Marketing tools Archives - Outfunnel - Sync Sales & Marketing Data Wed, 05 Nov 2025 12:06:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://outfunnel.com/wp-content/uploads/2020/12/cropped-outfunnel-icon-32x32.png Marketing tools Archives - Outfunnel - Sync Sales & Marketing Data 32 32 How to connect Pipedrive to Google Analytics 4 and Google Ads https://outfunnel.com/how-to-connect-pipedrive-to-google-analytics-4-and-google-ads/ Sat, 10 May 2025 10:25:00 +0000 https://outfunnel.com/?p=28173 At Outfunnel, we believe sales and marketing work best when they work together — and connecting sales and marketing data is the smartest place to start. While Outfunnel already helps you capture lead sources and UTM codes for new web leads, sometimes you want to take things further — connecting your CRM data with Google Ads and […]

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At Outfunnel, we believe sales and marketing work best when they work together — and connecting sales and marketing data is the smartest place to start. While Outfunnel already helps you capture lead sources and UTM codes for new web leads, sometimes you want to take things further — connecting your CRM data with Google Ads and Google Analytics for deeper analysis and more precise campaign management. 

We’ve done this at Outfunnel and I’m sharing our setup as a guide below.

Most guides about connecting Pipedrive to Google Analytics 4 or Google Ads barely go beyond the basics. They skip crucial steps and leave you guessing about the complete setup. This guide will walk you through the complete process: setting up custom fields and automations in Pipedrive, then using Zapier to send conversion events (including revenue data) to GA4 and Google Ads.

What’s in this article?

Before you start

Your lead forms need to capture the GA Client ID and the GCLID at signup or during form submits. Most WordPress form builders support hidden fields for passing this data, but capturing it requires custom development. Use JavaScript to read these identifiers on the page and populate the hidden fields before submission. You will use the GA Client ID for your Pipedrive Google Analytics integration and the GCLID for attributing Google Ads conversions. This guide assumes you are already collecting both identifiers. If you are interested, we can share the JavaScript snippet we use and make our solution public.

You likely already have a workflow that sends website leads into Pipedrive, often through tools like Zapier or Make. Note that Outfunnel’s lead form integrations create a lead in Pipedrive without opening a deal. In this flow we use Zapier to convert each signup into a Pipedrive deal, and you can achieve the same result with Pipedrive automation if you prefer. This is important because this guide relies on Deals to send conversions to GA4 and Google Ads as the deal moves through different pipeline stages.

Set up Pipedrive

Start by setting up the fields you’ll use for automations and filters. We will be creating these fields under the Lead/Deal. You need two essential properties: “GA client ID” and “GA Click ID” for storing GA4 visitor and Google Ads click identifiers that I mentioned in the beginning. Navigate to your Pipedrive settings (https://your-company-slug.pipedrive.com/settings/fields) and add them as text fields if you don’t already have them. You can also use Person or Organization fields, but you would need to adapt the field references mentioned in this article accordingly.

Create stage flags using deal fields

Set up additional fields for each deal stage – we will use them for flagging the status of conversion events. Create the fields using the “Single Option” field type and add two options: “true” and “false”. These fields tell your automations and triggers when to take action.

At Outfunnel, we are using the following setup for the field namings:

  • Data sent to Google Analytics (Signed up)
  • Data sent to Google Analytics (CRM connected)
  • Data sent to Google Analytics (Data synced or emails sent)
  • Data sent to Google Analytics (Actively using)
  • Data sent to Google Analytics (Deal won)

Each named after its corresponding deal stage. We have created separate fields for both Google Ads and Google Analytics because we send offline conversions to both Google Ads and events to GA4. We will be using Signed up and Deal won as examples in this article.

Create deal filters for Zapier triggers

Deal filters will trigger your Zaps. Compared with using stage-change triggers, this approach ensures your automations finish before Zapier activates, preventing missed or duplicate triggers.

Go to your main pipeline (https://your-company-slug.pipedrive.com/pipeline). Click the “Filter” button in the top right corner, then select “Add a new filter” at the bottom.

A modal window will appear. Select one of the deal fields you just created and set the condition to “false”. Name the filter after the property name to avoid confusion later. Repeat this process for each field you created.

Click “Save”. When you select this filter for your pipeline, you won’t see any deals yet. That’s normal as you need to set up automations to populate these field values when deal stages change.

Create automations to update stage flags (fields)

Automations create workflows that update your deal fields automatically. You’ll use them to change field values when deals move between stages. Remember those true/false options you created? Automations will set these values based on stage changes.

Follow these steps to configure your automation:

Trigger:

  • Event Trigger > Deal > Updated. Apply trigger.

Conditions:

  • Instant Condition > Deal stage is Signed up.
  • Add custom condition > Data sent to Google Analytics (Signed up) is empty.
  • Add custom condition > Deal status is not lost.
  • Add new set (AND) > Add custom condition > GA Client ID is not empty (or Click ID is not empty when building for Google Ads).

Action:

  • Action > Deal > Update deal fields.
  • Select the field Data sent to Google Analytics (Signed up) and set its value to “false”.

Note: For automations targeting won deals, change “Deal status” to “is won” and remove the “Deal stage” condition under the Instant Condition block.

Click “Save” in the top right corner, and your Pipedrive automation is completed. The process seems complex initially, but you can duplicate this automation and modify it quickly for other stages.

Your completed automations page should look similar to this for all GA4 and Google Ads automations:

Connect Pipedrive to Google Analytics 4 with Zapier

Your Pipedrive setup is complete. You’ve created deal fields, automations, and filters. Now let’s connect everything through Zapier using those deal filters as triggers.

The process works like this: Deal stage changes automation runs and sets deal field to false deal filter finds new match Zapier triggers using “Deal Matching Filter.” This sequence ensures clean processing without duplicate events in GA4 or Google Ads.

Send a regular event to GA4 (e.g. Signed up)

Create zap and add trigger

Create a new Zap and choose Pipedrive for the trigger. Select “Deal Matching Filter” for the trigger event. In the configuration step, choose the deal filter you created in Pipedrive.

Configure GA4

Add a new step and choose Google Analytics 4. Here’s where many people get stuck: GA4 offers two similar actions: “Create conversion event” and “Send measurement events.” Choose “Send measurement event.”

The Configure tab shows two fields: “API Secret” and “Measurement ID.” Copy these from your Google Analytics account:

  1. Go to Admin (bottom left corner) Data streams Click on your data stream
  2. Copy the Measurement ID from the top right and paste it in Zapier
  3. On the same GA4 page, click “Measurement Protocol API secrets” below
  4. Click Create, add “Zapier” as the nickname, then click Create
  5. Copy the API Secret value and paste it into Zapier’s API Secret field

For the Client ID field, select the GA Client ID field from Pipedrive.

For the Events field, add this JSON: {“name”: “pd_signup”, “params”: {}}. Name your event whatever you prefer, but use lowercase with underscores instead of spaces. Otherwise, events won’t appear in GA4.

Add final step

Choose Pipedrive as the app and select “Update Deal” for the action. In the Configure tab, choose your Deal ID value, then scroll down to find your previously created field name. Select the field corresponding to the deal stage you’re sending events for and set the value to “true”.

Send a purchase event with revenue to GA4

Regular events are useful, but attributing closed deal revenue to marketing sources is crucial for tracking channel effectiveness. Purchase events accomplish this goal.

Duplicate the Zap you just created since you’ll use similar steps.

Edit the “Deal Matching Filter” step and choose the Pipedrive filter for won deals. Set the Deal status field to “won.”

In the GA4 step, choose “API Request” for the action event.

The Configure tab now shows different fields than the Measurement Event action. Fill these fields:

HTTP Method: POST
URL: https://www.google-analytics.com/mp/collect

Query string parameters:

  1. measurement_id (same as in regular GA event)
  2. api_secret (same as in regular GA event)

Body
Replace the <<>> placeholders with values from your Pipedrive deal fields:

{
  "client_id": "<<Your Client ID field from Pipedrive>>",
  "events": [
    {
      "name": "purchase",
      "params": {
        "currency": "USD",
        "transaction_id": "<<Your Deal ID from Pipedrive>>",
        "value": "<<Your Deal Value from Pipedrive>>",
        "items": [
          {
            "item_id": "<<Identifier for the product sold>>",
            "item_name": "<<Name of the product sold>>",
            "currency": "USD",
            "discount": 0,
            "price": "<<Your Deal Value from Pipedrive>>",
            "quantity": 1
          }
        ]
      }
    }
  ]
}

For the final step, update the deal field corresponding to Deal Won and set its value to “true.”

Connect Pipedrive to Google Ads with Zapier

You’ll now integrate Pipedrive to Google Ads to send offline conversions. This section reuses the same deal filters and true/false stage flags you created earlier and the only change is swapping the GA4 step for a Google Ads step.

