### Contacts and messages sync from Upwork to Pipedrive CRM

Upwex.io enables seamless synchronization of contacts and messages from Upwork directly into Pipedrive CRM, providing a user-friendly integration between the two platforms. Additionally, you can create deals in Pipedrive CRM from Upwork without the need to switch between platforms.

Features:

- Export Upwork contacts to Pipedrive with just one click.

- Your upwork client/contact will be added to the contacts, and the client's company will be added to the companies in Pipedrive CRM.

- Sync all chat messages from Upwork into notes in Pipedrive CRM.

- The job title, description, cover letter, and all chat messages with the client on Upwork will be recorded as notes in your contact or deal in Pipedrive CRM, depending on your preference settings.

Upwex saves time and effort, allowing users to focus on acquiring new projects and monitoring analytics in their CRM.

TRY IT FOR FREE. FAST. CONVENIENT.

Attract new leads

Qualify my leads

Upwex.io - Upwork sync with Pipedrive

Woodpecker is an intuitive cold email tool that helps B2B companies to connect with prospective customers and business partners and keep the conversations going.

Woodpecker allows you to craft personalized, relevant email sequences and makes sure they get delivered to your recipient’s main inbox.
Your follow-ups are sent in the same thread as the opening email. The sequence is automatically stopped when someone replies.

Woodpecker helps you easily experiment with your messages to find the best-performing versions, and automatically marks how interested your prospects are when they reply.

The tool makes outreach across channels easier with LinkedIn manual tasks and Woodpecker Calls: a call scheduling and tracking mobile app for Android that allows you to contact your leads straight from your phone.

Woodpecker is like an assistant who takes over the daunting, repetitive part of starting conversations and building B2B relations. It allows sales, lead generation and recruitment professionals to save time and focus on the human-to-human part of the process.

Automate my pipeline and data

Woodpecker.co

Apiway is a free tool that allows you to integrate PipeDrive with 30+ other apps, like ActiveCampaign, Mailchimp, Google Sheets, etc.

You can send data to PipeDrive when a lead is created/updated, when a deal moves to the next stage and much more.

**Some Apiway-enabled integrations include:**

- When someone submits a lead form on Facebook, add the lead to PipeDrive

- When a new lead is added to PipeDrive, add it to Mailchimp and send an email campaign

- When a Pipedrive deal is closed, send offline conference and goal achievement to Google Analytics

And much more!

Apiway

Byteline makes it easy to keep your Pipedrive data in sync with the tools your team already uses. Whether you're syncing contacts to Mailchimp or pushing deals to Google Sheets for reporting — Byteline handles it all, automatically. With just a few clicks, you can eliminate manual work and keep everything in sync.

🚀 **Popular ways people are using Byteline to align Pipedrive data:**

- **Sync your Pipedrive deals** to Google Sheets or Airtable for real-time dashboards and sales reports.
- **Push Pipedrive contacts** to Mailchimp or your email tool to run timely campaigns without manual exports.
- **Create QuickBooks invoices** when a Pipedrive deal is marked “Won.”

### Key Features

- ✅ **Two-way data sync** between Pipedrive and other platforms.
- ✅ **Flexible field mapping**.
- ✅ **Historical + real-time sync** for complete coverage.
- ✅ **No code required** — built for business users and teams.
- ✅&nbsp;**Custom Filters**: Gain complete control of your syncs by setting precise data filters for efficient and organized updates.

Works with Google Sheets, Airtable, Mailchimp, QuickBooks, Webflow, Wix, Shopify, and more.


### Who It's For:

Sales teams, marketers, and operations teams at SMBs who want to:

- Avoid complicated and costly workflow automation tools
- Eliminate manual data entry errors
- Keep apps in sync
- Move faster across the sales funnel
- Set up in minutes with a simple step-by-step configuration without the technical barrier

Other use cases

Byteline Sync

Callingly is a phone system that makes your sales team act faster.

