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.

Other use cases

Reportei

Ringostat helps you connect all your call data into your CRM. Automate your routine, keep all processes under control, and streamline communication through the Ringostat platform, which includes:

- [Intelligent Business Phone System](https://ringostat.com/virtual-pbx/?utm_source=pipedrive&utm_medium=referral&utm_campaign=partner&utm_term=pipedrive-marketplace),
- [Easy-to-use softphone for calls and work with CRM](https://ringostat.com/smart-phone/?utm_source=pipedrive&utm_medium=referral&utm_campaign=partner&utm_term=pipedrive-marketplace),
- [AI-powered Conversational Analysis](https://ringostat.com/ai/?utm_source=pipedrive&utm_medium=referral&utm_campaign=partner&utm_term=pipedrive-marketplace),
- [Callback widget](https://ringostat.com/callback/?utm_source=pipedrive&utm_medium=referral&utm_campaign=partner&utm_term=pipedrive-marketplace),
- [Call tracking](https://ringostat.com/calltracking/?utm_source=pipedrive&utm_medium=referral&utm_campaign=partner&utm_term=pipedrive-marketplace).

**Key features:**
- Automatically sync call details to your CRM.
- Make calls with a single click from your CRM or browser.
- Consolidate calls, messages, and valuable insights in a single app.
- Track which ad brought in the customer.
- Use reports to monitor call performance and team results.
- Use Ringostat AI reports to boost productivity and grow.

Ringostat products boast a user-friendly interface with customizable settings. Support team responds in under 2 minutes via any channel.

Ringostat

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

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

Sponsy’s Pipedrive integration brings a one-way sync from your CRM to Sponsy: companies and contacts become customers in Sponsy, and deals can be synced when they reach chosen pipeline stages. You can map Pipedrive products to Sponsy placements and, when deal products have dates.

Sponsy

SyncHub supercharges your Pipedrive account by syncing your data into a secure data warehouse in real-time. From there, simply connect your favorite reporting tool (such as PowerBI, Tableau, or even Microsoft Excel) and build the dashboards and analytics that you need to drive your growing business.

SyncHub is tool-agnostic and does not transform your data. We transfer your data as clean as possible from Pipedrive, giving you complete flexibility.

But the real power of SyncHub manifests when you integrate other platforms. Imagine being able to cross-reference your Pipedrive data with your employee timesheeting system? What about your accounting and invoicing platform? Your customer CRM? SyncHub frees your data so you can report on the questions that are truly vital for your business. 

SyncHub also works brilliantly with multiple Pipedrive accounts. Simply connect your various Pipedrive accounts to the same data warehouse in SyncHub and unleash the power of aggregate reporting across your entire business.

SyncHub offers a free trial and excellent customer support. Have a look and see if it's the right fit for your business.

SyncHub

### **Effortless PDF Generation Inside Pipedrive 🚀**
Say goodbye to manual document creation! With PDF Maker, you can generate polished PDFs directly from your Pipedrive deals and contacts using fully customizable templates. Whether you're working with default or custom fields, your data is automatically populated—no copy-pasting needed.

**✨ Key Features:**

[- Create and manage templates in minutes
- Auto-fill PDFs with Pipedrive field data
- Works with both default and custom fields
- View and access generated documents right from deals or contacts
- Flexible plans for individuals or teams
- Unlimited templates on all plans
- From uploading a blank PDF to generating a final document—PDF Maker keeps it simple, fast, and scalable. ](url)

Start your free 7-day trial today—no credit card required. Cancel anytime.
Need support? We’ve got your back: support@thepdfmaker.com

Manage contracts

The PDF Maker

### Setup in 5 minutes
Keep using your WhatsApp Business account and your existing chats while using the **official WhatsApp API**, we are official Meta Tech Providers.

### Automatic Lead Capture
Someone messages you first? WhatsAble automatically creates Person records, Leads, and Deals in your pipeline. Zero manual data entry.

### Smart Follow-Up Automation
Schedule follow-up messages that get sent if the lead stops replying or in specific conditions. 

Connect your Pipedrive and WhatsApp messages with our Zapier/Make/n8n module for advanced automation. Your pipeline moves forward automatically.

### Live Chat Inside Pipedrive

Every WhatsApp conversation synced in real-time to Pipedrive activity. Send messages while viewing deal details, schedule follow-ups mid-conversation and add tags and notes. Full context = more closed deals.

### Calendar &amp; Activity Sync

All WhatsApp interactions auto-log to Pipedrive with complete activity history. No lead falls through the cracks.

### Advanced Workflows

Build automation like: "If no reply in 2 days → send follow-up" or "If they say 'interested' → Label "hot lead". 

### Stay organized
You can create roles inside and assign conversations based on keywords, so not everyone sees all the messages. 

###

Answer messages from our mobile app  • Make/Zapier/n8n integrations • Human support 7 days a week • Smart Broadcasting

Get a 7 day free trial for your team, no need for a new number or losing access to your WhatsApp account.

Nurture my leads

Communicate with leads

Manage my accounts

Support my customers

WhatsAble: WhatsApp Automation with Pipedrive & AI

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

YaviaSync

### 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.

Avoma - Recording and Conversation Intelligence

With the AXDRAFT document automation for Pipedrive, you don’t have to leave your favorite CRM to draft, sign or send out documents anymore. Getting signatures can prove a real bottleneck in your sales cycle. AXDRAFT helps you to remove them from your processes and optimize contract management with automated workflows.

- Create perfect contracts with minimum input from legal
- Organize your workload and easily manage deadlines with automatic reminders
- Navigate your contracts and analyze their performance with built-in metadata
- Transform the work of your department with automated workflows
- Reduce the negotiation cycle with conditional approval
- Offer a modern customer experience to your clients
- Eliminate errors in your contracts

Unlock the potential of your contract workflow, turn out and finalize contracts 8x faster with AXDRAFT.

AXDRAFT Document Drafting

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

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Other use cases

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