Struggling to keep up with the endless stream of apps and tools in your sales arsenal? I get it. The world of CRM can be overwhelming. But here’s a nugget for you—Pipedrive integrations can transform your workflow from chaotic to smooth sailing.
I’ve tested countless productivity hacks over the years. Some worked, most didn’t. Yet integrating Pipedrive with other powerful tools has been a game-changer.
You don't need tech wizardry or an army of developers to make this happen. Just smart choices about which Pipedrive integrations fit into your daily grind.
Top Pipedrive Integrations to Streamline Your Sales Process
If you're using Pipedrive as your CRM, you know firsthand that it can work magic on your routine tasks. This service provides a variety of tools to enhance your sales process, including customizable pipelines and detailed reporting on key activities.
But did you know that you can take your Pipedrive experience to a whole new level by integrating it with other popular apps and tools?
That's right. Pipedrive's Marketplace offers more than 400 ready-made integrations, including popular services like Quickbooks, Trello, Asana, and Slack.
Can't locate exactly what you need? No problem at all. Go ahead and create your own integration with Pipedrive's open API. You'll love how flexible options can be.
Editor's Note: Do you want to avoid having to use complex integrations, API's, or coding? Try pairing Pipedrive with the free Magical Chrome extension.
All you have to do is download and install Magical, sign into what app or website you're transferring information from and label it, then open an empty record in Pipedrive and type "". Plus Magical integrates with every app on this list.
Mailchimp
For those of you looking to streamline your email marketing efforts, the Mailchimp integration is a must-have. It allows you to sync your Pipedrive contacts with your Mailchimp lists, so you can easily send targeted email campaigns to your leads and customers. Plus, you can track the performance of your campaigns right from Pipedrive.
Slack
The Slack integration is a game-changer for team collaboration. It allows you to receive real-time notifications about important Pipedrive activities directly in your Slack channels. You can also create new Pipedrive activities, like tasks and notes, right from Slack. It's a great way to keep your team informed and aligned without ever leaving your favorite communication tool.
Gmail
If you're looking for an easier way to move your Gmail information to Pipedrive, look no further than this integration. This allows you to move your information from Gmail to Pipedrive easily, helping you to focus your attention on more important business matters.
Other Apps You Can Use Magical to Integrate
Plus many many more (see the full list here).
How to Connect Pipedrive with Popular Apps for Enhanced Productivity
Now that you know about some of the top Pipedrive integrations, you might be wondering how to actually set them up. Don't worry, it's easier than you might think. Most integrations can be set up with just a few clicks, thanks to Pipedrive's user-friendly interface and step-by-step guides.
Connecting Pipedrive with Zapier
To connect Pipedrive with Zapier, simply go to your Zapier account and click "Make a Zap". From there, you'll be prompted to choose your trigger app (Pipedrive) and your action app (the app you want to connect with Pipedrive). Follow the on-screen instructions to authenticate your accounts and set up your automation. It's that easy.
Setting up PandaDoc integration
To set up the PandaDoc integration, go to your Pipedrive Marketplace and search for "PandaDoc". Click "Install" and follow the prompts to authenticate your PandaDoc account. Once the integration is set up, you'll be able to create and send PandaDoc documents directly from your Pipedrive deals.
Syncing Pipedrive with Google Sheets
To sync Pipedrive with Google Sheets, you'll need to use a third-party tool like Pipedrive's Data Exporter. Simply install the Data Exporter from the Pipedrive Marketplace, authenticate your Google account, and choose which data you want to export. You can set up automatic exports to keep your spreadsheet always up-to-date.
Integrating Mailchimp with Pipedrive
To integrate Mailchimp with Pipedrive, go to your Pipedrive Marketplace and search for "Mailchimp". Click "Install" and follow the prompts to authenticate your Mailchimp account. Once the integration is set up, you can sync your Pipedrive contacts with your Mailchimp lists and start sending targeted email campaigns.
Connecting Slack and Pipedrive
To connect Slack and Pipedrive, go to the Slack App Directory and search for "Pipedrive". Click "Install" and follow the prompts to authenticate your Pipedrive account. Once the integration is set up, you can start receiving Pipedrive notifications in Slack and creating new Pipedrive activities directly from Slack.
Automating Your Sales Workflow with Pipedrive Integrations
One of the biggest benefits of using Pipedrive integrations is the ability to automate your sales workflow. By connecting Pipedrive with other tools and apps, you can eliminate manual tasks, reduce errors, and save a ton of time. Here are just a few examples of how you can automate your sales process with Pipedrive integrations:
Automating lead qualification
With the Zapier integration, you can automatically qualify leads based on certain criteria, like their company size, industry, or location. Simply set up a Zap that adds a tag or moves a deal to a specific stage based on the lead's information. This way, you can focus your efforts on the most promising leads without manually reviewing each one.
Streamlining document creation
With the PandaDoc integration, you can automate the creation and sending of sales documents, like proposals and contracts. Simply create a template in PandaDoc, then set up a trigger in Pipedrive to automatically generate and send the document when a deal reaches a certain stage. No more manual document creation or follow-up emails.
Simplifying email campaigns
With the Mailchimp integration, you can automate your email marketing campaigns based on a lead's stage in the sales process. For example, you can set up a welcome series for new leads, a nurture campaign for stalled deals, and a post-purchase follow-up for closed deals. All of this can be done automatically, without any manual intervention from your team.
Automating data synchronization
With the Google Sheets integration, you can automate the synchronization of your Pipedrive data with other tools and platforms. For example, you can set up an automatic export of your closed deals to a Google Sheets spreadsheet, which can then be used to generate reports or feed data into other systems. This way, you can ensure that all your data is always up-to-date and accurate across all your tools.
Enhancing team collaboration
With the Slack integration, you can automate team communication and collaboration around your sales process. For example, you can set up notifications in Slack whenever a deal reaches a certain stage, so your team can jump in and take action. You can also create new Pipedrive activities directly from Slack, so your team can stay aligned and informed without ever leaving their favorite communication tool.
Make Your Pipedrive Integrations More Magical
So there you have it—the secret sauce is out! Leveraging these top Pipedrive integrations can turn those mundane tasks into automated workflows that free up time and energy.
From syncing contacts seamlessly across platforms to automating lead qualifications, it's all about working smarter, not harder. Your next step? Dive into these integrations and watch as they revolutionize how you handle business day-to-day.
Make these Pipedrive integrations simpler by pairing it with the productivity of Magical. Magical is used by over 40,000 teams across more than 20,000 companies to save 7 hours a week on their repetitive tasks.
