Plansom is an AI-powered planning and execution platform that turns goals into tasks and keeps teams on track. The Pipedrive integration lets your Plansom AI agent work directly with your sales pipeline, so CRM updates and follow-ups happen in the same place you plan your day.

### What you can do
- **Ask about your pipeline:** "Which deals in Proposal stage haven't moved in two weeks?"
- **Find records fast:** Look up deals, people, organizations and leads without leaving Plansom
- **Log follow-ups:** Add calls, meetings and notes to deals right after a conversation
- **Keep deals current:** Create or update deals and convert leads to deals
- **Turn sales work into a plan:** Link deal follow-ups to your Plansom goals, tasks and daily plan

### How it works
1. Each Plansom user connects their own Pipedrive account with secure OAuth.
2. Add the Pipedrive tools to your Plansom AI agent and ask in plain language.
3. The agent uses Pipedrive's official MCP server, and every change appears in Pipedrive's change log.

### Security and privacy
- Each user connects their own Pipedrive account and sees only the data they already have access to in Pipedrive.
- The agent follows your existing Pipedrive roles and visibility settings; it can't see or change anything you can't.
- Sign-in happens securely through Pipedrive, and only the permissions the integration needs are requested.
- You stay in control: disconnect Pipedrive anytime from Plansom.

Manage my projects

Automate my pipeline and data

Plansom

*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 2-way Pipedrive and ActiveCampaign integration continuously syncs contacts and engagement data, with no code and setup in minutes. It covers all critical use cases and workflows that are not handled well by generic integration platforms or even native integrations. 

**Seamless 2-way contact sync**
- Sync all contacts or a subset of contacts bi-directionally between Pipedrive and ActiveCampaign
- 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 tags and custom fields
- Support for contact, organization and deal fields

**Give sales context with ActiveCampaign engagement visible in Pipedrive**
- Record email engagement like opens, clicks, bounces, or unsubscribes from any ActiveCampaign campaign to Pipedrive contact, organization, and deal profiles.
- Sync engagements to Pipedrive as activities, notes, or field updates.
- Sync historical engagement

**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

Nurture my leads

Communicate with leads

Manage my accounts

ActiveCampaign 2-Way Sync

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.

Manage contracts

Company VAT Lookup

Dreamdata is an Agentic B2B Attribution Platform that gives marketing teams the most complete view of their customer journey anywhere - so they can answer any question about marketing's impact and know where to invest next.

Built for B2B marketers who need to show impact, Dreamdata unifies all your GTM data into one account-based data model, including the anonymous visits and ad impressions your CRM never sees, organized by account and tied to revenue. Automatically without a village of Ops or professional services.

• Customer Journey & Multi-Touch Attribution: See every touch across your customer journeys and analyze the performance of every channel, campaign, and content piece.

• Dreamdata AI: Ask in plain English and get reports from an AI that knows your GTM. In our Analytics Agent, your own LLM via our MCP Server, or run custom agents on your Data Warehouse.

• Audience Targeting: Build ad audiences from AI signals across all your GTM data and sync them directly to LinkedIn, Google, Meta, and Microsoft Ads.

• Conversion Syncs: Sync enriched pipeline data back to LinkedIn, Google, Meta, and Microsoft Ads to automatically optimize campaigns for revenue, not clicks.

Try Dreamdata with your own data before you commit.

Other use cases

Dreamdata: B2B Attribution

Merk is not just a database of Czech and Slovak companies, but a basic business and marketing tool that helps 15,000 users in more than 2,000 companies daily to strengthen existing business and find new business.

Merk / Pipedrive integration allows Merk users to keep their Pipedrive organizations up-to-date with information such as company name, address, CRN, turnover, etc.

Company information can be easily transfered into Pipedrive from Merk, and new organizations can be created with all the information with one click.

Attract new leads

Merk

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.

monday.com

**Aviso de idioma:** esta integração está disponível em português. A disponibilidade de outros idiomas pode variar.

### Pipedrive conectado à inteligência artificial

A Quintus permite que equipes utilizem agentes de IA para consultar e operar dados do Pipedrive diretamente pelo chat, sem alternar entre sistemas.

### O que a integração permite

- Consultar leads, negócios, pessoas e organizações.
- Acessar atividades e notas.
- Pesquisar informações usando linguagem natural.
- Criar novos registros no Pipedrive.
- Atualizar registros existentes.
- Consultar históricos, pipelines e próximas atividades.
- Criar agentes especializados para processos comerciais.

### Como funciona

Após conectar o Pipedrive à Quintus, o usuário envia uma solicitação pelo chat. O agente interpreta o pedido e consulta ou altera os registros correspondentes, de acordo com as permissões configuradas.

A integração pode apoiar o acompanhamento de oportunidades, a organização de atividades, a atualização de dados e a criação de resumos do pipeline. Os agentes podem ser configurados conforme os processos e regras de cada empresa.

### Segurança e confiabilidade

A integração inclui proteção de credenciais, controle de permissões, tratamento de paginação, padronização de dados e gerenciamento de erros.

Com a Quintus, sua equipe reduz tarefas manuais, agiliza a operação comercial e utiliza os dados do Pipedrive com mais eficiência, segurança e controle

Quintus · Inteligência Artificial

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.

Sakari SMS

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

**Your communication hub, integrated**

Connect Allô with Pipedrive to give your team a complete view of customer interactions. Say goodbye to the hassle of manually logging calls or messages—Allô takes care of it for you. Your team can focus on building relationships and growing the business, not on tedious data entry.


**Stay organized effortlessly**

Allô automatically logs calls and voicemails to Pipedrive, ensuring you always have the context you need. Whether you're closing deals or providing support, this integration keeps everything in sync so you can collaborate effectively.


**Keep your contacts in sync**

When your team calls a Pipedrive contact, their details will automatically appear in Allô without needing to be manually added. This seamless integration saves time and ensures your team can focus on delivering exceptional customer experiences.

Support my customers

Allô: AI Second Business Phone

**Transform Pipedrive into actionable insights with automated reporting**

Coupler.io connects your Pipedrive CRM to the tools you already use - Google Sheets, Excel, Looker Studio, Power BI, BigQuery, and AI platforms like ChatGPT and Claude.

**Stop manual exports. Start automated reporting.**

- Auto-refresh Pipedrive data from every 15 minutes to daily
- Sync deals, contacts, activities, and pipeline stages
- Blend Pipedrive with 400+ sources like Google Ads, Facebook Ads, Shopify, QuickBooks, and Google Analytics
- Build complete revenue attribution dashboards

**Pre-built Pipedrive dashboard templates:** 

- Sales KPI dashboard - track revenue, win rates, pipeline velocity
- CRM performance dashboard—monitor team productivity and deal progression
- Customer acquisition dashboard—connect marketing spend to closed deals
- Sales funnel analysis - identify bottlenecks and optimize conversion

**Powerful no-code data transformation:**
- Filter, sort, and aggregate Pipedrive data
- Create custom formulas and calculated metrics
- Join multiple data sources without coding
- Connect unlimited destinations with no extra fees

**Perfect for:**
Sales teams tracking pipeline health | Revenue ops forecasting targets | Marketing analyzing acquisition ROI | Finance reporting on sales performance

**Trusted by 200K+ users worldwide**
✓ SOC 2 certified and GDPR compliant ✓ 4.9 stars on Capterra &amp; Google Workspace Marketplace ✓ Expert support when you need it

Coupler.io

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!

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