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.

Manage my projects

Automate my pipeline and data

monday.com

**Stop switching between Outlook and Pipedrive.** This add-in brings your CRM directly into your inbox as a sidebar — so you can sell instead of toggling tabs.

When you open an email or meeting, the add-in auto-matches participants to their Pipedrive profiles. You'll see contact details, organization info, labels, and pinned notes instantly. If a sender isn't in Pipedrive yet, create a new contact or lead with one click — emails, phones, and organization pre-filled.

Every deal linked to that contact appears alongside the conversation. Track stages, values, and pipelines at a glance. Move deals between stages, mark them as won or lost, or create new deals — all without leaving Outlook.

Activities stay visible too. View upcoming and overdue tasks, log calls and meetings, and mark them done as you go. The add-in can auto-detect outgoing emails and meetings, extract participants, and batch-log activities to multiple contacts at once.

Add notes tied to any contact or deal. Pin important ones to the top. Everything syncs to Pipedrive in real-time so your entire team stays in the loop.

**More capabilities:**

- Search contacts by name, email, or phone
- Create and manage leads with values
- Assign owners and labels to contacts
- Multi-email and multi-phone support
- Works with Outlook desktop and web

**Free to start. No credit card required. Setup takes under 30 seconds.**

Communicate with leads

Manage contracts

Outlook Add-in

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

RouterJet auto-assigns leads, deals and contacts in Pipedrive based on any field — price, location, custom fields, anything. Fair, fast, and set up in minutes. The original, most-reviewed and highest-rated lead-routing app for Pipedrive — trusted by teams since 2019.

### Features

**Round-robin** — even, fair distribution, set up in minutes.

**Custom rules** — assign by location, deal size, or any Pipedrive field.

**Instant alerts** — notify reps of new leads by email, SMS, Slack or WhatsApp.

**Work hours &amp; roster** — only route to reps working today; one-click sick/vacation toggle so leads never land with someone who's out.

**Escalation** — if a lead isn't followed up in X minutes, RouterJet reassigns it to someone who can respond now. Never let a hot lead go cold.

**Weighted distribution** — send more leads to top performers, fewer to new hires.

**Response reporting** — measure and optimize your team's speed-to-lead.

### Built natively for Pipedrive — no CRM migration, no complicated setup.

Respond faster than your competition and win more leads with RouterJet.

Got questions? Email hello@routerjet.com

Nurture my leads

RouterJet

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.

Qualify my leads

Manage my accounts

Sakari SMS

### Transform WhatsApp Web into Your Pipedrive CRM Powerhouse

MessageHub seamlessly integrates WhatsApp Web with Pipedrive through a Chrome extension, enabling sales teams to manage WhatsApp conversations directly from their CRM workflow.

### 🚀 Key WhatsApp CRM Features

**WhatsApp Contact Sync**
- Instantly add WhatsApp contacts to Pipedrive
- Auto-match phone numbers with existing records
- Works with WhatsApp Business &amp; personal accounts

**Deal Management from WhatsApp**
- Convert WhatsApp chats into deals instantly
- Update deal stages without leaving WhatsApp Web
- Close deals directly from chat interface

**WhatsApp Messages as Notes**
- Save WhatsApp conversations to deals/contacts
- Sync chat history, media, and voice messages
- Keep complete WhatsApp context in Pipedrive

**Activities &amp; Follow-ups**
- Schedule tasks while chatting on WhatsApp
- Track calls and meetings from WhatsApp Web
- Complete activities without switching tabs

**WhatsApp Templates**
- Create reusable message templates
- Use dynamic fields for personalization
- Share templates with your team

### Why MessageHub?

✅ No WhatsApp API needed - uses WhatsApp Web
✅ Real-time sync with Pipedrive CRM
✅ Multi-language support
✅ 7-day free trial

Attract new leads

Support my customers

WhatsApp Web and Pipedrive by MessageHub

**Note:** This application is focused on the Ukraine market and only available in Ukrainian.

Alpha SMS - провідна компанія на українському ринку SMS-послуг для корпоративних та приватних замовників. 

Завдяки застосунку у Вас з'явиться можливість відправляти SMS та Viber повідомлення безпосередньо з вікна угоди, контакту або організації. Для початку роботи зареєструйтесь на [Alpha SMS](https://alphasms.ua/), оберіть тарифний план та підключіть свій особистий кабінет в налаштуваннях застосунку.

Alpha SMS

Bloks is the Relationship Intelligence platform purpose-built for investment professionals, financial advisors, and client-focused teams. It helps you stay on top of every relationship by automatically capturing insights from meetings, emails, and documents—no bots on calls required.
Bloks doesn’t just record a meeting; it builds a private, firm-wide knowledge-base that stays searchable, shareable, and compliant. With the Pipedrive integration, that living memory syncs to CRM in seconds—turning every conversation into structured data, tasks, and next-steps your whole team can trust.

Bloks app

**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

Business Central Integration

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

Danish CVR Lookup integration enhances your Pipedrive CRM by automating organization data management and streamlining lead generation. Simply search using CVR numbers, company names, or leverage our advanced search filters to find and add Danish organizations to your CRM.

Get instant access to verified company data including:

- Detailed company information
- Financial data from the last three years
- Address and contact information

Data is fetched directly from Virk.dk, Denmark's official business database, ensuring reliability and accuracy for your sales and marketing teams.

**What's New:**

**Find Leads Option:** Discover potential clients using advanced filters:

- Location (postal code/municipality)
- Employee count
- Industry type
- Organization status

**Global Search:** Quick organization search using names or CVR numbers.

**Contact Sync:** Automatically create associated contact records when adding organizations.

### Key features
1. **Easy Data Updates:** One-click organization data import using CVR number or name
2. **Financial Insights:** View three years of financial history for organizations
3. **Bulk Updates:** Update multiple organizations simultaneously
4. **Automated Data Entry:** Auto-populate CRM fields when creating new organizations
5. **Official Data Source:** Direct integration with Virk.dk for accurate information
6. **Custom Mapping:** Flexible field mapping for organizations and contacts

Danish CVR Lookup

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.

Demodesk

With DocuSign on Pipedrive, you can integrate your own DocuSign account within Pipedrive!

View document signatures within the deals window, create envelopes to send to your customers with one click, and track signature statuses to keep everyone informed. You can do all this on any Pipedrive plan, no SmartDocs required!

Our freemium integration comes in three tiers, and offers features that Pipedrive's native integration doesn't!

Free Tier (No credit card required)
- View your new and existing DocuSign envelopes from the deal view

Tier 1:
- Send signature requests directly from the deal view
- Track envelope statuses automatically using Pipedrive activities

Tier 2:
- Automatically pass information from your deal into DocuSign templates

Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime!

For more information about our plans and pricing, please visit: https://apps.easycrm.me/plans/dspd

How it works:

First, click on a deal from your Pipedrive dashboard. You will see a list of existing DocuSign envelopes relevant to that deal/person. There, you can create a new envelope automatically populated by the deal's person name and email by clicking "Create an Envelope". Then just upload a document or select a template in your Docusign account and click send! Your customers will receive a link to your document via email!

Need help? Contact us at support@easycrm.me and one of our team will be happy to help!

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Automate my pipeline and data

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