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

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

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

### 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

### Automatically Turn Pipedrive Deals into ClickUp Projects
Stop creating projects manually. PickUp connects your Pipedrive pipeline to ClickUp so that every time a deal reaches your chosen stage, a fully structured project is created automatically, using your existing ClickUp templates. Set it up once and it runs forever.
**How it works:**

- Connect your Pipedrive and ClickUp accounts in one click
- Choose which Pipedrive deal stage triggers a new ClickUp project
- Select which ClickUp template to use for that trigger
- Every qualifying deal instantly becomes a perfectly structured project in ClickUp

**What you get:**

- Instant handoffs: deal closes at 3pm, project is ready at 3:01pm
- Consistent project structure every time, using templates you already have
- Pipedrive deal details mapped directly into your ClickUp project automatically
- Zero missed deals: every won deal becomes a project without anyone lifting a finger

**Who it's for:**

Agencies, SaaS companies, and service businesses who use Pipedrive to win work and ClickUp to deliver it. No code, no complexity, no ongoing maintenance required.

Set up in 2 minutes. Then forget about it forever.

Manage my projects

PickUp - ClickUp Integration

This integration allows you to create new pods in trumpet when new deals are created in Pipedrive, search through your contacts when sending pods and update notes on deals in Pipedrive when comments are added to a trumpet pod.

trumpet

## 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.

Manage contracts

Visma e-conomic Integration

**Note:** This application is focused on the Ukraine market and only available in Ukrainian.

Alpha SMS - провідна компанія на українському ринку SMS-послуг для корпоративних та приватних замовників. 

Завдяки застосунку у Вас з'явиться можливість відправляти SMS та Viber повідомлення безпосередньо з вікна угоди, контакту або організації. Для початку роботи зареєструйтесь на [Alpha SMS](https://alphasms.ua/), оберіть тарифний план та підключіть свій особистий кабінет в налаштуваннях застосунку.

Communicate with leads

Alpha SMS

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.

Qualify my leads

Nurture my leads

Claap

Company VAT Lookup integration with Pipedrive can help streamline your sales process by auto-populating company data using VAT number or company name.  

You can map company data for various fields. Specific data fields vary by country. Data fetched from reliable sources can benefit the sales and marketing teams.

### Official Data Sources
[Australia](https://abr.business.gov.au/) | [UK](https://www.gov.uk/government/organisations/companies-house) | [Switzerland](https://www.uid.admin.ch/) | [Finland](https://www.prh.fi/en/kaupparekisteri.html) | [Norway](https://www.brreg.no/) | [Denmark](https://datacvr.virk.dk/data/)

### Key features

1. **Easy Data Updation:** Add all the information about your clients from various countries using the company name or VAT number in just one click.

2. **Bulk Update:** You have the option of updating multiple customer data with organizations in bulk.

3. **Organization Data Update:** Organization data will be automatically added to your CRM when a new organization is created in the VAT Lookup app.

4. **Data from Official Databases:** The Company VAT Lookup app can help you fetch data from authorized public sources and populate your CRM with data.

5. **Custom data mapping:** The mapping window in VAT Lookup allows you to sync the essential organization data with your CRM easily. For this, select the country from the dropdown menu and map appropriate information of a company located there.

Company VAT Lookup

**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)

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Automate my pipeline and data

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