Plansom is an AI-powered planning and execution platform that turns goals into tasks and keeps teams on track. The Pipedrive integration lets your Plansom AI agent work directly with your sales pipeline, so CRM updates and follow-ups happen in the same place you plan your day.

### What you can do
- **Ask about your pipeline:** "Which deals in Proposal stage haven't moved in two weeks?"
- **Find records fast:** Look up deals, people, organizations and leads without leaving Plansom
- **Log follow-ups:** Add calls, meetings and notes to deals right after a conversation
- **Keep deals current:** Create or update deals and convert leads to deals
- **Turn sales work into a plan:** Link deal follow-ups to your Plansom goals, tasks and daily plan

### How it works
1. Each Plansom user connects their own Pipedrive account with secure OAuth.
2. Add the Pipedrive tools to your Plansom AI agent and ask in plain language.
3. The agent uses Pipedrive's official MCP server, and every change appears in Pipedrive's change log.

### Security and privacy
- Each user connects their own Pipedrive account and sees only the data they already have access to in Pipedrive.
- The agent follows your existing Pipedrive roles and visibility settings; it can't see or change anything you can't.
- Sign-in happens securely through Pipedrive, and only the permissions the integration needs are requested.
- You stay in control: disconnect Pipedrive anytime from Plansom.

Manage my projects

Automate my pipeline and data

Plansom

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.

Qualify my leads

Communicate with leads

Manage my accounts

WebinarGeek

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

Outfunnel's 2-way Pipedrive and ActiveCampaign integration continuously syncs contacts and engagement data, with no code and setup in minutes. It covers all critical use cases and workflows that are not handled well by generic integration platforms or even native integrations. 

**Seamless 2-way contact sync**
- Sync all contacts or a subset of contacts bi-directionally between Pipedrive and ActiveCampaign
- Built-in deduplication logic
- Easy to monitor sync progress and keep an eye on any issues.

**Powerful field mapping**
- Map all popular field types, including tags and custom fields
- Support for contact, organization and deal fields

**Give sales context with ActiveCampaign engagement visible in Pipedrive**
- Record email engagement like opens, clicks, bounces, or unsubscribes from any ActiveCampaign campaign to Pipedrive contact, organization, and deal profiles.
- Sync engagements to Pipedrive as activities, notes, or field updates.
- Sync historical engagement

**Popular use cases**
- Trigger automations in either app based on events or field changes
- Keep contact data clean and consistent across tools
- Prevent marketing to unsubscribed or opted-out contacts

Try free for 14 days.

Nurture my leads

ActiveCampaign 2-Way Sync

Dreamdata is an Agentic B2B Attribution Platform that gives marketing teams the most complete view of their customer journey anywhere - so they can answer any question about marketing's impact and know where to invest next.

Built for B2B marketers who need to show impact, Dreamdata unifies all your GTM data into one account-based data model, including the anonymous visits and ad impressions your CRM never sees, organized by account and tied to revenue. Automatically without a village of Ops or professional services.

• Customer Journey & Multi-Touch Attribution: See every touch across your customer journeys and analyze the performance of every channel, campaign, and content piece.

• Dreamdata AI: Ask in plain English and get reports from an AI that knows your GTM. In our Analytics Agent, your own LLM via our MCP Server, or run custom agents on your Data Warehouse.

• Audience Targeting: Build ad audiences from AI signals across all your GTM data and sync them directly to LinkedIn, Google, Meta, and Microsoft Ads.

• Conversion Syncs: Sync enriched pipeline data back to LinkedIn, Google, Meta, and Microsoft Ads to automatically optimize campaigns for revenue, not clicks.

Try Dreamdata with your own data before you commit.

Other use cases

Dreamdata: B2B Attribution

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

Dux-Soup Connector

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

Outfunnel's Pipedrive to Mailerlite no-code connection provides a seamless contact sync that can be set up in minutes.

**Automatic and seamless contact sync**
- Sync all contacts or a subset of contacts bi-directionally between Pipedrive and Mailerlite
- Built-in deduplication logic
- Easy to monitor sync progress and keep an eye on any issues.

**Powerful field mapping**
- Map all popular field types, including custom fields
- Support for contact, organization and deal fields

**(Coming soon) Give sales context with Mailerlite engagement visible in Pipedrive**
- Record engagement like opens, clicks, bounces, or unsubscribes to Pipedrive contact, organization, and deal profiles so your sales team can action leads based on triggers
- Sync engagements to Pipedrive as activities, notes, or field updates.

**Popular use cases**
- Trigger automations in either app based on events or field changes
- Keep contact data clean and consistent across tools
- Prevent marketing to unsubscribed or opted-out contacts

Try free for 14 days.

