**Understand** decision processes and buying center relationships using CRM data enriched with relationship information and organizational structure.

**Influence** decision-makers as well as influencers by visualizing relationships and your progress. You will also be able to spot your most important competitors.

**Close** more deals in preciser timelines through a better understanding of your political situation, decision processes, and your power base.

**Features:**

- Organization Chart with persons & related organizations
- Structure of related organizations
- Hierarchy of contacts in the organization
- Overdue tasks in org-chart
- Bi-Directional Pipedrive Integration

Attract new leads

Qualify my leads

Other use cases

vizrm

When you connect to Pipedrive to Ortto, you’ll unlock all of your people, organization, deal, and activity data to craft highly personalized messages across the customer journey, report on performance, score leads, and automate repetitive tasks like round-robin lead assignments.

With Ortto and Pipedrive you can do things like:
- Sync your data to bring your Pipedrive records into your Ortto CDP, and vice versa.
- Activate your data to create audiences, personalize messages, and report on key metrics.
- Dynamically maintain audiences in your ad platforms to improve paid performance. 
- Score leads using all your demographic, firmographic, and behavioral data.
- Automate round-robin lead assignments using our intuitive, visual journey builder.
- Notify teams when leads are assigned or changed with automated Slack and email messages.
- Automate initial outreach with journeys based on new records to save your sales team valuable time.
- Build reports and dashboards to track performance and generate insights.

Nurture my leads

Communicate with leads

Manage my accounts

Ortto

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Bexio Pipedrive Data Transfer App

In B2B, the biggest challenge marketers face is connecting their activities with revenue. There are just too many touchpoints and people involved in the buying decision, resulting in complex buyer journeys and long sales cycles. Transparency gets lost. 

Everyone knows that B2B revenue attribution is important, but where do you even start? The bigger the ad spend, the bigger the potential, but also the pain!

To try and solve this, a lot of companies still rely on attribution systems that are stitched together in Excel from a mix of ill-maintained B2C tools, giving them a skewed view of their revenue reality. 

We’ve been there! In our previous jobs, we searched for a product that could replace our scrappy semi-solutions without draining internal resources; a solution that would continue to get developed and actually help us understand the full value of our actions. We couldn’t find one, so we decided to build it ourselves.

Enter Dreamdata, the B2B revenue attribution platform for small to midsize B2B companies with the ambition to become data-driven. Our customers typically close multiple deals a month and do inside sales with a significant digital ad spend and annual revenue ranging from a few million to hundreds of millions of dollars. 
We pull together and clean existing, siloed, commercial data sources before joining them with behavioral data to give a holistic reflection of the actual B2B customer journey and transform it into easy-to-digest, actionable analysis.

Automate my pipeline and data

Dreamdata - Efficient B2B go-to-market

ONLYOFFICE app allows working with office documents directly within the Pipedrive frontend.
Create and upload text documents, spreadsheets, and presentations within your Pipedrive Deals. Just click the corresponding button in the ONLYOFFICE Documents section.
To edit the created files, reach to the ONLYOFFICE Documents section and open the needed document by clicking the pencil icon. Everyone who has access to the deal can open the file for editing. You can also collaborate on documents in real time together with your colleagues.

ONLYOFFICE

SyncHub supercharges your Pipedrive account by syncing your data into a secure data warehouse in real-time. From there, simply connect your favorite reporting tool (such as PowerBI, Tableau, or even Microsoft Excel) and build the dashboards and analytics that you need to drive your growing business.

SyncHub is tool-agnostic and does not transform your data. We transfer your data as clean as possible from Pipedrive, giving you complete flexibility.

But the real power of SyncHub manifests when you integrate other platforms. Imagine being able to cross-reference your Pipedrive data with your employee timesheeting system? What about your accounting and invoicing platform? Your customer CRM? SyncHub frees your data so you can report on the questions that are truly vital for your business. 

SyncHub also works brilliantly with multiple Pipedrive accounts. Simply connect your various Pipedrive accounts to the same data warehouse in SyncHub and unleash the power of aggregate reporting across your entire business.

SyncHub offers a free trial and excellent customer support. Have a look and see if it's the right fit for your business.

SyncHub

**Pipedrive to CSV, XLSX and Google Sheets | Full data sets | Flatly
**

https://flatly.io/integrations/pipedrive

Export and sync comprehensive Pipedrive datasets to Google Sheets, CSV or Excel XLSX files in cloud storage folders on a recurring, automatic basis. Historical data is included.

