100+ Pipedrive Plugins to supercharge SMB sales

Introduction

Since 2019, I’ve been a Pipedrive power user and a top contributor to the Pipedrive business users group. I’ve worked with various Pipedrive plugins over the years due to unique requirements from clients in a variety of sectors. This page contains a complete collection of Pipedrive add-ons that improve integrations, efficiency, and transparency while dealing with CRMs like Pipedrive.

While I created this list for Pipedrive, most of these products will also work with other CRMs like Hubspot, Attio, Folk.app, CapsuleCRM, Close, and others. If you are still looking for a CRM, you should read this guide in which I outline the CRM selection methodology I created.

Disclosure: Most of the links in this article are affiliate links. It means that if you upgrade and make a purchase through these links, I will receive a commission at no additional cost to you. In fact, in some cases, you will have to pay less or get additional benefits because of my partnerships with the SaaS provider.

Here’s a complete guide to learn how to use Pipedrive.

You can also read my detailed review of Pipedrive.

Pipedrive Plugins for Marketing Automation

Marketing Automation is a combination of comprehensive marketing over multiple channels.

It involves using multiple tools and means to reach the customer at the right time, at the right place, and with the right message.

For Marketing Automation to deliver positive results, you will have to use multiple tools together such that they complement each other.

These tools, across a variety of categories, are listed in this article below. You will find the following sub-categories relevant to Pipedrive Marketing Automation:

• Automation
• Customer & Sales Engagement
• Email Marketing
• Personalized SMS Marketing
• Bulk SMS Marketing
• WhatsApp Marketing
• Browser Push Notifications

Pipedrive plugins for Automation within Pipedrive

For all things internal to Pipedrive, Pipedrive’s own Workflow Automation capabilities are good enough. Check this article for some interesting Pipedrive Workflow Automation Examples.

Zapier, Make/Integromat, N8N, Relay.app

When sending data (new leads) to Pipedrive, or when sending data out of Pipedrive (project management, ticketing, CPQs), tools like Zapier, Make/Integromat, Relay.app, and N8N are extremely useful and powerful. They also come in handy when trying to design powerful sales engagement sequences.

Here’s a list of workflow automation examples that you can accomplish with Pipedrive’s built-in Workflow Automation capabilities and with the above automation tools.

Pipedrive plugins for Telephony – VoIP Calling and Sending Bulk and Personalized SMS

If you’re using a CRM, you’re going to call your prospects. Many times you’re going to also text them. Many of you are also looking for bulk messaging solutions that work with Pipedrive.

I have provided a detailed comparison of calling apps for Pipedrive.

I have also written a more specific article on Pipedrive dialer solutions.

This article lists conversation intelligence apps for Pipedrive.

This article lists texting apps for Pipedrive.

Some telephony solutions you can try are:

• KrispCall ([AFFKCALLS20%] 20% OFF LIFETIME): Unify international calling and SMS messaging in a single, user-friendly cloud-based phone system for streamlined global business communication.
• JustCall: Streamline your sales and support communications with a cloud-based phone system and SMS solution that automates tasks and provides actionable insights.
• OpenPhone (10% off your first 3 months): Streamline your business communications with a user-friendly app that integrates calls, texts, and contacts for seamless work from anywhere.
• SalesMessage: Streamline business communication and grow your customer base with simple, scalable SMS and calling solutions.
• Aloware: Reimagine customer engagement and close more deals with the leading cloud-based contact center software that seamlessly integrates with your CRM.
• Textline: Empower your teams with secure SMS solutions for streamlined customer support, sales, and logistics operations.
• Voicespin (10% discount): Amplify sales, enhance productivity, and improve agent experience with advanced contact center solutions seamlessly integrated with your CRM.
• Callloop: Streamline communication with personalized text messages, voice broadcasts, and ringless voicemails for efficient and timely notifications.
• CloudTalk: Empower your business with AI-driven call center software that integrates with your favorite tools and offers global reach through national phone numbers.
• Simple Texting: Elevate customer engagement through mass SMS campaigns and personalized messaging with a trusted, user-friendly texting platform.
• Nextiva: Unify customer interactions across voice, video, chat, social media, and email in one powerful, easy-to-use platform for seamless communication.
• Ruby: Create meaningful connections with customers 24/7 through human-powered virtual receptionist and live chat solutions for your small business.
• ClickSend: Streamline multi-channel communication with customers and staff through a versatile platform offering SMS, voice, email, rich media, and direct mail options.

Pipedrive plugins for Customer & Sales Engagement

Tools for customer and sales engagement assist you in conveying the appropriate message to website visitors, gathering additional data from prospects, and improving your comprehension of current clients. The following is a list of several of these customer engagement/marketing automation technologies for a CRM like Pipedrive, along with its one-line pitch:

• Reply.io: create new opportunities at scale while keeping every touchpoint personal.
• JustUno: helps convert website traffic into customers with personalized onsite messaging at every touchpoint.
• Outgrow: Boost your marketing with interactive content powered by Outgrow to acquire qualified leads.
• Hyperise: Double your outreach engagement with personalized images.
• Interact: Create interactive quizzes that generate leads & sell products.

