MeetRecord helps revenue teams to capture intelligence from calls, get real-time deal insights, implement real-world coaching, and close deals faster.

### Use cases

- Sales teams can accelerate their sales cycle and ramp up coaching
- Internal teams can collaborate better, archive recordings and reduce meeting fatigue
- Customer success teams determine churn indicators, upsell opportunities and collaborate with product and marketing teams

### Key features

- Archive and organize all your meeting recordings
- Share part of a recording securely
- Auto-generate top highlights or minutes of meetings
- Create and share playlists of top videos
- Track product features, competitor mentions and keyword mentions
- Analyze engagement score, talk-listen ratio and speaking skills
- Track meeting performance and assign courses


### Benefits and impact

**1. Capture and Analyze Every Interaction**
MeetRecord provides a simple, scalable solution to record and analyze all online meetings to create visibility, drive processes and behavior changes and deliver bottom-line impact.

**2. Understand what drives performance**
Identify top performers' patterns so you can replicate winning behaviors across the entire team.

**3. Make better data-driven decisions**
Give every part of your organization direct access to your customer’s voice to drive data-driven thinking. Easily share insights and questions with product, marketing and the C-suite to get to your desired outcomes faster.

Communicate with leads

Manage my accounts

Other use cases

MeetRecord AI

OneNode is a powerful Pipedrive add-on that helps you manage all your sales documents, wherever they’re stored. From native **Pipedrive files** to cloud files in **Google Drive**, **SharePoint**, and third-party tools for quoting, invoicing, or project management, OneNode brings it all into one place.

### **Who is it for?**

Pipedrive users who want a** clear, organized view** of every file tied to a deal, contact, or organization, without switching tabs or losing track of where things are.

### **How does it work?**

OneNode works inside Pipedrive like a native feature. It lets your team add, organize, and access files and URLs directly in Pipedrive. Documents stay in their original locations, OneNode simply stores their “file coordinates” (metadata), acting as a smart compass that points to the right asset when needed. With **dynamic folders, powerful filters, and fast search**, users can instantly locate any sales-related document, exactly when they need it.

### **Why OneNode?**

Unlike complex document systems, OneNode requires no heavy setup or syncs. It’s built to work the way your sales team already works: faster, simpler, and fully integrated into Pipedrive.

[OneNode API](https://onenode-production-oxdljwmaba-lz.a.run.app/api/public/ui) -automatically track documents in Pipedrive when generated through i.e. ERP's

[OneNode Chrome Extension](https://chromewebstore.google.com/detail/onenode-for-pipedrive/moopealdjclipemlpndilohepgabodda) link cloud files at a click

Manage contracts

Support my customers

OneNode

The ONLYOFFICE DocSpace app for Pipedrive can be accessed via the Deals section of Pipedrive: go to the corresponding deal and find the DocSpace frame.

For each deal, you can create a separate DocSpace room in which the deal participants can work together on office documents. To create a room, click the Create room button.

The room is named according to the rule Pipedrive - Company name - Deal name. Inside the DocSpace frame, deal participants can work depending on their access rights.

**Access rights**

All Pipedrive users who logged into the DocSpace app are added to the Pipedrive Users (Company Name) group. If a user logs out of DocSpace, they will be removed from the group.

Access rights to the room within a deal are determined by the Pipedrive access rights to the corresponding deal.

- All users: the room becomes available to the Pipedrive Users group as well as the followers are invited by name (only those who have installed the DocSpace app and have been authorized).
- Item owner: the room is accessible only to the deal owner and the followers by name. A mandatory condition in this case is that the deal owner and the followers must install the DocSpace app and pass authorization.
- Item owner’s visibility group: only the followers are synchronized (available in the paid version of Pipedrive). 
- Item owner’s visibility group and sub-group: only the followers are synchronized (available in the paid version of Pipedrive).

ONLYOFFICE DocSpace

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.

Nurture my leads

Ortto

**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.

Postcall

[Prospero](https://goprospero.com/) for Pipedrive is a powerful proposal automation tool designed to help sales teams close deals faster directly in Pipedrive. 

Easily create stunning proposals from any contact or deal using pre-built templates and a rich content library. Prospero auto-fills client and deal info directly from Pipedrive, helping you personalize every proposal in seconds. Once sent, you can track when your proposal was viewed and for how long, giving you real-time insights to follow up at the right moment.

Craft any document - agreement, quote, contract, and more. Clients can eSign and pay directly, streamlining the process from pitch to close.

All proposals and activity are synced back into Pipedrive, so your team stays organized and informed without juggling multiple tools.

Key Features:

📄 Create proposals from any deal or contact in Pipedrive

🧠 Auto-fill contact &amp; deal variables to personalize faster

🧰 Use ready-made templates &amp; a content library to save time

✍️ AI writing assistant to help write better, faster proposals

👀 Track views, time spent, and engagement on every proposal

🔔 Send email reminders and increase close rate

✍️ Get proposals eSigned quickly and securely

💳 Collect payments seamlessly through the proposal

📂 Access all proposals and their details directly in Pipedrive

Prospero turns your sales proposals into a smart, integrated part of your pipeline - impressing clients and helping you close more deals, faster.

