Pipedrive has become one of the most popular CRM solutions for sales teams, offering a visual pipeline that simplifies deal tracking and management. However, the real power of any CRM doesn’t come just from its features, but also from how well it connects with other tools. For Pipedrive users looking to improve their workflow, integrations are essential for creating a seamless experience across different business functions. It’s important to know what you can count on.
In this guide, we'll explore my top 16 Pipedrive CRM integrations that can transform your sales process and help close more deals. And we'll also introduce Zeeg, a scheduling tool that integrates with Pipedrive, and that can streamline your meeting workflow and convert more leads through automated scheduling.
1. Zeeg (via Zapier)
Zeeg is a specialized appointment scheduling solution that simplifies the entire meeting booking process for sales teams. Sure, there's also Pipedrive Meeting Scheduler tool. But that might not have everything that you need to schedule your meetings. Also, unlike generic calendar tools, Zeeg was built specifically to convert leads into meetings and meetings into opportunities, making it a perfect companion to Pipedrive's sales-focused CRM. With features like customizable booking pages, automated reminders, smart routing forms, team scheduling features, and many more, Zeeg eliminates the back-and-forth emails typically required to schedule meetings.
Having a dedicated scheduling tool like Zeeg integrated with Pipedrive has great advantages over using basic calendars. Sales teams can offer prospects self-service booking options that automatically respect team availability, send professional reminders to reduce no-shows, and collect pre-meeting information through intake forms. All of this happens while maintaining a consistent brand experience and keeping your Pipedrive data updated.
The Zeeg-Pipedrive connection works through various trigger-action combinations in Zapier. For instance, when a new event is scheduled in Zeeg (trigger), you can automatically create a new deal or update a contact in Pipedrive (action). Conversely, when a new lead enters your Pipedrive pipeline, you can trigger automated scheduling workflows in Zeeg.
Key use cases for this integration include:
- Automatically creating deals in Pipedrive when prospects book meetings through Zeeg
- Adding scheduling links to Pipedrive email templates for faster meeting setup
- Creating activities in Pipedrive based on scheduled or canceled appointments
- Updating lead status in Pipedrive when appointments are rescheduled or canceled
- Setting up follow-up tasks in Pipedrive after completed meetings
This integration basically eliminates the gap between scheduling and CRM management. When a prospect books time with your team through Zeeg, all relevant information flows directly into Pipedrive, ensuring your sales data is always current and comprehensive. Your company converts more leads through Zeweg’s scheduling, while maintaining detailed records in your Pipedrive account.
2. Monday.com
We’re talking now about a project management tool that brings clarity to team workflows through visual, customizable boards. Monday is great for organizing tasks, tracking projects, and facilitating team collaboration, which makes it a natural partner for Pipedrive's sales-focused CRM.
The Monday.com integration with Pipedrive bridges the gap between sales activities and project execution, creating a pretty good handoff process between teams. This connection is valuable for businesses where customer journeys continue well beyond the initial sale, like agencies, consultancies, or companies with complex implementation processes.
Therefore, by connecting these two platforms, you can transform closed deals in Pipedrive into structured projects on Monday.com, without any manual data entry. The integration enables automatic creation of new items in Monday.com whenever deals, activities, contacts, or organizations are added or updated in Pipedrive. Here’s some examples of what you can get:
- Automatically generating onboarding projects when deals close in Pipedrive
- Creating client service tasks based on specific deal stages
- Building delivery timelines that reference deal information
- Establishing implementation checklists tied to deal parameters
- Maintaining consistent customer data across sales and delivery teams
This integration operates as a one-way sync from Pipedrive to Monday.com, allowing you to map specific fields from your CRM to your project management boards. You can select which Pipedrive elements (deals, activities, contacts, organizations) should trigger new items in Monday.com, along with which data fields should be transferred. This way there will be a smooth transition from opportunity to execution, ensuring no critical information gets lost between departments.
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3. Surfe
Surfe is a Chrome extension that transforms how sales teams use LinkedIn by bringing Pipedrive functionality directly into the social platform's interface. The main point is that you won’t have a constant need to switch between LinkedIn and your CRM, creating a unified workspace where prospecting and relationship management happen at the same time.
The tool addresses a common pain point for sales professionals: the disconnect between where they find leads (LinkedIn) and where they manage them (Pipedrive). By overlaying Pipedrive capabilities on LinkedIn pages, Surfe creates a friction-free workflow that increases productivity and ensures more consistent data capture.