Pipedrive plugins for WhatsApp Integration

With the advent of WhatsApp for business communication, you can’t ignore this channel of communication with your prospects, both for 1:1 correspondences, automated acknowledgments, and marketing communication.

Create Clickable WhatsApp Links using Automation

You can create a 1-click integration with your WhatsApp accounts by creating clickable links that, when clicked or tapped, open a dialog box with the person in your WhatsApp application on your phone or your computer. This can be easily accomplished using automation tools like Make/Integromat as shown in the picture below.

Engage prospects and customers using Wati, Trengo, Gorgias

All these tools allow you to send automated messages using WhatsApp. Trengo is in many ways like Zendesk, a social listening tool, and a customer support platform.

Sync your WhatsApp chats with Pipedrive using Timelines.ai

While there are many tools that help you talk to your customers, Timelines.ai helps you record conversations with your customers in one place, your CRM. You can define the frequency with which your conversations with prospects on WhatsApp will be synced back to Pipedrive.

I have written about Pipedrive and WhatsApp integration in detail.

Pipedrive plugins for Leads assignment

If you’re looking for a deep dive on how to assign deals in Pipedrive in an automated way, please refer to this article where I have covered different ways to do it.

Leads/Deals Assignment using Pipedrive Automation

You can assign deals/leads in Pipedrive using Pipedrive Automation if the rules to assign deals/leads are simple enough.

You can, for instance, assign all deals from California to Person A, and all deals from Florida to Person B.

Or, you can assign all deals for product X to person A, and all deals for product Y or product Z to person B.

Distribute leads geographically using Mapsly

If you’re looking to assign leads based on granular geographical locations, you can’t go wrong with Mapsly. They have a fantastic support team to help you craft geographical territories and define the rules for leads assignment using Mapsly.

Pipedrive plugins for Email Marketing

Email Marketing using Pipedrive Automation

You can send event-based emails using Pipedrive Automation and email templates. Pipedrive is also developing its Campaigns feature to make this function more powerful for Pipedrive users.

Email Marketing using Mailmodo

One of the most exciting tools I have found in the email marketing space is Mailmodo. Think of it as a combination of Mailchimp and Typeform. The advantage of Mailmodo is that you can send AMP emails to your subscribers with Gmail accounts and get users to respond to questions without ever leaving their email client. You can then capture the responses to these questions using Zapier or Make/Integromat.

Email Marketing using Outfunnel

Outfunnel started as a glue between Mailchimp and Pipedrive but has evolved much more beyond that. It allows you to send drip emails to your contacts, track their website and email activity, and score leads based on their activity on your website and their interactions with your emails. It has, over time, added support for more email service providers and CRMs, and even with Calendly. Outfunnel has now added even more advanced features for Lead Scoring.

Popular Email Marketing Platforms

• Klaviyo: Turn hard-earned customer data into hard-working texts and email marketing.
• Brevo (formerly Sendinblue): the smartest and most intuitive platform for growing businesses. Thrive digitally as we guide your business with the right marketing & sales tools.
• MailerLite: Digital marketing tools to grow your audience faster and drive revenue smarter.

Lesser-known Email Marketing Platforms

• Moosend: Deliver pixel-perfect email campaigns to your audience with Moosend!
• Omnisend: Take the shortcut to revenue growth with Omnisend’s easy-to-use platform for eCommerce email marketing, SMS, and automation.
• Woodpecker: Cold emails that start warm business conversations.

Email Marketing Platforms for Cold Emailing with Pipedrive

• SmartLead: Boost your outreach with unlimited mailboxes, AI-powered warm-ups, and advanced rotation to maximize deliverability and avoid spam filters.
• Instantly: Automate your sales outreach, boost deliverability, and leverage AI-powered intelligence to transform leads into clients efficiently.
• Lemlist: Personalize cold emails, automate follow-ups, and engage with leads across all channels. lemlist is your sales automation and cold email software in one.
• Klenty: The Sales Engagement Platform that gets more replies and meetings booked.
• Outplay: Personalize your outreach at scale with a sales engagement platform your team will love.

Pipedrive plugins for setting up a Data Integrity and Data Pipeline

Setting up data pipelines in Pipedrive using Coupler

Coupler allows you to build data pipelines between several SaaS applications and storage solutions like Google Sheets, Google Drive, and BigQuery. I have written in detail about exporting data from Pipedrive to Google Sheets.

Setting up data pipelines in Pipedrive using Flatly

Flatly, like Coupler, allows you to build data pipelines between your SaaS applications and your storage solutions.

Coefficient and ConduitApp are two other data pipeline tools.

Removing duplicates from Pipedrive using Dedupely

Dealing with duplicate contacts or company records can be a nightmare. There are 2 possible approaches to the menace which is data duplication.

• Check if records exist before creating them
• Remove duplicates intelligently before breaking things

For the first approach, you will have to add steps to your Make/Integromat scenario.

