Chapter 7/9 โ€ข 18 min read

Pipedrive Integrations

Connect Pipedrive to your stack. An isolated CRM is an underutilized CRM.

โฑ๏ธ TL;DR: Pipedrive integrates natively with 300+ tools via the Marketplace. For advanced integrations, use Make.com or Zapier. Priority: email (Gmail/Outlook), calendar, communication (Slack), and your prospecting tool.

The Pipedrive Marketplace

Pipedrive has a Marketplace with 300+ ready-to-use integrations. Most are free or included in your subscription.

Access: โš™๏ธ Settings โ†’ Marketplace (or marketplace.pipedrive.com)

Main categories:

  • Email & Communication โ€” Gmail, Outlook, Slack
  • Calendar & Scheduling โ€” Calendly, Cal.com, Google Calendar
  • Phone โ€” Aircall, Ringover, JustCall
  • Prospecting โ€” Lemlist, Apollo, Kaspr
  • Billing โ€” Stripe, QuickBooks, Xero
  • Automation โ€” Make, Zapier, n8n
  • Support โ€” Intercom, Zendesk, Freshdesk

The 10 Essential Integrations

1. Gmail / Outlook (Email Sync)

Use: Sync your emails with contact and deal profiles
What it does: All your email exchanges are automatically linked to the right contact
Configuration: Settings โ†’ Personal preferences โ†’ Email sync

๐Ÿ’ก Essential

This is the first integration to activate. Without it, you lose half the value of your CRM.

2. Google Calendar / Outlook Calendar

Use: Sync your Pipedrive activities with your calendar
What it does: Activities created in Pipedrive appear in your calendar (and vice-versa)
Configuration: Settings โ†’ Personal preferences โ†’ Calendar sync

3. Slack

Use: Real-time notifications in Slack
What it does:

  • Notification when a deal is won
  • Alert when a big deal is created
  • Activity reminders in Slack

Configuration: Marketplace โ†’ Slack โ†’ Install

4. Calendly / Cal.com

Use: Automatically create a deal when someone books a meeting
What it does:

  • Creates a contact in Pipedrive
  • Creates an associated deal
  • Creates an activity with the meeting

Configuration: Marketplace โ†’ Calendly โ†’ Connect

5. Aircall / Ringover (Phone)

Use: Call directly from Pipedrive + automatic logging
What it does:

  • Click-to-call from a contact profile
  • Call recording
  • Call notes linked to the deal
  • Call stats by rep

6. Lemlist / Smartlead (Cold Email)

Use: Sync your prospecting campaigns with Pipedrive
What it does:

  • Create a deal when a prospect replies
  • Update status based on actions
  • Avoid duplicates between prospecting and CRM

7. Clearbit / Apollo (Enrichment)

Use: Automatically enrich your contacts
What it does:

  • Finds email from name + company
  • Completes company info (size, industry...)
  • Verifies email validity

8. Stripe / QuickBooks (Billing)

Use: Link your payments to deals
What it does:

  • Mark a deal as won when payment arrives
  • See billing history in Pipedrive
  • Create invoices from a deal

9. Make.com / Zapier

Use: Connect Pipedrive to any tool
What it does: Automates everything native integrations don't
Examples:

  • Create a deal from a Typeform
  • Send data to Google Sheets
  • Sync with Notion or Airtable
  • Trigger actions in business tools

10. Intercom / Zendesk (Support)

Use: See support history in Pipedrive
What it does:

  • See support tickets on the client profile
  • Alert the sales rep if a client has a problem
  • Complete context before a renewal call

Installing an Integration

  1. Find the integration

    Marketplace โ†’ Search for the tool โ†’ Click on the app

  2. Check permissions

    Read what the integration will access (deals, contacts, activities...)

  3. Install and authorize

    Click "Install" and authorize the OAuth connection

  4. Configure

    Each integration has its own settings. Follow the configuration guide.

  5. Test

    Test with dummy data before using in production

Make.com: The Ultimate Integration

When a native integration doesn't exist, Make.com is the solution. It's a visual automation tool connecting hundreds of apps.

Why Make.com?

  • More flexible than Zapier
  • Cheaper at volume
  • Intuitive visual interface
  • Very complete Pipedrive connector

Example Make + Pipedrive Workflows

  • Form โ†’ Deal: Prospect fills Typeform โ†’ automatic deal + contact creation
  • Deal won โ†’ Billing: Deal marked won โ†’ invoice created in your accounting tool
  • Lead scoring: Calculate score automatically based on multiple criteria
  • Enrichment: New contact โ†’ enrichment via Clearbit โ†’ Pipedrive update
  • Advanced reporting: Daily export to Google Sheets for custom dashboards

๐Ÿ“Š Resource

Check our Make.com Guide to learn how to create advanced workflows.

The Pipedrive API

For developers or custom integrations, Pipedrive offers a complete REST API.

What the API Allows

  • Create, read, update, delete all entities
  • Listen to webhooks (real-time events)
  • Build custom apps
  • Sync with internal tools

Getting Your API Key

Settings โ†’ Personal preferences โ†’ API โ†’ Copy the Personal API token

โš ๏ธ Security

Never share your API key. It gives access to all your Pipedrive data.

Webhooks

Webhooks let Pipedrive send real-time notifications to your server when events occur (deal created, deal won, etc.).

Configuration: Settings โ†’ Webhooks โ†’ "+ Create webhook"

Common Integration Mistakes

โŒ Too many integrations

Each integration is a point of fragility. Only install what you really need.

โŒ No testing before deployment

Always test with dummy data. A misconfigured integration can create hundreds of duplicates.

โŒ Forgetting maintenance

OAuth tokens expire, apps get updated. Regularly verify everything works.

โŒ Inconsistent data

If two tools modify the same data, you'll have conflicts. Define a source of truth.

Recommended Stack by Team Size

Solo / Founder (1-2 people)

  • Pipedrive Essential or Advanced
  • Gmail/Outlook sync
  • Calendly or Cal.com
  • Make.com (free plan)

Sales Team (3-10 people)

  • Pipedrive Professional
  • Everything in Solo +
  • Slack for notifications
  • Aircall or Ringover
  • Lemlist or Smartlead for prospecting

Scale-up (10+ people)

  • Pipedrive Enterprise
  • Everything in Team +
  • Enrichment (Clearbit, Apollo)
  • Billing integration (Stripe, QuickBooks)
  • Support integration (Intercom, Zendesk)
  • Make.com on Teams plan

Integrations Checklist

  • โ˜‘๏ธ Email sync activated (Gmail/Outlook)
  • โ˜‘๏ธ Calendar synchronized
  • โ˜‘๏ธ Slack notifications configured
  • โ˜‘๏ธ Scheduling tool connected (Calendly)
  • โ˜‘๏ธ Integrations tested before deployment
  • โ˜‘๏ธ Make/Zapier workflows documented