### Trigger your automations with clarity and control

OneClick brings easy-to-understand, action-ready buttons to your Pipedrive.

Each button clearly shows what it does. Your team always knows which action they’re triggering and when.

Unlike most automation tools that run in the background based on system events (for example, “when a deal is won” or “when a field changes”), OneClick gives the control back to users. With a single click, you can start any automation or integration exactly when it’s needed, instantly, intuitively, and without long onboarding or complicated rules.

Connect OneClick to any third-party platform that can receive HTTP POST calls and process JSON data.  Trigger Make scenarios with ready to use [module templates](https://apps.make.com/oneclick-for-pipedrive), Zapier Zaps, N8N events, or your own custom endpoints directly from any Deal, Organization, or Person view in Pipedrive.

You can even:
	
- Check that all required data is filled before the automation runs.

- Notify users about the progress or result of an automation.

- Make buttons visible at certain Pipelines, stages and for specific users.

OneClick is **[free for single users](https://zimple.io/oneclick/#pricing)**. Just install from this marketplace page.  

For 2+ users, a **[Teams plan is also available](https://zimple.io/oneclick/#pricing)**

Automate my pipeline and data

OneClick

Lead routing, distribution, assignment, round-robin…whatever you want to call it, getting new leads assigned to the best salesperson is what RouterJet does.

RouterJet auto-assigns leads, deals and contacts in Pipedrive. Assign leads to agents based on any deal field (e.g., price, location). It’s fair and fast.

### Features


**Round-Robin**
It takes minutes to set up Round-Robin lead assignment in RouterJet.

**Custom lead assignment rules**
RouterJet can assign leads based on your custom rules using any field you have in Pipedrive (e.g., location, price, custom fields, etc.)

**Alert Agents about new lead** with email, SMS, Slack or WhatsApp

**Work hours and roster**
Set work hours for each team member (e.g., Monday to Friday 8-5pm), and if someone calls in sick, simply take them off the roster with one click and put them back on when they’re back. RouterJet ensures you send leads to reps that are actually working today.

**Escalation**
If the new lead owner doesn’t follow up after X minutes, RouterJet will escalate the lead until someone on your team who can respond immediately. Never let leads go cold again!

**Weighted Distribution**
Send more leads to high performers or limit leads to new hires.

**Lead response reporting**
Fast response converts leads online. RouterJet enables you to measure and optimize your team's lead response time.

### Respond to prospects faster than your competition and win more leads with RouterJet!

Got questions? Email: hello@routerjet.com

Nurture my leads

Manage my projects

RouterJet

**Customize dashboards and gain real-time insights!**
- Make your Pipedrive data more valuable by visualizing your [pipeline and sales performance](https://www.plecto.com/sales/?utm_campaign=INT-PAR-C-) in Plecto
- Create custom Pipedrive dashboards that display all the information important to you
- Get an unbeatable overview of your business performance in real-time

**More than just visualization!**
- Our unique gamification features provide you with the right tools to engage your employees
- Motivate employees with contests across teams or locations
- Create [achievements awards](https://www.plecto.com/achievements/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) and an atmosphere fuelled by performance with leaderboards

**Provide real-time reports to managers, CEOs and board members whenever needed!**
- It just takes a few minutes to build [customized reports](https://www.plecto.com/reports/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) in Plecto 
- You can set up reports for automatic send-out. Just choose a date and a timeslot, and Plecto does the rest!

**Get started today!**
- Discover how Plecto can help you to get the most out of your Pipedrive solution. Start your [14-day free trial ](https://www.plecto.com/signup/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive)today!

Other use cases

Plecto

Are you emailing your Pipedrive contacts and getting lost in the noise? SMS your contacts instead - get your message in the palm of their hand.

Why use TNZ? We're New Zealand-based, and we understand the NZ and AU markets. With our SMS plugin for Pipedrive, you can communicate directly with NZ/AU/International mobile phones within Pipedrive.