Send offline conversions to Google Ads

Since you’re replacing only the GA4 step with Google Ads, duplicate one of your GA4 Zaps.

Update the trigger to use the deal filter you created specifically for Google Ads.

Remove the GA4 step and replace it with the Google Ads app.

Choose “Send Offline Conversion” for the Action event. In the Configure tab, select your GCLID field from Pipedrive.

Update the final “Update Deal” step by finding the corresponding deal field and setting the value to true.

Wrap-up

You have completed the setup to automatically send conversion events when deals progress through your pipeline. You are now able to setup custom audiences in Google Analytics 4, see revenue attribution across channels and help optimize your Google Ads targeting.

I help businesses solve complex marketing attribution challenges. If you need assistance implementing GA4 tracking, setting up conversion pipelines, or capturing the Client IDs and GCLIDs mentioned in this guide, contact me at sessionframe.com




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The Most Popular Marketing Automation Tools by CRM (or What Your Choice of Marketing Tool Says About You) https://outfunnel.com/most-popular-marketing-automation-tools-by-crm/ Tue, 08 Apr 2025 08:43:58 +0000 https://outfunnel.com/?p=26563 Ever heard the saying “You are what you eat”? Well, in the world of sales and marketing tools, we’d argue that you are what you use (and sync). Your choice of marketing automation tool can say a lot about your company’s workflows, sales cycles, and even your customers. When we looked at Outfunnel usage data […]

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Ever heard the saying “You are what you eat”? Well, in the world of sales and marketing tools, we’d argue that you are what you use (and sync).

Your choice of marketing automation tool can say a lot about your company’s workflows, sales cycles, and even your customers. When we looked at Outfunnel usage data across different CRM platforms, a clear pattern emerged: certain marketing tools tend to pair up with specific CRMs—and not always for the reasons you might expect.

In this post, we’ll share which marketing automation platforms are most commonly used with each CRM—and what that might say about the teams and workflows behind them.

Mailchimp: still the dominant force (yes, still)

Despite the rise of countless competitors (seriously, we’ve lost count), Mailchimp remains the most popular marketing automation tool across every CRM platform Outfunnel supports. It may not be trendy, but it gets the job done—and it’s still the go-to choice for many.

Now, here’s the kicker: all the major CRMs that Outfunnel connects with—like HubSpot, Pipedrive, and Copper—offer free native integrations with Mailchimp. But people still choose Outfunnel to connect them. Why?

Because those native syncs are usually limited to basic syncing. That’s fine for simple funnels, but once you need to:

…you need something stronger. That’s where Outfunnel steps in. (Quick plug: see our Mailchimp integrations.)

Klaviyo: a rising star (and an e-commerce twist)

Klaviyo

Coming in hot as the second most popular tool across CRMs is Klaviyo—which is impressive, considering Outfunnel’s integration with Klaviyo has only been live for about 1.5 years. That’s less time than our integrations with Brevo or ActiveCampaign, yet usage is growing fast.

What’s especially interesting is how Klaviyo is being used.

We’re seeing companies run parallel sales strategies: traditional B2B sales (with reps managing pipelines in a CRM) and B2B e-commerce sales through an online store (usually Shopify). Think:

  • A company selling industrial equipment through a sales team
  • But also offering online orders for spare parts or add-ons via Shopify

Klaviyo, known for its deep Shopify integration, makes it easy to connect the dots—and now Outfunnel does too. We recently added support for syncing e-commerce events like “Viewed Product” into CRMs. That means a sales rep could get a heads-up when a lead views a specific product online but doesn’t complete an order—and follow up with a tailored pitch. Pretty neat, right?

HubSpot + Klaviyo = the B2B e-commerce power couple?

Diving deeper, Klaviyo seems particularly popular with HubSpot users. That might seem odd at first—after all, HubSpot already offers pretty elaborate marketing automation. But we think we know what’s going on.

There’s a growing group of companies doing both:

  • B2B sales (via reps, pipelines, and all the CRM stuff)
  • B2B e-commerce (taking orders directly from businesses online)

For these companies, HubSpot CRM + Klaviyo is a powerful combo: a CRM that’s great for managing relationships and sales, paired with a marketing platform that’s deeply integrated with their online store.

ActiveCampaign vs. Brevo: close contenders

ActiveCampaign and Brevo (formerly known as Sendinblue) show similar usage levels overall across Outfunnel’s user base. But dig a little deeper and you’ll notice an interesting twist Brevo is relatively more popular among Copper users.

We’re not entirely sure why, but it may be due to Brevo’s affordability and flexibility, which aligns well with the kinds of teams that use Copper—often focused on sales without the need for many marketing bells and whistles.

Some disclaimers

  • This data is based on Outfunnel users, not the global market. So while we’re not claiming these stats are universal, we do see enough volume for them to be a useful snapshot of how real-world sales and marketing teams are connecting their tools.
  • MailerLite looks to have very few users in our dataset, but it’s one of our newer integrations. We’re certain it will rank higher in our next analysis. See our MailerLite integrations.

TL;DR: what we learned from the data

  • Mailchimp still reigns supreme, even when free native syncs are available, because Outfunnel unlocks more advanced use cases.
  • Klaviyo is rising fast, especially for companies running B2B + e-commerce in tandem.
  • HubSpot + Klaviyo is becoming a popular combo for hybrid sales models.
  • Brevo is punching above its weight with Copper users.
  • Your marketing tool choices can tell you a lot—not just about your stack, but about your business model.

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Pipedrive Forms: The Complete Guide to Web Forms & Integrations https://outfunnel.com/pipedrive-forms/ Mon, 17 Mar 2025 14:33:42 +0000 https://outfunnel.com/?p=11019 Which web forms should you use with Pipedrive? This article looks at native Pipedrive Forms and a number of others to help you choose.

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Pipedrive Forms are one of the simplest ways to capture leads directly into your CRM. As part of Pipedrive’s LeadBooster add-on, these web forms let you collect contact details, qualify prospects, and send data straight to your sales pipeline—no coding required.

But are Pipedrive’s native forms enough for your business, or should you consider alternatives like WordPress forms, Wix, Typeform, or HubSpot Forms? In this guide, we’ll compare Pipedrive Forms with other popular web form tools, so you can choose the best solution for lead generation and CRM integration.

Broadly, there are six main web form options that can be used with Pipedrive:

1. Pipedrive Forms

Pipedrive’s Web Forms live inside the Leadbooster on the Pipedrive platform

Pipedrive Forms are included in Pipedrive’s LeadBooster add-on and provide a fast way to capture leads directly into your CRM. They’re ideal for sales teams that want a plug-and-play solution without coding or third-party tools.

Key features of Pipedrive Forms:

  • Drag-and-drop editor for quick setup
  • Standard fields (name, email, phone) plus custom fields for single/multiple choice and long text
  • File upload support
  • Automatic lead routing into your Leads Inbox or pipeline
  • Pre-built templates for common use cases (contact forms, demo requests, newsletter signups)

Pros of using Pipedrive Forms:

  • Native to Pipedrive → no extra integrations required
  • Data flows instantly into CRM
  • Simple, beginner-friendly setup
  • Works out of the box with minimal design/dev resources
Pipedrive forms
Web Forms included in Pipedrive’s LeadBooster Add-on, allows you to set up a form using common templates catering to different use cases.

Limitations:

  • Limited design customization (forms may not perfectly match your website branding)
  • Cannot natively capture UTM parameters or advanced tracking data
  • Requires the LeadBooster add-on ($39/month)

Best for: Teams that want a quick and reliable way to add web forms to their site and send data straight to Pipedrive—without managing multiple integrations.

What are UTM parameters and why do they matter?

UTM parameters are tags added to URLs that show where your traffic comes from—like search, social, or email. They help you measure which campaigns drive the most leads.

Do Pipedrive Forms support UTM tracking?

No, Pipedrive Forms don’t support UTM tracking, but third-party form tools connected via Outfunnel can capture this data automatically and sync it to your CRM.

2. WordPress forms 

Image credits: Gravity Forms

There’s a strong chance your website runs on the WordPress content management system (CMS), which powers over 62% of CMS-based websites and more than 455 million sites worldwide. Thanks to its dominance, there are countless WordPress form plugins available—many with free basic plans—that make it easy to capture leads and connect them with your CRM.

With so many options, the challenge is clear: which WordPress form plugin works best with Pipedrive?

Here are some popular contenders:

We won’t delve into comparing these here. For a comprehensive overview, you can explore WPMayor’s insights or WPBeginner’s analysis of the most popular WordPress form plugins to make an informed decision.

Each plugin requires some setup to integrate WordPress forms with Pipedrive. Typically, this involves connecting your Pipedrive account to the plugin and adjusting the integration settings to match your workflow.

