectly structured project in ClickUp

**What you get:**

- Instant handoffs: deal closes at 3pm, project is ready at 3:01pm
- Consistent project structure every time, using templates you already have
- Pipedrive deal details mapped directly into your ClickUp project automatically
- Zero missed deals: every won deal becomes a project without anyone lifting a finger

**Who it's for:**

Agencies, SaaS companies, and service businesses who use Pipedrive to win work and ClickUp to deliver it. No code, no complexity, no ongoing maintenance required.

Set up in 2 minutes. Then forget about it forever.

Connect your favorite apps or easily find new ones

Other use cases

Can't find the app you need?