### **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

**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.

ViaCSV

vizrm (visual CRM) is the account intelligence tool built for SMB sales teams who win enterprise deals. Map your prospects' buying committees, track every stakeholder relationship, and keep your CRM data accurate - all without leaving Pipedrive.

**Org Chart &amp; Account Mapping**
- Visual org chart with full contact hierarchy and related organizations
- See overdue tasks and engagement gaps directly on the org chart - know which stakeholders need attention before it's too late
- Bi-directional sync - changes in Pipedrive instantly reflected in vizrm

**LinkedIn Pipedrive Integration**
- Create &amp; update Pipedrive contacts directly from LinkedIn profiles
- Log LinkedIn messages automatically as Pipedrive activities
- Create and update deals &amp; activities from within LinkedIn

Replace static PowerPoint org charts and contacts lost outside your CRM with a single, live view of every account. With vizrm, your team knows who to talk to, when to act, and how to win.
vizrm is free to get started for 14 days - upgrade to unlock full org chart editing, heatmaps, and advanced analytics.

Attract new leads

Qualify my leads

vizrm

**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

### 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

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.

ZBrain AI Copilot for Sales

Zeeg can integrate with Pipedrive and allows you to sync your contacts and meetings in Pipedrive.

Once the integration is enabled, whenever someone books an appointment with you, or someone in your organization, their contact details and activities are also sent to Pipedrive.

In Pipedrive you can see unique contacts and detailed activities.

Whenever an appointment is updated or canceled via Zeeg, the modifications are reflected in Pipedrive as well.

Zeeg

**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.

Zenvia - Notificações Whatsapp

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

Connect your favorite apps or easily find new ones

Other use cases

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