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.

Other use cases

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

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.

Enable payments and tracking

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.

Qualify my leads

Manage contracts

Manage my projects

Manage my accounts

Support my customers

Scoop Analytics

**sevdesk is a German bookkeeping tool which covers the needs of the German speaking market. Therefore, the following description is not translated to English.**

sevdesk übernimmt die Buchhaltung rechtskonform am deutsch-sprechenden Markt. Damit behalten Gründer, Selbstständige und KMUs den Überblick über ihr Business.

Mit der Schnittstelle zwischen Pipedrive und sevdesk ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-pipedrive-sevdesk/) 

[Hier sevdesk **kostenlos testen**](https://www.awin1.com/awclick.php?gid=361518&amp;mid=15944&amp;awinaffid=900761&amp;linkid=2458873&amp;clickref=](url))

**Hinweis**: Wir empfehlen für die Verwendung (genau wie Pipedrive - [siehe hier](https://support.pipedrive.com/de/article/which-browser-is-best-for-pipedrive)) Chrome oder Edge (und zur Not auch noch Firefox).

Automate my pipeline and data

sevdesk Schnittstelle von PD Experts

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.

Slemma

Pipedrive is a great productivity tool. Let SubOps monitor your team’s Pipedrive use, so you don’t have to. Every Monday, you will receive a Slack-Message with an accurate overview of the actual usage of your subscriptions.
 
Your SubOps report details: 

- A summary of the details regarding all your paid Pipedrive accounts 
- The number of days that passed since the last activity of each user.

Use this report to go straight to your Pipedrive account and optimized your paid plans based on actual and anticipated usage.

SubOps

### **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

The PDF Maker

**Trustmary** helps you collect high-quality reviews and testimonials and improve lead generation on your website automatically based on your Pipedrive activity.

Send automated customer feedback surveys after you finish meetings and win deals, combine feedback surveys with gathering text and video reviews and supercharge your website's lead generation with social proof from your customers.

With **Trustmary** -**Pipedrive** integration you can automatically:
    • Collect feedback from your customers and get NPS and open feedback straight to your customer organization or person
    • Gather reviews and testimonials from your customers based on your activities, deals, or persons in Pipedrive
    • Fully customize the automated flows and surveys to your needs
    • Measure NPS (Net Promoter Score), CSAT (Customer satisfaction score) and CES (Customer effort score) per sales rep, team or company
    • Create automatic dynamic reports

Trustmary

**Getting data into Pipedrive from a CSV file is harder than it should be.** Columns don't match up, required fields get missed, and a single formatting error can fail an entire import with no clear explanation of what went wrong.
ViaCSV is a smarter way to do it. Upload your CSV and AI automatically maps your columns to the right Pipedrive fields. Before anything is written to your CRM, you get a full preview with upfront checks so you know exactly what to fix before you import, not after.
What ViaCSV handles for you:

**AI-assisted column mapping to Pipedrive fields**

- Pre-import preview and required field checks
- Duplicate detection and handling
- Row-level error reporting with suggested fixes
- Works for any record type: contacts, deals, organizations, and more

Free for all users.

Connect your favorite tools or easily find new ones

Other use cases

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