**Trustmary** helps you collect high-quality reviews and testimonials and improve lead generation on your website automatically based on your Pipedrive activity.

Send automated customer feedback surveys after you finish meetings and win deals, combine feedback surveys with gathering text and video reviews and supercharge your website's lead generation with social proof from your customers.

With **Trustmary** -**Pipedrive** integration you can automatically:
    • Collect feedback from your customers and get NPS and open feedback straight to your customer organization or person
    • Gather reviews and testimonials from your customers based on your activities, deals, or persons in Pipedrive
    • Fully customize the automated flows and surveys to your needs
    • Measure NPS (Net Promoter Score), CSAT (Customer satisfaction score) and CES (Customer effort score) per sales rep, team or company
    • Create automatic dynamic reports

Other use cases

Trustmary

ApiMoon allows you to export data from Pipedrive to Google Sheets, Microsoft Excel and other systems.

You can use it to create custom reports, dashboards, and charts, or export data to other platforms.

Please consider trying ApiMoon if you:

- Need to export data from Pipedrive for further analysis.
- Pipedrive reporting doesn't meet your needs.
- Need to share reports with team members or the entire company.
- Want to create custom reports and dashboards.

With ApiMoon, you can:

- Export data from Pipedrive Deals, Persons, Organizations, Activities, Products, Pipelines, Stages, Users, and other objects to Google Sheets, Microsoft Excel, and other targets.
- Schedule automatic data refreshes. You can choose from options like every day, week, month, or year, on a specific day, hour or every 15, 30,  or 60 minutes.
- Choose from two strategies for data import: replace or append.

If you have any questions, please contact us at support@apimoon.com and we will be happy to help you.

Automate my pipeline and data

apimoon

### Byteline Overview
Keep your data aligned with Byteline's powerful data sync solution, fully integrated with Pipedrive.

- **Live Syncing**: Ensure your data stays up-to-date in real-time with 2-way or 1-way syncs.
- **Historical Sync**: Easily configure syncs to bring in all your pre-existing data—no manual effort required.
- **Custom Filters**: Gain complete control of your syncs by setting precise data filters for efficient and organized updates.
- **Workflow Automation**: Combine with Byteline’s native Workflow Automation tool to take action on your data and automate complex tasks.

Byteline.io's data syncing tool ensures that your Pipedrive data remains continuously aligned across other apps and platforms. It's the perfect solution for businesses that need to keep their CRM, databases, or other systems synchronized.

Qualify my leads

Byteline Sync

Luru lets you take notes from meetings and syncs automatically to Pipedrive. 

Luru makes it super easy to keep your Pipedrive data up-to-date by letting you update deals and leads directly from within a Luru Note. This ensures that you don't have to spend that extra 2 hours every week to update you pipeline.

**Intuitive Note taker **
- Create a note with the intuitive note taker

**Connect notes to Pipedrive records**
- Connect your note with a deal, lead, person or org in Pipedrive 
 and automatically sync the note to Pipedrive

**Update Pipedrive fields right from your note**
- Just use the '/' command anywhere in the note to access all pipedrive fields associated with that record

**Use templates to save time and be improve your CRM hygiene**
- You can insert custom note templates to help you achieve consistency during your customer calls and fill out all required data in pipedrive

**Take notes directly from within Google Meet**
- With our Chrome extension, you can now start taking notes from within your Google Meet calls. No need to go back-and-forth to other windows!

**Access previous notes seamlessly**
- You will see your most recent notes on Luru automatically. You can search for any of your previous notes using keyword/ deal name / meeting participants instantly

Luru

MeetRecord helps sales teams to capture intelligence from video calls, implement real-world coaching and close deals faster.

**Use cases**

- Sales teams can accelerate their sales cycle and ramp up coaching
- Internal teams can collaborate better, archive recordings and reduce meeting fatigue
- Customer success teams determine churn indicators, upsell opportunities and collaborate with product and marketing teams

**Top features**

- Archive and organize all your meeting recordings
- Share part of a recording securely
- Auto-generate top highlights or minutes of meetings
- Create and share playlists of top videos
- Track product features, competitor mentions and keyword mentions
- Analyze engagement score, talk-listen ratio and speaking skills
- Track meeting performance and assign courses

**Benefits and impact**

**Capture and Analyze Every Interaction**
MeetRecord provides a simple, scalable solution to record and analyze all online meetings to create visibility, drive processes and behavior changes and deliver bottom-line impact.

**Understand what drives performance**
Identify top performers' patterns so you can replicate winning behaviors across the entire team.

**Make better data-driven decisions**
Give every part of your organization direct access to your customer’s voice to drive data-driven thinking. Easily share insights and questions with product, marketing and the C-suite to get to your desired outcomes faster.

Communicate with leads

Manage my accounts

MeetRecord AI – Call transcripts analysis

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

The ONLYOFFICE DocSpace app for Pipedrive can be accessed via the Deals section of Pipedrive: go to the corresponding deal and find the DocSpace frame.