Enable payments and tracking

Prospero - Business Proposals, Quotes & eSignature

Reportei is an advanced digital marketing reporting and dashboard tool designed to empower marketing professionals with accurate and actionable insights. With a focus on optimizing paid traffic and exploiting the power of social media, Reportei simplifies the process of data collection, analysis, and presentation, streamlining workflows that were once manual and time-consuming.

Generate professional reports in just 3 seconds! Stop wasting time with manual tasks, increase your customer base, and improve the quality of your service. Our multi-channel integration helps you to have an efficient data collection aggregating data in real-time, so you can stay up-to-date with your metrics.

Easy to use and with customizable Reports and Dashboards, enhancing your analysis and with a streamlined collaboration your marketing teams and decision-makers will get along and participate to have understandable information.

This way you'll stay ahead of your competitors having fast data-driven strategies and well informed decisions.

Reportei

SalesGang provides sales directors and CEOs with a set of predefined metrics and reports to overview deal progress, pipeline health and deal changes in pipeline. 

It's also great for sales managers (deal owners) to see their deals progress and identify which deals to focus on.

**Benefits:**
- Save time with predefined reports 
- Have control over your pipeline -  you know what happened with deals
- See changes in pipeline - value changed, deleted deals, close date changes ...
- Check health of the deals - are they properly managed in Pipedrive? Any deals with close date in the past or with no activity?
- Extend your sales dashboard functionality to new level 
- Win more deals :-)

See the first reports in 2 minutes.
The app reads your deals data from Pipedrive and prepares easy-to-understand reports.

Automate my pipeline and data

SalesGang - Sales Analytics & Reports

Salespanel is a first-party buyer intent data and behavior tracking solution that helps you to connect behavioral intelligence to your CRM and delivers qualified leads to your sales team.

**Pipedrive website tracking**

Page visits, visit duration, source, channels, campaign ids, and referrer data are tracked in real-time. Set up custom events like video views or button clicks, app events, and get the data sent to your CRM as lead activities. 

**Automatic lead capture**

Track leads on webforms, live chat, and meeting scheduling tools (eg: Calendly) 

**Segment and score leads**

Qualify leads using account and behavioral data points. The lead scores are synced to your Pipedrive contacts. Engage your qualified leads using our frontend API.

**GDPR and data regulation friendly tracking**

Salespanel doesn’t use the data at rest for any other purposes and also helps you get due consent before tracking starts.

**Two-way data sync**

Deal data pulled in Salespanel can be intelligently used for marketing functions, deal stage focused personalization, and analytics.

**Email tracking and push notifications**

Track emails with our Chrome extension. Send push notifications to your reps based on email and web activities.

**Resources:**
Lead scoring and tracking: 
[https://salespanel.io/pipedrive-lead-tracking/](https://salespanel.io/pipedrive-lead-tracking/)

Attract new leads

Qualify my leads

Salespanel

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.

ScaleXP

Integrate [Pipedrive](https://skyvia.com/connectors/pipedrive?utm_source=pipedrive_marketplace&utm_medium=referral&utm_campaign=marketplaces) with major cloud apps and databases and automate your data integration tasks. You can automate the replication of Pipedrive data to databases or DWH for data analysis with tools like PowerBI, Tableau, and Looker Studio​, and automate the export/import of CSV files from file storage to Pipedrive and vice versa!

Skyvia provides both ELT and advanced ETL tools, including reverse ETL. All the integrations are configured visually and can be scheduled for automatic execution.

In addition, Skyvia allows keeping your Pipedrive data safe with daily data backups and few clicks restore! It allows getting quick reports on Pipedrive data with visually built queries or SQL directly in Excel or Google Sheets, publishing data as OData/SQL endpoints. For the latter, Skyvia provides a Looker Studio connector, ODBC driver, and ADO.NET provider.

Supported data sources:

- CRM: Salesforce, Dynamics CRM, SugarCRM, Zoho CRM, NetSuite
- Accounting: QuickBooks Online, FreshBooks, Stripe
- Marketing: MailChimp, HubSpot, Marketo, ActiveCampaign, WordPress, Salesforce Marketing Cloud
- E-commerce: Shopify, BigCommerce, Magento
- E-support: Freshdesk, Zendesk
- Storage: Dropbox, FTP, SFTP, Amazon S3
- Database: MySQL, PostgreSQL, SQL Server, SQL Azure, Amazon RDS, Oracle
- Data Warehouse: BigQuery, Redshift, Azure SQL DWH, Snowflake
and many more.

Skyvia

Connect your Pipedrive data with our easy-to-use chart builder to create automatically updating dashboards.

Share these dashboards with your team to make sure everyone has the information they need. 

Slemma’s goal is to make your company more data-driven and, in turn, get that extra edge over the competition.

Connect your favorite tools or easily find new ones

Other use cases

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