The integration between Surfe and Pipedrive operates at multiple levels. First, it allows one-click addition of LinkedIn contacts to your Pipedrive CRM, automatically transferring profile information to create comprehensive contact records. But more than that, Surfe also enables users to manage deals, edit contact data, and track interactions without leaving LinkedIn. Here’s a the highlights:
- Instant email discovery that finds and adds professional email addresses to Pipedrive
- Synchronization of LinkedIn messages with your Pipedrive communication history
- Ability to create and manage deals directly from LinkedIn profiles
- Note-taking on LinkedIn that automatically syncs to Pipedrive records
- Bulk export of lead lists from Sales Navigator to Pipedrive
- Template management with response rate analytics
The installation process is straightforward, requiring users to sign up for Surfe, install the Chrome extension, and connect their Pipedrive account. Once configured, the integration appears as an overlay when browsing LinkedIn, providing context-aware CRM functionality.
To sum it up, this is a great add-on for sales teams that rely on LinkedIn for prospecting and relationship building. It ensures that prospect info is tracked and that all team members have access to the same customer data, regardless of whether they're working in LinkedIn or directly in Pipedrive.
4. Seamless.AI
Seamless.AI is a powerful lead generation platform that uses artificial intelligence to find and verify accurate contact information for B2B prospects. The platform maintains a database of over 1.3 billion business contacts and 121 million companies, with real-time validation to make sure you're always working with current information.
Rather than relying on static databases that can become outdated, the platform uses AI to research and validate contact information in real-time, reducing the likelihood of bounced emails or disconnected calls.
This Pipedrive integration has potentially to be vey useful, and maybe you already realized why: it creates a continuous flow of qualified leads into your sales pipeline. Once connected, you can search for prospects based on specific criteria like job title, industry, company size, or location, then send the resulting contacts directly to your Pipedrive CRM with complete information including verified emails, direct phone numbers, and company details. In a bit more detail:
- Instant enrichment of prospect data with verified contact information
- Seamless transfer of leads from research to CRM with no manual data entry
- Up-to-date contact records that reduce bounced emails and failed calls
- Ability to build targeted prospect lists based on specific criteria
- Tracking of job changes to maintain connections with valuable contacts
Setting up the connection is straightforward. After installing the integration from Pipedrive's marketplace, you can link your accounts with just a few clicks. The integration appears within your Seamless.AI dashboard as a connected app, allowing you to push contacts to Pipedrive whenever you discover promising prospects.
For sales teams struggling with data quality or spending too much time researching contact information, this Seamless.AI-Pipedrive integration might be a pretty efficient solution.
5. Zapier
This is a very well known tool, so it might not come as a surprise to be here. But it simpy as to be listed. Zapier, an automation platform that connects apps and services, allows users to create custom workflows without any coding or whatsoever. The platform acts as a universal translator between different software tools, enabling them to communicate and work together through simple "if this, then that" logic sequences called Zaps. With support for over 5,000 applications, Zapier lets businesses eliminate repetitive tasks and create custom automation workflows.
The Pipedrive-Zapier integration serves as a powerful extension of your CRM, as it allows it to communicate with virtually any other business tool you use. This turns Pipedrive into a central hub for your sales operations, with data flowing automatically between systems based on triggers you define. The connection works bidirectionally, meaning information can flow both into and out of Pipedrive - and here’s some of the countless possibilities:
- Creating Pipedrive contacts from form submissions (Typeform, Gravity Forms, etc.)
- Adding leads from advertising platforms directly to your pipeline
- Logging email interactions from Gmail, Outlook, or other email providers
- Creating tasks in project management tools when deals reach specific stages
- Sending notifications to team communication tools like Slack when deals close
- Generating documents, contracts, or proposals when opportunities advance
The setup process involves selecting trigger events in one application that will cause specific actions in another. For example, when a new deal is created in Pipedrive (the trigger), you might automatically create a project in Asana, send a welcome email through Mailchimp, and notify your team in Slack (the actions). Pretty neat.
6. PandaDoc
PandaDoc transforms document management with a solution for creating, sending, and tracking proposals, contracts, and quotes. The platform combines document creation, electronic signatures, and payment processing into a single interface, removing the need for multiple tools throughout the sales document lifecycle.
And for sales teams, it’s great. The platform offers customizable templates, interactive pricing tables, and approval workflows designed specifically to accelerate deal closure. It helps teams create professional, consistent documents while reducing the time spent on document preparation.
