**Easiest CPQ App to Setup and Use With Your Pipedrive CRM**

**Intelligent Quoting & Proposal Engine**

**Product or Service Quotes**

**Flexible Upsell/Cross-sell Workflows**

**Automatic Proposal Document Generation**

**Product, Pricing, and Approval Rules**

**Pipedrive CRM and Optional Back Office Integration**

Attract new leads

Qualify my leads

Manage contracts

Manage my projects

Automate my pipeline and data

Support my customers

Mobileforce CPQ

**Whenever a form is completed, leads and deals in Pipedrive will be created automatically.
**

This integration for NativeForms and Pipedrives will improve the communication with your clients, and excellent communication is the key to success. Collecting information from website visitors and potential clients will enable you to improve your service.

**Who needs NativeForms?
**

Everybody who wants to capture leads but feels like traditional form builder platforms lack the features they need as well as everybody who is disappointed by the conversion rates of traditional providers.

**Examples for the use of NativeForms:
**
- Lead capture forms
- "Contact us" forms
- "Request quote" forms
- Order and subscription forms
- Feature request
- Customer satisfaction surveys – NPS
- Bug reports
- Website feedback
- "Schedule a call"
- "Join our Newsletter"

We believe that each company can benefit from NativeForms. There is always at least one use-case where NativeForms can be used.


*Ready to impress your users?
*

NativeForms

Ply lets you create native-like features inside Pipedrive without the need for code. Add custom buttons and interfaces to your Pipedrive and trigger powerful integrated workflows that connect data across your entire tech stack. Eliminate repetitive tasks, streamline processes, and transform your sales team's efficiency.
​
​Example features you can build
1. Launch smart sales playbooks that bring in data from other apps
2. Write powerful sales content with custom AI assistants using data from your deals
3. Create an upsell deal inside your Pipedrive directly from conversations in your customer support app.

Why use Ply?

• Turn complex processes into a click of a button

• Share your custom tools and scale your team’s productivity

• No coding skills required, just drag, drop, and publish the tools your team needs

Communicate with leads

QuickMail lets you reach Pipedrive contacts with highly-personalized emails and follow-ups.
With our Inbox Rotation technology, you can scale to hundreds of emails per day with just a few clicks.
Unlike other cold outreach tools, QuickMail is optimized for deliverability. We actively protect your sender reputation and automatically keep your inboxes warmed up so your emails reach people’s inboxes, not their spam folder.

Nurture my leads

Manage my accounts

QuickMail

Connect your CRM to a live Red Flag Alert database containing over 6.5 million UK businesses. 

Save valuable time when researching your prospects and customers by automatically updating your CRM with key business and financial information. 

Our app can help you grow your business by making better informed decisions about your prospects, making sure they have the right credit profile to use your product or service. 

Having this data integrated into CRM can help you prepare for sales meetings more efficiently by examining information on your prospects and tailoring your project accordingly. 

Have access to the most up-to-date information at your fingertips; every month, over one million changes are recorded in Red Flag Alert—from new businesses to changes in financial circumstances and growth.

Red Flag Alert Company Credit Check/B2B Leads

Sakari SMS is the easy way to connect with your leads and customers wherever they are. With Sakari, you can have two-way text messaging conversations directly from your Pipedrive account on your computer or mobile phone.

The integration allows you to send SMS messages from Pipedrive, create SMS templates and send text messages with images. Your SMS conversations are automatically logged in your lead’s details on Pipedrive – giving you a complete, real-time picture of the lead’s journey so you can continue the conversation right where you left off.

Sakari SMS

Salespanel is a first-party buyer intent data and behavior tracking solution that helps you to connect behavioral intelligence to your CRM and delivers qualified leads to your sales team.

**Pipedrive website tracking**

Page visits, visit duration, source, channels, campaign ids, and referrer data are tracked in real-time. Set up custom events like video views or button clicks, app events, and get the data sent to your CRM as lead activities. 

**Automatic lead capture**

Track leads on webforms, live chat, and meeting scheduling tools (eg: Calendly) 

**Segment and score leads**

Qualify leads using account and behavioral data points. The lead scores are synced to your Pipedrive contacts. Engage your qualified leads using our frontend API.