If you want full control, you can also use the Pipedrive API to manually connect your WordPress forms to Pipedrive. This gives maximum flexibility but requires coding skills and extra effort to style the forms so they convert well on your site.

💡 Easier alternative: Outfunnel offers pre-built integrations with leading WordPress form plugins. This ensures all leads captured through your website flow seamlessly into your Pipedrive pipeline, with no manual data entry or risk of errors.

Outfunnel makes it easy to connect WordPress forms with Pipedrive. See all Pipedrive integrations offered.

Price: Free plans available, usually with optional paid plans offering additional functionality

Best for: WordPress sites, ideally with additional design/development resources available

3. Wix Forms

Wix forms
Wix Forms

If your website is built on Wix, you can use Wix Forms to capture leads and connect them with Pipedrive CRM. With over 4.5 million websites powered by Wix, their native form builder is a popular choice for small businesses and entrepreneurs looking for a simple lead generation tool.

Wix provides a variety of ready-made templates, making it easy to create forms without coding. On the free plan, you can build up to three forms with five fields each—perfect for basic contact or sign-up forms. Advanced features, such as file uploads or signature fields, require a Business Premium plan.

However, customization is somewhat limited, and scaling beyond the free plan often means extra costs. As with WordPress, it’s important to consider how your Wix forms integrate with Pipedrive before committing.

💡 Best integration option: Outfunnel offers a Wix–Pipedrive integration that takes less than 15 minutes to set up. It automatically creates People, Organizations, Deals, or Leads in Pipedrive from each form submission, ensuring data flows smoothly into your sales pipeline. Compared to alternatives like make.com (Integromat), Outfunnel’s setup is much faster and easier to manage.

Price: Free tier with up to three forms; paid plans start at $12/month.
Best for: Businesses running on Wix that want a simple, automated way to connect Wix Forms with Pipedrive CRM.

4. Webflow Forms

If your website is built on Webflow, you can use its native form builder to capture leads and sync them with Pipedrive. Webflow is especially popular among SaaS companies, startups, and design-driven businesses, thanks to its flexibility and custom styling options.

Key features of Webflow Forms:

  • Easy drag-and-drop form creation inside the Webflow Designer
  • Fully customizable with CSS, ensuring forms match your site’s branding
  • Supports multiple field types, including text, dropdowns, checkboxes, and file uploads
  • Ability to add conditional logic via custom code or third-party tools

However, Webflow doesn’t offer direct Pipedrive integration out of the box. That means you’ll need a connector tool like Zapier or Make to sync submissions with your CRM.

Pros of Webflow Forms with Pipedrive:

  • Forms can be styled to perfectly match your website design
  • Flexible for marketing campaigns, landing pages, or product signups
  • Reliable integrations available for automatic lead capture into Pipedrive

Limitations:

  • Native Webflow forms don’t sync directly with Pipedrive without an integration tool
  • Advanced functionality (logic, multi-step forms, analytics) requires custom code or third-party add-ons

Price: Included in all Webflow site plans. CMS plans start at $23/month.
Best for: Design-focused businesses that want full control over branding.

5. Typeform

Typeform offers a native integration with Pipedrive

Typeform is one of the most popular form builders for businesses that want visually engaging, conversational-style forms. Instead of overwhelming users with long forms, Typeform’s “one question at a time” experience increases completion rates and makes data collection feel more interactive.

Key features of Typeform:

  • Clean, user-friendly design with customizable templates
  • Conditional logic to show or hide questions based on responses
  • Advanced analytics to track completion rates and drop-offs
  • Unlimited forms on the free plan (with up to 10 responses per month)

One of the biggest advantages for Pipedrive users is that Typeform offers a native Pipedrive integration. Even on the free plan, you can connect your forms directly to Pipedrive so every response creates or updates a contact in your CRM.

Pros of using Typeform with Pipedrive:

  • Highly engaging forms that feel more like conversations
  • Great for surveys, lead capture, and onboarding flows
  • Direct native integration with Pipedrive (no coding required)

Limitations:

  • Free plan is limited to 10 responses per month
  • Branding removal and higher response limits require a paid plan
  • More expensive compared to basic form tools

Price: Free plan available; paid plans start at $29/month.
Best for: Businesses that want beautiful, high-converting forms connected directly to Pipedrive CRM.

6. Paperform

Paperform on Outfunnel page
One of our old Paperform forms

Paperform is a flexible form builder designed to create forms, surveys, and landing pages that look like branded web pages. We love it here at Outfunnel. Its strength lies in combining ease of use with advanced customization, making it a good alternative to Typeform for businesses that want more control.

Key features of Paperform:

  • Super easy to use
  • One of the few form builders that lets you open forms on button click, both on web and mobile
  • Conditional logic to personalize the form experience
  • Highly customizable templates with CSS and HTML support
  • Built-in calculations for order forms, quizzes, and payments

Unlike Typeform, Paperform doesn’t offer a native Pipedrive integration. To connect Paperform submissions with Pipedrive CRM, you’ll need a connector like Zapier or Make (Integromat).

Pros of using Paperform with Pipedrive:

  • Forms that can look and feel like landing pages
  • Advanced logic and calculation features for complex use cases
  • Greater design flexibility compared to many form builders

Limitations:

  • No direct/native Pipedrive integration (requires a third-party connector)
  • No permanent free plan, only a 14-day free trial
  • Slightly steeper learning curve if customizing with code

Price: Paid plans start at $24/month (with annual billing).
Best for: Businesses that need survey-like forms or branded landing page forms integrated with Pipedrive.

Final Thoughts

Form ToolBest ForPricing (from)
Pipedrive FormsQuick setup inside Pipedrive$39/mo (LeadBooster add-on)
WordPress FormsWordPress websites with plugin flexibilityFree (premium plugins available)
Wix FormsSmall businesses on WixFree (premium from $12/mo)
Webflow FormsDesign-focused businesses needing custom brandingIncluded in site plans ($23/mo CMS)
TypeformSurveys and interactive lead captureFree (paid from $29/mo)
PaperformBranded landing-page style forms$24/mo

Choosing the right Pipedrive forms solution depends on your website platform, design needs, and lead capture goals. Pipedrive’s native forms (via the LeadBooster add-on) are the fastest way to start collecting leads directly into your CRM, but they lack advanced customization and UTM tracking.

If your site runs on WordPress, Wix, or Webflow, their built-in form builders combined with an integration tool like Outfunnel make it easy to sync submissions with Pipedrive. For businesses focused on design and engagement, Typeform and Paperform provide beautiful, survey-like forms with conditional logic and analytics—though only Typeform offers a direct Pipedrive integration.

No matter which option you choose, the key is ensuring your forms integrate seamlessly with Pipedrive to automate lead capture, reduce manual data entry, and give your sales team the insights they need to close more deals.

If you plan to use Wix Forms, Gravity Forms, Elementor Forms, or Contact Form 7, Outfunnel offers seamless integration with Pipedrive.

Kickstart your journey with a free 14-day trial today!

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Pipedrive Integrations vs. Native Features: The Best Choice for Sales and Marketing Use Cases https://outfunnel.com/pipedrive-integrations-vs-native-features/ Wed, 12 Feb 2025 12:20:47 +0000 https://outfunnel.com/?p=26274 Pipedrive is a fantastic sales-first CRM, but what about marketing automation, scheduling, and web forms? These functions are essential for keeping leads engaged and moving through the pipeline. If you’re a Pipedrive user, you have three ways to handle these tasks: 1️⃣ Use Pipedrive’s built-in features2️⃣ Use integrations built by Pipedrive3️⃣ Use third-party tools for […]

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Pipedrive is a fantastic sales-first CRM, but what about marketing automation, scheduling, and web forms? These functions are essential for keeping leads engaged and moving through the pipeline.

If you’re a Pipedrive user, you have three ways to handle these tasks:

1️⃣ Use Pipedrive’s built-in features
2️⃣ Use integrations built by Pipedrive
3️⃣ Use third-party tools for Pipedrive integrations like Outfunnel

Each option has strengths and weaknesses. In this guide, we’ll compare them to help you find the best fit for your business.

1. Marketing Automation in Pipedrive

Marketing automation helps sales and marketing teams stay aligned, nurture leads, and reduce manual work. But does Pipedrive offer the right tools for the job?

Option 1: Campaigns by Pipedrive

Campaigns by Pipedrive is a decent choice if you have simple email automation needs and want to keep your sales and marketing data in one place.

Campaigns-by-Pipedrive

Why Choose It?

  • Tight integration with Pipedrive – Create new emails, automate campaigns based on Pipedrive filters, and track engagement directly in the CRM.
  • Easy-to-use email builder – Drag and drop templates make it simple to build professional emails.

Limitations:

  • Limited features – No A/B testing, basic segmentation, and no automated list cleaning.
  • Manual contact management – Converting a contact into a subscriber requires manual updates.
  • Additional cost – Campaigns is a paid add-on.