When it comes to integrating it with Pipedrive, basically we’re talking about a connection between your CRM data and document workflows. With that, sales reps can generate polished proposals and contracts directly from Pipedrive deals without switching platforms or manually transferring information. All relevant contact details, pricing, and product information flow from your CRM into your sales documents. Let’s check what things one can do with it:
- Generating customized proposals with deal data from Pipedrive
- Sending documents for electronic signature without leaving the CRM
- Tracking document status and viewer engagement from within deal records
- Collecting payments directly through interactive documents
- Automatically updating deal stages based on document status changes
Setting up the connection requires minimal technical knowledge and can be completed in minutes. Once installed, PandaDoc appears as an embedded feature within your Pipedrive interface, allowing users to create and manage documents while working with their deals.
For sales teams struggling with document creation bottlenecks or signature delays, the integration delivers significant time savings and visibility improvements. Teams can create consistent, professional documents in minutes rather than hours, while maintaining a complete view of document status within their deal pipeline.
7. Outfunnel
Outfunnel tries to fill in the gap between sales and marketing systems, giving a solution for alignment between your CRM and marketing tools. The tool focuses on contact synchronization, marketing engagement tracking, and lead scoring—essential functions for teams wanting to create a unified view of prospect interactions.
The tool was designed with the specific goal of connecting marketing and sales data. It aims to maintain bidirectional contact synchronization while adding valuable context about prospect engagement across multiple channels.
So, maybe you’re already figuring this integration with Pipedrive: it creates a comprehensive view of prospect interactions throughout the entire buying journey. When connected, Outfunnel maintains that continuous synchronization between Pipedrive and popular marketing platforms like Mailchimp, ActiveCampaign, Klaviyo, and Brevo. This makes sure your marketing lists always contain current contact information, while giving your sales team visibility into marketing engagement. Here’s a few highlights:
- Two-way contact synchronization that keeps CRM and marketing tools aligned
- Recording of marketing activities (email opens, clicks, web visits) directly in Pipedrive
- Web visitor tracking that shows which leads are visiting your site and what they're viewing
- Automated lead scoring based on a combination of marketing and sales activities
- Lead source and UTM parameter tracking for proper attribution
- Creation of new contacts and deals based on specific marketing triggers
The implementation process is quite easy too, beginning with authorization through Pipedrive. After connecting your accounts, you can create specific "app connectors" between Pipedrive and your marketing platforms, define lead scoring models, and install web tracking code to capture site visits.
For teams with disjointed sales and marketing data, the Outfunnel-Pipedrive integration solves a fundamental challenge. Marketing teams gain confidence that they're working with current contact data, while sales representatives receive valuable context about prospect engagement, helping them prioritize leads and personalize outreach.
8. Mailchimp
Mailchimp has evolved from an email marketing service into a more complete marketing platform that helps businesses build relationships with their audience. The platform combines email campaign management, audience segmentation, automation workflows, and performance analytics in an intuitive interface designed for marketing teams of all skill levels.
One strong characteristic of this tool is its user-friendliness design, which doesn't require technical expertise. That’s maybe why it became one of the most widely adopted marketing platforms.
In essence, the integration of Mailchimp with Pipedrive creates a seamless connection between your sales and marketing activities. It ensures your email marketing is informed by sales data while keeping your CRM updated with marketing engagement metrics. The connection operates through "Syncbots" that automatically transfer contacts and relevant fields between systems based on criteria you define.
This integration delivers several practical applications for sales and marketing alignment:
- Automatic syncing of contacts from Pipedrive to specific Mailchimp audiences
- Targeted email campaigns based on deal stages or sales activities
- Transfer of custom field data to enable personalized messaging
- Segmentation using Pipedrive filters for highly targeted campaigns
- Visibility into which contacts failed to sync and why
Setting up the connection takes just minutes, and, after installing the integration from Pipedrive's marketplace and connecting your Mailchimp account, you can create Syncbots that define which contacts should transfer to Mailchimp, which audience they should join, and which fields should sync. As simple as that. For businesses managing large contact databases, the integration delivers significant time savings.
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9. Slack
Slack has revolutionized workplace communication by creating a centralized platform that replaces scattered emails and meetings with organized, searchable conversations. The tool combines instant messaging with conversations organized by direct chats or channels, file sharing, and app integrations in channel-based workspaces that keep teams aligned and information accessible.
The Slack-Pipedrive integration centers around Dealbot, a notification system that keeps teams informed about CRM activities in real-time. This connection is great for sales updates to flow directly into your team's slack channels, allowing for faster collaboration and celebration of wins without requiring manual updates or scheduling meetings.
