๐ Top 10 Must-Have Pipedrive Integrations
Boost productivity, streamline workflows, and close more deals
Pipedrive is a powerful CRM on its own, but with the right integrations, it becomes a central hub for all your sales, marketing, support, and operations. Here are the top 10 Pipedrive integrations every growing business should consider.
๐ 1. Mailchimp โ Email Marketing Automation
Category: Marketing Automation
Why You Need It:
- Sync Pipedrive contacts and segments directly into Mailchimp lists
- Launch personalized email campaigns based on CRM data
- Automate follow-up emails and lead nurturing
๐ Great for: Building and maintaining customer relationships at scale.
9. Slack โ Team Communication
Category: Communication
Why You Need It:
- Get instant Slack notifications for deal updates, activities, or new leads
- Share pipeline progress in team channels
- Keep sales reps informed in real-time
๐ Great for: Keeping your team aligned and responsive.
8. Google Workspace (Gmail, Calendar, Drive)
Category: Productivity
Why You Need It:
- Sync Gmail for seamless email communication tracking
- Automatically link Google Calendar events to deals and contacts
- Store and access documents from Google Drive in deals
๐ Great for: Managing daily communication and scheduling directly from Pipedrive.
7. Zoom โ Online Meetings
Category: Video Conferencing
Why You Need It:
- Schedule and launch Zoom meetings directly from Pipedrive
- Auto-log meeting details to deals and contacts
- Add Zoom links to calendar invites automatically
๐ Great for: Virtual selling and remote sales meetings.
6. Zapier โ Workflow Automation
Category: Automation Platform
Why You Need It:
- Connect Pipedrive with 5,000+ apps (like Google Sheets, Asana, Facebook Ads)
- Automate lead routing, task creation, and notifications
- No coding required
๐ Great for: Non-developers who want to build custom workflows easily.
5. Aircall / JustCall โ Cloud Phone Systems
Category: Phone Integration
Why You Need It:
- Make and receive calls directly from Pipedrive
- Automatically log call details and recordings
- Assign calls to deals or contacts
๐ Great for: High-volume outbound teams and remote sales calls.
4. Trello โ Project Management
Category: Task & Project Management
Why You Need It:
- Convert closed deals into Trello cards
- Track onboarding, fulfillment, and post-sale processes
- Keep sales and delivery teams in sync
๐ Great for: Managing what happens after a deal is won.
3. QuickBooks / Xero โ Accounting & Invoicing
Category: Finance
Why You Need It:
- Generate invoices from Pipedrive
- Sync contacts and financial data
- Track payments and billing status in the CRM
๐ Great for: Automating the sales-to-cash process.
2. Surfe (ex-SnapAddy) โ LinkedIn Lead Capture
Category: Lead Generation
Why You Need It:
- Capture LinkedIn lead info and push it to Pipedrive in one click
- Avoid manual entry and enrich contact data automatically
๐ Great for: Prospecting and lead generation from LinkedIn.
๐ฅ 1. Leadfeeder / Albacross โ Website Visitor Tracking
Category: Lead Intelligence
Why You Need It:
- Identify companies that visit your website
- Automatically create leads in Pipedrive
- Qualify visitors before they even fill out a form
๐ Great for: B2B companies that want to capture and convert hidden web traffic.
๐ง Bonus Tools to Consider
- Calendly โ Schedule meetings without email back-and-forth
- Make (Integromat) โ Advanced automation with conditional logic
- DocuSign โ Send and manage electronic contracts from Pipedrive
๐ How to Install Integrations
- Go to Tools and apps > Marketplace
- Search for the integration name
- Click Install now
- Follow setup instructions and grant necessary permissions
โ Most integrations include sync options, logging settings, and user-level permissions.
๐ก Final Tips
- Start with the integrations that solve your biggest bottlenecks first
- Use automation (Zapier/Make) to fill in the gaps
- Regularly review and update your integrations to reflect process changes