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.

Other use cases

Sponsy

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

Mit Lexware hat man Angebote, E-Rechnungen und die Buchhaltung in wenigen Minuten erledigt. Alle Daten sind smart verknüpft und somit jederzeit verfügbar. Optimal mit Lohnabrechnung und Geschäftskonto

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

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

[Hier Lexware **kostenlos testen**](https://go.lexware.de/awin/?cid=1000&amp;pid=1000&amp;pdata=13787-900761&amp;utm_medium=affiliate&amp;utm_source=13787-1754133488&amp;utm_campaign=affiliate-awin&amp;sv1=affiliate&amp;sv_campaign_id=900761&amp;awc=13787_1754133488_4af0aefea24bb24241983b61227373c6&amp;em_src=affiliate&amp;em_cmp=13787-1754133488/affiliate/affiliate-awin//)

**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).

Manage contracts

Enable payments and tracking

Automate my pipeline and data

Manage my accounts

Support my customers

Lexware Schnittstelle von PD Experts

Stop missing critical sales triggers. AlertBrew transforms your Pipedrive CRM into a proactive intelligence engine by automatically monitoring the web and key platforms for signals related to your contacts and organizations.

**Why AlertBrew for Pipedrive?**

**Automated Prospecting:** Create alerts based on your existing Pipedrive filters (e.g., "New Organizations" "Enterprise Accounts"). Track signals like hiring changes, funding news, reviews, or product launches without manual effort.

**Instant CRM Actions:** When a signal is detected, AlertBrew automatically creates a detailed Note and can assign a follow-up Activity to the right person in Pipedrive. Your team gets timely, actionable intelligence right where they work.

**Sell Smarter, Not Harder:** Free your team from tedious research. With real-time insights, they can craft perfectly-timed outreach that resonates with prospects and helps close deals faster.

**How it works:**

1. Securely connect your Pipedrive account.
2. Choose from multiple data tools to retrieve the right information.
3. Describe the signals you want in plain language.
4. Let our AI agents continuously fetch and analyze data, automatically updating your Pipedrive records with valuable intel.

Turn signals into winning opportunities. Get started with AlertBrew for free.

Nurture my leads

AlertBrew.com

- Sync Pipedrive contacts into Constant Contact to save time and ensure your lists are up-to-date
- Segment Pipedrive-synced contacts further to create customized, targeted email and SMS messaging.
- Set up personalized automated communications, such as welcome emails or thank you series, based on synced contact activity.

Communicate with leads

Constant Contact

**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

### 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

PickUp - ClickUp Integration

PepoSmart is an AI-powered scheduling and meeting intelligence platform that automates the entire workflow between booking and CRM updates in Pipedrive. 

**Automatic Contact Sync:** When a prospect books a meeting, their details are instantly synced to Pipedrive as a Person record with timezone, custom form answers, and meeting location. Email-based duplicate prevention keeps your data clean.
                                                                                                                                                                                     **AI Meeting Notes:** PepoSmart's AI notetaker joins your Google Meet, Zoom, or Teams calls automatically. After the meeting, an AI-generated summary is posted as a Note on the Person record — capturing key points, sentiment, and buyer intent.

**Action Items as Activities:** The AI extracts promises from the conversation — send pricing, share a proposal, schedule a follow-up — and creates them as Pipedrive Activities with due dates. Nothing falls through the cracks.

**Deal Context Before Calls:** PepoSmart pulls active deals, pipeline stages, and recent activities from Pipedrive before every meeting. After the call, AI suggests deal stage changes you can apply with one click.        

Most scheduling tools create a contact and stop. PepoSmart treats the meeting itself as a data source — filling Pipedrive with notes, tasks, and deal intelligence that reps rarely have time to enter manually.

PepoSmart

Sheetsyncers connects Pipedrive with Google Sheets and provides an integrated dashboard to help teams monitor and analyze their data more effectively.

Instead of exporting CSV files or manually updating spreadsheets, Sheetsyncers keeps your Pipedrive data automatically in sync with Google Sheets and presents it through a centralized dashboard for reporting and insights.