When implemented, the integration enables several key functions:
- Automatic notifications when deals are added to the pipeline
- Real-time updates when deals are closed (won or lost)
- Personal deal updates for specific team members
- Ability to search Pipedrive data directly within Slack
- Custom notifications based on specific triggers through Workflow Automation
After you’ve installed it, you can specify which Slack channels should receive updates and which deal events should trigger notifications. And for more complex needs, you can create custom automations that send Slack messages based on specific conditions or events in your sales process.
Summing it up, there’s a lot of benefits to take from this integration. Product teams can stay informed about customer needs, support teams can prepare for onboarding new clients, and leadership can celebrate wins without requiring sales representatives to compile and distribute updates manually.
10. Google Workspace
Maybe this is the most famous tool (or set of tools, in this case). Google Workspace represents a well-known collection of cloud-based productivity and collaboration tools that have become fundamental to how many businesses operate. That includes Gmail, Calendar, Drive, Docs, Sheets, and Meet, which are essential for many businesses to operate nowadays.
About the integration between Google Workspace and Pipedrive, you can indeed benefit from it. It goes beyond basic file sharing to establish a bidirectional synchronization across multiple Google applications. When connected, changes made in either system automatically reflect in the other, creating a unified workspace that eliminates duplicate data entry. But that might sound vague, so let’s see:
- Google Calendar: Two-way synchronization keeps schedules aligned across platforms, with mobile notifications for upcoming activities
- Google Contacts: Contact information stays current in both systems through automatic updates
- Google Drive: You can attach documents, spreadsheets, and presentations directly to deals or contacts
- Gmail: Access to email conversations from within Pipedrive, as well as message engagement tracking
- Google Meet: Video calls can be scheduled directly from CRM activities with automatic meeting links
- Single Sign-On: One can access Pipedrive using Google credentials for simplified authentication
Implementation is straightforward through Pipedrive's marketplace. You can choose which specific Google applications to integrate and configure synchronization preferences for each. Definitely something you should try if your company runs on Google tools.
11. QuickBooks
QuickBooks is pretty much the industry standard in accounting software, helping businesses manage finances, track expenses, and handle tax preparation with confidence. As a complete financial management solution, it brings organization to billing processes and provides clear visibility into company financial health through intuitive reporting tools. And its clean interface might be the main reason for being so successful in the market.
The integration between Pipedrive and QuickBooks creates a direct connection between your sales pipeline and accounting system. That bridge eliminates the traditional disconnect between sales and finance departments, allowing invoice creation directly from deal details within Pipedrive. When connected, you can generate invoices, track payment statuses, and maintain accurate financial records without constantly switching between platforms. But to be more exact, here’s what you can do:
- Invoice creation and sending directly from Pipedrive deal views
- Contact synchronization between Pipedrive and QuickBooks
- Automatic product creation and linking with QuickBooks items
- Importing existing QuickBooks invoices into Pipedrive
- Updated status tracking on invoices (open, paid, voided, overdue)
- Aggregated invoicing data by contact for better financial oversight
Once you’ve connected them, configure preferences for how information should transfer between the systems. You can customize which Pipedrive fields populate your QuickBooks invoices, including who receives the invoice, delivery address, email contact, and due date settings.
With no doubt, this is one of our favorite integrations. Instead of manually transferring deal information to the accounting department or switching between systems, sales reps can generate professional invoices with just a few clicks. The invoice is automatically populated with relevant deal data, including linked products, which can be mapped to existing QuickBooks items. Plus, team members can view invoice statuses directly in Pipedrive, seeing at a glance which deals have been invoiced, paid, or are overdue.
12. Facebook Messenger
We all know Facebook Messenger. But today the tool is also one of the world's most popular communication platforms between businesses and customers. For many companies, Messenger has become an essential touchpoint where prospects can ask questions, request information, and engage with brands in an environment they already frequent daily.
Such integration between Pipedrive and Facebook Messenger creates a unified communication hub. When connected, all your Facebook Messenger conversations appear directly within Pipedrive, allowing sales and support teams to manage customer communications efficiently while maintaining the context of deals and relationships. Some key features include:
- Managing all Facebook Messenger interactions from within Pipedrive
- Using a shared inbox to assign Messenger chats to specific team members
- Converting Messenger conversations into new leads or deals
- Viewing conversation history linked to specific contacts and opportunities
- Responding to messages in real-time without leaving your CRM
Setting up the connection requires admin rights in both Pipedrive and Facebook. After initiating the installation through Pipedrive's Messaging section, you'll authorize connections between the platforms and select visibility settings to determine which team members can access the integrated conversations. And once everything is set, your Facebook business page messages will appear in Pipedrive's Messaging Inbox, sorted by recency.