🏆 Best for: Small businesses with basic email automation needs.

Option 2: Pipedrive’s Built-in Integrations

Pipedrive offers native integrations with Mailchimp and ActiveCampaign, but these have limitations.

Why Choose It?

  • Sync contacts to Mailchimp or ActiveCampaign to keep your mailing list updated.
  • Simple automation to send emails based on Pipedrive filters.

Limitations:

  • One-way sync – Email engagement data (opens, clicks) stays in Mailchimp/ActiveCampaign and doesn’t return to Pipedrive.
  • Duplicate contact issues – If an email address changes, it creates a new contact instead of updating the existing one.
  • Not all field types are supported.

🏆 Best for: Keeping a mailing list up to date with minimal effort.

Option 3: Third-Party Integrations + Outfunnel

For more advanced marketing automation, third-party tools like Outfunnel offer a bi-directional sync with marketing tools like Mailchimp, ActiveCampaign, Brevo, and Klaviyo.

Why Choose It?

  • Syncs email engagement data back to Pipedrive – Sales teams see who opened and clicked emails.
  • Bi-directional contact sync – Ensures all contacts and custom fields stay updated.
  • Avoids duplicates – Prevents duplicate contacts by linking based on email addresses.
  • Fast syncing – Data updates happen almost instantly.

Limitations:

  • Extra cost – Requires a separate subscription.

🏆 Best for: Businesses that need advanced email automation and full sales-marketing alignment.

Not sure which tools to pick? Read this post about the best Pipedrive CRM integrations.

2. Scheduling Meetings with Leads

A smooth scheduling process makes it easier for leads to book time with your team and move through the pipeline faster.

Option 1: Pipedrive’s Built-in Scheduler

Pipedrive offers a Scheduler tool as a paid add-on, allowing users to create and share booking links.

Why Choose It?

  • Works inside Pipedrive – No extra tools needed.
  • Simple scheduling – Book meetings without back-and-forth emails.

Limitations:

  • Basic functionality – No round-robin scheduling or advanced workflows.
  • No deep integrations – Doesn’t connect with marketing automation.

🏆 Best for: Sales reps who need a basic, built-in scheduling tool.

Option 2: Calendly + Outfunnel

Calendly is a powerful scheduling tool, but by default, it doesn’t sync meeting activity with Pipedrive. Outfunnel solves this, see our Pipedrive-Calendly integration.

Why Choose It?

  • Sync new contacts from Calendly to Pipedrive – No manual data entry.
  • Map custom fields – Ensure all relevant data is available in Pipedrive.
  • Automatically log meeting activity – Sales teams get full context on booked meetings.
  • Track website visits before and after booking – Understand where leads come from.

Limitations:

  • Extra cost – Requires Outfunnel and Calendly subscriptions.

🏆 Best for: Teams using Calendly who need seamless CRM syncing.

3. Capturing Leads in Pipedrive via Web Forms

Web forms are essential for converting website visitors into leads.

Option 1: Pipedrive’s Built-in Web Forms

Pipedrive’s LeadBooster add-on includes a simple web form solution.

Pipedrive’s native web forms

Why Choose It?

  • Easy to set up – No coding required.
  • Leads go directly to Pipedrive – No manual data entry.

Limitations:

  • Limited customization – Can’t fully match website branding.
  • No UTM tracking – Can’t capture source data for lead attribution.
  • Requires extra cost – Part of the LeadBooster add-on ($39/month).

🏆 Best for: Small businesses that need basic, no-frills lead capture.

Option 2: Third-Party Web Forms (WordPress, Wix) + syncing tools

For more customization and tracking, businesses often use WordPress or Wix forms, and sync these to Pipedrive with Outfunnel or Zapier. Read more about various options for connecting web forms to Pipedrive.

Why Choose It?

  • More customization – Adjust design and fields to match your brand.
  • Supports lead source tracking – Capture UTMs and original lead source.
  • Integrates with Pipedrive – Automatically syncs new leads to Pipedrive (with .

Limitations:

  • Requires integration setup – Needs Outfunnel or another syncing tool.

🏆 Best for: Businesses that need flexible, branded forms with full CRM syncing.

Which Option Should You Choose?

💡 For small teams with basic needs → Pipedrive’s native tools may work.
🚀 For businesses needing advanced automationUse third-party integrations like Outfunnel.

🔗 Want to align your sales and marketing effortlessly? Check out Outfunnel’s Pipedrive integrations to see how they can help your business grow! 🚀

The post Pipedrive Integrations vs. Native Features: The Best Choice for Sales and Marketing Use Cases appeared first on Outfunnel - Sync Sales & Marketing Data.

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Pipedrive Marketing: Automation, Tools, Integrations – A Complete Overview https://outfunnel.com/pipedrive-marketing/ Thu, 17 Oct 2024 11:11:21 +0000 https://outfunnel.com/?p=28365 Last updated: 17 October 2025 So, you’re looking to automate your sales and marketing efforts on Pipedrive? You’re in the right place. This handy guide explores everything you need to know about Pipedrive marketing: automation, tools, integrations, workflows, and more. At Outfunnel, we’re obsessed with connecting sales and marketing data—whether you prefer an all-in-one suite, […]

The post Pipedrive Marketing: Automation, Tools, Integrations – A Complete Overview appeared first on Outfunnel - Sync Sales & Marketing Data.

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Last updated: 17 October 2025

So, you’re looking to automate your sales and marketing efforts on Pipedrive? You’re in the right place. This handy guide explores everything you need to know about Pipedrive marketing: automation, tools, integrations, workflows, and more.

At Outfunnel, we’re obsessed with connecting sales and marketing data—whether you prefer an all-in-one suite, a best-of-breed stack, or a mix of both.

Below, you’ll find our favorite Pipedrive-friendly tools, with an emphasis on third-party marketing automation that integrates cleanly.

You’ll see our hands-on take, plus highlights from user reviews on G2 and Reddit. By the end, you’ll be able to shortlist the best options for your use case.

  1. Can you use Pipedrive for email marketing?
  2. Email marketing integrations for Pipedrive
  3. Marketing web form integrations for Pipedrive
  4. Marketing and ROI reporting integrations for Pipedrive
  5. Website visitor tracking integrations for Pipedrive
  6. Which Pipedrive marketing integrations should you choose?

Can Pipedrive be used for email marketing?

Pipedrive started out as a sales CRM with a core functionality built around pipeline management. 

In recent years, the product has acknowledged the sales-marketing handshake, adding Campaigns by Pipedrive and other add-ons that cover parts of the buyer journey.

Short answer: Yes, you can run marketing from Pipedrive—especially simple newsletters and basic automations. Longer answer: for more advanced use cases, dedicated marketing tools + tight integrations usually deliver far better results.

Before we dive into tools, a quick definition of the three core marketing automations most teams want to nail:

  1. Email marketing — newsletters, drip sequences, and event-triggered journeys
  2. On-site lead generation — forms, chat, and visitor identification
  3. Marketing reporting — analytics that attribute revenue to channels and campaigns

Get these three right and the rest is much easier.

Email marketing integrations for Pipedrive

When your email platform and CRM are tightly connected, good things happen:

  • Dynamic segments update themselves—less manual work and importing-exporting CSV files.
  • Sales context (opens, clicks, pages visited) appears where reps live
  • Shared KPIs & workflows keep marketing and sales aligned

Different tools have different “DNA,” so pick based on the emails you send and the data your sales team needs.

A. Marketing email platforms (broadcast + triggered sequences)

One-off emails keep leads warm and drive product education.
Triggered sequences nurture based on behavior (e.g., trial signup, onboarding, upgrade cross-sell).

Here are the top platforms that handle both well and play nicely with Pipedrive.

1. Campaigns by Pipedrive is a built-in and no-frills email automation tool 

Campaigns-by-Pipedrive

Why we like it:

Campaigns by Pipedrive is a decent choice if you have simple email automation needs and want to gather your sales and marketing data under one roof.  

  • Tight integration with Pipedrive. Create new emails, automate your email campaigns to segments defined with Pipedrive filters, record email engagement as Notes.
  • Easy-to-use email builder. Easily drag and drop images, buttons, icons, and more.

Where it may fall short:

  • Missing some popular features (e.g., limited templates, no A/B testing, limited bounce handling).
  • Contact management friction. Converting contacts to subscribers can be semi-manual.
  • Extra cost. Sold as an add-on.

Pricing: Available as an add-on. Pricing starts at $13.33/company per month when billed annually.

2. Mailchimp is a popular and effective tool for sending marketing email, coupled with a strong template editor and many Pipedrive integration options

MailChimp

MailChimp evolved from a basic email marketing tool to an all-in-one marketing automation platform for businesses of all sizes.

Why we like it:

  • Generous free plan.
  • Many beautiful, professionally designed templates
  • Relatively intuitive despite the sheer amount of features.