Sales teams can track pipeline performance, deal progress, and key metrics while continuing to use Pipedrive as the system of record.

🔹 What You Can Sync

Deals

Persons

Leads

Organizations

Activities

Products

🔹 Key Features

📊 Integrated Dashboard

⏱️ Real-Time &amp; Scheduled Sync

🧩 Custom Field Mapping

🧠 No CSVs or Scripts

🔐 Secure OAuth Authentication
Uses Pipedrive’s official API

🔹 Common Use Cases

📈 Sales Reporting

Use the integrated dashboard or Google Sheets to monitor pipeline 
health.

💰 Revenue Forecasting

Build forecasts using live deal data.

🧮 Performance Tracking

Track sales activity and outcomes in one place.

🧪 Data Audits

Identify stalled or incomplete deals quickly.

🔹 Why Choose Sheetsyncers

Live Pipedrive data in Google Sheets

Built-in dashboard for quick insights

Preserves spreadsheet formulas

Works alongside Pipedrive, not instead of it

🔹 Security &amp; Privacy

Sheetsyncers uses OAuth authentication and only accesses data required for syncing. No data is sold or shared with third parties.

SheetSyncers

### 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

## Chaindoc.io for Pipedrive

**Chaindoc.io** brings secure, verifiable document workflows directly into Pipedrive. The app enables teams to generate, manage, and track tamper-proof documents linked to deals, contacts, and organizations - ensuring trust, compliance, and transparency throughout the sales process.

With Chaindoc.io, sales teams can create documents that are cryptographically secured and verifiable, helping reduce disputes, prevent unauthorized changes, and provide a clear audit trail for critical agreements. Documents can be attached to Pipedrive records and updated automatically as deals progress.

### Key benefits

* **Tamper-proof documents** – Protect contracts, agreements, and records with cryptographic verification
* **Deal-linked documentation** – Attach and manage documents directly within Pipedrive deals and contacts
* **Auditability &amp; trust** – Maintain a clear history of document creation and changes
* **Faster sales workflows** – Generate and manage documents without leaving Pipedrive
* **Compliance-ready** – Support internal governance and external compliance requirements

Chaindoc.io is ideal for sales teams that need **secure documentation**, **proof of integrity**, and **full visibility** into their deal-related records - without adding complexity to their CRM workflow.

Chaindoc

### 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.

WhatsAble: WhatsApp Automation with Pipedrive & AI

# Create quotes, estimates, proposals, invoices, agreements, purchase orders, work orders, and other sales documents natively in Pipedrive with [ExtraflowDoc.](https://www.extraflowdoc.com/)

## All Features for Pipedrive: https://www.extraflowdoc.com/integrations/pipedrive

🌍 **Available in 32 languages** (EN, ES, PT..)

⚡️ **Auto-fill client data &amp; products** from your CRM

🔁 **Sync customer, deal, and product information** directly from Pipedrive

📦 **Use the Pipedrive product catalog** directly in document creation

✏️ Or **manually add any item** with a custom description and images

🗂️ **One place for all documents** — no more version chaos

✔️**📄 E-Signatures**

**CPQ** (Volume Discounts, Tiered Pricing)

- ✅ 4X faster document preparation
- ✅ +30% increase in win rate
- ✅ Auto-fill client data from your CRM
- ✅ Export beautiful PDFs or share by secure link
- ✅ 5 documents/month FREE

## Examples: 

### 🏗 [Kitchen Remodeling Estimate](https://www.extraflowdoc.com/kitchen-remodeling-estimate-example)

### ▦ [Flooring Materials Estimate](https://www.extraflowdoc.com/flooring-estimate-example)

### 🏠 [Roof Replacement Quote](https://www.extraflowdoc.com/roof-replacement-quote-example)

### 💻 [Website Design Proposal](https://www.extraflowdoc.com/website-design-proposal-example)

### ❄️ [HVAC Replacement Proposal](https://www.extraflowdoc.com/hvac-proposal-example)

quoting software, invoicing software, proposal software, estimate software, quotation

Connect your favorite tools or easily find new ones

Other use cases

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