Benefits:
* Send and receive SMS directly within Pipedrive to your contacts, without needing any external tools.
* Send texts from pre-saved SMS Templates and speed up your work
* Mobiles can reply directly to your texts for a two-way conversation
* Shorten long links into short URLs automatically
* Send files inside text messages (automatically converted into a tracked short link)
* Sync contacts to the TNZ Dashboard and send broadcasts, automated reminders and other message types ([voice](https://www.tnz.co.nz/Services/Voice/VoiceCast/) and [email](https://www.tnz.co.nz/Services/Email/)).

Pricing (NZD ex GST, billed monthly):
* $0 /setup
* $20 /month
* 10c /SMS Part to New Zealand and Australian Mobiles
* 20c /SMS Part to Other Regions

Everything you need for an all-round outreach tool. 

Give it a try with a free trial! (30 SMS Credits for 14 Days)

Communicate with leads

Manage my accounts

TNZ SMS - Send SMS to NZ & AU

**Business Central Integration Overview**

Transform Your Sales-to-Finance Operations

**Features**:

- ✅ Automatic Deal to Invoice/Order Creation
- ✅ Financial Metrics within Pipedrive
- ✅ Replay Unsuccessful Integrations
- ✅ Manual Company Creation

**Key Business Benefits:**

**1.Eliminate Manual Work**
- No double data entry between systems
- Automate organisation/person, product and invoice/order creation

**2.Real-time financial-data syncing**
- Stay Informed and In Control
- View booked invoice metrics directly within Pipedrive organization/person

**3.Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal notes

**4.Start with Free Expert Onboarding**
- Personalized setup for your Pipedrive account

**Start your free trial with 15 credits today**! [Book a free 30-minute onboarding session](https://meetings.hubspot.com/cloudify/app-assistance), and let us transform your billing process.

### **Integration features**

- **Automatic Deal to Invoice/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Business Central booked invoice metrics in Pipedrive
- **Replay Failed Syncs:** Recover unsuccessful integrations
- **Customer and Product sync:** Ensure precise customer and product synchronisation between Pipedrive and Business Central
- **B2C Customer Management**: Convert Pipedrive person/people to Microsoft Business Central customers

Manage contracts

Business Central Integration

Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder
Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates
Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications
Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

Coefficient

One of the biggest problems in marketing is knowing which activities return revenue. Without insights like this, you're flying blind.

To solve this problem, we built the Google Analytics Connector: a tool to track the source of each Lead and Deal in Pipedrive. It helps you understand the true impact of your marketing campaigns and where you should put your money and attention.

You'll be able to see the ROI of each marketing campaign, ad, keyword, blog post etc.

Google Analytics Connector

[Latenode ](https://latenode.com/?utm_source=pipedrive)is an innovative no-code platform for workflow automation and service integration. It allows businesses and professionals to easily set up data exchange between Pipedrive and other systems, creating custom connections tailored to their needs. The platform supports JavaScript with NPM packages, multiple triggers, nested scenarios, and even headless browsers for complex tasks. With competitive pricing that works for both startups and enterprises, Latenode makes process automation accessible without compromising on functionality.

**Why Choose Latenode?**

- Hundreds of Integrations: Effortlessly connect with popular apps.
- Advanced Features: Multiple triggers, sub-scenarios, headless browser automation, and more.
- AI Copilot: Automate workflows with intelligent suggestions and real-time code generation for advanced customizations.
- Real-Time Monitoring: Keep track of your workflows in progress with intuitive live dashboards.
- Scalable Architecture: Handle workflows of any complexity with enterprise-grade performance and security.
- Cost-Effective: Get the most affordable and powerful platform in the market.

Latenode is your ultimate tool for empowering marketing [automation with Pipedrive](https://latenode.com/integrations/pipedrive?utm_source=pipedrive). Save time, streamline workflows, and enhance your campaigns with minimal effort.