**GDPR and data regulation friendly tracking**

Salespanel doesn’t use the data at rest for any other purposes and also helps you get due consent before tracking starts.

**Two-way data sync**

Deal data pulled in Salespanel can be intelligently used for marketing functions, deal stage focused personalization, and analytics.

**Email tracking and push notifications**

Track emails with our Chrome extension. Send push notifications to your reps based on email and web activities.

**Resources:**
Lead scoring and tracking: 
[https://salespanel.io/pipedrive-lead-tracking/](https://salespanel.io/pipedrive-lead-tracking/)

Other use cases

Salespanel

### 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 & SMS Net Promoter Score (surveys).

Send SMS in Pipedrive (Australia)

**Spruce makes running a heat pump business simpler, faster, and more scalable.**

Instead of juggling clunky tools and drowning in admin, Spruce gives installers one seamless platform to manage everything—from first enquiry to final handover.

✅ Respond to leads in minutes, not days

✅ Turn surveys into full system designs in under 20 minutes — while still onsite

✅ Generate detailed heat loss reports and MCS-compliant proposals in a click

✅ Automate DNO, MCS, and handover packs

✅ Collaborate with your whole team in real-time

Installers using Spruce cut their admin by 50–70%, freeing up time to focus on what really matters: delivering great installs and growing their business.

We’re here to remove the friction, so heat pump installers can lead the UK’s transition to low-carbon heating—without all the hassle.

Using Pipedrive integration, you can connect Spruce and Pipedrive accounts to receive updates about Spruce jobs. This includes events like:
- A new job created
- Job status has changed
- Job Estimate was sent, opened, signed, etc.
- A document like heat loss report, quote, proposal or handover pack was opened, downloaded, opened, etc.
- And more!

Spruce

SurveySparrow is an omnichannel experience management platform that lets you create conversational surveys. From creating surveys to collecting insights and later acting upon them, the platform lets you refine experiences the easier way. We have so far revolutionized the conversational experiences for over 1,00,000+ businesses across 149 countries. 

From customer experience to employee experience, from NPS Surveys to 360 assessments and offline surveys, the platform is bundled with interesting features and customizations.

Our conversational and intuitive UI makes it easy for the users to explore the platform and create highly personalized experiences that can increase the survey completion rates by a whopping 40%.

SurveySparrow lets you collect meaningful insights that matter for your business. With robust reporting modules, you can analyze and visualize the survey data the way you love. 

The platform lets you run polls, conduct quizzes and more. You can integrate SurveySparrow with any app, create workflows and collect responses.

SurveySparrow

We are on a mission to make information sharing easier and more efficient than ever before.

With Wave Connect, you can exchange contact information with anyone in seconds, better engage your audience with your online channels, and manage your contacts all in one place.

→ Create business cards at scale: Build branded profiles for every employee, bulk-edit content, lock fields, and enforce brand consistency from one admin platform

→ Share contact info instantly, anywhere Via QR code, NFC tap, Apple Wallet, Google Wallet, iPhone widget, or direct link — no app required for recipients

→Capture leads at events with Universal Badge Scanner: Scan event badges with AI to instantly capture attendee details and add them to your pipeline, even offline

→ Turn every email into a networking touchpoint: Deploy branded, consistent email signatures across your entire team, complete with a tap-to-save CTA on every message sent

→ Sync contacts to your CRM in one click: Push leads directly into HubSpot, Salesforce, Pipedrive, or Outlook with zero manual data entry

→ Automate follow-ups before leads go cold: Trigger personalized email or SMS follow-ups the moment a connection is made

→ Organize and enrich every contact automatically: Add notes, tags, and reminders; auto-enrich with LinkedIn profiles, job titles, and more

→Track networking ROI with real-time analytics: See who viewed your card, when, and how often across your entire team.

Wave Connect

With the WebinarGeek and Pipedrive integration you can send your contacts from WebinarGeek to Pipedrive. Create leads based on webinar activity such as registration or watching a webinar.

Connect your favorite tools or easily find new ones

Qualify my leads

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