**Optimize Your Pipedrive Experience with Our Outlook Add-in**
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Enhance your productivity and streamline your sales processes with SaySync. By integrating directly with Outlook, this tool allows you to manage your Pipedrive contacts, organizations, deals, activities, and notes - all without ever leaving your inbox.

**Key Features:**
- **Effortless Data Entry:** Quickly add new contacts, organizations, deals, activities, and notes directly from Outlook, making data entry seamless and error-free.
- **Instant Data Access:** View essential information at a glance. Our sidebar displays all related contacts, organizations, deals, activities, and notes, allowing you to access the information you need without switching applications.
- **Deal Management Made Easy:** Choose the right deals and update stages and statuses directly within your email workflow. This feature ensures that you always stay on top of your sales pipeline.

**Why Integrate with Outlook?**

Integrating Outlook with Pipedrive through SaySync gives you unique advantages:
- **Seamless Information Management:** Manage all your sales and communication data in one place, saving you valuable time. This integration minimizes the need for multiple tools, reducing the risk of overlooked details and errors.
- **Enhanced Productivity:** By keeping all necessary tools in one interface, you can speed up sales cycles and strengthen customer relationships, ensuring that every interaction is efficiently captured and utilized.

Nurture my leads

Manage contracts

Manage my projects

SaySync

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

Communicate with leads

Support my customers

Clustdoc

**Seamlessly Coordinate Calls Across Time Zones with LocalTime**

* Struggling to schedule and prioritize calls across multiple time zones? Calculating the right time to contact each lead or customer can be a hefty task, let alone deciding whom to call first based on their geographical location.
* Fret no more; LocalTime is here to streamline this process. Now you can effortlessly view the local times of all your leads and customers in the List view, sort them by time, and methodically work your way down the list, ensuring timely interactions.
* LocalTime utilizes the phone numbers of your contacts to accurately estimate their local time, taking the guesswork out of global communications.

Attract new leads

Qualify my leads

LocalTimes

Application provides an ability to distribute deals between sales managers via round-robin algorithm with an additional possibility to add weights in distribution. 
Every time the deal is added to the specified pipeline Deals Distributor will receive a notification, distribute the deal and assign it to the manager with a task.

No manual deals distribution anymore!

Automate my pipeline and data

Deals Distributor

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.

RapidVerify

CompanyCam is a photo-based communication solution created for contractors, by contractors. Users can document their jobs with unlimited photos and videos—which are location and time-stamped and stored securely in the cloud. Every photo is organized by project and instantly available to your team, allowing everyone to see what’s going on anytime, anywhere.

The CompanyCam x Pipedrive integration makes it seamless to capture details on every job site and keep both your crew and your customers informed along the way. When a deal is created in Pipedrive, a project will automatically be created in CompanyCam and a link to the CompanyCam project will be auto-populated to the deal in Pipedrive.

CompanyCam

**Transform the way your team works with the integration of Notion and Pipedrive by Make.** 

Get the best of both worlds: Notion's impressive note-taking and document-creation tools, and Pipedrive's powerful CRM capabilities.

- Create, manage, and track your tasks in Notion, sync the data, and update back to Pipedrive.
- Benefit from Notion's unique note-taking ability, creating and sharing notes and documents, and supplying crucial business data to your sales team in Pipedrive.

Notion

**Introducing a groundbreaking integration that connects Jira's powerful issue-tracking features with Pipedrive's efficient sales management tools.** 

With Make, you can now turn Jira tickets into Pipedrive people or deals and vice versa, facilitating real-time updates and streamlined workflows​.

Key features of this integration include:
- Sync Live Data: Real-time updates between Jira issues and Pipedrive. A solution found in Jira can be immediately reflected in Pipedrive, and important sales information can be synced back to Jira​​.
- Flexible Workflows: Make use of Jira's customizable workflows, which can be easily mapped to your style of work, enhancing efficiency and productivity​.

With this integration, not only will your teams be more aligned, but you'll also save hours on busy work, giving your team the freedom to focus and achieve more than ever​​.

Jira Cloud Platform Sync

**Unlock the power of efficiency and productivity with the integration of Smartsheet and Pipedrive via Make.** 

Smartsheet, a leading project management tool, and Pipedrive, an innovative CRM, come together to create a dynamic ecosystem for your business. This integration brings together the key features of Smartsheet with Pipedrive's robust CRM, facilitating a seamless flow of information and better decision-making processes.

- Enhance your project management by tracking and visualizing your Pipedrive data in Smartsheet's various views: Grid, Card, Gantt, or Calendar.
- Empower team collaboration with the synchronization of data across both platforms, driving execution with speed and accountability.
- Automate tasks across Pipedrive and Smartsheet, reducing manual effort and increasing accuracy.
- Standardize your processes and integrate data across your systems with Pipedrive and Smartsheet's seamless communication.

With Make, set up automated workflows such as adding new Pipedrive deals matching filter criteria to Smartsheet as rows, and updating Smartsheet rows with new Pipedrive deal stage changes. This integration empowers your business to operate at peak efficiency, ensuring that no important information falls through the cracks and that your teams can collaborate effectively

Smartsheet

**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

**Unleash unparalleled efficiency and seamless communication with the integration of Wrike and Pipedrive, powered by Make.**

This integration enables you to align your sales and project management processes, ensuring that all your work items land in one place with Wrike's robust features. Enhance your workflow with Wrike's customizable workspaces, automated work intake, project resource planning, and dynamic request forms​. Visualize all your work with interactive Gantt charts and workload charts, all while monitoring your budget and tracking time effectively​. Collaborate cross-functionally and streamline the revision and approval process with Wrike's cross-tagging and internal and guest approvals​​. Harness the power of Wrike's best-in-class proofing software and live document editor to ensure clarity and efficiency in your team's work​.

With this integration, you can:
- Align your sales and project management processes for better visibility and efficiency.
- Automate assignments, measure effort and budget, and track how much work is done and when​​.
- Enhance collaboration with Wrike's cross-tagging feature, ensuring full visibility across multiple work streams​​.
- Streamline the revision and approval process, easily routing requests for approval to internal and external stakeholders​.

Wrike

**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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