The Conga integration with Pipedrive gives salespeople the power to create, send, track and sign sales documents online and on any device, anywhere.

You can easily create accurate and professionally branded presentations, quotes, proposals and contracts. Work with our templates or automate the creation of your frequently used documents. Finished documents can be shared and tracked with the possibility to be collaborative documents for eSignatures.

The integration allows data to be referenced from a Pipedrive deal, and from there on, it can be automatically generated and populated to a pricing table. Additionally, the data reference helps to quote and price deals accurately and consistently.

Manage contracts

Conga

Note: This Integration is only available in Portuguese

ContaAzul is an easy-to-use online platform for organizing your business. You can centralize all the information from your business and automate flows.

After closing a sale or a new contract, you need to forward it to the financial department, which might result in delays in your billing process, and even in losing some of the deals. This is where ContaAzul provides a great solution by helping you organize two parts of your business in one go: Sales and finance. So instead of wasting time organizing documents and your company's financials, outbid your competitors in winning new business.

Pipedrive is the optimal tool to monitor your sales process. The integration between ContaAzul and Pipedrive was created for you to connect finance and sales better, working with the same data, avoiding retyping of customer and product information. 

The deal marked as “won” in Pipedrive is taken to ContaAzul, where you can issue invoices and tickets and control received payments. For retail, the data is synchronized with inventory control.

ContaAzul

> **Este aplicativo foi desenvolvido para operar de maneira abrangente e eficaz na língua portuguesa.**

Para iniciar o processo, dirija-se ao canto superior direito da tela e identifique o ícone claramente marcado como "**Data Stone**". Ao clicar neste ícone, será exibida uma janela onde você deverá inserir o CNPJ da empresa que servirá como parâmetro para a busca das informações desejadas.
Após inserir o CNPJ, o sistema realizará uma busca abrangente e precisa, compilando os dados disponíveis da empresa correspondente. Recomendamos uma **verificação** cuidadosa para garantir a precisão e integridade das informações recuperadas. Certifique-se de que todos os detalhes estão corretos e atualizados.

Uma vez confirmada a exatidão dos dados, o próximo passo é clicar de forma consciente no botão designado como "*CRIAR ORGANIZAÇÃO*". É essencial ressaltar que essa ação é irreversível e resultará na inclusão **automática** da organização identificada no seu CRM.

Com esse aplicativo é possível enriquecer a organização com os seguintes dados:

- Natureza Jurídica 
- Faturamento presumido 
- Capital social
- Segmento 
- Porte
- Fundação
- CNAE
- Entre outros

Este procedimento oferece uma maneira eficiente e segura de adicionar novas organizações à sua base de dados, facilitando o ***gerenciamento*** e acompanhamento de informações relevantes para o seu negócio.

Para verificar valores, entre em contato com um especialista via contato@datastone.com.br

Qualify my leads

Manage my accounts

Data Stone - Enriquecimento

This app is available in Portuguese, English and Spanish. Give Pipedrive a boost with this integration. Keep using Pipedrive to manage your sales funnel. When you need to formalize a deal head over to Docsales.com, import the opportunity data, select the products or services you’d like to sell, review pricing and commercial conditions and send the data to your customer. Keep an eye on your docs with DocSales Analytics that tracks when the document is opened or shared by the customer.

Once your customer eSigns the sales document, we’ll update the opportunity.

DocSales

POR

O ERPFlex é um dos líderes em software de gestão no Brasil, oferecendo uma solução na núvem para a indústria, serviços e comércio de distribuição e varejo. A 1ª solução na núvem com backoffice e e-commerce nativo em uma única plataforma tecnológica.

A integração entre os dois sistemas permite enviar dados do Pipedrive para o ERPFlex, ou seja, todos os negócios criados no Pipedrive e que possuam o status Ganho, serão importados para o ERPFlex e se tornarão orçamentos, para posterior faturamento.

ENG

Note that ERPFlex software is in Portuguese.  ERPFlex is one of the leading cloud management software providers in Brazil and is ideal for small and medium businesses looking for an overview of their financial management, service providers and products. 

The integration provides a way to send data from Pipedrive to ERPFlex. All information connected to a "Won" deal will be synced to ERPFlex, allowing users to use this information for budgeting and billing.

Manage my projects

ERPFlex

**Boost your productivity and efficiency with the integration of iSignature.io and Pipedrive, powered by Make.** 

This powerful integration allows you to create, customize, and send signature requests directly from Pipedrive, using iSignature.io's advanced email signature solutions. No need for extra software or cumbersome processes.

Key Features and Benefits:
- Automatically create contract once deal is moved to a specific stage
- Send signature requests to your Pipedrive contacts using their email address, broadening your reach and potential business opportunities​​.
- Request up to 10 people’s signatures on a document, perfect for deals involving multiple parties​​.
- Check who has signed the document and receive email notifications every time someone adds their signature, allowing you to keep track of your deals' progress in real time​.
- Leverage the power of Make to drive agility and empower both technical and non-technical teams to build and automate complex workflows in minutes​.

Enjoy unlimited scenarios and real-time execution with Make's user-friendly platform, which offers custom user roles that can work together and share templates and scenarios between a limitless number of teams and workspaces​​.

eSignatures.io

The Kcell Virtual PBX widget was built specifically for users located in Kazahstan.

