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

Automate my pipeline and data

Fillout forms

*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 Klaviyo 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 Klaviyo
- 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

**Give sales context with Klaviyo 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.
- Sync historical engagements

**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

Communicate with leads

Manage my accounts

Klaviyo 2-Way Sync

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

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.

WebinarGeek

### Transform WhatsApp Web into Your Pipedrive CRM Powerhouse

MessageHub seamlessly integrates WhatsApp Web with Pipedrive through a Chrome extension, enabling sales teams to manage WhatsApp conversations directly from their CRM workflow.

### 🚀 Key WhatsApp CRM Features

**WhatsApp Contact Sync**
- Instantly add WhatsApp contacts to Pipedrive
- Auto-match phone numbers with existing records
- Works with WhatsApp Business &amp; personal accounts

**Deal Management from WhatsApp**
- Convert WhatsApp chats into deals instantly
- Update deal stages without leaving WhatsApp Web
- Close deals directly from chat interface

**WhatsApp Messages as Notes**
- Save WhatsApp conversations to deals/contacts
- Sync chat history, media, and voice messages
- Keep complete WhatsApp context in Pipedrive

**Activities &amp; Follow-ups**
- Schedule tasks while chatting on WhatsApp
- Track calls and meetings from WhatsApp Web
- Complete activities without switching tabs

**WhatsApp Templates**
- Create reusable message templates
- Use dynamic fields for personalization
- Share templates with your team

### Why MessageHub?

✅ No WhatsApp API needed - uses WhatsApp Web
✅ Real-time sync with Pipedrive CRM
✅ Multi-language support
✅ 7-day free trial

Support my customers

WhatsApp Web and Pipedrive by MessageHub

**Business Central Integration Overview**

Transform Your Sales-to-Finance Operations

**Features**:

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

**Key Business Benefits:**

**1.Eliminate Manual Work**
- No double data entry between systems
- Automate organisation/person, product and invoice/order creation

**2.Real-time financial-data syncing**
- Stay Informed and In Control
- View booked invoice metrics directly within Pipedrive organization/person

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

**4.Start with Free Expert Onboarding**
- Personalized setup for your Pipedrive account

**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 transform your billing process.

### **Integration features**

- **Automatic Deal to Invoice/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Business Central booked invoice metrics in Pipedrive
- **Replay Failed Syncs:** Recover unsuccessful integrations
- **Customer and Product sync:** Ensure precise customer and product synchronisation between Pipedrive and Business Central
- **B2C Customer Management**: Convert Pipedrive person/people to Microsoft Business Central customers

Manage contracts

Business Central Integration

Claap helps you record sales meetings and send AI-powered notes and insights directly to your Pipedrive CRM.

- Log your AI notes into Notes in Pipedrive to qualify your leads.
- Add these Notes to the right contacts, deals and companies.
- Attach the link of the recordings to replay your calls directly from Pipedrive.
- Search and filter your calls in Claap with CRM sync.

**HOW DOES IT WORK?**

1. Record meetings with Claap and generate AI Notes using the template that fits your need (BANT, MEDDIC, SPIN, etc...).
2. Send your notes to Pipedrive using Claap’s integration.
3. Access your meeting notes directly from your records (Contact, Deal) on Pipedrive.
4. Send CRM data back to Claap to enrich AI Insights.

Claap

Dreamdata is a B2B Attribution Platform that gives marketing teams the most complete view of their customer journey anywhere - so they always know what's working and where to invest next.

Built for B2B marketers who need to show impact, Dreamdata lets you answer any question on marketing's revenue contribution instantly. Every number trace back to the source&nbsp; including those generated by AI. No waiting for Ops. No black-box reporting. Just numbers that you can stake your reputation on.

- **Scalable Reporting**: Measure the ROI of every GTM activity across your full customer journey - from first anonymous touch to closed deal.

- **Campaign Optimization**: See exactly which channels, campaigns, and content drive pipeline, so you know where to invest more and where to cut.

- **Audience Targeting**: Build dynamic audiences from your pipeline data and sync them directly to your ad platforms to target in-market accounts.

- **Conversions Sync**: Feed enriched pipeline data back to your ad platforms automatically, so your campaigns optimize for revenue not just clicks.

Try Dreamdata with your own data before you commit.

Other use cases

Dreamdata: B2B Attribution

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

**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

Mapsly: Map, Routing, Field Sales & Service

**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

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