MailerLite 2-Way Sync

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time two-way sync
- Customize markers, labels, pop-ups; colorize records by any property
- Search local businesses by keyword and add them as records with field mapping
- Auto-correct errors in addresses and fill in zip & counties
- View weighted heat maps, isochrones, and find records by distance

**FIELD TEAM**
- Plan optimized multi-day routes for entire teams in one run, with overnight stops for long-haul trips
- Truck-aware navigation; recurring visits; travel-aware calendar with conflict detection
- Script visit scenarios; check-in with geofencing & adaptive forms; data synced to CRM
- Track users' location & movement history; mobile app for iOS and Android
- Analyze visit data — notes, photos, videos — with AI (custom prompts); team dashboards

**TERRITORIES**
- Draw territories from zip codes, counties, census tracts
- Auto-assign records to territories & sales reps based on custom criteria
- Roll-up metrics per territory based on CRM data
- Overlay 50,000+ US Census demographic layers

**EMBED MAPS**
- Add live maps to websites, portals, or dashboards; send by email
- Personalize portal maps per logged-in user with custom buttons & forms

**NO-CODE AUTOMATION**
- Execute actions by button, schedule, or automatically — no code
- Create/update records, send email/SMS, call external APIs
- Search by custom criteria including driving distance/time, then execute actions

Support my customers

Mapsly: Map, Routing, Field Sales & Service

Molly is Overpath's AI sales assistant, built for revenue teams that run their pipeline in Pipedrive. She keeps deals accurate and moving so reps spend less time on admin and more time selling.

**What Molly does with Pipedrive**
- Two-way deal sync: stage, value, close date, owner and custom fields stay current in both systems.
- Automatic activity logging: call and meeting summaries, plus notes, are logged to the right deal, person and organisation.
- Task follow-through: tasks Molly creates or completes sync to Pipedrive activities, so nothing is missed.
- Slack and chat actions: update a deal, log a note or create a follow-up task from Slack or chat, and it lands in Pipedrive automatically.

**Why teams use it**
Molly turns calls and conversations into structured CRM updates, so your Pipedrive pipeline reflects what's actually happening in each deal, without reps doing manual data entry after every call.

Overpath AI

Turn Google Sheets into a live, two-way view of your Pipedrive CRM. Built for sales teams, managers, and ops pros who want visibility and control over their pipeline — no CSV exports, no per-task billing.

Unlike general connectors like Zapier or Coupler.io, PipedriveSheets offers true two-way sync, uses your custom fields automatically, and runs natively inside Google Sheets — nothing extra to log into.

🔄 **Key features**

**Import Pipedrive data:** Pull deals, persons, organizations, activities, leads, and products using saved filters, or everything at once.

**Custom field selection:** Choose exactly which fields to display and organize them how you want.

**Two-way sync:** Edit any cell in your sheet and push updates back to Pipedrive with a click.

**Scheduled syncing:** Automate refreshes, hourly to weekly, to keep your sheet current.

**Bulk operations:** Create, modify, or delete hundreds of records in one shot.

**Team settings:** Share filter setups and column preferences with your team for a unified workflow.

💰 **Pricing:** Free forever up to 50 rows per sync, no card needed. Pro $12.99/mo or $129/yr, Team $39.99/mo or $399/yr. Pro and Team start with a 14-day free trial: a card is required, and you won't be charged if you cancel before day 14.

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

**Get started free** — install and sync in under two minutes.

PipedriveSheets

## E-conomic Integration Overview
Transform Your Sales-to-Finance Operations

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

**Key Business Benefits:**

**1. Eliminate Manual Work**
- No double data entry between systems
- Automated customer, product and invoice/order/quote creation

**2. Real-time financial data syncing**
- View e-conomic booked-invoice data directly in Pipedrive contacts

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

**4. Start with Free Expert Onboarding**
- Custom setup for your Pipedrive account.
- Custom guidance for your specific needs

**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 streamline your billing process.

### Integration features
- **Automatic Deal to Invoice/Order/Quote Creation**: Convert deals to invoices with real-time updates.
- **Financial Metrics**: View Booked e-conomic invoice data in Pipedrive
- **Replay Failed Syncs**:Retrigger unsuccessful integrations
- **Customer Creation**: Create e-conomic customers from Pipedrive Organizations/People
- **B2C Management**: Convert Pipedrive contacts to e-conomic customers.
- **Simple Invoicing without products**:Generate invoices from the deal value.

Manage contracts

Visma e-conomic Integration

**Your communication hub, integrated**

Connect Allô with Pipedrive to give your team a complete view of customer interactions. Say goodbye to the hassle of manually logging calls or messages—Allô takes care of it for you. Your team can focus on building relationships and growing the business, not on tedious data entry.


**Stay organized effortlessly**

Allô automatically logs calls and voicemails to Pipedrive, ensuring you always have the context you need. Whether you're closing deals or providing support, this integration keeps everything in sync so you can collaborate effectively.


**Keep your contacts in sync**

When your team calls a Pipedrive contact, their details will automatically appear in Allô without needing to be manually added. This seamless integration saves time and ensures your team can focus on delivering exceptional customer experiences.

Allô: AI Second Business Phone

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

Connect your favorite apps or easily find new ones

Automate my pipeline and data

Can't find the app you need?