**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)

Automate my pipeline and data

Other use cases

Dear Lucy

Decide AI for CRM is an add-on to maintain and fully make the most of your CRM.

Decide Ai helps you measure your data quality, spot the duplicate records or data issues, benefit from a prepackaged dashboard that highlights sales performances and customize strategy by using advanced segmentation based on AI or advanced analytics.

Decide AI for CRM makes your CRM smarter! 

Learn more at: https://decideapp.ai/decide-ai-for-crm

Decide AI for CRM

### Connect Pipedrive with Inboxroad

Bring your Pipedrive contacts directly into Inboxroad and make it easier to use your CRM data for email campaigns.

With the Inboxroad integration for Pipedrive, your contacts from Pipedrive are available directly within Inboxroad. This means you can work with the contacts you already manage in your CRM without manually exporting and importing contact lists.

### Why use the Inboxroad integration?

* **Access your Pipedrive contacts in Inboxroad** and use your existing CRM data for email.
* **Save time** by reducing manual exports and imports between platforms.
* **Keep your workflow simple** by connecting your sales contacts with your email platform.
* **Get more out of your Pipedrive data** by making it easily available for your email campaigns.

Inboxroad provides an easy-to-use email platform combined with practical support and expertise to help businesses get more out of email.

By connecting Pipedrive and Inboxroad, your CRM contacts and email activities come one step closer together — making it easier to turn the relationships you manage in Pipedrive into relevant email communication.

Nurture my leads

Communicate with leads

Support my customers

Inboxroad Email Marketing

**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.

Attract new leads

Lead Mapper

LiveUCX puts your Amazon Connect softphone inside Pipedrive, so reps take and make calls without leaving the person or deal they are working on. It uses the Amazon Connect instance you already have: no new numbers, no extra dialer, no AWS keys to hand over.

### How it works with Pipedrive
- **Screen-pop:** an inbound call or chat is matched by phone number or email address, and the Pipedrive person opens automatically.
- **Click-to-dial:** click any phone number in Pipedrive, or search a person by name, and call out through Amazon Connect.
- **Automatic logging:** when the call ends, it is saved as a Pipedrive activity with direction, duration, outcome and notes, linked to the person.
- **Stays connected:** the floating softphone keeps the call live as you move between records. Hold, mute and transfer from the panel.
- **Create on no match:** an unknown caller can be added as a new Pipedrive person in one click.

### Premium
- Call recording link, Contact Lens transcript and AI summary on the activity
- Live queue stats and Amazon Q answers beside the call

### Setup
Install, approve four permissions, create your ProUCX account and connect your Amazon Connect instance. Agents sign in with Amazon Connect or your existing SSO.

14-day free trial, then USD 9 (Standard) or USD 15 (Premium) per active agent per month.

LiveUCX Softphone for Amazon Connect

Luru lets you take notes from meetings and syncs automatically to Pipedrive. 

Luru makes it super easy to keep your Pipedrive data up-to-date by letting you update deals and leads directly from within a Luru Note. This ensures that you don't have to spend that extra 2 hours every week to update you pipeline.

**Intuitive Note taker **
- Create a note with the intuitive note taker

**Connect notes to Pipedrive records**
- Connect your note with a deal, lead, person or org in Pipedrive 
 and automatically sync the note to Pipedrive

**Update Pipedrive fields right from your note**
- Just use the '/' command anywhere in the note to access all pipedrive fields associated with that record

**Use templates to save time and be improve your CRM hygiene**
- You can insert custom note templates to help you achieve consistency during your customer calls and fill out all required data in pipedrive

**Take notes directly from within Google Meet**
- With our Chrome extension, you can now start taking notes from within your Google Meet calls. No need to go back-and-forth to other windows!

**Access previous notes seamlessly**
- You will see your most recent notes on Luru automatically. You can search for any of your previous notes using keyword/ deal name / meeting participants instantly

Luru

Nimbata is a leading call tracking software helping marketers to track and improve their call performance by providing key insights that drive smart optimizations. Nimbata’s users have access to 30+ marketing & call reports, AI call tracking features like call summaries & keyword spotting, and 15+ integrations.

In just a few seconds, you can set up your Pipedrive integration and automatically send call insights with your very first call. Here are some things you can do with the Nimbata + Pipedrive integration:

- Automatically create new contacts
- Update Pipedrive’s data with new caller insights from callers’ information like caller name to attribution like the campaigns that generated the call
- Create custom Pipedrive fields to match with Nimbata’s fields like conversation transcriptions or tags
- Calculate lead scores within Pipedrive based on caller behavior, web visits, and attribution.

💡 Note: You can also use Nimbata’s intuitive automation builder to maintain quality within your CRM by sending only valid calls as contacts.

Qualify my leads

Manage contracts

Nimbata

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

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.

Manage my accounts

Ortto

Outdoo is an AI roleplay and coaching platform for customer-facing teams. With the Pipedrive integration, teams can sync call recordings, transcripts, summaries, coaching insights, scorecards, and AI roleplay insights into Pipedrive to keep deal and contact records updated with the right context.


## Use cases

- **Sales teams** can improve follow-ups, coaching, and deal execution with conversation insights inside Pipedrive.
- **Internal teams** can collaborate better, organize recordings, and reduce manual CRM updates.
- **Customer success teams** can track customer signals, identify risks or opportunities, and share insights across teams.


## Key features

- Sync call recordings and meeting data into Pipedrive
- Push transcripts, summaries, and key moments into CRM records
- Share secure call snippets with the right stakeholders
- Sync coaching insights, scorecards, and AI roleplay outcomes
- Track competitor mentions, keywords, and conversation signals
- Organize playlists and top call examples for coaching and onboarding

Outdoo AI

### 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.

Manage my projects

PickUp - ClickUp Integration

**Postcall requires you to have an Aircall, RingCentral Office, or Zendesk Talk account that you can also connect to Postcall.**

Postcall sends customer satisfaction surveys via SMS or email after your Aircall, RingCentral or Zendesk Talk calls.

You can create and customize your surveys and their delivery.

Adding the Pipedrive integration to Postcall unlocks two extra features:

1. Postcall can sync your contacts from Pipedrive, so other contact information (such as an email address) can be used to send the surveys.
2. When surveys are sent or completed, an activity will be logged for the corresponding Pipedrive contact.

Connect your favorite apps or easily find new ones

Other use cases

Can't find the app you need?