Latenode

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

monday.com

**Deliver professional, accurate quotes in less time with QuoteWerks.**

QuoteWerks is a powerful Configure, Price, Quote (CPQ) solution that helps sales teams streamline quoting, reduce errors, and close deals faster. Trusted by over 35,000 users worldwide, QuoteWerks makes it easy to create branded quotes and proposals while keeping your Pipedrive deals up to date.

Unlike lightweight proposal tools, QuoteWerks provides deep quoting capabilities including real time distributor pricing, product sourcing, and interactive online quotes with electronic approvals and payments through QuoteValet. This gives your team the ability to handle both simple and complex sales scenarios with confidence.

**Integration features**
- Create and update quotes directly from your Pipedrive deals
- Search and pull People, Organizations, and Products from Pipedrive into QuoteWerks
- Automatically update deal values when quotes are created or changed
- Attach PDFs and emails from QuoteWerks to the associated Pipedrive deal
- Log quote activities and track approvals inside Pipedrive
- Sync new and updated contacts, deals, and products to keep both systems aligned

With QuoteWerks and Pipedrive working together, you can automate your sales process, gain visibility across the pipeline, and deliver a seamless customer experience.

[Learn more about this integration](https://www.quotewerks.com/pipedrive.asp)

[Book your demo today](https://www.quotewerks.com/reqdemo.asp)

Enable payments and tracking

QuoteWerks

ControlHippo is an AI-powered business chat platform built for sales and support teams. By integrating your Pipedrive data with AI Agents, ControlHippo helps you engage leads faster, resolve issues smarter, and close more deals - with less manual effort.

**Key Features &amp; Benefits:**

**AI Chat Agent** - Handles queries, qualifies leads, and provides personalized responses using contextual understanding.

**AI Chat Assistant** - Assists human agents with smart suggestions, quick replies and historical context for better outcomes.

**Workflow Automation** - Automates ticket routing, follow-ups and CRM updates-reducing manual effort and response delays.

**Omnichannel Communication** - Manage WhatsApp, Telegram, email and other channels from a single platform.

**CRM Integration** - Syncs all chat data, contacts and actions with Pipedrive for complete sales and support visibility.

**Team Collaboration** - Internal comments, assignments, and shared visibility to ensure smooth hand-offs and accountability.

**Performance Analytics** - Tracks agent performance, customer interactions and engagement trends in real-time.

ControlHippo boosts lead conversion with instant engagement, smart routing, and personalized messaging while resolving issues faster by recognizing urgency and leveraging past interactions.

👉 [Get your Free Demo](https://controlhippo.com/schedule-a-demo/?utm_source=pipedrive_marketplace&amp;utm_medium=pipedrive_demo&amp;utm_campaign=integration)

ControlHippo AI Chat Agents

Get the most out of your sales meetings with Demodesk &amp; Pipedrive. Explore our three powerful products as standalone solutions or mix &amp; match to meet your needs.

### Demodesk Coaching &amp; AI
Let our AI Assistant record, transcribe and summarize your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. The AI Sales Coach provides instant, actionable feedback after each meeting to help you improve your sales skills. Demodesk automatically generates call summaries that are instantly synced to Pipedrive and directly updates your deals at the end of the call - no more manual data entry. Conversation Intelligence made easy – zero setup required.

### Demodesk Scheduling
Qualify, route, and book meetings with inbound leads in real time, control handoffs across your team, and book more client meetings faster with our advanced routing and scheduling software. Automate meeting scheduling, track meeting activity or update and create contacts in Pipedrive.

### Demodesk Meeting
Host professional, interactive video meetings with clients and coach teams using playbooks, talk tracks, and battle cards. Automate meeting preparation and follow-up, standardize sales processes, increase conversions, and improve productivity. 100% GDPR compliant. Leverage Pipedrive data in Demodesk Meetings and automatically sync meeting notes to Pipedrive after the call.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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