For each deal, you can create a separate DocSpace room in which the deal participants can work together on office documents. To create a room, click the Create room button.

The room is named according to the rule Pipedrive - Company name - Deal name. Inside the DocSpace frame, deal participants can work depending on their access rights.

**Access rights**

All Pipedrive users who logged into the DocSpace app are added to the Pipedrive Users (Company Name) group. If a user logs out of DocSpace, they will be removed from the group.

Access rights to the room within a deal are determined by the Pipedrive access rights to the corresponding deal.

- All users: the room becomes available to the Pipedrive Users group as well as the followers are invited by name (only those who have installed the DocSpace app and have been authorized).
- Item owner: the room is accessible only to the deal owner and the followers by name. A mandatory condition in this case is that the deal owner and the followers must install the DocSpace app and pass authorization.
- Item owner’s visibility group: only the followers are synchronized (available in the paid version of Pipedrive). 
- Item owner’s visibility group and sub-group: only the followers are synchronized (available in the paid version of Pipedrive).

ONLYOFFICE DocSpace

- Experience the power of **comprehensive analytics** with our cutting-edge solution.
- Gain invaluable **insights into leads and deals** statistics, enabling strategic decision-making.
- Take **control of costs and revenue** effortlessly
- Connect your Pipedrive account with your advertising accounts in minutes. For better management of leads and customers in your ad units. 
- Easily **create, manage, and monitor budgets**
- **Analyze current and past leads/deals** to fuel data-driven strategies
- Evaluate **manager performance** to **optimize effectiveness**, ensuring your company stays steps ahead in the competitive landscape.
- And of course, receive **analytics** that will accurately reflect how **successful** you are.

Enable payments and tracking

ProfIT.Store integration

Easily transfer the potential customers, that SalesViewer® identified on your website, into your pipelines or lead lists. Your next customer is just one integration away.

Attract new leads

SalesViewer® Integration

Integrate [Pipedrive](https://skyvia.com/connectors/pipedrive?utm_source=pipedrive_marketplace&utm_medium=referral&utm_campaign=marketplaces) with major cloud apps and databases and automate your data integration tasks. You can automate the replication of Pipedrive data to databases or DWH for data analysis with tools like PowerBI, Tableau, and Looker Studio​, and automate the export/import of CSV files from file storage to Pipedrive and vice versa!

Skyvia provides both ELT and advanced ETL tools, including reverse ETL. All the integrations are configured visually and can be scheduled for automatic execution.

In addition, Skyvia allows keeping your Pipedrive data safe with daily data backups and few clicks restore! It allows getting quick reports on Pipedrive data with visually built queries or SQL directly in Excel or Google Sheets, publishing data as OData/SQL endpoints. For the latter, Skyvia provides a Looker Studio connector, ODBC driver, and ADO.NET provider.

Supported data sources:

- CRM: Salesforce, Dynamics CRM, SugarCRM, Zoho CRM, NetSuite
- Accounting: QuickBooks Online, FreshBooks, Stripe
- Marketing: MailChimp, HubSpot, Marketo, ActiveCampaign, WordPress, Salesforce Marketing Cloud
- E-commerce: Shopify, BigCommerce, Magento
- E-support: Freshdesk, Zendesk
- Storage: Dropbox, FTP, SFTP, Amazon S3
- Database: MySQL, PostgreSQL, SQL Server, SQL Azure, Amazon RDS, Oracle
- Data Warehouse: BigQuery, Redshift, Azure SQL DWH, Snowflake
and many more.

Skyvia

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

### Improve call outcomes with actionable insights
Avoma is a revenue intelligence platform for revenue teams. It's AI-powered technology helps customer-facing teams capture important customer information, before, during, and after important meetings. Shorten sales cycles and delight more customers. With Avoma, you can automatically record all your meetings, and get full transcripts, summarized notes, and actionable insights synced directly to your CRM. 

Hundreds of fast-growing companies like Athelas, BuildZoom, Orum, BoomCloud, OnFleet, Moengage, and LeanData, trust Avoma to power their customer-facing teams. Avoma is headquartered in the San Francisco Bay Area. For more information visit www.avoma.com

### Benefits you can get with Pipedrive + Avoma integration:

- Focus on actively listening to calls not get distracted in taking notes
- Save time in note-taking with AI-generated notes and full transcription
- Improve call outcomes with actionable insights and trends across all calls

### Key functionalities of Avoma:

- AI-Generated Notes & Transcription
- Topic & Speaker Identification
- Filler Words & Custom Keywords Tracking
- Talk time, Monologue, Engagement, etc. Insights across all calls
- Smart Playlists and more collaboration workflows
- CRM Sync, Email insights, Deal Risk Signals, CRM field updates, Forecasting, and advanced Revenue intelligence.

Connect your favorite tools or easily find new ones

Other use cases

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