The system integrates with Pipedrive so that as soon as a new lead is detected, it calls your team. All a team member needs to do is pick up the phone, press a button when ready and they’ll be calling the lead.

7 out of 10 customers would buy from the first company to call them back. 
Callingly makes sure that company is always you.

Communicate with leads

Manage my accounts

Callingly

Claap helps you record sales meetings and send AI-powered notes and insights directly to your Pipedrive CRM.

- Log your AI notes into Notes in Pipedrive to qualify your leads.
- Add these Notes to the right contacts, deals and companies.
- Attach the link of the recordings to replay your calls directly from Pipedrive.
- Search and filter your calls in Claap with CRM sync.

**HOW DOES IT WORK?**

1. Record meetings with Claap and generate AI Notes using the template that fits your need (BANT, MEDDIC, SPIN, etc...).
2. Send your notes to Pipedrive using Claap’s integration.
3. Access your meeting notes directly from your records (Contact, Deal) on Pipedrive.
4. Send CRM data back to Claap to enrich AI Insights.

Nurture my leads

Claap

Pipedrive & Clerk Chat: bring all your contacts to Clerk Chat to enable 1:1 and marketing campaigns across:

- SMS
- WhatsApp
- iMessage (soon)

Clerk Chat helps you close your deals faster by allowing you to message your leads, prospects, and contacts all from one gorgeous and intuitive interface.

Filter your contacts based on properties you set in Pipedrive and build comprehensive lists to help you drive conversations that build engagement.

**Features our customers love:**
- Send 1:1 messages and high-volume campaigns
- Have control over your team with flexible permissions
- Integrate with leading platforms like Microsoft Teams, Zoom, Salesforce, RingCentral and more
- View analytics to understand usage, growth, and response rates
- Export conversation history and logs to your eDiscovery tool of choice (Azure, Purview, and OneDrive)

Support my customers

Clerk Chat

Export data into Google Sheets and data warehouses in a few clicks.

Forget copy/paste and csv hell. Build the reports and dashboards you want in the fastest and most flexible way.

Using Conduit you can automatically import all of your data into one place in Google Sheets. You can build custom dashboards and reports, query, join, sync, and manipulate your data. 

- Farewell to manual exports and welcome to real-time data refresh without the need for coding. 
- Never Build the Same Report Twice. Free from the tedious task of copying and pasting data repeatedly.
- Make Data Actionable. by keeping the team informed with Slack and email notifications.



**Features:**

🔹 1-Click Connections 

🔹Customizable Imports 

🔹Auto-Refreshes 

🔹Alerting

🔹Pre-Built Dashboards

🔹Cloud Joins and Pivot Tables


Use Conduit to export your data from than 500+ apps including:

✅ Marketing

✅ E-commerce

✅ CRM, Customer Support, Customer Service, Customer Success, RevOps

✅ Productivity, project management

✅ Accounting, Tax, Finance Ops

✅ Developer and Design tools, DevOps, REST API

Conduit - Data Connector for Sheets

> **Este aplicativo foi desenvolvido para operar de maneira abrangente e eficaz na língua portuguesa.**

Para iniciar o processo, dirija-se ao canto superior direito da tela e identifique o ícone claramente marcado como "**Data Stone**". Ao clicar neste ícone, será exibida uma janela onde você deverá inserir o CNPJ da empresa que servirá como parâmetro para a busca das informações desejadas.
Após inserir o CNPJ, o sistema realizará uma busca abrangente e precisa, compilando os dados disponíveis da empresa correspondente. Recomendamos uma **verificação** cuidadosa para garantir a precisão e integridade das informações recuperadas. Certifique-se de que todos os detalhes estão corretos e atualizados.

Uma vez confirmada a exatidão dos dados, o próximo passo é clicar de forma consciente no botão designado como "*CRIAR ORGANIZAÇÃO*". É essencial ressaltar que essa ação é irreversível e resultará na inclusão **automática** da organização identificada no seu CRM.

