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.

Automate my pipeline and data

Other use cases

Coefficient

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

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

**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

Lead routing, distribution, assignment, round-robin…whatever you call it, getting every new lead to the best salesperson is what RouterJet does.

RouterJet auto-assigns leads, deals and contacts in Pipedrive based on any field — price, location, custom fields, anything. Fair, fast, and set up in minutes. The original, most-reviewed and highest-rated lead-routing app for Pipedrive — trusted by teams since 2019.

### Features

**Round-robin** — even, fair distribution, set up in minutes.

**Custom rules** — assign by location, deal size, or any Pipedrive field.

**Instant alerts** — notify reps of new leads by email, SMS, Slack or WhatsApp.

**Work hours &amp; roster** — only route to reps working today; one-click sick/vacation toggle so leads never land with someone who's out.

**Escalation** — if a lead isn't followed up in X minutes, RouterJet reassigns it to someone who can respond now. Never let a hot lead go cold.

**Weighted distribution** — send more leads to top performers, fewer to new hires.

**Response reporting** — measure and optimize your team's speed-to-lead.

### Built natively for Pipedrive — no CRM migration, no complicated setup.

Respond faster than your competition and win more leads with RouterJet.

Got questions? Email hello@routerjet.com

Nurture my leads

Manage my projects

RouterJet

Sakari SMS is the easy way to connect with your leads and customers wherever they are. With Sakari, you can have two-way text messaging conversations directly from your Pipedrive account on your computer or mobile phone.

The integration allows you to send SMS messages from Pipedrive, create SMS templates and send text messages with images. Your SMS conversations are automatically logged in your lead’s details on Pipedrive – giving you a complete, real-time picture of the lead’s journey so you can continue the conversation right where you left off.

Communicate with leads

Manage my accounts

Sakari SMS

**Visual sales reporting, revenue reports, sales dashboards, forecasting, and goal tracking — powered by your Pipedrive data.**

Plans starting from $39/month.
Up and running in 1 minute.
No credit card required.

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

**Real-time visibility into revenue, pipeline, and team performance**
- Custom sales reports and pipeline reports by rep, team, product, or region
- Revenue reports, including MRR / ARR tracking
- Real-time sales dashboards with KPIs and trends
- Forecast vs. target tracking for month or quarter
- Sales goals, quota tracking, and performance tracking
- Pipeline and activity reports
- Team performance dashboards and leaderboards

All built directly from your Pipedrive CRM.

**All your sales performance insights — in one place.**

How sales teams use Dear Lucy

- **Weekly forecast calls &amp; pipeline reviews**

Open one dashboard and review pipeline value, revenue reports, and forecast vs. target in minutes.

- **Sales rep 1:1 dashboards**

See meetings, new deals, quota pacing, and performance trends in one clear view.

- **Office TV dashboards**

Display live sales dashboards on a screen to keep the whole team aligned and motivated.

- **Board reporting**

Share clear revenue reports, forecasts, and performance summaries — without exporting to Excel.

**Ready to see your sales clearly?**

Install in 1 minute and see your revenue, pipeline, and team performance clearly.

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

Dear Lucy

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

Dreamdata is a B2B Activation &amp; Attribution Platform that provides the most complete B2B customer journey map anywhere.

This empowers B2B marketing teams to orchestrate smarter GTM plays and measure how those efforts impact revenue, without relying on support.

- **Precise targeting:** Build audiences using unlimited filtering, including Pipedrive data, and activate them by syncing to all major ad platforms.

- **Intent Signals:** Trigger targeted activities on the right buyers at the right time using AI-identified intent signals and notifications.

- **Sync conversions:** Automatically feed reliable pipeline data back with one-click conversion syncs so your campaigns optimize for revenue, not just clicks.

- **Scalable reporting:** Customize your reports, filtering them by any field in Pipedrive, so you can measure performance and deliver reports that are easy to understand, always accurate, and aligned with your unique GTM.

Dreamdata is easy to implement and built to grow with you as KPIs, teams, and business grow.

This keeps marketing at the centre of revenue impact and aligns your team and leadership around a single clear view of what’s working and when.

Used by thousands of B2B marketing teams worldwide, achieving results like improving ROAS by 68%, growing ROI by 20%, and slashing CAC by a third. Start with Dreamdata Free today.

Dreamdata: B2B Activation and 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

Dux-Soup Connector

Seamless.AI helps sales teams identify B2B prospects and verify their direct dials and emails. Enabling users to build a pipeline, shorten the sales cycle and close more deals faster than ever. 

How it works:		

1. Get started for free – it just takes a few clicks, and it's 100% free

2. Target your ideal customers in seconds – search by attributes of the type of professionals you would like to find

3. We take it from here – we'll deliver all the contacts that match your criteria and validate their emails, cell phones etc. in real-time

With Seamless.AI and Pipedrive combined, you’ll be able to:

- Instantly gather your prospect's contact data, including emails, direct dials and send it to Pipedrive

- Keep your CRM data up-to-date, so you never lose an important opportunity

- Use customized contact and account insights to start conversations with what matters most to your customers 

Add Seamless.AI today and empower your sales reps to spend their time selling instead of copying and pasting contact information into Pipedrive.

Seamless.AI

## 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.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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