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

Woodpecker is an intuitive cold email tool that helps B2B companies to connect with prospective customers and business partners and keep the conversations going.

Woodpecker allows you to craft personalized, relevant email sequences and makes sure they get delivered to your recipient’s main inbox.
Your follow-ups are sent in the same thread as the opening email. The sequence is automatically stopped when someone replies.

Woodpecker helps you easily experiment with your messages to find the best-performing versions, and automatically marks how interested your prospects are when they reply.

The tool makes outreach across channels easier with LinkedIn manual tasks and Woodpecker Calls: a call scheduling and tracking mobile app for Android that allows you to contact your leads straight from your phone.

Woodpecker is like an assistant who takes over the daunting, repetitive part of starting conversations and building B2B relations. It allows sales, lead generation and recruitment professionals to save time and focus on the human-to-human part of the process.

Woodpecker.co

**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

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!

DocuSign on Pipedrive

**Disclaimer: This application supports Portuguese but can be translated into other languages.**

# NicoChat: Versatile Chatbot Builder Integrated with Pipedrive

## Seamless Integration with Pipedrive

NicoChat, a versatile chatbot builder, now seamlessly integrates with Pipedrive, a leading CRM platform. This integration enables businesses to enhance their customer interaction and sales management processes efficiently.

## AI-Driven Capabilities

With NicoChat's robust AI-driven chatbot capabilities, users can automate initial customer interactions, capture essential data, and feed it directly into Pipedrive. This means that all customer inquiries, feedback, and data gathered by NicoChat are instantly available in Pipedrive, allowing for real-time sales tracking and customer management.

## Streamlined Workflow

This integration streamlines workflow, reduces the need for manual data entry, and ensures that sales teams have immediate access to client information, improving response times and personalizing customer service.

## Advanced Features

Additionally, the integration offers advanced features such as:
- Triggering workflows within Pipedrive based on chatbot interactions.
- Customizing chatbot responses based on CRM data.

These features enhance the overall efficiency and effectiveness of sales and support teams.

Nurture my leads

Communicate with leads

Support my customers

NicoChat

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

### 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

WhatsApp Web and Pipedrive by MessageHub

### Xero Integration Overview

**Features**:

- Automatic Deal to Invoice/Quote Creation
- Replay Unsuccessful Integrations
- One-Click option to manually generate and review invoices irrespective of the deal stage

**Key Business Benefits**:

 **1. Eliminate Manual Work**
- No double data entry between systems
- Automated organization/person, product and invoice/quote creation

**2. Real-time financial data syncing**
- View booked-invoice data directly in Pipedrive contacts
- Stay Informed and in control

**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**
-  Personalized 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 transform your billing process.

### **Integration features**
- **Automatic Deal to Invoice/Quote Creation:** Transform deals into invoices with real-time updates
- **One-click Invoice**: Create, update and customize Xero invoices from any stage of a Pipedrive Deal with flexible options for managing line items, taxes, and accounts
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Company Creation**: Create Xero customers from Pipedrive
- **B2C Management:** Convert Pipedrive contacts to Xero customers

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.

Other use cases

Coefficient

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)

Manage my accounts

ControlHippo AI Chat Agents

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

Automatically create or update your CRM data directly from EasyBusiness to Pipedrive.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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