For sales teams engaging with prospects across multiple channels, this integration delivers significant workflow improvements. Rather than monitoring separate communication platforms, reps can view all customer interactions in one place, with complete context about the relationship and deal status. Plus, we’re also improving lead generation. When a prospect initiates contact through Messenger, one can create a new lead or deal directly from the conversation, ensuring no potential opportunity goes unfollowed. And all subsequent communications remain connected to the opportunity, creating a complete record of the customer journey.
14. Trello
Trello is a leading project management platform, with its intuitive visual approach to task organization. Using boards, lists, and cards, Trello allows teams to create flexible workflows that provide clear visibility into project status and responsibilities. This card-based system makes complex projects manageable by breaking them down into actionable items that can be easily tracked and updated. Yes, it can work as a CRM, but make no mistake - Trello and Pipedrive are very different, and you probably don't want to replace one by the other. They can, nonetheless, complement each other.
If you already use one of them, indeed you might want to consider the other. Why? When they join forces, they connect sales activities and project implementation. Information can flow both ways between your CRM and project boards, and sales details inform delivery processes while keeping project status visible to sales teams.
In more detail, this is what you can do with a Trello-Pipedrive integraton:
- Attaching Pipedrive deal, contact, and organization information to Trello cards
- Creating Trello cards, boards, and lists directly from within Pipedrive
- Setting up rules to automatically generate cards based on specific Pipedrive events
- Using Pipedrive workflow automation to trigger Trello actions
- Viewing linked Trello cards within Pipedrive deal, person, and organization views
After authorizing the connection as a Trello Power-Up, you can begin sharing information between platforms immediately. The integration appears as an embedded panel within Pipedrive, allowing users to view and interact with Trello content without leaving the CRM.
For organizations where sales handoffs initiate project work, this integration surely has benefits. Sales teams can trigger project creation through normal CRM activities, making sure there’s consistent processes and complete information transfer. And project teams gain visibility into relevant deal details without needing Pipedrive access, creating a more informed delivery process.
👉 Read more: Trello vs Pipedrive
15. Talkdesk
Talkdesk is in the call center industry. It moves phone-based operations to the cloud. And, as a browser-based call center software, it combines routing capabilities, analytics, and other integration options that help managing customer communications.
This integration between Talkdesk and Pipedrive creates a unified communication ecosystem. When connected, agents receive immediate access to complete customer histories during calls, while conversation details automatically populate back into Pipedrive. This two-way synchronization ensures everyone in the organization works with consistent, up-to-date information.
Key features of this integration:
- Instant display of customer information and contact history during incoming calls
- Real-time synchronization of contacts, activities, and notes between systems
- Ability to create and update Pipedrive records directly from the Talkdesk interface
- Automated workflows that trigger Pipedrive actions based on specific call events
- Click-to-call functionality from within Pipedrive contact records
If you already use these tools, then implementation is quite easy. Once configured, you can create custom automations that define how data should flow between the systems based on your specific business requirements. Rather than switching between platforms to look up customer information during calls, agents have all relevant details automatically displayed in a single interface.
16. Constant Contact
Constant Contact is an email marketing platform that helps with campaigns, growing contact lists, and tracking engagement metrics. Known for its user-friendly interface and features, it has customizable email templates, automated campaigns, and performance analytics.
Constant Contact integration with Pipedrive ensures your contact lists stay synchronized, marketing efforts remain targeted, and engagement data flows back to your sales team. With multiple integration options available through platforms like Make, Outfunnel, and Zapier, you can choose the method that best fits your technical requirements and workflow preferences. Some of the features of this integration are:
- Bidirectional contact synchronization that keeps both platforms updated with the latest information
- Automatic transfer of Pipedrive contacts to specific Constant Contact lists based on deal stages or filters
- Recording of email engagement (opens, clicks, bounces) directly in Pipedrive contact records
- Ability to create targeted email campaigns based on specific deal criteria
- Custom field mapping to maintain data consistency across platforms
- Triggered email campaigns based on deal stage changes or activities in Pipedrive
Setting up the integration depends on which connector you choose. For example, through Zapier, you can quickly create a one-way automation workflows using a visual builder without any coding knowledge. Make (formerly Integromat) offers more complex scenario building for advanced automation needs. And Outfunnel provides specialized contact synchronization with built-in deduplication logic and field mapping capabilities.
For sales teams looking to nurture leads throughout the sales cycle, this integration delivers significant value. Marketing can create targeted email campaigns based on specific deal stages, while sales representatives gain visibility into which prospects are engaging with email content. The result is an alignment between sales and marketing, whis is great if you want to create a more personalized customer experience, while improving conversion rates.
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