Where it may fall short:

  • Support is solid for basics; complex issues can drag.
  • Huge price jump from Standard to Premium plans. MailChimp can get really expensive, especially when there are other similar tools at comparatively lower prices.

Pricing:

A free 1-month trial is available for Essentials and Standard plan

*Based on 500 contacts

  • Free: $0 (1,000 monthly sends, limited templates)
  • Essentials: starts $11.07/mo
  • Standard: starts $18.45/mo
  • Premium: starts $309.88/mo

MailChimp also offers plans for websites and transactional emails. Here’s its full pricing page for more info.

Mailchimp has a basic integration with Pipedrive, but there’s a problem

Pipedrive’s own native Mailchimp integration is only one-way.

This means that while you can export contacts from Pipedrive to Mailchimp, you can’t simultaneously push information like opens and clicks from Mailchimp back to Pipedrive. Furthermore, it’s impossible to sync organization or deal fields and prevent duplicate contacts in MailChimp if the email addresses change on Pipedrive.

Outfunnel solves these issues.

We offer a Pipedrive-Mailchimp integration that keeps your contacts in 2-way sync and automatically records Mailchimp engagement data back to Pipedrive

Our Pipedrive-Mailchimp integration helps you “complete the loop” and updates your Pipedrive seamlessly with relevant information (like email opens, clicks, website visits) in Notes, Activities, or Custom Field updates.

Sync contacts (or subsets you define with Pipedrive filters) two-way between Pipedrive and Mailchimp. 

3. Brevo is an all-in-one marketing automation platform for SMBs

Brevo (formerly Sendinblue) is a fully featured marketing automation suite. It’s fantastic for small businesses with modest budgets, thanks to its flexible pricing.

Why we like it:

  • Relatively affordable pricing incl. a free plan.
  • Functionality similar to MailChimp.
  • Comprehensive tools under one roof. You can create emails (including transactional emails), sign-up forms, landing pages, SMS texts, etc. all entirely on one platform.
Brevo-marketing-paltform

Where it may fall short:

  • Recent reviews show support now runs sporadically.
  • Medium learning curve. Things like adding new contacts from a CSV file and automating a drip campaign may require some time to get used to.

Pricing:

For marketing platform:

  • Free: $0 (300 emails/day)
  • Starter: from $9/mo
  • Business: from $18/mo
  • Enterprise: custom

Brevo also offers plans for its conversations platform, sales platform, and messaging API. Here’s its full pricing page for more info.

Outfunnel’s Pipedrive-Brevo integration syncs contacts and email activity between these two platforms
email engagement and web visits in pipedrive

Our Pipedrive-Brevo integration keeps the two tools in sync seamlessly, as if you had an all-in-one platform. 

Sync contacts you define with Pipedrive filters to Brevo 24/7. Whenever new leads are added into the CRM, relevant email lists are updated automatically (full disclosure: it’s not real-time, but the sync is frequent enough for typical B2B use cases).

This way, your salespeople have full context of leads and sell smarter. 

4. Klaviyo is excellent if you want powerful ecommerce capabilities 

Klaviyo

Many eCommerce owners with advanced marketing automation needs use Klaviyo to scale their business. Based on its pricing and functionality, this feature-rich platform best suits brands with a large email list.

Why we like it:

  • Seamless integration with Shopify. It’s extremely easy to set up Klaviyo, and the tracking is useful, to boot.
  • Best-in-class automation (e.g., automate cross- or upsell emails based on specific conditions like number of placed orders, channel preference, and cart value)
  • Powerful segmentation that allows for deep personalization. Klaviyo lets you experiment with multiple attributes and parameters to create new segments (e.g., customers who often use discounts, specific location, or any other kinds of data you integrate)

Where it may fall short:

  • Customer support has dipped recently based on many user reviews on G2 and Reddit 
  • Pricing ramps fast as lists grow

Pricing:

*Based on 500 contacts

  • Free: $0 (up to 250 contacts, ~500 sends)
  • Email: from $20/mo
  • Email & SMS: from $35/mo
Outfunnel’s offers a deep 2-wat Pipedrive-Klaviyo integration

Our Pipedrive-Klaviyo integration also syncs contacts bi-directionally between the apps. It also syncs sends, opens, clicks, bounces, and unsubscribes automatically over to Pipedrive.

5. Drip provides elaborate event-based email sequences (DTC-friendly)

This platform is great for elaborate event-based email sequences—it comes in handy if you have a large list of leads and enough content+tracking to be able to provide complex email journeys.

Drip is suitable for DTC brands, thanks to its eCommerce-focused workflows.

Why we like it:

  • Elaborate behavioral workflows (welcome, win-back, retargeting).
  • Polished editor and unlimited sends on paid plans.
  • Strong eCommerce integrations (e.g., Shopify dynamic discounts).

Where it may fall short:

  • Only one-way integration (from Drip to Pipedrive). You can use Zapier as a duct tape between the services or create a custom integration based on the APIs of both products.

Pricing:

Based on list size and send volume. Starts from $39/month for 2,500 subscribers, unlimited email sends. A free 14-day trial is available. 

B. “Cold” email sequence tools – Pipedrive-integrated prospecting tools (that harvest emails in bulk from the wild)

Sending endless cold emails to uninterested people is a bad idea. 

With nearly 45.6% of all emails worldwide identified as spam, contributing to it is just not a good look on your brand.

But that’s only if you send badly written cold emails.

Great cold emails are tailored to recipients and compel them to email back. While this will largely depend on user research, the following tools nonetheless help you reach the right inboxes and increase your chances of getting a response.  

1. lemlist – multi-channel cold outreach platform

lemlist is an all-in-one cold outreach solution

lemlist is an all-in-one cold outreach solution. 

Known for its database of 450 million leads, sleek integration with LinkedIn, and “shockingly good” support, it arms you with a complete set of tools to boost your conversion rate in your multi-channel outreach campaign.

Why we like it:

  • Fantastic customer support. MANY users applaud lemlist for its amazingly fast response time.
  • Intuitive UX.
  • Multi-channel: combine cold emails, LinkedIn, and cold calls.  
  • Advanced email warm-up tool (called lemwarm).

Where it may fall short:

  • Occasional Pipedrive sync quirks (e.g., org fields, duplicates).
  • Email finder accuracy and niche coverage can vary.
  • Sending identities are capped per plan.

Pricing:

A 14-day free trial is available

  • Email Starter: $32/user/mo (1 sending email)
  • Email Pro: $55/user/mo (3 sending emails)
  • Multichannel Expert: $79/user/mo (5)
  • Outreach Scale: $129/user/mo (15)

2. Klenty a more “call-oriented” outreach tool 

Sales engagement platform Klenty

A sales engagement platform, Klenty helps sales teams “execute hyper-personalized, multi-channel outreach at scale.”

Why we like it:

  • Advanced personalization that goes beyond placeholders. (use images and videos to show your product in action.)
  • Multi-channel sequences with a mixture of calls, emails, LinkedIn tasks, and texts.
  • Handy Gmail plugin that lets you engage with contacts from within Pipedrive,

Where it may fall short:

  • Odd quirks here and there. For example, there’s a lack of contextual information in the dashboard (i.e., here, a user talks about how he was stumped by certain proprietary terms). There’s also a slight 15-minute delay to log prospects’ emails.
  • Occasional glitches. A peek at recent user reviews shows spotty call quality, disconnected emails, calls that don’t appear in the Activities tab in Pipedrive, etc.

Pricing:

A free 14-day trial is available

  • Startup: $50/user/mo
  • Growth: $70/user/mo
  • Pro: $100/user/mo
  • Enterprise: custom

Klenty also offers pricing plans for conversation intelligence, prospecting data, and dialer. See here for more information.

TL;DR: Your ideal email marketing tool should minimize manual monitoring and repetitive tasks and push useful information seamlessly to Pipedrive itself.

If you don’t have time to read through all the specifics above, here’s what we recommend:

  1. If you only send newsletters, perhaps with some sequences, use Campaigns by Pipedrive, Mailchimp, or Brevo
  2. If you primarily send B2B drip campaigns, you can’t go wrong with Klaviyo or Drip. Klaviyo is worth considering as well if you require advanced segmentation and automation. 
  3. If you send only cold emails, use lemlist or Klenty
  4. Want clean data in Pipedrive? Use Outfunnel for two-way contact sync and automatic engagement logging.

Web form integrations for Pipedrive

Your lead capture form is one of the first few things users see on a web page. To boost response rate, you’ll want it to be simple, user-friendly, and friction-free. Here are some of our favorites that play well with Pipedrive.

1. Pipedrive Web Forms: Basic & Hassle-Free, But No Lead Source Tracking

Pipedrive’s native web forms

If you’d need a simple web form without any integration hassle, you can’t go wrong with Pipedrive’s own web forms. They’re one of the most basic forms in this list, so you can quickly set one up right away.