Integrating Pipedrive with Kcell Virtual PBX enables you to control all calls and automate your sales. Basic language of the application is Russian. English and Kazakh languages are available in settings.

- Automate processes: let the Pipedrive and Kcell Virtual PBX integration do the job. It can automatically create leads, deals and contacts. Never lose major deals if an employee forgets to save a caller's number.
- Get a bird’s eye view of your deals by keeping contact activity in one place.
- Push deals through the pipeline faster — the integration can automatically create tasks for each call that will prompt employees what to do in every situation.
- Save time with one-click calls. No more manual dialing, no more typos! Click a customer’s number in Pipedrive, and Kcell Virtual PBX will connect you with the customer.
- Listen to call recordings to learn how employees talk to customers, recollect what was discussed earlier and double-check details.
- Grow loyal customers by assigning personal managers and connecting them automatically.

Attract new leads

Communicate with leads

Support my customers

Kcell Virtual PBX

NiftyQuoter is an online proposal software designed to create and manage business proposals and quotes. The integration between NiftyQuoter and Pipedrive can:

- Import existing clients from Pipedrive and use their data when creating proposals
- Export new clients from NiftyQuoter to Pipedrive
- Export proposals from NiftyQuoter as deals to Pipedrive
- Automatically update deals linked to proposals (status, stage, total value)
- Save outgoing emails to Pipedrive by BCCing emails to Pipedrive's dropbox email

NiftyQuoter

Nimbata is a leading call tracking software helping marketers to track and improve their call performance by providing key insights that drive smart optimizations. Nimbata’s users have access to 30+ marketing & call reports, AI call tracking features like call summaries & keyword spotting, and 15+ integrations.

In just a few seconds, you can set up your Pipedrive integration and automatically send call insights with your very first call. Here are some things you can do with the Nimbata + Pipedrive integration:

- Automatically create new contacts
- Update Pipedrive’s data with new caller insights from callers’ information like caller name to attribution like the campaigns that generated the call
- Create custom Pipedrive fields to match with Nimbata’s fields like conversation transcriptions or tags
- Calculate lead scores within Pipedrive based on caller behavior, web visits, and attribution.

💡 Note: You can also use Nimbata’s intuitive automation builder to maintain quality within your CRM by sending only valid calls as contacts.

Nurture my leads

Other use cases

Nimbata

Use the Pipedrive-Proposify integration to streamline your sales process. Connect your Proposify proposals with deals in Pipedrive, and we'll automatically update your deals as they progress through the sales cycle. Proposify notifies you when prospects view proposals, so you can follow up just at the right time.

Whenever clients view proposals, leave comments or accept offers. You can specify which deal stage deals should be moved to once a proposal has been created and sent.  New proposals can also be linked to existing deals in Pipedrive. Put a stop to copy and paste or find and replace! 

Import contacts from Pipedrive to Proposify and auto-populate proposals with variables like name, business name, email, address, website and phone number.

Improve the signing-time of proposals by 60%. 

Proposify’s easy-to-use online signature tool lets clients sign your proposal right away, directly in the browser.

Proposify

Integrating Pipedrive with Ringstar Cloud PBX enables you to control all calls and automate your sales.

- Automate processes: let the Pipedrive and Ringstar Cloud PBX integration do the job. It can automatically create leads, deals and contacts. Never lose major deals if an employee forgets to save a caller's number.
- Get a bird’s eye view of your deals by keeping contact activity in one place.
- Push deals through the pipeline faster — the integration can automatically create tasks for each call that will prompt employees what to do in every situation.
- Save time with one-click calls. No more manual dialing, no more typos! Click a customer’s number in Pipedrive, and Ringstar Cloud PBX will connect you with the customer.
- Listen to call recordings to learn how employees talk to customers, recollect what was discussed earlier and double-check details.
- Grow loyal customers by assigning personal managers and connecting them automatically.

Ringstar Cloud PBX

**Optimize Your Pipedrive Experience with Our Outlook Add-in**
-
Enhance your productivity and streamline your sales processes with SaySync. By integrating directly with Outlook, this tool allows you to manage your Pipedrive contacts, organizations, deals, activities, and notes - all without ever leaving your inbox.

**Key Features:**
- **Effortless Data Entry:** Quickly add new contacts, organizations, deals, activities, and notes directly from Outlook, making data entry seamless and error-free.
- **Instant Data Access:** View essential information at a glance. Our sidebar displays all related contacts, organizations, deals, activities, and notes, allowing you to access the information you need without switching applications.
- **Deal Management Made Easy:** Choose the right deals and update stages and statuses directly within your email workflow. This feature ensures that you always stay on top of your sales pipeline.

**Why Integrate with Outlook?**

Integrating Outlook with Pipedrive through SaySync gives you unique advantages:
- **Seamless Information Management:** Manage all your sales and communication data in one place, saving you valuable time. This integration minimizes the need for multiple tools, reducing the risk of overlooked details and errors.
- **Enhanced Productivity:** By keeping all necessary tools in one interface, you can speed up sales cycles and strengthen customer relationships, ensuring that every interaction is efficiently captured and utilized.

Connect your favorite tools or easily find new ones

Manage contracts

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