**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

Attract new leads

Automate my pipeline and data

Manage my accounts

Support my customers

Other use cases

Mapsly: Map, Routing, Field Sales & Service

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

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

Quotes, Proposals,CPQ, E-Signatures | ExtraflowDoc

### Xero Integration by Cloudify Overview

Sync Pipedrive deals to Xero as invoices or quotes — automatically, without switching apps or re-entering data.

Cloudify connects your Pipedrive deals directly to Xero. Set a pipeline stage as your trigger — when a deal lands there, Cloudify automatically creates the invoice or quote in Xero with all the deal data. No copy-pasting, no switching tabs.

**Features:**

- **Automatic deal-to-invoice/quote** sync from any pipeline stage you choose
- **One-click invoice generation** — Create, update, and customize Xero invoices from any stage of a Pipedrive deal.
- **Dashboard with bulk sync** — create, review, and sync invoices from one place. Push multiple invoices at once with Bulk sync feature
- **Live Xero invoice status** — know instantly whether an invoice is draft, awaiting payment, or paid without leaving Pipedrive
- **Replay failed syncs** — update deal data and re-sync with one click
- **Sync activity logging** — every action tracked in deal activities

**Why Pipedrive teams use Cloudify:**
Sales works in Pipedrive. Finance works in Xero. Without Cloudify, someone manually recreates every invoice. With it, invoicing happens the moment a deal moves — no handoffs, no errors, no delays.

Start free with 30 syncs.[ Book a complimentary 30-minute onboarding call](https://meetings.hubspot.com/cloudify/app-assistance) and we'll configure the integration for your specific workflow.

Xero

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

Insycle is a modern data management solution that makes it simple for companies to manage, automate and maintain clean prospect and customer databases in Pipedrive. With Insycle, your sales teams can execute more efficiently and improve reporting knowing the data is accurate and formatted properly.

Using Insycle, you can: 

1. Merge Duplicates in Bulk: People, Organizations, Deals. Control the master & field selection. Automate the deduplication process. [Pipedrive Deduplication](https://www.insycle.com/pipedrive/deduplication/)

2.  Improve lead routing and load balance with bulk re-assignments, advanced data grouping and “updateable reports”

3. Associate free-floating, unassociated people with organizations using any field

4. Cleanse data to create standardization and consistency. You can format phone numbers for click-to-dial, standardize job titles any other field.

5. Import and enrich data without fear of creating errors and duplicate records

6. Preview changes before they go live.

7. Automate data cleansing processes to run at regular intervals

[Insycle for Pipedrive](https://www.insycle.com/pipedrive/) offers powerful tool suite can help you to duplicate, standardize, import, cleanse, transform, reconcile, bulk update, aggregate, explore, consolidate, migrate, execute workflows, automate, grid edit, collaborate and more.

[6 Ways Insycle Helps Pipedrive CRM Sales Teams Be More Effective](https://blog.insycle.com/pipedrive-crm-sales-teams-be-more-effective).

Insycle Data Management

*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 Mailchimp no code connection provides a seamless contact and engagement sync that can be set up in minutes. It covers all critical use cases and workflows not handled well by generic integration platforms or native integrations. 

**Seamless 2-way contact sync**
- Sync all contacts or a subset of contacts bi-directionally between Pipedrive and Mailchimp
- 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 Mailchimp engagement visible in Pipedrive**
- Record email engagement like opens, clicks, bounces, or unsubscribes from any Mailchimp campaign to Pipedrive contact, organization, and deal profiles.
- Record new Mailchimp subscribers to Pipedrive when they sign up
- 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.

Qualify my leads

Nurture my leads

Communicate with leads

Mailchimp 2-Way Sync

**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.

Merk

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.

Pipeboard

## Keep Shopify customers and products connected to Pipedrive

Sync Shopify customer profiles and product catalog data with Pipedrive so your CRM stays up to date with the contact and product details managed in your store.

The app creates and updates Pipedrive people from Shopify customer records, including customer name, email address, phone number, Shopify customer tags, customer notes, and a linked Shopify customer profile.

It also creates and updates Pipedrive products from Shopify product records, including product names, descriptions, images, prices, currency, and variations when available.

## Built for cleaner CRM and catalog records

This integration helps sales and support teams keep Pipedrive contacts and products accurate without manual entry or repeated imports.

When customer or product information changes in Shopify, the matching record in Pipedrive can be updated automatically after automatic sync is enabled in the Shopify app settings.

## Shopify context inside Pipedrive

The Pipedrive customer panel gives your team additional Shopify context without leaving Pipedrive, including marketing consent, tax status, Shopify customer tags, customer notes, order summary, and a direct link to review the customer in Shopify Admin.

Shopify remains the source of truth for customer, product, and consent information.

## Deal creation

Create a Pipedrive deal directly from an individual order in Shopify Admin.

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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