### **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

Automate my pipeline and data

Other use cases

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

**Empower your Pipedrive data with Geo-Visualization.** 

WeMapSales, a geospatial intelligence tool, combines four powerful data analytics applications, including geo-mapping, automated territory optimization, territory management, and analytics reporting capability, into one cloud-based solution.

We offer a multi-weighted, multi-metrics, multi-constraints optimization system that allows sales managers to assign accounts to their sales reps, analyze reports, track sales activities, and create optimized sales territories to increase productivity and support better decision-making.

WeMapSales offers a seamless plug and play app without any complicated setup and installation requirements. Enjoy single sign-on with your Pipedrive credentials. Your Pipedrive data will be seamlessly integrated and automatically updated. In addition to updating zip codes, other supporting census data will be automatically updated on an ongoing basis.

**Key Benefits**
* Leverage Multi Weighted, Multi Metric, Multi Constraint Territory Optimization System.
* Create Contiguous, Balanced & Compact Territories and Regions.
* Bind Optimization Metrics With Rules and Geographies.
* Manipulate Territories With Lasso and Radius Tools.
* Unearth Key Insights With Data Analytics.
* Visualize Data With Interactive Map or Chart Reports.
* Keep Track of Critical KPIs On The Go.
* Drill Down Models & Reports To Analyze Trends and Risks.
* Save & Retrieve Snapshot or Dynamic Reports, As & When Required.

WeMapSales

ZBrain's AI Copilot for Sales is an integrated AI solution designed to enhance your sales process within Pipedrive. With four key features, AI Copilot for Sales boosts sales team productivity, empowering your team to drive more sales.

**Generate Executive Summary:** It automatically creates the executive summary of each deal by reviewing past activities, notes, deal history, and emails sent and received. The summary includes key events and understanding of the deal.

**Identify Issues:** It identifies gaps and issues by reviewing deal details, meeting notes, deliverables, and all historical data for a deal. It includes specifics on what went wrong and what parties are involved. It helps the team identify and fix any communication gaps.

**Suggest Next Best Action:** It suggests the next best action item by looking at the latest activity and data in Pipedrive. A suggested action could be sending an email, drafting a document, making a phone call or any other step you use in your organization. It also drafts the agenda or content of the suggested action item.

**Fine-tuning of LLM for each organization:** Using the Zbrain enterprise plan, an organization can use a proprietary fine-tuning model built for them and hosted in a private environment.

Immediately increase the sales team's productivity by giving them immediate access to the deal summary, insights and drafted content for the next best action item.

Nurture my leads

ZBrain AI Copilot for Sales

**Principais características**

• Ao aprovar um template de Whatsapp, você pode enviar mensagens via Whatsapp para fazer follow-ups com seus leads, agendar reuniões, fazer submissão de contratos pós-negociação e muitos outros usos;

• O aplicativo integra-se ao ZenAPI para envio de notificações e mensagens pelo canal Whatsapp (https://zenapi.zenvia.com/);

• Para utilizar as funções do app via canal WhatsApp, será necessário configurar a integração dos dados ** Token ** e ** SenderID **, obtidos diretamente com a equipe do Zenvia Business.
Se você ainda não é cliente, preencha o formulário contido neste link para receber um contato de nossa equipe: https://www.zenvia.com/checkout/partner/pipedrive.

Communicate with leads

Manage my accounts

Zenvia - Notificações Whatsapp

ClicData is a fully cloud-based Business Intelligence and data warehousing platform. From data connection, transformation and visualization, everything’s automated.

ClicData is the perfect fit for SMBs looking for a simple yet powerful Business Intelligence solution to drive their business. You can monitor your sales rep’s individual activities as well as your sales per region, product or segment. Combine your sales, marketing and financial data. With ClicData, you have full control of your data. We also empower end-users (technical or not) and enable them to finally rely on a single version of the truth and make smarter decisions.

How does it work? 

1. Easy data connection: Connect all your business data (from over 250 data sources and databases) in our data warehouse using our native connectors. Utilize our ETL features to merge, transform or cleanse the data as you want.
2. Automated data refresh: Customize your data refreshes daily, hourly or even on the spot!
3. Build stunning dashboards: Create custom and fully interactive dashboards with our drag and drop designer and our 50+ data visualizations.
4. Easy and secure dashboard publication: Use our LiveLinks to make your dashboard available on every browser and device.

Need a hand to get started? Our Business Analysts are available to help you get started or train your team to make your BI project successful.

ClicData

Every Pipedrive account comes with Google Maps. You can use it to plan the best routes to get to meetings without ever leaving Pipedrive.

All custom fields that are address-types are geo-coded by Pipedrive. This creates a compact map view showing all location information at a glance.

Filter map results according to your needs, e.g., displaying customers by city, state or country.

All you need to do is add an address-type custom field to your contacts, and you can see them on a Google Maps view.

Whenever you click on the address, you’ll see the location on the map. If you want to see all organizations, simply click on the three-dot menu in the top right corner of “List View” and choose “Show on map.” 

When you’re on the go, you can check which contacts are nearby, using the Nearby feature in Pipedrive’s mobile app. You’ll find it under “More.” If you want to see the Google Maps feature in action, check out this video:

: https://pipedrive.wistia.com/medias/l7be3zkd2s

Google Maps

[Latenode ](https://latenode.com/?utm_source=pipedrive)is an innovative no-code platform for workflow automation and service integration. It allows businesses and professionals to easily set up data exchange between Pipedrive and other systems, creating custom connections tailored to their needs. The platform supports JavaScript with NPM packages, multiple triggers, nested scenarios, and even headless browsers for complex tasks. With competitive pricing that works for both startups and enterprises, Latenode makes process automation accessible without compromising on functionality.

**Why Choose Latenode?**

- Hundreds of Integrations: Effortlessly connect with popular apps.
- Advanced Features: Multiple triggers, sub-scenarios, headless browser automation, and more.
- AI Copilot: Automate workflows with intelligent suggestions and real-time code generation for advanced customizations.
- Real-Time Monitoring: Keep track of your workflows in progress with intuitive live dashboards.
- Scalable Architecture: Handle workflows of any complexity with enterprise-grade performance and security.
- Cost-Effective: Get the most affordable and powerful platform in the market.

Latenode is your ultimate tool for empowering marketing [automation with Pipedrive](https://latenode.com/integrations/pipedrive?utm_source=pipedrive). Save time, streamline workflows, and enhance your campaigns with minimal effort.

Latenode

### 100 free SMS credits upon sign-up.

    
 
Streamline client communication by Integrating SMS into Pipedrive. SMS is an invaluable tool to engage new prospects and close more deals.

With SMS in Pipedrive you can:

- Two-way conversational texting directly from Pipedrive.
- Schedule personalised SMS text messages via activity SMS.
- Send bulk SMS text messages to Pipedrive Contact lists via filters.
- Send customised SMS meeting reminders directly from Pipedrive.
- Create SMS Automations within Pipedrive.
- Automatically record SMS activity within your Pipedrive Deal or Contact Person.

Also get access to our full suite of advanced SMS tools via our web portal including SMS Marketing Campaign tools, Multimedia Messaging &amp; SMS Net Promoter Score (surveys).

Connect your favorite tools or easily find new ones

Other use cases

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