Connect Pipedrive and Forecast to bring your sales and project delivery teams closer together. Pipedrive deals may now be converted into Forecast Projects, giving you a better view of your project pipeline and allowing you to better organize your available resources. You may now have a single source of truth for your client records thanks to the Pipedrive client import, without any need to update client information in separate systems.

Once you set up the integration, Forecast will create project custom fields in Pipedrive. As you plan out your Forecast Project in more detail, the custom fields (e.g., cost and revenue) will be updated in Pipedrive.

The integration also gives you the option to automatically create Forecast tasks from your Pipedrive activities. Every time an activity is created in Pipedrive and associated with a deal, a Forecast task will be created on the respective Forecast project. Users can choose which types of activities should be created as tasks in Forecast.

Manage my projects

Forecast - Project & Resource Management

FunnelFLARE helps you save time and sell faster by providing tools that allow you to automate many of your day-to-day tasks.

FunnelFLARE provides a powerful set of tools that replace many applications you may be using at the moment:

- Appointment scheduler
- Sales power dialer (Phone prospects: burn through a list quickly)
- Email and Pipedrive task automation sequences
- Live prospect and account website insights
- Email tracking

FunnelFLARE saves time:

- Ensure prospects show up to meetings they book
- Automated voicemail drop and email templates 
- Assign drip sequences to prospects from within Pipedrive 
- Real-time alerts when prospects engage with your website and emails

Add some premium fuel to your sales process with FunnelFLARE!

Communicate with leads

Manage my accounts

FunnelFLARE

Interseller helps recruiters reduce the time it takes to make a hire. This integration can find any candidate's personal email address and contact them with automated and personalized email sequences, all while keeping Pipedrive up-to-date.

Interseller requires installing a Chrome extension to source candidates' email addresses on other websites. 

** Interseller needs access to your email account to send and track emails with email sequences.

Qualify my leads

Automate my pipeline and data

Interseller

Kara is a simple and powerful **Sales Team Management Platform** designed by salespeople, for salespeople. It was built to help sales professionals better manage and understand their workload, empowering them to become more aware and efficient. Information is money! Become a better sales manager by better understanding your team’s strengths and weaknesses.

**Automatic Pipedrive Integration**

Kara is a no-code automatic integration with a click of a button, that syncs with your Pipedrive in real time. Feed your Pipedrive through Kara, instantly.

**Team & Individual Goals**

Kara allows you to set goals for both teams and individuals, with a simple and easy goal building interface. It stays up-to-date in real time with your Pipedrive data.

**1:1 Interface**

Kara offers a ready to go 1:1 template. Perform 1:1 meetings with your team in a click of a button, track deals in real time and access meeting history.

**Easy & Simple Navigation**

You will absolutely love Kara’s design, as it was crafted with simplicity and utility in mind. Clean interfaces, functional buttons and colors that tell you all you need to know.

**Pipeline Health Check**

Kara will make use of your Pipedrive data to give you relevant information at a glance. Track conversion rate, average deal size, sales process length and more.

Kara.ai

RapidVerify is a cutting-edge integration for Pipedrive that streamlines the income and identity verification process for your contacts. As a salesperson or business owner, knowing your customer is an essential part of establishing trust and credibility. RapidVerify makes this easier and more efficient by natively embedding itself into the Pipedrive CRM.

Key Features:

1. **Automated Verification Requests**: Elevate your workflow with the ability to automatically initiate identity and income verification as deals move through specified stages in Pipedrive. This ensures no lead goes unverified at critical moments in the sales pipeline.

2. **Seamless Integration**: RapidVerify natively integrates with Pipedrive, allowing users to request and manage income and identity verification of contacts without leaving the CRM.

3. **Faster Sales Cycle**: By verifying the identity and income of contacts early in the sales process, RapidVerify helps you qualify leads faster and focus on closing deals.

Benefits:

1. **Improved Efficiency**: Automating the verification process saves time and resources, allowing you to focus on what's important - closing deals.

2. **Risk Reduction**: Reduce the risk of fraud and ensure that you are dealing with legitimate contacts by verifying their identity and income.

RapidVerify revolutionizes the way Pipedrive users manage their sales process by offering advanced automation for income and identity verification.

Manage contracts

RapidVerify

Rippling automatically manages your employee accounts in Pipedrive and hundreds of other applications.