Com esse aplicativo é possível enriquecer a organização com os seguintes dados:

- Natureza Jurídica 
- Faturamento presumido 
- Capital social
- Segmento 
- Porte
- Fundação
- CNAE
- Entre outros

Este procedimento oferece uma maneira eficiente e segura de adicionar novas organizações à sua base de dados, facilitando o ***gerenciamento*** e acompanhamento de informações relevantes para o seu negócio.

Para verificar valores, entre em contato com um especialista via contato@datastone.com.br

Manage contracts

Data Stone - Enriquecimento

How do you leverage the powerful lens of Pipedrive, which allows you to easily identify key prospects to nurture at every sales stage?

By integrating Engage AI into your Pipedrive processes, you can move leads at every pipeline stage to the next level faster by using AI to write insightful comments, saving hours of your time by engaging and increasing touchpoints with multiple leads on LinkedIn.

Stand in front of qualified leads with quality comments that are…
✅ Memorable
✅ Authentic
✅ Insightful
✅ Relevant

Don't be seen posting these comments like most other people:
❌ "Great post!”
❌ “Thanks for sharing!”
❌ “👍” comment

With this free tool on Pipedrive, you can:

- Let Engage AI track and monitor your top priority leads’ recent posting activities, which you can view directly in your Pipedrive account
- Let Engage AI provide comments that are relevant to your prospect’s posts written for you to paste
- Monitor and engage prospects at scale within a fraction of the time

You will have free, unlimited access to one of Engage AI’s top features, Engage AI Pro, during your 3-day trial period. 

After 3 days:
- You can submit 3 LinkedIn posts for comment suggestions per day
- You have 1 regeneration chance for each of the 3 posts 

This app will also receive new features soon as you, the user, grow with us and have features you’d like to have as additions to the app.

Start streamlining your business operations through this Engage AI-Pipedrive integration.

Engage AI

**Send your documents for electronic signature and track them in real time**

Send your documents and contracts to your customers in a few clicks, directly from Pipedrive. Your prospects can view and sign these documents from any platform and from anywhere. Track the status of your documents in real time from Pipedrive to know if they have opened your email, viewed or signed the document.

**Create and edit your documents directly from Pipedrive**

The integration of Eurosign in Pipedrive allows you to automatically complete your documents with transactional data from your CRM, such as company details, phone number, address... The list of recipients as well as the content of Pipedrive's standard and custom fields will be filled in automatically. Avoid time-consuming tasks!

**Transparent pricing and personalized service**

Eurosign is a solution with competitive rates and high quality service. We are committed to offering a service with prices that are fair and transparent, as well as a personalized and individualized service: our customer support is ultra responsive, available and does everything possible to answer your questions and accompany you according to your needs.

**A fast and secure integration**

The integration between Pipedrive and Eurosign is fast, easy to set up and simple to use with direct access from our cloud application. Once the integration is done and activated, you will only need to create/add your own signature templates.

Eurosign eSignatures

FreeBusy is an AI scheduling assistant to automate bookings for all pipeline stages. FreeBusy makes it easy to create booking links to share your and your team's availability. Manage time slots manually or connect to you calendar and let FreeBusy figure out your availability. Use solo or with your team for panel booking or round-robin assignment of bookings.

Use to:
- Easily set up meetings with prospects at trade shows
- Create call-to-action for email marketing campaigns
- Capture leads from your website
- Route leads to the right owner
- Register prospects to webinars, trainings and onboarding sessions
- Segment contacts and trigger different automations based on custom 
- Reduce no-shows with multiple automated SMS and email reminders that are sent out a couple of hours before the meeting
- create custom forms to collect responses during the booking process and use it to qualify leads

How is FreeBusy different from Pipedrive Scheduler?
- 1:1 bookings are free with FreeBusy. No additional cost when using Pipedrive Essential
- Team meetings for panels or round-robin assignments
- signup sheets for webinars and other large scale or group events

Connect your favorite tools or easily find new ones

Qualify my leads

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