Salytix hosts sales dashboards that are easily integrated into your pipedrive CRM. It displays each user's sales in a list by:
- Day
- Week
- Month
- Year

The dashboard also helps you keep track of the overall sales goal of the company, but also daily, weekly and monthly sales goals.

Automate my pipeline and data

Other use cases

Salytix

### Improve call outcomes with actionable insights
Avoma is a revenue intelligence platform for revenue teams. It's AI-powered technology helps customer-facing teams capture important customer information, before, during, and after important meetings. Shorten sales cycles and delight more customers. With Avoma, you can automatically record all your meetings, and get full transcripts, summarized notes, and actionable insights synced directly to your CRM. 

Hundreds of fast-growing companies like Athelas, BuildZoom, Orum, BoomCloud, OnFleet, Moengage, and LeanData, trust Avoma to power their customer-facing teams. Avoma is headquartered in the San Francisco Bay Area. For more information visit www.avoma.com

### Benefits you can get with Pipedrive + Avoma integration:

- Focus on actively listening to calls not get distracted in taking notes
- Save time in note-taking with AI-generated notes and full transcription
- Improve call outcomes with actionable insights and trends across all calls

### Key functionalities of Avoma:

- AI-Generated Notes & Transcription
- Topic & Speaker Identification
- Filler Words & Custom Keywords Tracking
- Talk time, Monologue, Engagement, etc. Insights across all calls
- Smart Playlists and more collaboration workflows
- CRM Sync, Email insights, Deal Risk Signals, CRM field updates, Forecasting, and advanced Revenue intelligence.

Communicate with leads

Manage my accounts

Avoma - Recording and Conversation Intelligence

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Bexio Pipedrive Data Transfer App

Enhance your **Pipedrive CRM** with **BoloSign’s eSignature and PDF document automation**, designed for small businesses that need the same power as leading platforms but at a fraction of the cost.

With BoloSign, you can:

- **Create and send proposals, quotes, and contracts directly from Pipedrive deals** using customizable templates.
- **Generate quotes and PDF documents with pre-filled customer, product, and pricing data** pulled instantly from your Pipedrive records.
- **Request legally‑binding eSignatures without leaving Pipedrive** – all BoloSign subscriptions include unlimited eSignatures by default (no extra costs).
- **Automate approvals and streamline workflows** to keep deals moving forward without manual bottlenecks.
- **Track document opens, views, and eSignature status inside Pipedrive** with real‑time analytics so you can follow up at the perfect time.
- **Integrate payments seamlessly** into your proposals to shorten sales cycles.
- **Work with PDFs effortlessly**: upload, edit, and request signatures on PDF contracts without switching tools.

Unlike alternatives like PandaDoc, DocuSign, or SignNow, BoloSign is built with **SMBs in mind**—delivering feature‑rich document automation, proposal building, and eSigning at a far more affordable price.

Getting started is easy— no complexity. Power up your **sales proposals, quotes, and contract workflows directly inside Pipedrive** with BoloSign today.

👉 Try BoloSign for free: https://signature.boloforms.com

Manage contracts

BoloSign – eSignature and PDF Automation

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

Export data into Google Sheets and data warehouses in a few clicks.

Forget copy/paste and csv hell. Build the reports and dashboards you want in the fastest and most flexible way.

Using Conduit you can automatically import all of your data into one place in Google Sheets. You can build custom dashboards and reports, query, join, sync, and manipulate your data. 

- Farewell to manual exports and welcome to real-time data refresh without the need for coding. 
- Never Build the Same Report Twice. Free from the tedious task of copying and pasting data repeatedly.
- Make Data Actionable. by keeping the team informed with Slack and email notifications.



**Features:**

🔹 1-Click Connections 

🔹Customizable Imports 

🔹Auto-Refreshes 

🔹Alerting

🔹Pre-Built Dashboards

🔹Cloud Joins and Pivot Tables


Use Conduit to export your data from than 500+ apps including:

✅ Marketing

✅ E-commerce

✅ CRM, Customer Support, Customer Service, Customer Success, RevOps

✅ Productivity, project management

✅ Accounting, Tax, Finance Ops

✅ Developer and Design tools, DevOps, REST API

Qualify my leads

Conduit - Data Connector for Sheets

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

**Pipedrive to CSV, XLSX and Google Sheets | Full data sets | Flatly
**

https://flatly.io/integrations/pipedrive

Export and sync comprehensive Pipedrive datasets to Google Sheets, CSV or Excel XLSX files in cloud storage folders on a recurring, automatic basis. Historical data is included.

Downstream BI tools that read from cloud storage, including PowerBI, Google Data Studio, Qlik and Tableau.


**Destinations:**

Google Drive

Google Sheets

Excel Online

OneDrive

OneDrive for Business

Box

Dropbox

Amazon Web Services, S3 Storage

Azure Storage

Google Cloud Storage

FTP

SFTP

Flatly

Hevo is a no-code data pipeline that allows you to move all your data from Pipedrive to any data warehouse such as Redshift etc. in real time. This integration will allow you to move data from all major data objects in your Pipedrive Account using the Pipedrive API to a destination for further processing, analytics and other use cases.

Hevo Data

**Transform Pipedrive into a Complete Partner Ecosystem with Journeybee**

Journeybee’s Pipedrive integration turns your CRM into a full-featured Partner Relationship Management (PRM) platform—no extra seats required. Launch custom, white-labeled portals that let partners register deals, access resources, and collaborate right alongside your sales team.

**Unlock Your Pipedrive’s Partnership Potential:**
- **Automated Deal Flow**: Partner leads sync automatically into Pipedrive with full attribution, eliminating manual data entry.

- **Seamless Collaboration**: Partners manage deals, activities, and contacts through their portal while your team works in Pipedrive’s familiar interface.

- **LMS and Resources**: Deliver targeted resources, sales tools, and training materials based on partner type, stage, or performance - all managed through automated workflows that respond to Pipedrive data.

- **Seamless Partner Experience**: Partners access their personalised portal and collaborate on deals without needing individual Pipedrive licenses, making participation cost-effective and barrier-free.

- **Real-Time Sync &amp; Insights**: Maintain Pipedrive as your single source of truth with bi-directional data sync, while gaining clear visibility into partner performance, revenue contribution, and engagement metrics.

- **Custom Branded Portals**: Create professional, white-labeled partner experiences that reflect your brand and can be embedded directly into your existing workflows.

Attract new leads

Journeybee

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

Access all your Pipedrive data to create customized reports: leads, deals, organizations, contacts, activities and notes. All your metrics together with marketing channels data (Google Ads, Meta, LinkedIn, TikTok, GA4 and more)

Calculate conversion rates by acquisition source, industry, salesperson, and more. Analyze which campaigns generate opportunities in Pipedrive and measure the real return on your ad investment.

Say goodbye to manual work, expand your customer base, and enhance your service quality. Our multi-channel integration streamlines data collection, aggregating real-time insights to keep you up to date with your metrics.

With user-friendly, customizable reports and dashboards, your analysis becomes more effective. Seamless collaboration ensures that marketing teams and decision-makers can easily access and interpret key information.

Connect your favorite apps or easily find new ones

Other use cases

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