### 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

Automate my pipeline and data

Other use cases

PickUp - ClickUp Integration

**Customize dashboards and gain real-time insights!**
- Make your Pipedrive data more valuable by visualizing your [pipeline and sales performance](https://www.plecto.com/sales/?utm_campaign=INT-PAR-C-) in Plecto
- Create custom Pipedrive dashboards that display all the information important to you
- Get an unbeatable overview of your business performance in real-time

**More than just visualization!**
- Our unique gamification features provide you with the right tools to engage your employees
- Motivate employees with contests across teams or locations
- Create [achievements awards](https://www.plecto.com/achievements/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) and an atmosphere fuelled by performance with leaderboards

**Provide real-time reports to managers, CEOs and board members whenever needed!**
- It just takes a few minutes to build [customized reports](https://www.plecto.com/reports/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) in Plecto 
- You can set up reports for automatic send-out. Just choose a date and a timeslot, and Plecto does the rest!

**Get started today!**
- Discover how Plecto can help you to get the most out of your Pipedrive solution. Start your [14-day free trial ](https://www.plecto.com/signup/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive)today!

Plecto

Encourage competition and motivate and engage your employees. Win more deals and have more fun at work!

Pointagram is a gamification tool that helps to motivate teams and individuals in an organization or private group of people.

Increase engagement in your teams by introducing fun competitions based on your specific goals. Compete as a group or one on one. Who is the fastest flyer? Who will be at the top by the end of the week? Will we reach our common target?

Challenge players individually with weekly, monthly or yearly goals and let them earn badges and bragging rights! Everything is visible on the feed page and on every device. 
Congratulate or tease your fellow players, it’s up to you. Use Pointagram TV to visualize everything on a big screen. The free integration to Pipedrive ensures that relevant input from Pipedrive is automatically updated into the competitions. No double entry and your scoreboards will always be up-to-date.

Are you ready? Of course, you are! Get your free account today!

KEY FEATURES:

- Gamification for Pipedrive
- Cool and fun dashboards 
- Set target on sales reps 
- Get notifications on your devices 
- It’s your private social network 
- TV screencast


Pointagram offers a generous business account on a free plan. Please visit www.pointagram.com to read about the different plans and terms of use.

Pointagram

### ProBackup: The Best Backup &amp; Recovery Solution for Pipedrive

ProBackup is a leading backup solution for popular cloud apps like Asana, ClickUp, HubSpot, and monday.com.

**Why back up Pipedrive?**
Most SaaS providers offer disaster recovery for their platform, but not for your individual account. If you lose data, recovery is your responsibility. Key risks include:

🙇‍♂️ **Human Error** – Deleted the wrong deal? Mistakes can set your team back hours or days.

🕙 **Glitches &amp; Downtime** – Even the best platforms experience bugs or outages that disrupt your business.

😠 **Malicious Users** – Disgruntled employees or insiders can delete critical data.

🐞 **Ransomware** – Small businesses are frequent targets, and nearly 50% never fully recover.

**Why Choose ProBackup?
**

1. **Instant Access to Historical Versions** – Navigate backups effortlessly, compare past versions, and locate what you need fast.
2. **Smart Alerts** – We monitor your data and alert you if something seems off, like a sudden drop in records.
3. **One-Click Granular Restore** – Recover contacts, deals, and related data in clicks. Restores create new copies—never overwriting existing data.
4. **Google Drive Sync** – Keep an extra copy in Google Sheets and automate attachment downloads.
5. **Enterprise-Grade Security** – SOC 2 Type II and GDPR compliant with industry-leading encryption.
6. **Transparent Pricing** – One license covers your entire account plus 16+ other cloud apps.

ProBackup

[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.

Nurture my leads

Communicate with leads

Manage contracts

Enable payments and tracking

Prospero - Business Proposals, Quotes & eSignature

QuarterOne is a free revenue forecasting app that creates automated forecasts from Pipedrive sales data in minutes.
 
With better control of your sales data, you can build a more accurate forecast you can trust.
 
Sales teams love Pipedrive. With QuarterOne, your finance and management teams will, too.
 
“QuarterOne removes the need for messy spreadsheets that are out of date the minute you create them “ -  Mark Robotham, COO at Quanton.
 
Key benefits:
- Measure the velocity of your sales team
- Predict how quickly your existing pipeline will grow
- Spread deals over multiple months
- Lock down periods to prevent unwanted changes to reported months
- Compare your current forecast with previous versions
 
Get started with a free 14-day trial.

QuarterOne

Rafiki supercharges your Pipedrive CRM with powerful sales intelligence by automatically recording, transcribing, analyzing, and syncing your sales conversations.

With Rafiki’s native Pipedrive integration, your CRM becomes a living, breathing record of every interaction – enriched with actionable insights from calls, emails, and meetings.

**Key Capabilities:**

    🔄 Smart CRM Sync: Auto-sync AI-generated call summaries, notes, action items, and topics directly into Pipedrive — no more manual data entry. Keep every contact, deal, and pipeline detail current and context-rich.

    📊 Gen AI Reports: Instantly generate AI-powered reports on deal progress, rep performance, objections, competitor mentions, and sales stage movement – all aligned to your CRM data.

    🔍 Gen AI Search: Ask any question like “Why did we lose the Acme deal?” and get context-aware answers from your entire CRM and call history.

**Why Rafiki + Pipedrive:**

    Unify call insights and CRM activity on one screen

    Get real-time visibility into deals, reps, and customer sentiment

    Identify churn risks and upsell opportunities proactively

    Scale winning sales behaviors with data-backed coaching

Turn every rep into an “A” player and every deal into a data-driven decision with Rafiki.

Rafiki.AI

The Retently-Pipedrive integration allows you to import your Pipedrive contacts to Retently and send them email NPS, CSAT, CES and other surveys to gauge their engagment with your business. 

The integration will also automatically export survey responses as people and organization properties and notes in Pipedrive for further data segmentation and automation in Pipedrive.

Attract new leads

Retently CX

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

Rippling automatically manages your employee accounts in Pipedrive and hundreds of other applications.

* When a salesperson is hired, Rippling automatically creates their Pipedrive account so they can be productive on their first day
* When an employee is offboarded, Rippling automatically turns off their Pipedrive account to prevent continued access to sensitive data

Use Rippling to manage all your SaaS accounts in one dashboard, so you can focus on real work.

Rippling

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

Scoop for Pipedrive empowers sales teams by delivering powerful data snapshots and deep process analysis tailored for Pipedrive users. With Scoop, users gain invaluable insights into their sales processes, specifically focusing on deal conversion rates and cycle times across the entire sales cycle. The platform provides detailed visualizations of how leads progress through the pipeline, offering users the ability to identify exactly where deals are stalling or accelerating. 

Scoop’s process optimization tools help users break down the sales cycle into actionable data points, allowing them to explore conversion rates at each stage and understand the factors influencing deal success. By providing comprehensive insights into cycle times, Scoop highlights how long deals take to move from one stage to the next, helping teams uncover bottlenecks and opportunities for improvement. 

Seamlessly integrated with Pipedrive, Scoop’s advanced reporting and analytics tools allow users to visualize KPIs, conversion metrics, and process efficiencies in real-time. This level of detail enables sales teams to refine their approach, reduce deal closure times, and increase overall sales efficiency, making Scoop an invaluable asset for optimizing sales processes within Pipedrive.

Connect your favorite apps or easily find new ones

Other use cases

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