Off the top of my head, I remember a quote from Mark Hunter, the author of High‑Profit Selling, who once said- “It’s not about having the right opportunities. It’s about handling the opportunities right.”
Good Lead Management and rising Business Revenue can only come from carefully planned micro-strategies; one of them- having an effective CRM tool that captures information about each and every interaction with your prospects and customers. Pipedrive is a promising Sales CRM Solution that offers a low-cost, super-easy-to-use interface and a robust set of features for businesses, but it falls short of maximum usability if not paired with compelling Pipedrive integrations.
In this article, we’ve produced a list of some of the coolest Pipedrive integrations available in the Pipedrive Marketplace, all of which will improve your experience and efficiency while also making it exciting for all of your Marketing & Sales Reps to handle your leads, all happening effortlessly.
What is Pipedrive?
Emerging Customer Dynamics demand a smart Sales Pipeline that visualizes the entire sales process and makes goals simpler to attain by dividing the sales process down into discrete trackable actions. A Pipeline CRM is a CRM system that tracks many potential buyers as they go through these sales processes.
Pipedrive, like Salesforce, is a popular and easy-to-use Sales CRM and Pipeline Management Software that makes managing sales for Small and Large Businesses equally a lot easier and less stressful. It features a drag-and-drop interface that presents a clear visual of existing deals, with detailed reporting and forecasting tools to show how well the business is performing.
Hevo Data, a No-code Data Pipeline helps to load data from any data source such as Salesforce, Databases, SaaS applications, Cloud Storage, SDK,s, and Streaming Services and simplifies the ETL process. It supports 150+ data sources and 60+ data sources for free.
Check out why Hevo is the Best:
- Live Monitoring: Hevo allows you to monitor the data flow and check where your data is at a particular point in time.
- Secure: Hevo has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
- Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.
- Minimal Learning: Hevo, with its simple and interactive UI, is extremely simple for new customers to work on and perform operations.
Get Started with Hevo for Free
Pipedrive CRM Integrations: Here Are Our 13 Favourite Picks
The following is a comprehensive list of Pipedrive integrations that we have discovered to be quite beneficial for Customer Relationship and Lead Management.
Pipedrive Integrations for Data Management and Marketing Automation
1. Outfunnel
Outfunnel Pipedrive integration connects your Pipedrive with your habitually used Marketing Tools like Google Ads, Mailchimp, Wix, Contact Form, and LinkedIn to keep your customer contact list in sync, 24*7. Once configured, data collected from web forms and landing pages will also sync automatically, along with custom fields.
Outfunnel can integrate marketing automation to send text-based Email Campaigns to any Pipedrive segment established as a people filter. Because of its robust reporting capabilities and a myriad of features, Outfunnel is a favorite choice among many Pipedrive users.
Key Features of Outfunnel Pipedrive Integration
- Create automated Email Campaigns to Customer Segments defined with Pipedrive person filters.
- Automatically start and stop Campaigns when leads move from stage to stage.
- Record email opens, clicks & other engagement metrics in Pipedrive.
- Create new contacts & deals in Pipedrive based on Marketing Engagement Activity.
- Get notified when leads visit your site and see what they’re interested in.
- Calculate Lead Scores based on email actions, web visits and record these in Pipedrive.
Pricing
Outfunnel Plans start at $19 per month. A free trial for 14 days is also available.
Note: If you use the Mailchimp platform for Email Marketing and would like to integrate your Marketing Campaigns and Automations Services to seamless management from a single platform, i.e. from your Pipedrive CRM, we have covered a detailed piece here on Pipedrive Mailchimp Integration.
2. HubSpot
HubSpot is an Inbound Marketing and Sales Software that allows companies to attract customers, convert leads, and close deals. Aimed for both Small and Large Businesses, HubSpot is an All-in-One tool for Content Creation, Social Media Sharing, Lead Capture, Customer Relationship Management, Workflow Automation, Sales Pipeline Mapping, and Performance Tracking. With a simple-to-learn user interface and affordable pricing plans, thousands of companies prefer HubSpot products for their business needs.
