## All-in-One SMS, Calling &amp; AI Automation for Pipedrive

⭐ ⭐ ⭐ ⭐ ⭐ 

## [Read our G2 Reviews!](https://www.g2.com/products/salesmsg/reviews)
⭐ ⭐ ⭐ ⭐ ⭐ 

[Salesmsg](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app) connects your Pipedrive deals and contacts with business-grade SMS, calling, and AI automation - so your sales team can close faster without ever leaving their pipeline.

### 📱SMS/MMS Texting
- Two-Way Texting from Pipedrive
- SMS Campaigns &amp; Bulk Broadcasts
- Local, toll-free, landline, and short code numbers
- Send Images, Videos, GIFs &amp; PDFs
- Automatic Text Logging to Pipedrive Activity
- New! AI Texting Agent &amp; Smart Workflows

### 📞 Calling
- Click-to-Call from Any Pipedrive Record
- Inbound &amp; Outbound Calling with Auto-Logging
- Call &amp; Voicemail Transcriptions, IVR &amp; Call Queue
- Call Transfer &amp; Multi-Participant Calls
- STIR/SHAKEN Compliance and CNAM Registration
- **New!** Power Dialer Campaigns
- **Beta!** AI Calling Agent

**HIPAA-ready and SOC 2 Type II certified — built for teams handling sensitive customer data.**

**Sign up for your 14-day FREE Trial**

[https://www.SalesMessage.com](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app)

*"Decreased no-shows by 45%" - Greg Hickman @ System.ly*

*"Salesmsg tripled our sales in 60 days!" - Brian Moran @ Samcart*

[See Our Case Studies](https://www.salesmessage.com/stories)

Attract new leads

Qualify my leads

Nurture my leads

Communicate with leads

Manage contracts

Automate my pipeline and data

Manage my accounts

Support my customers

Other use cases

Salesmsg: SMS Texting & Calling

With Dux-Soup, it’s easy to find, attract and engage with your prospects on LinkedIn. Let Dux-Soup automate your LinkedIn lead generation leg-work, so you can focus on growing your business and closing deals.
With the Dux-Soup Connector and Dux-Soup Turbo you will be able to :

- Create and update Pipedrive "People" and "Organization" objects directly from LinkedIn - including LinkedIn name, title, profile URL, ID, industry, location and degree connection. 
- Send LinkedIn connection requests from Pipedrive
- Send direct messages to LinkedIn connection from Pipedrive
- Enroll Pipedrive contacts into smart drip campaigns
- Create activities in Pipedrive for new connections
- Create activities in Pipedrive when a message is received
- Run actions in batch or one by one

Dux-Soup Connector

### 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

Pipeboard brings your Pipedrive workspace into one focused dashboard.

**The Problem**
Pipedrive UI can feel cluttered. Task management and pipeline visibility should be fast and simple.

**The Solution**
A productivity driven dashboard to manage tasks, deals, and pipeline activity in one streamlined interface. Optional Google Sheets integration supports reporting and email tools.

**Key Features**

- **Web Dashboard**
Real time performance metrics, activity tracking, team visibility, and pipeline health in one browser view.

- **Unified Task Management**
View all tasks with full deal context in one place. Complete, snooze, or create activities instantly.

- **Kanban Pipeline View**
Drag and drop deals across stages to keep your pipeline accurate.

- **Activity Timeline**
See full deal and contact histories so you always know what happened and what is next.

- **Smart Reminders**
Email alerts before deadlines or when tasks become overdue.

- **Daily Digest**
Start your day with a customizable task and deal summary.

**Why Pipeboard?**

- Never miss a follow up
- Manage tasks and pipeline together
- Reduce CRM friction and tab switching
- Keep reporting connected to Sheets

**Perfect For**

Sales reps and teams who want a faster way to manage Pipedrive.

💰 **Pricing:** Start free with core features, then upgrade anytime.

👉 [View full pricing plans here](https://www.getpipeboard.com/#pricing)

**Get started free** — Install Pipeboard and take control of your pipeline today.

Pipeboard

# Create Quotes, Proposals, Estimates, Invoices, Purchase Orders, Delivery Notes, Work Orders and custom documents in Pipedrive — Faster, Easier, and Error-Free with [ExtraflowDoc](https://www.extraflowdoc.com/)

## Replace messy Spreadsheet / Excel / Word files, manual work, and spreadsheet errors with a simple, intuitive quoting tool fully built inside your Pipedrive deals. Auto-fill from deal data, use templates, and generate professional documents in minutes.

- Auto-fill quotes, proposals, and estimates directly from Pipedrive deal data
- Build reusable templates for faster, standardized document creation
- Use multiple quotation settings and structured sections for complex deals
- Eliminate pricing errors in formulas, margins, discounts, and calculations
- Collect e-signatures and send documents via PDF or shareable link
- Replace local files and Word templates with a clean, in-CRM workflow
- Flexible pricing: per-user plans or company-wide document limits

### 🌍 **Available in 32 languages**

## All Features for Pipedrive: 

https://www.extraflowdoc.com/integrations/pipedrive

## 10 best examples of quotes, proposals, and estimates:  
[https://www.extraflowdoc.com/document-examples](https://www.extraflowdoc.com/document-examples)

Quoting software, proposal software, sales quote tool, quote automation, estimate software, proposal automation tool, sales document generator, CRM quoting tool, deal quote generator, quote to cash software

Enable payments and tracking

Quotes, Proposals, Estimates, eSign - ExtraflowDoc

## 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.

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.

Alpha SMS

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.

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!

DocuSign on Pipedrive

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.

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

🚀 Sync LinkedIn with Pipedrive in One Click
Stop wasting time on manual data entry. LeadCRM lets you view, update, and sync Pipedrive data directly inside LinkedIn. Automatically Log LinkedIn messages, create tasks, and manage deals without ever leaving the page. Works seamlessly with LinkedIn Sales Navigator.

🔗 Manage Pipedrive Without Leaving LinkedIn
Overlay Pipedrive contacts, deals, tasks, and notes on LinkedIn profiles. Update CRM records instantly, ensuring your sales pipeline is always up to date.

🔍 Enrich LinkedIn Profiles with Verified Contact Data
Find verified professional email addresses and contact details with a single click. Enrich LinkedIn profiles and automatically sync the data to Pipedrive.

🧠 Intelligent Waterfall Enrichment to ensure you get highest quality leads without jumping between tools like Rocketreach, datagma, Hunter.io, Skrapp, NeverBounce etc. Get power of all the tools at single place. 

📤 Bulk Export Leads from Sales Navigator Search 
Export end Enrich entire Sales Navigator search results or lead lists in bulk to Pipedrive. No more manual copy-pasting—just instant, organized lead management.

🧠 Train your Own AI and let it suggest Responses and Add thoughful comments to spark engagement.

⚡ Close More Deals, Faster
Reduce admin work and focus on selling. LeadCRM automates LinkedIn-to-Pipedrive sync, helping sales teams stay productive and efficient.

🔥 Try it free and experience seamless LinkedIn-to-Pipedrive automation!

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Automate my pipeline and data

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