Downstream BI tools that read from cloud storage, including PowerBI, Google Data Studio, Qlik and Tableau.


**Destinations:**

Google Drive

Google Sheets

Excel Online

OneDrive

OneDrive for Business

Box

Dropbox

Amazon Web Services, S3 Storage

Azure Storage

Google Cloud Storage

FTP

SFTP

Flatly

Key Benefits:
- Reduce your driving time by an **average of 22%**, allowing you to visit more clients.
- Add **up to 150 stops** to each route, ensuring you cover your entire territory.
- Stay **inside Pipedrive**, streamlining your sales efforts.

Features:

- **Optimized Routing:** Create optimized routes with up to 150 stops to minimize driving time and fuel consumption.

- **Filter & Colorize Contacts:** Discover your best opportunities through advanced data visualization.

- **Find new Leads:** Find key prospects, accounts, and networking opportunities in your area.

- **Isochrones:** Optimize your territory by visualizing reachable areas within specific time frames.

- **Reports:** Get a breakdown of precisely how much time is spent traveling and in client meetings.

- **Export your Data:** Send your route data via email, download as PDFs, and integrate with your calendar.

Support my customers

Lead Mapper

LeadRebel® is a software for website visitor identification. We show you which companies visited your website, detailed information about each company and their employees.

LeadRebel is B2B lead generation tool, which provides you warm B2B leads. Besides our software, you can use our API in order to enrich IP data of your website visitors

LeadRebel

- Підключення необмеженої кількості ключів API логістичних сервісів
- Створення та відстеження відправлень
- Додавання до відстеження відправлень, створених в інших сервісах
- Повернення, переадресації та відстеження повернень та переадресацій
- Відправка SMS з інформацією щодо відправлення за вашим шаблоном
- Робота з реєстрами
- Друк стікерів поштучний та масовий
- Автоматичне створення відправлень


**Логістичні операторі, що підтримуються:**

- [DHL Global](https://www.dhl.com/) - `відстеження`
- [NovaPoshta](https://novaposhta.ua/) (Нова Пошта, Новая Почта) - `відстеження`, `створення`, `друк`
- [Ukrposhta](https://www.ukrposhta.ua/) (УкрПошта, УкрПочта) - `відстеження`, `створення`, `друк`
- [Meest Express](https://ua.meest.com/) (Міст Експрес, Мист Экспресс) - `відстеження`, `створення`, `друк`

NovaPoshta, Ukrposhta, DHL, Meest - Logistics sync

QuarterOne is a free revenue forecasting app that creates automated forecasts from Pipedrive sales data in minutes.
 
With better control of your sales data, you can build a more accurate forecast you can trust.
 
Sales teams love Pipedrive. With QuarterOne, your finance and management teams will, too.
 
“QuarterOne removes the need for messy spreadsheets that are out of date the minute you create them “ -  Mark Robotham, COO at Quanton.
 
Key benefits:
- Measure the velocity of your sales team
- Predict how quickly your existing pipeline will grow
- Spread deals over multiple months
- Lock down periods to prevent unwanted changes to reported months
- Compare your current forecast with previous versions
 
Get started with a free 14-day trial.

Enable payments and tracking

QuarterOne

Salespanel is a first-party buyer intent data and behavior tracking solution that helps you to connect behavioral intelligence to your CRM and delivers qualified leads to your sales team.

**Pipedrive website tracking**

Page visits, visit duration, source, channels, campaign ids, and referrer data are tracked in real-time. Set up custom events like video views or button clicks, app events, and get the data sent to your CRM as lead activities. 

**Automatic lead capture**

Track leads on webforms, live chat, and meeting scheduling tools (eg: Calendly) 

**Segment and score leads**

Qualify leads using account and behavioral data points. The lead scores are synced to your Pipedrive contacts. Engage your qualified leads using our frontend API.

**GDPR and data regulation friendly tracking**

Salespanel doesn’t use the data at rest for any other purposes and also helps you get due consent before tracking starts.

**Two-way data sync**

Deal data pulled in Salespanel can be intelligently used for marketing functions, deal stage focused personalization, and analytics.

**Email tracking and push notifications**

Track emails with our Chrome extension. Send push notifications to your reps based on email and web activities.

**Resources:**
Lead scoring and tracking: 
[https://salespanel.io/pipedrive-lead-tracking/](url)

Connect your favorite tools or easily find new ones

Other use cases

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