Unfortunately, the forms omit source/medium/UTM data, so you have no way of knowing where your leads come from.

Why we like it:

  • Zero-friction setup and native field mapping.
  • Sends leads straight to your pipeline.

Where it may fall short:

  • Requires additional charge. You need to purchase the LeadBooster add-on to unlock Web Forms.
  • Very basic customization options (e.g., you can only change the color of the submit button, but not the shape of it)  
  • Lacks lead source data. There’s no attribution to inbound leads, so you have no insight into where they come from. (Considering it’s a sales CRM, this is an unusual flaw.)

Pricing: Included in the LeadBooster add-on. Pricing starts at $32.50/company per month when billed annually. A 14-day free trial is available. 

In a nutshell, Pipedrive’s web forms fall short if you want to understand how leads first found your business. Consider using the alternatives below for lead source information and advanced customization.

2. Wix’s built-in forms experience unpredictable glitches    

Is your website hosted on Wix? 

If so, it’s easiest to use Wix Forms to capture leads.

While Wix Forms doesn’t have a native integration with Pipedrive, you can use Outfunnel’s Wix Forms-Pipedrive integration. Sync contacts from Wix Forms over to Pipedrive, recording the submissions on the contact profiles seamlessly.

Why we like it:

  • Strong template variety and an easy builder.

Where it may fall short:

  • Reviews cite sporadic glitches and slower support.
  • Pricing scales with number of forms.

3. WordPress offers multiple web forms — take your pick from Contact Form 7, Elementor Forms, Gravity Forms, or WPForms

WordPress web forms

The most popular CMS in the world, WordPress offers a variety of tools for web forms. The most popular ones include Contact Form 7 (which we use for some of our forms at Outfunnel), Elementor FormsGravity Forms, and WPForms.

Why we like it:

  • Works really well on WordPress sites (e.g., Elementor lets you customize your forms down to the granular level)
  • Affordable. These forms are priced annually—you can access essential support, unlimited forms and submissions, extensive form fields, etc.   

Where it may fall short:

  • Backend speed can run slow, depending on the form builder’s functionality. For example, Gravity Forms, known for its advanced features, tends to slow site speed considerably.

Pricing: Starts from $49.50/year, except for Contact Form 7 (it’s free!). Check the individual sites for more pricing info.

Outfunnel offers integrations with these WordPress forms 

While the setup for each form is slightly different, it’s nothing too complicated, especially if you’re already familiar with using WordPress.

The more complicated part is syncing these forms with Pipedrive. A quick search will reveal several different plugins that offer such connections, but our (not completely unbiased) recommendation is to connect them via Outfunnel’s App connector. 

Set up takes 15 min

Here’s why:

  • Sync contacts from form fills to Pipedrive as contacts within seconds
  • Easily map any and all custom fields you’d like to be mapped to the respective properties in the CRM (note: some alternatives can only map 3-4 default fields)
  • Capture lead source (source, medium, UTM, and landing page data).
  • One set-up for any number of web forms in your domain (note: many others require a separate configuration per web form!)
  • Entire set-up takes 15 minutes

Read more about each Pipedrive-Wordpress form connection and how they work:

4. Paperform is elegant and affordable ($24/mo), but has no native integration with Pipedrive

Paperform setup

Paperform is known for its simplicity and design. Users love how easy it is to navigate around the editor. Even creating logic jumps—which usually stump beginners—is fuss-free.

While some of our simpler contact forms (e.g. our B2B email crash course) live on Contact Form 7, we use Paperform for more complex web forms.

Why we like it:

  • Works well both on web and mobile
  • Lightweight WYSIWYG editor with comprehensive features like dynamic pricing and scoring 
  • Intuitive user interface. It’s incredibly easy to create forms within minutes! 

Where it may fall short:

Pricing:

The Essentials plan at $24/month is enough for us, power features are available on higher plans.

Related readingPipedrive Forms: A Guide to Web Forms For Pipedrive

Marketing and ROI reporting integrations for Pipedrive

Before you strategize the next move in your marketing efforts, you need to figure out where your leads come from. 

Knowing which lead sources generate these qualified leads will help you improve content, buyer’s journey, and eventually, ROI.

This section kicks off with our very own tool.

1. Outfunnel’s built-in lead source report cuts to the chase

Outfunnel’s built-in lead source report

Outfunnel is the easiest way to connect your sales and marketing tools. 

Analyze how your multiple traffic sources impact your sales pipeline. Are paid ads better than SEO? Should you continue investing in LinkedIn? Which is the best-performing channel? Our built-in lead source report’s got all the answers. 

>> Start your 14-day free trial now <<

Why we like it (what users say):

  • Clear-cut lead source information. Outfunnel auto-detects the source and medium of a lead, right down to the UTM parameters.
  • Deep integration with Pipedrive. Outfunnel boasts easy-to-use filtering that stores the lead source information as a person field in Pipedrive. 

Where it may fall short:

  • Channel report is in beta, so analytics are still on the basic side. In future, you’ll be able to view in-depth data directly in Outfunnel (e.g., names and values of deals won).
  • No real-time updates. Outfunnel’s channel report only updates at midnight UTC time.

Pricing:

A free 14-day trial is available

  • Basic: Starts at $29/month when billed annually for 100 contacts, data sync (contacts, forms, and engagement), and more
  • Professional: Starts at $99/month when billed annually for everything in Basic, 1,000 contacts, lead scoring, web tracking, and more

Website visitor tracking integrations for Pipedrive

One perk of running a physical retail store is that you get to watch customer behavior in action. Where do they linger? What do they overlook? How do they navigate the store?

You gain deeper insights, anticipate their needs, and improve every aspect of the customer experience.

Can you do the same with your website? 

Yes, you can, and that’s where visitor tracking comes in.

1. Web Visitors by Pipedrive is a straightforward lead generation add-on

Web Visitors by Pipedrive

Pipedrive’s Web Visitors is powered by Leadfeeder. It does an apt job at finding new leads and ranking them based on their web activity automatically. 

Why we like it:

  • Easy UI with sorting by quality or last visit
  • Smooth Pipedrive matching to existing contacts and deals

Where it may fall short:

  • Inability to unhide leads. Once a visitor is hidden, that’s it. There’s no way to un-hide them—even if you have hidden them by accident.  
  • Requires additional charge. You need to purchase Web Visitors as an add-on on top of an already existing Pipedrive account. Plus, if you want to add these site visitors as leads on Pipedrive, you need to purchase Prospector credits (as part of the LeadBooster add-on) separately. 

Pricing: Available as an add-on. Starts from $41/company per month when billed annually. A free 14-day trial is available.

2. Outfunnel’s web visitor tracking software is simple to use and gives your sales team better context

Our own web visitor tracking software gives your sales team better context. Get a complete view of your web visitors, all the way from the pages visited and forms filled to where they spent the most time on.

Why we like it (what users say):

  • Really easy set-up. Add a tracking code, identify your first site visitor, track the web visits of these identified leads on Outfunnel (and your favorite CRM), and set up follow-up workflows accordingly.
  • Straightforward integration that automatically records site visits as Activities or Tasks on Pipedrive
  • Multiple sites or sub-domains tracking
  • Automatically tracks traffic source for all new contacts and visits, which helps you gauge the effectiveness of your marketing efforts quickly

Where it may fall short:

  • Lack of advanced tracking. For example, Outfunnel can’t track web visitors that came from a specific Google Ads campaign. Fortunately, a Pipedrive-Google Ads integration is in the works!

Which Pipedrive marketing integrations have you decided on?

We’ve covered the essential marketing tools that integrate well with Pipedrive—email, forms, reporting, and tracking. The right stack depends on your volume, complexity, and team workflows.

If you want less manual work and clean CRM data, give Outfunnel a try to connect it all: two-way contact sync, engagement logging, lead source attribution, and web tracking—purpose-built for Pipedrive.

>> Start your 14-day free trial now <<

Not ready to try yet? We get it. We’re geeks about sales-marketing integrations—our product exists to connect these tools smoothly. Explore more Pipedrive integrations by Outfunnel and build your perfect stack.

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12 Best HubSpot CRM Integrations to Power Up Your Sales & Marketing [2025 Updated] https://outfunnel.com/best-hubspot-integrations/ Mon, 09 Sep 2024 12:39:00 +0000 https://outfunnel.com/?p=4923 HubSpot CRM integrations can give a real productivity boost to your sales. There are hundreds of integrations to choose from, so here's a handy shortlist.

The post 12 Best HubSpot CRM Integrations to Power Up Your Sales & Marketing [2025 Updated] appeared first on Outfunnel - Sync Sales & Marketing Data.