* When a salesperson is hired, Rippling automatically creates their Pipedrive account so they can be productive on their first day
* When an employee is offboarded, Rippling automatically turns off their Pipedrive account to prevent continued access to sensitive data

Use Rippling to manage all your SaaS accounts in one dashboard, so you can focus on real work.

Other use cases

Rippling

Shipit is a product roadmap planning tool.

- Visualize your future plans
- Easy sharing with your team and investors

Our rolling roadmap always has the current quarter focused so that everyone is in sync with what is happening at the moment. Past quarters automatically move to archive.
Shipit uses automatically generated documents to help you collect feature requirements.

By the time your team is ready to start working, everyone knows exactly what is needed, who the stakeholders are and how you plan to market it.
The two-click Pipedrive integration allows you to build beautiful graphs based on the deal attributes. You can synchronize all the feature requests your customers have and plan your roadmap.

Try free for 14 days!

Shipit

**Connect all your calendars**
Book meetings without worrying about your work or personal commitments. 

**Brandable & Embeddable Calendar pages**
Put your own branding anywhere on your website or share a link!

**Team calendar & Owner assignment**
Create team events with round-robin or custom routing logic to book with the right person.

Supermeet

Add Taliscape to your business process to seamlessly switch between pushing deals along your pipeline in Pipedrive and estimating/forecasting staffing for projects in Taliscape. 

When you connect your Pipedrive account to Taliscape, you can set filters that determine when an opportunity turns into a project. Once it's a project in Taliscape, you can estimate the project, create roles within the project, and staff them with your team members.

Taliscape is a tool focused on forecasting your demand, estimating projects, staffing/team alignment, managing project finances, and allowing your team members to bill their time.

Taliscape

Weekly Update collects short status updates from your team each week.

HOW IT WORKS:

1. Every week, your team receives an email with a link to a form
2. Each person shares their plans, progress and problems
3. The team automatically receives updates via email

TESTIMONIALS:

"Our sales team is more efficient at pipeline review meetings now that we share plans, progress and problems with Weekly Update."
- Eric Buckner, CEO of 10 Fitness

"Weekly Update is my #1 management tool. Our meetings are more efficient and everyone understands our goals.” 
- Gordon Jones, Dean of Boise State University

BENEFITS:

- Shorter, more productive meetings
- Identify problems early on
- Hold everyone accountable for their goals
- Great for sales, customer success and leadership teams


FEATURES:

- Customizable questions
- Automatic reminders to submit updates
- Lightweight dashboard
- Customizable reminders and due dates
- Receive updates as PDFs or email text
- Use it free, or upgrade for additional features and team members

INTEGRATION:

Use the free Pipedrive integration to import your team members into Weekly Update effortlessly. When you connect your Pipedrive account, you can choose which users you'd like included in your weekly update form.

Weekly Update

**Experience the innovative fusion of Airtable’s flexible database capabilities with Pipedrive’s robust CRM system, brought to you by Make. **

This integration allows your teams to store, organize, and collaborate on structured data while managing customer relationships efficiently, all in a visually appealing and user-friendly interface​​.

Key features and benefits of this integration include:
- Real-time Collaboration: Engage in real-time collaboration and communication, ensuring your team always stays updated and works collectively on projects​.
- Enhanced Workflow Management: Utilize Airtable's customizable database to track different processes and create robust databases that seamlessly integrate with Pipedrive's CRM functionalities​​.
- Task Management: Manage tasks, track progress, and create to-do lists efficiently using Airtable's list view and sync data back to Pipedrive​​.

[More templates](https://www.make.com/en/integrations/airtable/pipedrive)

Airtable

**Welcome to a new era of productivity with the powerful integration of ClickUp and Pipedrive through Make.** 

By bringing together ClickUp's robust task and time management features with Pipedrive's sophisticated CRM capabilities, we provide a platform that truly transforms the way you do business.

This integration empowers your team to:
- Automatically sync tasks in ClickUp with people in Pipedrive and vice-versa, ensuring real-time updates across both platforms​.
- Utilize ClickUp's extensive customization options to tailor your workflow to perfectly suit your needs.
- Collaborate more effectively with shared access to tasks, comments, and project updates​​.
- Automate reporting and streamline workflows, saving hours of manual work and letting your team focus on what matters most​

Experience the power of unified sales and project management, and elevate your operations to new heights of efficiency and success.

[More templates](https://www.make.com/en/integrations/clickup/pipedrive)

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