Blog Article

7 Pipedrive Integrations to Boost Your Productivity


Abhinav Girdhar
By Abhinav Girdhar | Last Updated on May 12th, 2024 11:42 am | 4-min read

Sales teams have a difficult job cut out for them. They need to create strategies for their sales depending on the type of client they are dealing with. Every sales personnel has a mental workflow that specifies how they deal with their customers. Sales CRM software like Pipedrive helps convert these mental workflows into visual ‘pipelines’ that make a salesperson’s job easier.

One look at a Pipedrive pipeline helps a salesperson realize exactly what phase a business deal is at. Everything from sales deal deadlines to log call notes can be visually displayed on the Pipedrive dashboard. Pipedrive is more than a simple CRM. With Pipedrive, you can collaborate and manage work across sales teams. Everything you can do with software like Pipedrive is given in the infographic below.

Pipedrive Integrations and Workflow Automation

Pipedrive is a unique CRM software specifically designed for sales teams. However, it can benefit massively from workflow automation. Each Pipedrive pipeline is made up of several processes. However, some of those processes can be a little monotonous and repetitive. What workflow automation lets you do is automate regular processes with the help of simple software integrations. Such integrations can help increase the efficiency and productivity of your sales teams. Appy Pie Connect is the perfect example of a workflow automation tool. With Connect, you can create customized workflows to automate repetitive tasks in your pipelines. In this blog, we will discuss some of the best Pipedrive Integrations available.

7 Best Pipedrive Integrations

Here are some of the most popular Pipedrive integrations on the Appy Pie Connect platform. Let’s jump right into them!
  1. Pipedrive+Gmail
  2. Gmail is one of the most useful software available online. We use this web-based service to send and receive emails. Use Appy Pie Connect to integrate Gmail with Pipedrive and simplify your email workflows. Check out what else you can do with this integration.
    1. Send Gmail emails for newly added deals to a stage in Pipedrive
    2. Prepare email drafts on Gmail for Pipedrive deals entering a new stage
    3. Send emails from Gmail when a new Pipedrive deal is created
    4. Send emails from Gmail when a new person is added to Pipedrive
  3. Pipedrive+Slack
  4. Slack is one of the best collaboration software available online. Nearly 12 million businesses worldwide use Slack for their business communication. Integrating Slack and Pipedrive can help you use Pipedrive without needing to leave Slack.
    1. Receive a new message in Slack when a deal is created in Pipedrive
    2. Create a new Slack channel for every new Pipedrive deal
    3. Post messages to a specific Slack channel when a new stage of the deal begins on Pipedrive
    4. Send reminders on Slack for new activities in Pipedrive
  5. Pipedrive+Salesforce
  6. Appy Pie Connect helps you integrate Pipedrive with Salesforce and can automate multiple business workflows for you. Here is what you can do with this integration using Appy Pie Connect.
    1. Create leads on Salesforce for new Pipedrive connections
    2. Add new Salesforce contacts to Pipedrive deals
    3. Create Salesforce event when a new deal is triggered on Pipedrive
    4. Create new organization on Pipedrive when a new opportunity is created on Salesforce
  7. Pipedrive+Dropbox
  8. Dropbox is one of the best cloud-based software available online. By integrating Dropbox with Pipedrive, you can automate data entry and data storage without needing to manually store data. Here is what you can do with this integration.
    1. Create folders on Dropbox for new deals created on Pipedrive
    2. Upload a new file on Dropbox when a new activity is performed on Pipedrive
    3. Create a text file in Dropbox for a new person in Pipedrive
  9. Pipedrive+Todoist
  10. Todoist is a software that lets you create to do lists for your various work tasks and schedule your work. It helps professionals ensure that they finish their work on time. Use Appy Pie Connect to integrate Pipedrive with Todoist. This helps you automate different workflows between these applications. Here are a few integrations.
    1. Add a task in Todoist for new activity in Pipedrive
    2. Invite a user to Todoist project for a new person in Pipedrive
    3. Creating a new project in Todoist creates new deal in Pipedrive
    4. Updating an incomplete task in todoist updates activity in Pipedrive
  11. Pipedrive+Twilio
  12. Twilio is a cloud-based communication platform that helps you build voice and text messaging applications for your business. Integrating Pipedrive with Twilio can help you communicate faster with your client base. Here’s how you can integrate Pipedrive and Twilio.
    1. Send Twilio messages for a new stage in Pipedrive deals
    2. Send Twilio messages when a new deal is created in Pipedrive
    3. Send Twilio messages when a new person is added to a Pipedrive deal
    4. Sending New SMS in Twilio creates new deal in Pipedrive
  13. Pipedrive+Google Sheets
  14. Many businesses use Google Sheets to keep track of their sales and revenue. While Pipedrive offers similar tools, some people have a preference for using Sheets for the same. These integrations can help them streamline their processes. Here’s how they work.
    1. Creates a spreadsheet row in Sheets for each new deal in Pipedrive
    2. Share Google Sheets to a new person added in Pipedrive
    3. Update Google spreadsheet row when a new activity is completed on Pipedrive
    4. Update spreadsheet row in Google Sheets when a new stage of a deal begins in Pipedrive

Conclusion

That was the list of the best Pipedrive integrations offered by us. If you are looking for more integrations, you can check Appy Pie Connect, one of the best workflow automation tools available online. The tool offers over 200+ software integrations and thousands of automation. Check it out today! Leave us a comment and tell us how you use Pipedrive for your day-to-day tasks.

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Abhinav Girdhar

Founder and CEO of Appy Pie