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Last updated: Oct 31, 2025

HubSpot offers a full platform of marketing, sales, customer service, and CRM software, so it may seem counterintuitive to be looking for HubSpot integrations with external tools.

But the truth is that these days, all great software platforms acknowledge the power of letting customers pick and choose their own tools, especially when it comes to software that involves different departments and teams.
Perhaps you only use HubSpot CRM and don’t want to spend the big bucks on HubSpot’s marketing suite or sales sequences. Or maybe you’d like to integrate your already existing emailing and calling software with HubSpot. That’s where HubSpot integrations come into play.

The HubSpot App Ecosystem has grown fast. It now includes over 1,500 integrations and counting in 2025. HubSpot’s ecosystem also features popular AI tools, AI assistants, personalization platforms, and revenue intelligence tools – I’ll mention a few throughout this article.

Integrations allow you to connect HubSpot CRM with other business tools, automate data syncing, and eliminate repetitive manual tasks. This is a long read, but if you work in marketing or sales, you know that collaboration and automation are central to sales–marketing alignment. Here, I’ve made a list of the best picks in the HubSpot App Marketplace, including native and third-party integrations.

HubSpot Apps 2022
Image source: HubSpot

List of best HubSpot integrations in 2025

  1. Unbounce – Automate your lead capture with web form integrations
  2. Mailchimp – Sync your marketing campaigns and contact data
  3. ActiveCampaign – Keep marketing and sales aligned across platforms
  4. Brevo – Affordable email automation with CRM visibility
  5. Klaviyo – Sync ecommerce campaigns and CRM data
  6. Gmail and Outlook – Sync your inbox with HubSpot CRM
  7. LinkedIn Sales Navigator – Power up outreach within HubSpot
  8. Social Media Integrations – Sync your chats and messages
  9. Google & Outlook Calendar – Simplify scheduling and meetings
  10. Aircall – Manage calling workflows directly from HubSpot
  11. Qwilr – Create beautiful proposals and quotes within HubSpot
  12. WooCommerce by MakeWebBetter – Automate ecommerce data sync

These tools help streamline your entire sales funnel – from capturing leads to closing deals – inside HubSpot. Many of us are tired of hearing about CRM productivity, but there are underlying issues that make it notoriously difficult to achieve. With the intense pace of modern work, it’s hard to escape automation – in fact, if you’re not automating workflows now, you may already be falling behind. That’s why I’m here to help you navigate HubSpot integrations.

The 12 best HubSpot integrations

I spent hours exploring the HubSpot App Marketplace so you can save yourself some time. This list includes my top picks of the best HubSpot integrations for sales and marketing teams, focusing on why you need them and what you can achieve with each. I’ve also included CRM automation examples.

 You can quickly navigate between the apps by clicking on their names in the list!

1. Unbounce

Let’s start with the basics. You have to collect your new leads, and web forms will do this for you. Just make sure you can feed them to HubSpot CRM and populate your database with a minimal margin of error.

Unbounce is designed to do exactly that. It’s a powerful conversion optimization tool, suitable for anyone from B2B to eCommerce. Lead capturing and conversion rate optimization (CRO) are their bread and butter. The native Unbounce–HubSpot CRM integration helps make sure your HubSpot database gets automatically populated with lead info, like email addresses, collected in the custom forms.

Pros:

  • Automated lead capture with forms, synced to your HubSpot CRM
  • Create beautiful landing pages, from a template or from scratch
  • Powerful features that help you test and optimize landing pages

Cons:

  • Some features may need a little bit of coding
  • Unbounce’s forms are simple, so may not be suitable if you need heavy customization

How this integration will save you time

You can connect Unbounce with HubSpot to automatically send every new lead from your landing pages straight into your CRM. The data sync happens instantly, so there’s no need to manually export or import contacts. Every form submission becomes a HubSpot contact with full source tracking, allowing automated follow-ups to trigger immediately. This integration also helps you identify which landing pages are converting best, so you can focus your optimization efforts where they matter most. 

By removing manual data handling, you save valuable time and ensure that all your leads end up where they belong – in your CRM.

Be the first to try it out

Our HubSpot–Unbounce integration is launching soon. Get early access.

Sign up for early access

2. Mailchimp

Mailchimp is one of the most popular email marketing platforms, and integrating it with HubSpot helps keep marketing and CRM data in sync. The integration lets you track campaign engagement directly in HubSpot, giving sales visibility into who’s opening, clicking, and engaging with marketing emails.

While HubSpot offers a comprehensive marketing suite, many find it too expensive and seek alternative options for automated email marketing. The biggest downside of doing so is that your marketing and sales data will be on separate platforms.

Pros:

  • Syncs contact lists automatically between HubSpot and Mailchimp
  • Records campaign engagement in HubSpot timelines
  • Simplifies lead nurturing and follow-up
  • Supports multiple integration options (Zapier, HubSpot Data Sync, Outfunnel)

Cons:

  • Native Data Sync doesn’t log engagement data
  • Some setup steps may require third-party tools like Outfunnel or Zapier
HubSpot's Data Sync app for Mailchimp
Source: HubSpot App Marketplace

How this integration will save you time

Connecting Mailchimp with HubSpot keeps your marketing and CRM data perfectly aligned. When new subscribers join or existing ones unsubscribe, your lists stay automatically updated in both tools. You don’t have to manage CSV exports or spend hours reconciling contacts. 

All campaign engagement data – opens, clicks, and unsubscribes – appears directly on HubSpot contact records. This makes it easy to see who’s most engaged and when to follow up. With everything synced, you can run campaigns, analyze results, and act on insights faster without constant switching between platforms.

Why choose Outfunnel’s HubSpo–Mailchimp integration

Outfunnel’s 2-way HubSpot–Mailchimp integration fills the gaps where HubSpot’s native options fall short –– syncing both existing and new contacts (including contact updates) from HubSpot to Mailchimp, and recording Mailchimp email engagement directly in HubSpot. It keeps contact data fully aligned between the two tools by syncing all default and custom fields, and automatically logging engagement activity on HubSpot contact profiles.

Keep your HubSpot and Mailchimp data in sync

Set up a 2-way connection in minutes – no coding required.

Try it now

3. ActiveCampaign

ActiveCampaign combines marketing automation with CRM functionality, and integrating it with HubSpot bridges your marketing and sales workflows. The integration ensures all contacts, custom fields, and campaign activity are updated across both systems, removing the need for manual syncing.

Pros:

  • Keeps contact and engagement data synchronized automatically
  • Lets you track ActiveCampaign email activity in HubSpot
  • Simple setup using Outfunnel or HubSpot’s Operations Hub
  • Reduces manual data handling between platforms

Cons:

  • Advanced features require Operations Hub Starter or higher
  • Recording detailed engagement data may need a third-party integration

How this integration will save you time

HubSpot's Data Sync app for ActiveCampaign
Source: HubSpot App Marketplace

Integrating ActiveCampaign with HubSpot keeps marketing and sales activities perfectly in sync. As leads interact with your automated emails or web forms, that engagement data appears instantly in HubSpot. There’s no need to manually track performance or cross-check lists. Your team can focus on strategy and follow-ups instead of admin work. 

With real-time updates, everyone sees the same customer journey – from first touch to closed deal. It’s a simple way to unify two powerful tools and reduce hours spent maintaining duplicate databases.

Sync HubSpot and ActiveCampaign in minutes

2-way contact sync and marketing engagement tracking within HubSpot.

Get started

4. Brevo

Brevo (formerly Sendinblue) is a reliable and cost-effective email marketing tool. Its HubSpot integration allows you to send campaigns while keeping all marketing engagement data connected to your CRM.

Pros:

  • One-way sync from HubSpot to Brevo on the free plan
  • Tracks email opens and clicks in HubSpot
  • Simple to use and affordable for larger contact lists
  • Option to upgrade to two-way sync via Outfunnel

Cons:

  • Limited two-way sync on native integration
  • Some functionality requires external connectors

How this integration will save you time

By connecting Brevo with HubSpot, you can manage campaigns and CRM data without jumping between systems. New contacts sync automatically, and engagement metrics – like opens and clicks – update in real time. This makes it easy to see which emails are driving interest directly from HubSpot’s contact timeline. You can also trigger automated workflows, such as assigning a sales task when someone clicks a pricing link. The integration removes manual imports and repetitive setup, freeing you to focus on campaign performance and nurturing the right leads faster.

Why choose Outfunnel’s HubSpot–Brevo integration

Outfunnel’s 2-way HubSpot–Brevo integration brings simplicity without added cost. For example, you don’t need to set up multiple steps to add new contacts and engagements or update fields, like you would with Zapier. You can sync custom fields and record email engagements (e.g. opens, clicks, unsubscribes). All you need is a simple 10-minute, no-code setup that keeps your sales and marketing data perfectly aligned across both tools.

Try our 2-way HubSpot–Brevo sync

Sync contacts and custom fields, record engagement data – no-code setup.

