### Xero Integration Overview

**Features**:

- Automatic Deal to Invoice/Quote Creation
- Replay Unsuccessful Integrations
- One-Click option to manually generate and review invoices irrespective of the deal stage

**Key Business Benefits**:

 **1. Eliminate Manual Work**
- No double data entry between systems
- Automated organization/person, product and invoice/quote creation

**2. Real-time financial data syncing**
- View booked-invoice data directly in Pipedrive contacts
- Stay Informed and in control

**3. Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal activities

 **4. Start with Free Expert Onboarding**
-  Personalized setup for your Pipedrive account
- Custom guidance for your specific needs

Start your free trial with 15 credits today!
[**Book a free 30-minute onboarding session**](https://meetings.hubspot.com/cloudify/app-assistance) and let us transform your billing process.

### **Integration features**
- **Automatic Deal to Invoice/Quote Creation:** Transform deals into invoices with real-time updates
- **One-click Invoice**: Create, update and customize Xero invoices from any stage of a Pipedrive Deal with flexible options for managing line items, taxes, and accounts
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Company Creation**: Create Xero customers from Pipedrive
- **B2C Management:** Convert Pipedrive contacts to Xero customers

Manage contracts

Automate my pipeline and data

Xero

## Use [Extraflow](https://extraflow.io/) to create quotes, estimates, proposals, RFPs, CPQs, price lists, and more — 3× faster

## TRY IT FREE – 10 docs/mo for free | Unlimited users from $25/mo

## Beautiful Example: [Quote for Landscaping Project](https://app.extraflow.io/p/Hxc5N1FMqN)

### Perfect for:

🏗️ **Construction &amp; Contracting:**
General contractors, builders, remodelers, roofing, painting , drywall installers, flooring , concrete specialists, masonry , demolition , framing carpenters, siding installers

🔧 **Trades &amp; Services:**
HVAC companies, electricians, plumbers, landscapers, cleaning services, pest control, irrigation specialists, appliance installers, security system providers, solar installers, welding and metalwork, insulation services

🏭 **Suppliers &amp; Manufacturing:**
Distributors, manufacturers, wholesalers, material suppliers, custom fabricators

💼 **Professional Services:**
Digital agencies, IT service providers, software vendors, consultants, design studios

📦 **Product &amp; SaaS Teams:**
Custom product sellers, SaaS platforms, hardware providers, system integrators

📅 **Rental &amp; Equipment Services:**
Tool rental companies, construction equipment rental, party &amp; event rentals, scaffolding providers

### Features: 

📊 **Control Margins &amp; Markups**  

⚡ **Auto-Filled from Deal Data**  

🔁 **Syncs Back to Pipedrive**  

🛒 **Smart Catalog &amp; Tax Handling**  

⚙️ **Custom Fields &amp; Pricing Rules** 

and more .....

Other use cases

Quotes, Proposals, Estimates & more - Extraflow

**Your communication hub, integrated**

Connect Allô with Pipedrive to give your team a complete view of customer interactions. Say goodbye to the hassle of manually logging calls or messages—Allô takes care of it for you. Your team can focus on building relationships and growing the business, not on tedious data entry.


**Stay organized effortlessly**

Allô automatically logs calls and voicemails to Pipedrive, ensuring you always have the context you need. Whether you're closing deals or providing support, this integration keeps everything in sync so you can collaborate effectively.


**Keep your contacts in sync**

When your team calls a Pipedrive contact, their details will automatically appear in Allô without needing to be manually added. This seamless integration saves time and ensures your team can focus on delivering exceptional customer experiences.

Communicate with leads

Support my customers

Allô: AI Second Business Phone

Fillout Forms streamlines the process of creating deals, people, and organizations within Pipedrive using modern, sleek forms. Create dynamic, multi-page forms, with the option to route leads to different pages depending on their answers, personalize questions with their info, or even schedule calls with a native scheduler.

After the form, automate follow-up actions with powerful workflows to send personalized thank you emails, send reminder emails for abandoned form submissions, and even classify leads with enriched company information and AI to route to the appropriate channels within your team.

Attract new leads

Qualify my leads

Fillout forms

Pipedream is the fastest way to automate any process that connects APIs. Stop writing boilerplate code, struggling with auth and managing infrastructure. Connect APIs with code when you need it and no code when you don't.

### Bring your own code
Execute custom logic using Node.js, Python, Go, or Bash. With instant deployment to run 24 x 7 x 365 on Pipedream’s servers. Allowing full code level control of your data and no server management overhead.

### Access to npm & PyPI packages
Leverage millions of npm and PyPi packages, with automatic installation of dependencies. Saving time and effort when customizing your workflows with Node.js or Python.

### Integrate 1,700+ APIs in seconds
Auth apps once, then reuse connected accounts in any workflow with 5,000+ pre-built, source-available components. Removing the need to manage authentication and write boilerplate code.

### One Click, Built-In Services
Create sophisticated workflows quickly with built-in queue, data stores, and one click private networks. Reducing development time or the need for DevOps involvement.

### Build Fast With AI
Trained on the API documentation of all integrated apps, simply select an app and tell us what you want to do. Save yourself from spending time learning 3rd party APIs.

Pipedream

Claap helps you record sales meetings and send AI-powered notes and insights directly to your Pipedrive CRM.

- Log your AI notes into Notes in Pipedrive to qualify your leads.
- Add these Notes to the right contacts, deals and companies.
- Attach the link of the recordings to replay your calls directly from Pipedrive.
- Search and filter your calls in Claap with CRM sync.

