Knowledge Base

Pipedrive offers a variety of tools and applications that you can download from our Marketplace, divided by categories to make finding your solution easier.

Attract new leads

Lead generation apps let you direct new sales opportunities into your Pipedrive account from sources such as websites, social media and emails.

Most popular apps:

• Surfe
  Surfe saves you time and improves your outreach by bringing Pipedrive on top of LinkedIn
• Jotform
  Create online lead gen or contact forms to instantly send new contacts or deals to your Pipedrive account
• LinkPort
  Import Unlimited LinkedIn contacts to Pipedrive with one click and save hours on manually copy-pasting work.
• Klenty
  Get more replies and meetings booked with the #1 Sales Engagement tool for Pipedrive

Qualify my leads

Most popular apps:

• Zapier
  Zapier automatically moves info between Pipedrive and the other apps you use every day – so you can focus on your most important work.
• Outfunnel
  Manage marketing campaigns with two-way automations between Mailchimp and Pipedrive.
• LinkPort
  Import Unlimited LinkedIn contacts to Pipedrive with one click and save hours on manually copy-pasting work.
• Klenty
  Get more replies and meetings booked with the #1 Sales Engagement tool for Pipedrive

Nurture my leads

Most popular apps:

• Autopilot
  Nurture leads with beautiful emails, SMS, Facebook Ads and Google Ads. Assign leads with round-robin, create deals and automate repetitive tasks.
• JustCall
  Make and receive calls directly on Pipedrive. Automatically log all your calls, texts, call recordings and voicemails under your contacts and deals.
• Dealbot for Slack
  Slack is the market-leading communication platform that brings all your company's conversations together in one place.
• Outfunnel
  Manage marketing campaigns with two-way automations between Mailchimp and Pipedrive.

Communicate with leads

Messaging apps let you automate communication with your leads, customers and website visitors about your products and services. You can also use these apps to facilitate communication within your sales team.

Most popular apps:

• Intercom
  Create and track deals in Pipedrive as leads are qualified from Intercom conversations.
• Slack
  Forward messages to Slack based on actions and events in your Pipedrive account.
• Livechat
  Direct leads created through LiveChat directly into your Pipedrive account.
• Crisp
  Sync all of your Crisp contacts with Pipedrive.
• Salesmsg
  Send and receive text and photo messages to contacts directly from your Pipedrive account.

Manage contracts

Proposal and contracts apps let you create, send and manage your contracts with current and potential customers directly from Pipedrive.

Most popular apps:

• PandaDoc
  Build, customize and send documents for customers to sign directly from your Pipedrive account
• GetAccept
  Build, customize and send documents for customers to sign directly from your Pipedrive account
  
• DocuSign
  Simplify and accelerate the time to reach an agreement by creating DocuSign envelopes in Pipedrive
• Formstack
  Send your Pipedrive data directly to Webmerge documents
• ClientPoint
  Create, manage and track proposal processes for your deals directly from Pipedrive

Enable payments and tracking

Enable payments and track your financial management systems through Pipedrive.

Most popular apps:

• Dryrun
  Import Pipedrive data for a seamless financial forecasting process.
• Stripe for Pipedrive
  Track, create and sync Stripe customers and the invoices and payments associated with them to efficiently manage your finances.
• Xero
  Create invoices in Pipedrive and upload them to Xero.

Automate my pipeline and data

Automation apps let you automate actions to streamline your marketing workflows.

Most popular apps:

• Outfunnel
  Manage marketing campaigns with two-way automations between Mailchimp and Pipedrive.
• ActiveDEMAND
  Automate your sales call and email marketing workflows.
• Sendpulse
  Import your Pipedrive contacts to SendPulse to facilitate your email campaigning workflow.
• LeadsBridge
  Connect you to advertising platforms like Google, LinkedIn and Facebook.
• Zapier
  Zapier automatically moves info between Pipedrive and the other apps you use every day – so you can focus on your most important work.

Manage my account

Task management apps allow you to create workflows between Pipedrive actions and your task management system to keep track of your team’s progress.

Most popular apps:

• Asana
  Make updates to your project management workflow in Asana when deals are created or updated in Pipedrive.
• Trello
  Update your project management cards in Trello with Pipedrive information effortlessly.

Support my customers

Customer support apps let you streamline your support workflow across communication channels and increase customer engagement.

Most popular apps:

• Intercom
  Create and track deals in Pipedrive as leads are qualified from Intercom conversations.
• Textline
  Send, receive and log text messages to contacts directly from your Pipedrive account.
• Livechat
  Direct leads created through LiveChat directly into your Pipedrive account.
• SupportBee
  Sync your Pipedrive contacts with your email ticketing system.
• Front
  Sync your Pipedrive contacts with your email ticketing system.

Other use cases

You can create workflows between your Pipedrive account and a third-party platform using an integration platform to connect the parties for you.

Most popular apps:

• Piesync
  Sync your Pipedrive contacts with a third-party platform
• Integromat
  Integrate your Pipedrive account with other platforms to automate workflows
• Import2
  Import, export, or sync your Pipedrive data with other platforms
• SyncQ–QuickBooks Automation
  Present Quickbooks invoices and payment information directly in your Pipedrive account
• Zapier
  Integrate your Pipedrive account with other platforms to automate workflows