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

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.

Manage my projects

Rippling

## All-in-One SMS, Calling &amp; AI Automation for Pipedrive

⭐ ⭐ ⭐ ⭐ ⭐ 

## [Read our G2 Reviews!](https://www.g2.com/products/salesmsg/reviews)
⭐ ⭐ ⭐ ⭐ ⭐ 

[Salesmsg](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app) connects your Pipedrive deals and contacts with business-grade SMS, calling, and AI automation - so your sales team can close faster without ever leaving their pipeline.

### 📱SMS/MMS Texting
- Two-Way Texting from Pipedrive
- SMS Campaigns &amp; Bulk Broadcasts
- Local, toll-free, landline, and short code numbers
- Send Images, Videos, GIFs &amp; PDFs
- Automatic Text Logging to Pipedrive Activity
- New! AI Texting Agent &amp; Smart Workflows

### 📞 Calling
- Click-to-Call from Any Pipedrive Record
- Inbound &amp; Outbound Calling with Auto-Logging
- Call &amp; Voicemail Transcriptions, IVR &amp; Call Queue
- Call Transfer &amp; Multi-Participant Calls
- STIR/SHAKEN Compliance and CNAM Registration
- **New!** Power Dialer Campaigns
- **Beta!** AI Calling Agent

**HIPAA-ready and SOC 2 Type II certified — built for teams handling sensitive customer data.**

**Sign up for your 14-day FREE Trial**

[https://www.SalesMessage.com](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app)

*"Decreased no-shows by 45%" - Greg Hickman @ System.ly*

*"Salesmsg tripled our sales in 60 days!" - Brian Moran @ Samcart*

[See Our Case Studies](https://www.salesmessage.com/stories)

Qualify my leads

Nurture my leads

Communicate with leads

Manage contracts

Automate my pipeline and data

Manage my accounts

Support my customers

Salesmsg: SMS Texting & Calling

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.

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).

Enable payments and tracking

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

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

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

Connect your favorite apps or easily find new ones

Other use cases

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