Top 10 Must-Have Pipedrive Integrations - Solution for Guru

Table of Contents
< All Topics
Print

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.


? 1. Mailchimp – 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

? Great for: Building and maintaining customer relationships at scale.


9. Slack – 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

? 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

? Great for: Managing daily communication and scheduling directly from Pipedrive.


7. Zoom – 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

? Great for: Virtual selling and remote sales meetings.


6. Zapier – 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

? Great for: Non-developers who want to build custom workflows easily.


5. Aircall / JustCall – 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

? Great for: High-volume outbound teams and remote sales calls.


4. Trello – 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

? Great for: Managing what happens after a deal is won.


3. QuickBooks / Xero – 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

? Great for: Automating the sales-to-cash process.


2. Surfe (ex-SnapAddy) – 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

? Great for: Prospecting and lead generation from LinkedIn.


? 1. Leadfeeder / Albacross – 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

? Great for: B2B companies that want to capture and convert hidden web traffic.


? Bonus Tools to Consider

  • Calendly – Schedule meetings without email back-and-forth
  • Make (Integromat) – Advanced automation with conditional logic
  • DocuSign – Send and manage electronic contracts from Pipedrive

? How to Install Integrations

  1. Go to Tools and apps > Marketplace
  2. Search for the integration name
  3. Click Install now
  4. Follow setup instructions and grant necessary permissions

✅ Most integrations include sync options, logging settings, and user-level permissions.


? 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