**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

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

When you connect to Pipedrive, you’ll unlock all of your people, organization, deal, and activity data. Craft highly personalized and relevant messages across the customer journey, build reports and dashboards, 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 the performance of your journeys

Nurture my leads

Communicate with leads

Manage my accounts

Ortto

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)

Salespanel

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

### 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.

Avoma - Recording and Conversation Intelligence

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

**Customize dashboards and gain real-time insights!**
- Make your Pipedrive data more valuable by visualizing your [pipeline and sales performance](https://www.plecto.com/sales/?utm_campaign=INT-PAR-C-) in Plecto
- Create custom Pipedrive dashboards that display all the information important to you
- Get an unbeatable overview of your business performance in real-time

**More than just visualization!**
- Our unique gamification features provide you with the right tools to engage your employees
- Motivate employees with contests across teams or locations
- Create [achievements awards](https://www.plecto.com/achievements/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) and an atmosphere fuelled by performance with leaderboards

**Provide real-time reports to managers, CEOs and board members whenever needed!**
- It just takes a few minutes to build [customized reports](https://www.plecto.com/reports/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive) in Plecto 
- You can set up reports for automatic send-out. Just choose a date and a timeslot, and Plecto does the rest!

**Get started today!**
- Discover how Plecto can help you to get the most out of your Pipedrive solution. Start your [14-day free trial ](https://www.plecto.com/signup/?utm_campaign=INT-PAR-C-pipedrive&utm_source=pipedrive&utm_medium=marketplace&utm_content=pipedrive)today!

Plecto

Reportei is an advanced digital marketing reporting and dashboard tool designed to empower marketing professionals with accurate and actionable insights. With a focus on optimizing paid traffic and exploiting the power of social media, Reportei simplifies the process of data collection, analysis, and presentation, streamlining workflows that were once manual and time-consuming.

Generate professional reports in just 3 seconds! Stop wasting time with manual tasks, increase your customer base, and improve the quality of your service. Our multi-channel integration helps you to have an efficient data collection aggregating data in real-time, so you can stay up-to-date with your metrics.

Easy to use and with customizable Reports and Dashboards, enhancing your analysis and with a streamlined collaboration your marketing teams and decision-makers will get along and participate to have understandable information.

This way you'll stay ahead of your competitors having fast data-driven strategies and well informed decisions.

Reportei

ZBrain's AI Copilot for Sales is an integrated AI solution designed to enhance your sales process within Pipedrive. With four key features, AI Copilot for Sales boosts sales team productivity, empowering your team to drive more sales.

**Generate Executive Summary:** It automatically creates the executive summary of each deal by reviewing past activities, notes, deal history, and emails sent and received. The summary includes key events and understanding of the deal.

**Identify Issues:** It identifies gaps and issues by reviewing deal details, meeting notes, deliverables, and all historical data for a deal. It includes specifics on what went wrong and what parties are involved. It helps the team identify and fix any communication gaps.

**Suggest Next Best Action:** It suggests the next best action item by looking at the latest activity and data in Pipedrive. A suggested action could be sending an email, drafting a document, making a phone call or any other step you use in your organization. It also drafts the agenda or content of the suggested action item.

**Fine-tuning of LLM for each organization:** Using the Zbrain enterprise plan, an organization can use a proprietary fine-tuning model built for them and hosted in a private environment.

Immediately increase the sales team's productivity by giving them immediate access to the deal summary, insights and drafted content for the next best action item.

ZBrain AI Copilot for Sales

Enhance your Pipedrive experience with seamless document generation and eSigning capabilities, streamlining your entire sales process within a single tool.

Effortlessly craft proposals and contracts directly from your Pipedrive deals using customizable templates.

Send documents for eSignature right from Pipedrive, eliminating the need for separate eSignature tools, as every BoloForms subscription includes legally-binding eSignatures.

Generate quotes populated with data from your Pipedrive records.

Easily incorporate CRM details into your documents on-the-fly with BoloForms variables, automatically including contact, opportunity, pricing, and product data.

Stay informed about document statuses without leaving Pipedrive, and leverage document analytics to determine the ideal time for follow-up based on customer interaction.

Get started quickly and easily with no coding required. Experience the efficiency firsthand by trying it out for free at https://signature.boloforms.com/settings?type=INTEGRATIONS

Manage contracts

BoloForms Signature

Call IQ: Your Sales Conversation Intelligence Platform. Effortlessly record, transcribe, and analyze sales discussions.

It records, transcribes, and summarizes calls, extracting insights, identifying key points, analyzing sentiment, and suggesting next steps.

Why Choose Call IQ with Pipedrive?

Seamlessly integrated with Pipedrive, Call IQ delivers customizable call summaries, enhancing your CRM process. Gain actionable insights into action items, sentiment, crucial questions, and talk time distribution.

Key Features:

1. **Gist of a Call Recordings:** Capture conversations easily to ensure you don't miss crucial details. With Call IQ, access condensed overviews and analyses of your calls. This helps you quickly understand the most important parts of every conversation, so you don't have to struggle with managing lots of recordings.

2. **Sentiment Analysis:** Understand emotional context (positive or negative) to tailor responses effectively.

3. **Next Steps and Key Questions:** Stay steps ahead with Call IQ's ability to identify the next steps and highlight vital questions discussed during calls. Prioritize actions with clarity and precision.

4. **Seamless Integration:** Call IQ seamlessly integrates essential call details (duration, participants, key points, and action items) with Pipedrive CRM, eliminating manual entry, speeding up lead updates, and improving customer interactions.

Connect your favorite tools or easily find new ones

Other use cases

Can't find the app you need?