Key Features of HubSpot Pipedrive Integration
- Enable two-way Data Sync- Share data between Pipedrive and HubSpot in real-time.
- Quick and easy setup with out-of-the-box field mappings.
- Historical syncing: Your existing data will sync right away, and updates will sync as they happen.
Pricing
HubSpot Pipedrive App Extension is offered by HubSpot and is free to install. Pricing varies depending upon your HubSpot plans.
Pipedrive Integrations for Bots and Messaging
1. Pipechat
WhatsApp is a go-to platform for every person and is used by over 2 billion monthly active users. Compared to Email Marketing, a Text Message supersedes the Marketing Landscape with an open rate of about 99% (Source: RedEye). With such glorious opportunities, comes another Pipedrive integration called Pipechat that enables users to add notes to deals and WhatsApp Contacts to Pipedrive with just one click.
Pipechat offering comes as a Chrome extension that works in conjunction with the WhatsApp Web Service.
Key Features of Pipechat Pipedrive Integration
- Schedule WhatsApp Chats and use template messages for impactful customer conversations.
- Add the most important messages as notes to your deals.
- Attach WhatsApp Contacts to Pipedrive CRM.
Pricing
Pipechat plans start at €5/month.
2. DealBot for Slack
Slack is a prominent and market-leading messaging application that connects team members via Instant Messaging, Voice and Video Calls, and a suite of features that allows them to share information and collaborate.
Slack Workspaces feature Bots that can conduct typical team chores like importing data from other apps or producing quick polls. DealBot is a Pipedrive Website Integration Slack Bot that helps close deals by coordinating various individuals and keeping everyone informed inside Slack Channels.
Key Features of DealBot for Slack Pipedrive Integration
DealBot for Slack can update Slack Channels on:
- Newly added deals, and
- Completed transactions.
Additionally, it can
- Send out personalized deal updates.
- Search for a deal, person, or organization.
Pricing
DealBot for Slack is a free-to-use and install Pipedrive App Extension offering from Pipedrive.
3. Microsoft Teams
Microsoft Teams is a wholesome Team Communication Software Offering, which is a Cloud-based Collaboration Software, as a part of Microsoft Office 365 Suite. Microsoft Teams includes features like Messaging, Calling, Video Meetings, File Sharing, and Secure Editing.
Microsoft Teams provides real-time collaboration on content from local and remote workers across different devices, including laptops and mobile devices. Its strong integration with Microsoft products such as Word, PowerPoint, Exchange, and SharePoint makes it a very enjoyable and simple-to-use application.
Key Features of Microsoft Teams Pipedrive Integration
- Schedule and join video meetings directly from Pipedrive’s activity.
- Send updates on Pipedrive deals, people, organizations, and activities to your colleagues in Microsoft Teams.
- Book meetings hassle-free in Microsoft Teams with Pipedrive Scheduler Views.
Pricing
Microsoft Teams Pipedrive App Extension is offered by Pipedrive and is free to install.
Pipedrive Integrations for Task Management
1. Trello
Trello organizes individual and team collaboration efforts into a visually appealing user interface with delightful Trello Boards, Cards, and Lists that seem too simple to use yet too powerful to ignore. Based on Kanban Boards’ Agile Management System, Trello fabricates a system in which individual tasks can be easily visualized, and team members can be allocated to specific tasks that are easy to track.
Key Features of Trello Pipedrive Integration
Under Trello Pipedrive Integration, users can directly create Trello Cards, Boards, and Lists from Pipedrive and connect them to deals, organizations, and people in their Pipedrive CRM. Additionally, they can:
- Attach information from Pipedrive to Trello Cards.
- Add rules to create new Trello Cards automatically depending on Pipedrive Events.
- Use Workflow Automations in Pipedrive to create Trello Boards, Lists, and Cards.