For the second approach, the manual way to deal with duplicates would be to use Pipedrive’s duplicate detection feature, one by one, for each set of duplicate records.

The smarter way to deal with this, though, would be to use a tool like Dedupely which allows you to create smart rules for duplicate detection and remedy.

Pipedrive Plugins for Customer Support

If you’re also a B2C company or are an e-commerce company, you will need a customer service platform to go along with your Pipedrive account. Following are some options that you should consider when evaluating the ticketing platform to go ahead with:

Some AI Customer Support solutions you can try are:

• gorgias: Empower your ecommerce store with AI-driven customer service that transforms support into a revenue-generating asset.
• BoldDesk: Streamline customer support with AI-powered automation, enhancing both agent efficiency and customer satisfaction in one comprehensive platform.
• SupportBench: Empower B2B support teams to scale operations, respond faster, and boost efficiency with a comprehensive platform designed for elevated customer service.
• ManyChat: Automate your chat marketing on Instagram, WhatsApp, and Messenger to attract more leads, boost sales, and increase conversions 24/7.
• Trengo: Streamline customer engagement across multiple channels with collaborative features, AI, and automation for an all-in-one solution.
• My AskAI: Deflect 75% of support requests and save time with an AI-powered agent that seamlessly integrates with your existing live chat providers.

Some other Customer Support solutions you can try are:

• Helpwise: Empower your team to serve customers faster and more efficiently across multiple channels from a single, unified platform.
• Help Scout: Streamline customer communications with a powerful platform featuring shared inbox, help center, and live chat tools.
• Hiver: Streamline shared inbox management and run multi-channel help desks directly from your Gmail, enhancing customer support efficiency and team collaboration.

Pipedrive Plugins for Contact Forms

If you want to collect information from your customers, Typeform offers a great user experience. Also because Typeform has taken on the burden of educating users on how to fill forms without abandoning forms halfway through. Another advantage of using Typeform is that you can pass hidden fields (person ID, deal ID, email, etc.) with the form URL. Upon form submission, hidden fields allow you to tie the responses back to your data in your CRM.

If you’re looking for a Typeform alternative, check out the following options too.

• Formaloo: AI-powered survey maker for lead capture and data collection and management (like Airtable?).
• Fillout: Simple drag-and-drop, conditional logic for small businesses.
• MakeForms: Code-free, file uploads, e-signatures, calculated fields.
• GoZen: AI-powered autofill for repetitive data entry.
• JotForm: 10,000+ templates, payments, approvals, enterprise security.
• ConvertCalculator: Excel-like calculation forms with powerful formulas.
• Gravity Forms: WordPress plugin, conditional logic, databases, payments.

Pipedrive plugins for Lead Generation and Data Enrichment

Orchestrate 0-click enrichment using Clay

Clay claims to help you find leads from anywhere on the internet. Clay connects with 50+ integrations to automatically pull names, emails, tech stack, open roles, and so much more. Clay offers a generous free plan to try out its features and integrates with Hubspot and Pipedrive too.

There are many data enrichment tools available in the market today, which, given one identifier like email or phone, help you find all the relevant information about a person. They integrate with your CRMs and Zapier and Make/Integromat too. The core differentiator between them is the quality of the data and the price point. Some of these tools, with their 1-line pitch, are listed below:

• Apollo.io: Search, engage and convert over 250 million contacts at over 60 million companies with Apollo’s sales intelligence and engagement platform.
• Hunter.io: Hunter lets you find professional email addresses in seconds and connect with the people that matter to your business.
• Lusha: Sell more and close more with the most accurate B2B company and contact data.
• Clay: Like lead generation, Clay also allows you to enrich data.

I wrote a detailed article about the tech stack required for lead generation using Clay.

Pipedrive plugins for Documents, Digital Signatures

If you’re actively involved in sales, CPQ (configure, price, quote) solutions are going to be a core requirement for your day-to-day needs. These solutions not only take care of all the formalities when signing documents, but they also help you track where recipients of your documents are in the process of signing the documents.

Pipedrive Smart Docs

Pipedrive’s own Smart Docs add-on provides all the basic features of getting e-signed documents in order. You can have shared document templates and integrate them with storage solutions like Google Drive.

PandaDoc

PandaDoc helps you create, manage, and e-Sign docs with ease, and 40% faster. They also help you track where in the process your prospect is when they have been sent a document to sign. Think of it as a pipeline/funnel but for the process of signing the document. I have not seen a better add-on that integrates with Pipedrive than PandaDoc does for documents.

Other tools in this space, along with their 1-line pitch, are:

• Better Proposals: Streamline your sales process with professional, on-brand proposals that can be created, sent, tracked, and signed in minutes.
• Nusii: Streamline your proposal process, track client engagement, and boost your win rate with professional, customizable templates.
• Hello Bonsai: Streamline your business operations with smart automation, from project management to billing, so you can focus on what truly matters.

Summary

This article has been the result of months of research and years of experience with Pipedrive and my clients. I will keep adding further to this list over time, but this should be a great starting point for anybody looking to up their Pipedrive or CRM game.