Pipeboard brings your Pipedrive workspace into one focused dashboard.

**The Problem**
Pipedrive UI can feel cluttered. Task management and pipeline visibility should be fast and simple.

**The Solution**
A productivity driven dashboard to manage tasks, deals, and pipeline activity in one streamlined interface. Optional Google Sheets integration supports reporting and email tools.

**Key Features**

- **Web Dashboard**
Real time performance metrics, activity tracking, team visibility, and pipeline health in one browser view.

- **Unified Task Management**
View all tasks with full deal context in one place. Complete, snooze, or create activities instantly.

- **Kanban Pipeline View**
Drag and drop deals across stages to keep your pipeline accurate.

- **Activity Timeline**
See full deal and contact histories so you always know what happened and what is next.

- **Smart Reminders**
Email alerts before deadlines or when tasks become overdue.

- **Daily Digest**
Start your day with a customizable task and deal summary.

**Why Pipeboard?**

- Never miss a follow up
- Manage tasks and pipeline together
- Reduce CRM friction and tab switching
- Keep reporting connected to Sheets

**Perfect For**

Sales reps and teams who want a faster way to manage Pipedrive.

💰 **Pricing:** Start free with core features, then upgrade anytime.

👉 [View full pricing plans here](https://www.getpipeboard.com/#pricing)

**Get started free** — Install Pipeboard and take control of your pipeline today.

Manage my projects

Automate my pipeline and data

Pipeboard

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.

Other use cases

Coefficient

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!

Manage contracts

DocuSign on Pipedrive

With Dux-Soup, it’s easy to find, attract and engage with your prospects on LinkedIn. Let Dux-Soup automate your LinkedIn lead generation leg-work, so you can focus on growing your business and closing deals.
With the Dux-Soup Connector and Dux-Soup Turbo you will be able to :

- Create and update Pipedrive "People" and "Organization" objects directly from LinkedIn - including LinkedIn name, title, profile URL, ID, industry, location and degree connection. 
- Send LinkedIn connection requests from Pipedrive
- Send direct messages to LinkedIn connection from Pipedrive
- Enroll Pipedrive contacts into smart drip campaigns
- Create activities in Pipedrive for new connections
- Create activities in Pipedrive when a message is received
- Run actions in batch or one by one

Attract new leads

Nurture my leads

Dux-Soup Connector

Integrately’s main focus is to provide its users with ready-to-use one-click automation, so there is a minimal effort in building the integrations. Being 18x less expensive, it is one of the most affordable alternatives of Zapier. Aimed at helping even the most non-technical people in automating their workflows, it has a zero learning curve and the UX is extremely user-friendly. 

Integrately's Pipedrive integration allows you to share your Pipedrive deals and contacts with other apps for a more streamlined process with powerful reporting capabilities. Thus, you can get detailed information on how your deals progress through your pipeline and maximize the value of every deal within your organization.

You can select from over 100,000+ ready-to-activate recipes from our integration page of Pipedrive (https://integrately.com/integrations/pipedrive)

Integrately

# Create Quotes, Proposals, Estimates, Invoices, Purchase Orders, Delivery Notes, Work Orders and custom documents in Pipedrive — Faster, Easier, and Error-Free with [ExtraflowDoc](https://www.extraflowdoc.com/)

## Replace messy Spreadsheet / Excel / Word files, manual work, and spreadsheet errors with a simple, intuitive quoting tool fully built inside your Pipedrive deals. Auto-fill from deal data, use templates, and generate professional documents in minutes.

- Auto-fill quotes, proposals, and estimates directly from Pipedrive deal data
- Build reusable templates for faster, standardized document creation
- Use multiple quotation settings and structured sections for complex deals
- Eliminate pricing errors in formulas, margins, discounts, and calculations
- Collect e-signatures and send documents via PDF or shareable link
- Replace local files and Word templates with a clean, in-CRM workflow
- Flexible pricing: per-user plans or company-wide document limits

### 🌍 **Available in 32 languages**

## All Features for Pipedrive: 

https://www.extraflowdoc.com/integrations/pipedrive

## 10 best examples of quotes, proposals, and estimates:  
[https://www.extraflowdoc.com/document-examples](https://www.extraflowdoc.com/document-examples)

Quoting software, proposal software, sales quote tool, quote automation, estimate software, proposal automation tool, sales document generator, CRM quoting tool, deal quote generator, quote to cash software

Enable payments and tracking

Quotes, Proposals, Estimates, eSign - ExtraflowDoc

**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.

Communicate with leads

Alpha SMS

Dreamdata is a B2B Attribution Platform that gives marketing teams the most complete view of their customer journey anywhere - so they always know what's working and where to invest next.

Built for B2B marketers who need to show impact, Dreamdata lets you answer any question on marketing's revenue contribution instantly. Every number trace back to the source&nbsp; including those generated by AI. No waiting for Ops. No black-box reporting. Just numbers that you can stake your reputation on.

- **Scalable Reporting**: Measure the ROI of every GTM activity across your full customer journey - from first anonymous touch to closed deal.

- **Campaign Optimization**: See exactly which channels, campaigns, and content drive pipeline, so you know where to invest more and where to cut.

- **Audience Targeting**: Build dynamic audiences from your pipeline data and sync them directly to your ad platforms to target in-market accounts.

- **Conversions Sync**: Feed enriched pipeline data back to your ad platforms automatically, so your campaigns optimize for revenue not just clicks.

Try Dreamdata with your own data before you commit.

Dreamdata: B2B Attribution

**Our Focus**

We help product teams add native integrations with apps like Pipedrive to their B2B SaaS applications. We save more time while solving this problem end-to-end than anyone else.

**AI integrations**

Applying AI to automatically generate integrations between your app and dozens of other apps your customers use.

**World-class developer experience**

Providing world-class developer experience. We have API and SDK for everything. There is not a single feature in our platform you cannot access programmatically.

**Platform extension**

Letting you extend our platform with new connectors so you are never limited by what we’ve built.

**Pre-build Integration UI**

Offering pre-build Integration UI so you could save months of time on building your own. You can still build a fully custom UI using our API, of course.

Membrane

Merk is not just a database of Czech and Slovak companies, but a basic business and marketing tool that helps 15,000 users in more than 2,000 companies daily to strengthen existing business and find new business.

Merk / Pipedrive integration allows Merk users to keep their Pipedrive organizations up-to-date with information such as company name, address, CRN, turnover, etc.

Company information can be easily transfered into Pipedrive from Merk, and new organizations can be created with all the information with one click.

Qualify my leads

Merk

Nvoip is a cloud-unified communication platform. With this integration, you can make calls, Send SMS and WhatsApp messages directly from Pipedrive. All interactions, including call recordings, are automatically logged in your deal’s activities, ensuring a complete communication history inside Pipedrive.

Support my customers

Nvoip

### 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.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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