Pricing
Trello App Extension offered by Pipedrive is free to install.
2. Asana
Asana is a favored and well-known work management & productivity application for teams. It improves workspace communication and project organization among teams and businesses. Asana can manage and systematize your project flow, be it anything from small tasks to large projects.
With Asana Pipedrive Web Integration, your teams get more confident and carry through fast in completing and collaborating work. You can manage initiatives, create projects and tasks and allocate work to your team or collaborate with other teams easily in Asana right from Pipedrive Dashboard.
Key Features of Asana Pipedrive Integration
- Create Asana tasks when you make changes to Pipedrive deals.
- Enhance communications between Sales and Internal Asana teams.
- Make adjustments to deal details that are sent to Asana tasks.
Pricing
Asana Pipedrive App Extension is offered by Pipedrive and is free to install.
Pipedrive Integrations for Video Calls and Solutions
1. Zoom Meetings
Image Source: Pipedrive Marketplace
2020 has it, “Zoom” is now an official word in dictionaries. The pandemic’s Virtual Conferencing Tool needs no introduction. Globally, Zoom handles over 300 million daily meeting participants, with a 60% Market Share in the US. Voice and Video Call Platforms like Zoom have become all-powerful players in keeping people and businesses connected and have become increasingly imperative since the pandemic.
Key Features of Zoom Pipedrive Integration
- Add Zoom video calls to Pipedrive activities and send invites across to your colleagues.
- Use Pipedrive’s Meeting Scheduler (the proposed times’ feature) to set up Zoom meetings with your clients.
- Join a scheduled meeting from a button or link in activities without leaving Pipedrive.
Pricing
Zoom Meetings Pipedrive App Extension comes as a free offering from Pipedrive.
2. Google Meet
Analogous to Zoom Meetings, Google Meet Pipedrive Integration lets users schedule Google Meetings with potential customers or business colleagues right from the browser or from the Google Meetings App. In contrast to Zoom, Google Meetings free plan allows 60-minute meetings (the time limit has been suspended until September 30, 2021), and comes with a quick, easy video-calling service right on the Web.
Key Features of Google Meetings Pipedrive Integration
- Schedule Google Meet from Pipedrive without having to send email invites to the invitees.
- Join Google Meetings with just one click from Pipedrive.
- Use Pipedrive’s “Propose time” feature to find a date that suits you and your client and schedule meetings.
Pricing
Google MeetPipedrive App Extension comes as a free offering from Pipedrive.
Pipedrive Integrations for Accounting & Invoicing
1. Xero
Xero is a cloud-based easy-to-use accounting solution for growing businesses. With Xero, businesses can manage Invoices, Payroll, Bank Reconciliation, Purchasing, Expenses, Bookkeeping, and more, from just one application.
By producing invoices straight from the transaction details page, Xero Pipedrive Integration eliminates the need for endless email contact with your accountants as well as toggling between the Pipedrive and Xero applications.
Key Features of Xero Pipedrive Integration
- Easy invoice generation, approval, and transmission.
- Create and link Xero contacts to Pipedrive.
- Import Xero invoices to Pipedrive.
- Aggregate invoicing data by Customer Contact.
- Update invoice status from Pipedrive.
Pricing
Xero Pipedrive Integration comes with paid plans that start at $11/month.
2. QuickBooks Advanced Automation – SyncQ
Manual data entry for accounting and financial purposes is inefficient and wastes time, which is what QuickBooks Advanced Automation – SyncQ eliminates. It seamlessly syncs QuickBooks online records with Pipedrive using two-way sync and allows users to create custom mappings based on their business requirements.
Key Features of QuickBooks Advanced Automation – SyncQ Pipedrive Integration
- Automatically sync QuickBooks Transactions, Estimates, Invoices, and Payments history synced with Pipedrive Organizations/People.
- Sync Pipedrive records with QuickBooks Customers, Vendors, Invoices, Bills, and more both ways.
- Track sales trends and receivables in Pipedrive.
