**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

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

Outfunnel's 2-way Pipedrive and Brevo integration continuously syncs contacts and engagement data, with no code and setup in minutes. 

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

Outfunnel by Pipedrive is included in your Pipedrive plan if you’re on Premium or above. A fair use limit applies.

Qualify my leads

Nurture my leads

Communicate with leads

Brevo 2-Way Sync

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

Hints CRM AI Assistant lets you update your CRM on the go, which is loved by field sales teams. It is compatible with WhatsApp and Telegram and understands commands via voice and text.

**Stats from Our Clients**
- 80% more leads captured
- 350% increase in logged activities
- 70% reduction in admin time

**What Can Hints Do?**
Create and update leads, deals, contacts, companies, properties, and stages. Log calls, meetings, and tasks. Search any data in your CRM, and catch duplicates.

**Problems the Hints Co-Pilot Solve:**
- Ensures the CRM is consistently updated.
- Reduces admin work, allowing for more selling time.
- Boosts CRM adoption rates.
- Accelerates onboarding of new representatives.

Hints CRM assistant

QuickClick puts your automations one click away — right inside Pipedrive.

QuickClick adds a panel with custom action buttons to the sidebar of every deal, contact and organization. Each button sends the current record straight to a webhook of your choice — no tab-switching, no copy-pasting record IDs, no manual triggers.

**What you can do**
- Create as many buttons as you need, each with its own name, colour and webhook URL
- Trigger any automation platform: n8n, Make, Zapier or your own API
- Use it on deals, people and organizations alike
- The record's ID and context are passed automatically with every click

**Built for teams**
- Admins set everything up directly in the panel — no developer required
- Control visibility per button: choose exactly which team members see and use each one, or leave it open to everyone
- Admins always keep full access

**Typical use cases**
- Send a WhatsApp message or email from a deal
- Generate a quote, invoice or contract
- Create a task in your project tool
- Kick off any multi-step workflow

Setup takes seconds: install the app, open any record and start adding buttons. Your buttons and webhook URLs are stored privately per Pipedrive account.

QuickClick

### 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

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

# COMPANY INFORMATION FOR B2B SALES

Target the right companies, follow your customers in real-time, do adequate research. Goava recommends the right companies to B2B salespeople in **Sweden**, **Denmark** and **Norway**.

### HOW IT WORKS
#### Company data where you need it
Goava provides you with the most relevant company information like the number of employees, revenue, industry and info about the company’s website. You can access this data effortlessly via an app panel in Pipedrive
It's always up to date and refreshes every time you open up a deal or an organization in Pipedrive.

#### See more data
Each company is linked to the Goava dashboard where you can find more insights, news and contacts directly in Pipedrive. Simply click “See more data” to access your personalized Goava scoring on each prospect.  With the “Customer Fit Card,” you can see what makes that company a good or bad fit for you. Prioritizing has never been easier.

#### Syncing your pipeline with Goava
When installing the Goava app, we will sync your organizations in Pipedrive with Goava to simplify prospecting. This will also personalize your Goava lead recommendations. Your organizations in Pipedrive will be synced with your lists in Goava according to this mapping:

- *Qualified* -Organizations with no deals
- *Converted* - Organizations with open deals
- *Denied* - Organizations with lost deals
- *Customers* - Organizations with won deals

Goava Discover

**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

## 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.

Pipedrive Connector for Shopify

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.

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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