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

### 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)**

OneClick

**ExtraflowDoc — Quoting, Estimating, Proposals, Invoicing, Agreements, Delivery Notes, Work Orders &amp; more directly from Pipedrive deals — without changing your workflow.**

More info &amp; screenshots: www.extraflowdoc.com

[✨Beautiful Quotes &amp; Proposals Examples✨](https://www.extraflowdoc.com/document-examples)

FOREVER FREE PLAN - 5 docs/mo

Available in 32 languages (EN, ES, FR, DE, IT, NL, PT, NO, DA, SV, EL, IS, SQ, SR, HR, SL, MK, LV, LT, ET, MT, BS, GA, PL, RO, CS, HU, BG, FI, TR)

**✨ Why Pipedrive users love it:**

- Control margins, markups, taxes &amp; fees with flexible pricing logic
- Auto-filled from deal data → no manual copy-paste errors
- Two-way sync with Pipedrive → deals always up to date
- Product catalog, custom fields &amp; multi-currency support
- Multi-option quotes &amp; quotations (Variant A / B / C) in one document
- Local number formats &amp; global tax handling (VAT, GST, 0%)
- Share by link or export professional PDF quotes &amp; invoices

**Perfect for teams creating quotes &amp; quotations in Pipedrive:**

- [ ] 🏗️ Construction &amp; Contracting
- [ ] 🔧 Trades &amp; Services
- [ ] 🏭 Suppliers &amp; Manufacturing
- [ ] 💼 Professional Services
- [ ] 📦 Product &amp; SaaS Teams confirmations
- [ ] 📅 Rental &amp; Equipment Services
- [ ] Your industry included!

quoting software, invoicing software, proposal software, estimate software, document generation, templates, pdf generation, quotes generator

Manage contracts

Enable payments and tracking

Other use cases

Quotes, Proposals, Invoices, CPQ | ExtraflowDoc

The AI meeting notetaker, recorder, and transcription tool for sales teams.

tl;dv is the AI meeting assistant and meeting recorder that automatically records, transcribes, and summarizes every sales call on Zoom, Google Meet, and Microsoft Teams. It syncs meeting notes, call recordings, conversation intelligence, and meeting highlights directly to Pipedrive contacts, deals, and activities, eliminating manual CRM data entry after every call. Trusted by 500,000+ teams worldwide.

With tl;dv + Pipedrive you can:

- Auto-sync AI meeting summaries and full transcripts as CRM notes to the right contact
- Log sales recordings under Pipedrive Activities (discovery calls, demos, onboarding, QBRs)
- Auto-create new Pipedrive contacts from meeting participants not yet in your CRM
- Push action items and call notes directly to the right deal
- Map meeting highlights and key moments to custom Pipedrive fields
- Coach your reps with searchable voice recordings, AI insights, and meeting intelligence
- Auto-update deal stages and fields based on what was said on the call
- Share timestamped video clips from any call with your team or manager

Works for: sales calls, customer success, demos, internal handoffs, coaching, renewals, and follow-ups. Supports Zoom recordings, Google Meet recordings, Teams recordings, and 30+ languages. Your AI notetaker for every call. Free to start.

Stop losing context. Every conversation, every insight, every next step, automatically in Pipedrive.

Communicate with leads

tl;dv - AI Meeting Notetaker & Recording

**Better Reporting, Dashboards &amp; Forecasting for Pipedrive**

Need better reporting than native Pipedrive?

Dear Lucy extends Pipedrive CRM with advanced reporting, executive dashboards, forecasting, flexible sales goals, pipeline analysis, CRM reporting and recurring revenue reporting—all powered directly by your live Pipedrive CRM data.

✓ Connect in under 1 minute

✓ Plans from $39/month

✓ No credit card required

**Beyond Native Pipedrive Reporting**

- Executive reporting and board-ready dashboards
- Forecasting with predictive insights, pipeline coverage and revenue forecasts
- Goals for virtually any sales KPI with traffic lights and goal pacing
- Pipeline analysis, win rates, sales velocity and deal movement
- CRM hygiene dashboards for cleaner, more reliable reporting
- Recurring and one-time revenue reporting for more accurate forecasting

**Explore**

[Pipedrive Reporting](https://www.dearlucy.co/pipedrive)

[Pipedrive Dashboards](https://www.dearlucy.co/pipedrive-dashboards)

[Pipedrive Forecasting](https://www.dearlucy.co/pipedrive-forecasting)

[Pipedrive Goals](https://www.dearlucy.co/pipedrive-goals)

[Pipedrive Pipeline Analysis](https://www.dearlucy.co/pipedrive-pipeline-analysis)

Keep the CRM your sales team already uses. Give sales leaders the reporting, dashboards, forecasting and pipeline insights they need to make faster decisions and improve sales performance.