- Create customizable mappings based on business needs.
- Connect multiple QuickBooks Companies.
Pricing
Pricing starts at $15 USD per Pipedrive user per month (per QuickBooks Company). (The SyncQ license is required, but only for Pipedrive users who need to sync data to QuickBooks.)
Pipedrive Integrations for Customer Support
1. Kixie PowerCall and SMS
Kixie is a Sales Engagement Platform with an intelligent AI-powered Sales Dialer, Voicemail Drop, and Local Presence Dialling. The software offers a Click-to-Call Dialling List and Auto-Dialling options as well as supports other features such as Call Recording, customizable Call Routing, and Call Tracking.
Kixie also helps to capture sales statistics such as conversion rate and supports the training of new sales personnel using the Kixie Call Coaching functionality.
Key Features of Kixie Pipedrive Integration
- Make and receive calls and SMS messages from more than 90 countries. Make phone calls using your computer, desk phone, or mobile phone. Take advantage of a one-click seamless connection and dialing directly from Pipedrive.
- Integrate Kixie PowerCall right away to take advantage of AI-powered Local-Presence Calling and automatic Voicemail Drop.
- Automatic Call Tracking, lifetime Call Recordings, real-time Call Coaching, straightforward sales KPIs, and leaderboards help you manage your team.
Pricing
Kixie offers a 7-day free trial to use its services. Paid plans start at $29/month.
2. Intercom
Intercom is a well-known Customer Relationship Platform (CRP) that enables users to acquire, better engage, and support their customers via the use of numerous features such as Email Marketing, Interactive and Integrated Helpdesk, In-app Messaging, Chat-bots, and much more.
Intercom Pipedrive Integration enables users to create deals in Pipedrive with a single click, track them as needed, and convert more leads by engaging with them proactively on their website. Furthermore, your discussion is instantly stored in the Lead’s Pipedrive Timeline, providing you with a comprehensive view of the Lead’s journey and allowing you to take up your sale exactly where you left off.
Key Features of Intercom Pipedrive Integration
- Get the full picture on Leads through the automatically logged Intercom Conversations.
- Capture and convert more deals with the click of a button.
- View entire details of Leads with last viewed details and status.
Pricing
Intercom conversational support for Pipedrive starts at $79/month. Other plans vary depending upon seats and people reached.
Conclusion
To recapitulate, Pipedrive CRM Solution is not as complex as other CRM systems. It is simple to use, has a clear interface, and requires little training. True visibility into Sales Processes and Lead Stages boosts productivity and eliminates a lot of guesswork inside teams. Pipedrive streamlines every step in the process of transforming a potential deal into a successful sale. As a cloud-based application, the solution is available 24 hours a day, seven days a week via any web browser or dedicated mobile apps.
Hevo Data with its strong integration with 150+ Sources & BI tools such as Asana, Trello, Xero, Intercom, HubSpot, and Mailchimp allows you to not only export data from sources & load data in the destinations, but also transform & enrich your data, & make it analysis-ready so that you can focus only on your key business needs and perform insightful analysis using BI tools. Try a 14-day free trial and experience the feature-rich Hevo suite firsthand. Also, check out our unbeatable pricing to choose the best plan for your organization.
FAQs
1. What are the top Pipedrive integrations for sales?
Some popular integrations include Trello for task management, Slack for communication, and Mailchimp for email marketing.
2. Do integrations increase team productivity?
Yes, they try to simplify the workflow by automating the so-called routine jobs and centralizing information.
3. What’s the best integration for lead generation?
Tools such as LinkedIn, Leadfeeder, and Prospect.io all help to capture and nurture leads within Pipedrive.
Divyansh is a Marketing Research Analyst at Hevo who specializes in data analysis. He is a BITS Pilani Alumnus and has collaborated with thought leaders in the data industry to write articles on diverse data-related topics, such as data integration and infrastructure. The contributions he makes through his content are instrumental in advancing the data industry.