**HOW DOES IT WORK?**

1. Record meetings with Claap and generate AI Notes using the template that fits your need (BANT, MEDDIC, SPIN, etc...).
2. Send your notes to Pipedrive using Claap’s integration.
3. Access your meeting notes directly from your records (Contact, Deal) on Pipedrive.
4. Send CRM data back to Claap to enrich AI Insights.

Nurture my leads

Claap

# COMPANY INFORMATION FOR B2B SALES

Target the right companies, follow your customers in real-time, do adequate research. Goava recommends the right companies to B2B salespeople in **Sweden**, **Denmark** and **Norway**.

### HOW IT WORKS
#### Company data where you need it
Goava provides you with the most relevant company information like the number of employees, revenue, industry and info about the company’s website. You can access this data effortlessly via an app panel in Pipedrive
It's always up to date and refreshes every time you open up a deal or an organization in Pipedrive.

#### See more data
Each company is linked to the Goava dashboard where you can find more insights, news and contacts directly in Pipedrive. Simply click “See more data” to access your personalized Goava scoring on each prospect.  With the “Customer Fit Card,” you can see what makes that company a good or bad fit for you. Prioritizing has never been easier.

#### Syncing your pipeline with Goava
When installing the Goava app, we will sync your organizations in Pipedrive with Goava to simplify prospecting. This will also personalize your Goava lead recommendations. Your organizations in Pipedrive will be synced with your lists in Goava according to this mapping:

- *Qualified* -Organizations with no deals
- *Converted* - Organizations with open deals
- *Denied* - Organizations with lost deals
- *Customers* - Organizations with won deals

Goava Discover

🚀 Sync LinkedIn with Pipedrive in One Click
Stop wasting time on manual data entry. LeadCRM lets you view, update, and sync Pipedrive data directly inside LinkedIn. Automatically Log LinkedIn messages, create tasks, and manage deals without ever leaving the page. Works seamlessly with LinkedIn Sales Navigator.

🔗 Manage Pipedrive Without Leaving LinkedIn
Overlay Pipedrive contacts, deals, tasks, and notes on LinkedIn profiles. Update CRM records instantly, ensuring your sales pipeline is always up to date.

🔍 Enrich LinkedIn Profiles with Verified Contact Data
Find verified professional email addresses and contact details with a single click. Enrich LinkedIn profiles and automatically sync the data to Pipedrive.

🧠 Intelligent Waterfall Enrichment to ensure you get highest quality leads without jumping between tools like Rocketreach, datagma, Hunter.io, Skrapp, NeverBounce etc. Get power of all the tools at single place. 

📤 Bulk Export Leads from Sales Navigator Search 
Export end Enrich entire Sales Navigator search results or lead lists in bulk to Pipedrive. No more manual copy-pasting—just instant, organized lead management.

🧠 Train your Own AI and let it suggest Responses and Add thoughful comments to spark engagement.

⚡ Close More Deals, Faster
Reduce admin work and focus on selling. LeadCRM automates LinkedIn-to-Pipedrive sync, helping sales teams stay productive and efficient.

🔥 Try it free and experience seamless LinkedIn-to-Pipedrive automation!

LeadCRM - LinkedIn Integration

**Deliver professional, accurate quotes in less time with QuoteWerks.**

QuoteWerks is a powerful Configure, Price, Quote (CPQ) solution that helps sales teams streamline quoting, reduce errors, and close deals faster. Trusted by over 35,000 users worldwide, QuoteWerks makes it easy to create branded quotes and proposals while keeping your Pipedrive deals up to date.

Unlike lightweight proposal tools, QuoteWerks provides deep quoting capabilities including real time distributor pricing, product sourcing, and interactive online quotes with electronic approvals and payments through QuoteValet. This gives your team the ability to handle both simple and complex sales scenarios with confidence.

**Integration features**
- Create and update quotes directly from your Pipedrive deals
- Search and pull People, Organizations, and Products from Pipedrive into QuoteWerks
- Automatically update deal values when quotes are created or changed
- Attach PDFs and emails from QuoteWerks to the associated Pipedrive deal
- Log quote activities and track approvals inside Pipedrive
- Sync new and updated contacts, deals, and products to keep both systems aligned

With QuoteWerks and Pipedrive working together, you can automate your sales process, gain visibility across the pipeline, and deliver a seamless customer experience.

[Learn more about this integration](https://www.quotewerks.com/pipedrive.asp)

[Book your demo today](https://www.quotewerks.com/reqdemo.asp)

Enable payments and tracking

QuoteWerks

Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder
Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates
Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications
Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

Coefficient

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

Manage my projects

monday.com

### 100 free SMS credits upon sign-up.

    
 
Streamline client communication by Integrating SMS into Pipedrive. SMS is an invaluable tool to engage new prospects and close more deals.

With SMS in Pipedrive you can:

- Two-way conversational texting directly from Pipedrive.
- Schedule personalised SMS text messages via activity SMS.
- Send bulk SMS text messages to Pipedrive Contact lists via filters.
- Send customised SMS meeting reminders directly from Pipedrive.
- Create SMS Automations within Pipedrive.
- Automatically record SMS activity within your Pipedrive Deal or Contact Person.

Also get access to our full suite of advanced SMS tools via our web portal including SMS Marketing Campaign tools, Multimedia Messaging & SMS Net Promoter Score (surveys).

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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