[START FREE TRIAL](https://signup.dearlucy.co/)

Dear Lucy

Fillout Forms streamlines the process of creating deals, people, and organizations within Pipedrive using modern, sleek forms. Create dynamic, multi-page forms, with the option to route leads to different pages depending on their answers, personalize questions with their info, or even schedule calls with a native scheduler.

After the form, automate follow-up actions with powerful workflows to send personalized thank you emails, send reminder emails for abandoned form submissions, and even classify leads with enriched company information and AI to route to the appropriate channels within your team.

Attract new leads

Qualify my leads

Fillout forms

Flatris is the most complete system for promoting and selling apartments for developers.

**All the information for presentation at once**

- Apartment information is displayed as detailed as possible and in convenient form - it helps to present apartments for a customer from the most beneficial view.

**Protection against errors and double booking**

- The system updates the apartment statuses in real time, which eliminates the risk of booking an apartment twice.

**Compatibility with any device**

-  You can use the tablet and smartphone to work in the system - it allows managers to sell even when being at the site.

**History of contact with customers**

- The system provides full information about the interests and actions of the buyer, so the manager can influence the purchasing decision more effectively.

FLATRIS

**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

MyCRMBackup will help you set up a regular schedule to backup the data from your Pipedrive account, including contacts, deals, activity history, and more.

Store it in your Google Drive or OneDrive.

✅&nbsp;Weekly or Daily Schedule

✅&nbsp;Companies, contacts, deals

✅&nbsp;Tasks, notes, meetings, calls

✅&nbsp;Emails and attachments

My CRM Backup

Turn Google Sheets into a live, two-way view of your Pipedrive CRM. Built for sales teams, managers, and ops pros who want real-time 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:** Connect Pipedrive and Pro is free for 14 days — no credit card, nothing to cancel. After that: free forever at 50 rows, or Pro $12.99/mo · Team $39.99/mo.

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

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

Trusted by sales teams in 8 countries syncing deals across USD, EUR, GBP, AUD, CAD, MXN, BRL, and PLN.

PipedriveSheets

Text your leads and customers without ever leaving Pipedrive. Dexatel's Pipedrive SMS integration lets you **send 1:1 messages,** **launch bulk SMS campaigns,** and **automate customer messaging **using Pipedrive Automations and Dexatel webhooks—all from within your CRM. SMS conversations are automatically associated with the relevant contact or deal, helping your team keep customer communication organized. Confirm orders, remind customers of upcoming appointments, and follow up on leads before they go cold. Automate reminders and follow-up sequences so your team stops chasing manually. **Deliver SMS to 190+ countries**, communicate in virtually any language or alphabet, and use your own Sender ID where supported.

With the Dexatel Pipedrive SMS integration, you can:

**Send 1:1 SMS** — text individual contacts directly from their their contact, organization, or deal records 

**Run bulk SMS campaigns** — reach your entire list or a segmented group in one send

**Automate SMS workflows** — send reminders, follow-ups, and notifications using Pipedrive Automations and Dexatel webhooks 

**Support two-way SMS** — receive replies when using supported US and Canadian phone numbers, with messages linked to the relevant contact or deal.

**Use your own Sender ID**— build trust by displaying your business name where supported 

**Reach customers worldwide** — deliver SMS to 190+ countries in virtually any language or alphabet

Nurture my leads

Manage my accounts

SMS, Bulk Texting & SMS Automation by Dexatel

**Spruce makes running a heat pump business simpler, faster, and more scalable.**

Instead of juggling clunky tools and drowning in admin, Spruce gives installers one seamless platform to manage everything—from first enquiry to final handover.

✅ Respond to leads in minutes, not days

✅ Turn surveys into full system designs in under 20 minutes — while still onsite

✅ Generate detailed heat loss reports and MCS-compliant proposals in a click

✅ Automate DNO, MCS, and handover packs

✅ Collaborate with your whole team in real-time

Installers using Spruce cut their admin by 50–70%, freeing up time to focus on what really matters: delivering great installs and growing their business.

We’re here to remove the friction, so heat pump installers can lead the UK’s transition to low-carbon heating—without all the hassle.

Using Pipedrive integration, you can connect Spruce and Pipedrive accounts to receive updates about Spruce jobs. This includes events like:
- A new job created
- Job status has changed
- Job Estimate was sent, opened, signed, etc.
- A document like heat loss report, quote, proposal or handover pack was opened, downloaded, opened, etc.
- And more!

Connect your favorite apps or easily find new ones

Automate my pipeline and data

Can't find the app you need?