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

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.

Other use cases

Coefficient

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

The Hints CRM Assistant manages your CRM. It understands commands via voice and text and is compatible with WhatsApp, Telegram, and SMS.

**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.

Nurture my leads

Communicate with leads

Manage my accounts

Hints CRM assistant

ControlHippo is an AI-powered business chat platform built for sales and support teams. By integrating your Pipedrive data with AI Agents, ControlHippo helps you engage leads faster, resolve issues smarter, and close more deals - with less manual effort.

**Key Features &amp; Benefits:**

**AI Chat Agent** - Handles queries, qualifies leads, and provides personalized responses using contextual understanding.

**AI Chat Assistant** - Assists human agents with smart suggestions, quick replies and historical context for better outcomes.

**Workflow Automation** - Automates ticket routing, follow-ups and CRM updates-reducing manual effort and response delays.

**Omnichannel Communication** - Manage WhatsApp, Telegram, email and other channels from a single platform.

**CRM Integration** - Syncs all chat data, contacts and actions with Pipedrive for complete sales and support visibility.

**Team Collaboration** - Internal comments, assignments, and shared visibility to ensure smooth hand-offs and accountability.

**Performance Analytics** - Tracks agent performance, customer interactions and engagement trends in real-time.

ControlHippo boosts lead conversion with instant engagement, smart routing, and personalized messaging while resolving issues faster by recognizing urgency and leveraging past interactions.

👉 [Get your Free Demo](https://controlhippo.com/schedule-a-demo/?utm_source=pipedrive_marketplace&amp;utm_medium=pipedrive_demo&amp;utm_campaign=integration)

ControlHippo AI Chat Agents

**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

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

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 Pipedrive to Mailerlite 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 Mailerlite
- 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

**(Coming soon) Give sales context with Mailerlite 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.

**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

MailerLite 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

### 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

**Stop switching between Outlook and Pipedrive.** This add-in brings your CRM directly into your inbox as a sidebar — so you can sell instead of toggling tabs.

When you open an email or meeting, the add-in auto-matches participants to their Pipedrive profiles. You'll see contact details, organization info, labels, and pinned notes instantly. If a sender isn't in Pipedrive yet, create a new contact or lead with one click — emails, phones, and organization pre-filled.

Every deal linked to that contact appears alongside the conversation. Track stages, values, and pipelines at a glance. Move deals between stages, mark them as won or lost, or create new deals — all without leaving Outlook.

Activities stay visible too. View upcoming and overdue tasks, log calls and meetings, and mark them done as you go. The add-in can auto-detect outgoing emails and meetings, extract participants, and batch-log activities to multiple contacts at once.

Add notes tied to any contact or deal. Pin important ones to the top. Everything syncs to Pipedrive in real-time so your entire team stays in the loop.

**More capabilities:**

- Search contacts by name, email, or phone
- Create and manage leads with values
- Assign owners and labels to contacts
- Multi-email and multi-phone support
- Works with Outlook desktop and web

**Free to start. No credit card required. Setup takes under 30 seconds.**

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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