Get started

5. Klaviyo

Klaviyo is built for ecommerce businesses and specializes in personalized email flows like abandoned cart reminders and post-purchase messages. Integrating Klaviyo with HubSpot lets you align customer purchase behavior with CRM data.

Pros:

  • Syncs ecommerce data and customer activity to HubSpot
  • Enables better segmentation and personalization
  • Shows marketing engagement on CRM contact records
  • Integrates easily with Shopify and WooCommerce

Cons:

  • Limited native HubSpot support
  • Advanced syncing requires a third-party tool like Outfunnel

How this integration will save you time

Pairing Klaviyo with HubSpot lets you bring ecommerce data directly into your CRM. Purchase activity, cart abandonments, and email engagement automatically sync, so you don’t have to update lists manually. This gives you instant visibility into what each customer is doing – whether they just bought or stopped short of checkout. 

You can automate follow-ups or create targeted segments in HubSpot based on Klaviyo data. Klaviyo streamlines your marketing and sales workflow, helping you focus on conversions instead of spreadsheets.

Outfunnel’s 2-way HubSpot-Klaviyo integration can sync contacts, email engagement, and ecommerce events.

6. Gmail & Outlook

Integrating HubSpot with your email inbox lets you automatically log emails and access CRM tools directly from Gmail or Outlook. It simplifies sales communication and ensures that all interactions are recorded.

Pros:

  • Automatically logs emails to HubSpot contacts
  • Allows sending tracked emails from your inbox
  • Provides access to templates, sequences, and meeting links
  • Keeps communication history visible for the whole team

Cons:

  • Email tracking features available only in paid HubSpot tiers
  • Contact syncing must be managed separately

How this integration will save you time

When you connect Gmail or Outlook with HubSpot, every important email automatically logs to the right contact record. You don’t have to copy messages or track communication manually. The integration also gives you access to HubSpot tools – like templates, meeting links, and sequences – directly inside your inbox. 

You can schedule calls, send follow-ups, and monitor open rates without switching tabs. This setup keeps your communication organized and ensures that all client interactions are captured in one place.

💡 Keep an eye for Outfunnel’s HubSpot and Outlook integration, launching in Q4 2025!

Image source: HubSpot App Marketplace

7. LinkedIn Sales Navigator

LinkedIn Sales Navigator integration brings LinkedIn’s outreach power directly into HubSpot. It helps sales teams identify prospects, send messages, and manage relationships without switching platforms.

Pros:

  • View LinkedIn profiles, shared connections, and insights in HubSpot
  • Send InMail messages directly from HubSpot contact records
  • Build lead and account lists without leaving the CRM
  • Enhances social selling and lead qualification

Cons:

  • Requires LinkedIn Sales Navigator Team or Enterprise plan
  • Integration is limited without a paid Sales Navigator subscription

How this integration will save you time

Integrating LinkedIn Sales Navigator with HubSpot helps you manage outreach better than ever. You can view LinkedIn profiles, shared connections, and recent activity directly inside HubSpot without switching tools. Leads can be added with one click, and you can send InMail messages right from their contact records. 

The integration keeps LinkedIn data and CRM insights connected, so you spend less time copying details and more time building relationships.

Linkedhub integration
Image source: LinkedHub

8. Social Media Integrations

Social media integrations connect your social messaging platforms – like Facebook, Instagram, or LinkedIn – with HubSpot. They make it easy to keep track of messages and respond quickly from one place.

Pros:

  • Syncs social messages and conversations to HubSpot contacts
  • Support integrations through Respond.io, LinkedHub, Trengo, and more
  • Allows faster, centralized response management
  • Improves customer engagement tracking

Cons:

  • No single official HubSpot-native solution
  • Some third-party apps require setup and paid plans

How this integration will save you time

If the social network apps for HubSpot don’t cover the platform you use, tools like Respond.io or Twilio can help you connect your messaging channels to HubSpot. Every interaction – whether it’s a LinkedIn message, Instagram DM, or WhatsApp chat – is automatically synced to the contact’s record. This saves you from searching through multiple inboxes or manually logging conversations. You can respond faster, assign follow-ups, and track communication across channels directly in HubSpot.

P.S. You can use the LinkedHub Chrome extension to sync LinkedIn conversations to HubSpot.

Facebook Messenger-HubSpot
Image source: HubSpot App Marketplace

9. Google & Outlook Calendar

HubSpot’s calendar integrations simplify meeting scheduling by syncing your Google or Outlook calendar directly with the CRM. It lets leads book meetings instantly and keeps your schedule up to date.

Pros:

  • Two-way sync with HubSpot meetings tool
  • Automatically logs meetings in CRM timelines
  • Eliminates back-and-forth scheduling emails
  • Works seamlessly with Gmail and Outlook accounts

Cons:

  • Basic rescheduling functionality
  • Occasional sync delays reported by users

How this integration will save you time

Connecting your Google or Outlook calendar with HubSpot keeps your meeting schedule fully automated. When someone books time through your HubSpot meeting link, the event appears instantly on your calendar and inside the CRM. You don’t have to send invites manually or worry about double-booking. If a meeting changes, updates sync everywhere automatically.

google calendar hubspot integration
Image source: HubSpot App Marketplace

10. Aircall

Aircall is a cloud-based phone system for sales and support teams that integrates directly with HubSpot. It centralizes calling activity and automatically logs every conversation.

Pros:

  • Place and receive calls directly in HubSpot
  • Logs call details, notes, and recordings automatically
  • Displays caller information before answering
  • Works well for teams managing large call volumes

Cons:

  • Plans are expensive for small teams
  • Requires at least three users for full functionality

How this integration will save you time

With Aircall connected to HubSpot, you can make and receive calls directly within the CRM. Every call is automatically logged along with notes, recordings, and call outcomes. When a contact calls in, their details and deal history appear instantly, so you’re always prepared. Aircall–HubSpot integration centralizes all your call data, making it easy to track performance, follow up promptly, and save hours of manual admin each week.

aircall hubspot integration
Image source: HubSpot App Marketplace

11. Qwilr

Qwilr helps you create stunning digital proposals and quotes that integrate seamlessly with HubSpot. It combines design, automation, and sales tracking to speed up the deal-closing process.

Pros:

  • Auto-fills proposal data from HubSpot deals
  • Tracks views, interactions, and acceptance in HubSpot
  • Easy to create visually impressive proposals
  • Streamlines approval and follow-up workflows

Cons:

  • Pricing can be high for small businesses
  • Limited offline editing options

How this integration will save you time

The Qwilr integration lets you create and send proposals directly from HubSpot deals without copying data. Client names, pricing, and company details auto-fill from the CRM, so you can generate polished proposals in minutes. You’ll also see real-time notifications when someone views or accepts a document, allowing faster follow-ups. 

This integration eliminates the need to manage separate files or check multiple systems. Everything stays in HubSpot, keeping your proposal workflow consistent.

Examples of sales materials created with Qwilr. (Image source: Pinterest)

12. WooCommerce by MakeWebBetter

WooCommerce by MakeWebBetter connects your ecommerce store to HubSpot for effortless data syncing and marketing automation. It keeps sales, customer, and cart data aligned between both platforms.

Pros:

  • Automatically syncs WooCommerce data with HubSpot CRM
  • Tracks abandoned carts and customer segments
  • Enables targeted campaigns based on purchase history
  • Official HubSpot-certified partner integration

Cons:

  • Syncing can take time with large data volumes
  • Some advanced features may require a premium plan
Image source: MakeWebBetter

How this integration will save you time

Integrating WooCommerce with HubSpot automatically syncs customer and order data, removing the need for manual exports. Each new purchase, cart abandonment, or product view updates your CRM in real time. You can use this data to trigger email workflows, segment customers, or track repeat buyers directly in HubSpot. It keeps your ecommerce and marketing efforts fully connected.

Explore our HubSpot integrations

Simple setup. Seamless data sync.

Frequently asked questions

What are HubSpot integrations?

HubSpot integrations connect your CRM with other sales and marketing tools to automate data syncing, improve workflows, and reduce manual tasks. HubSpot’s App Ecosystem brings together more than 1,500 apps in one place. In the HubSpot App Marketplace, you can search by name, category, or use case – whether that’s marketing, sales, customer service, or operations. Each listing shows integration details, pricing, and setup instructions. You can install apps directly inside your CRM with just a few clicks, making it easy to expand HubSpot’s functionality without involving your tech team.

Why do you need HubSpot integrations?

HubSpot integrations improve CRM productivity by connecting the tools your team already uses, cutting down on manual data entry, and keeping customer information consistent across systems.
You can power your HubSpot CRM by automating lead capture, sending marketing messages, syncing your inbox, LinkedIn outreach, syncing social media conversations, enhancing scheduling workflows, and creating proposals and quotes. The list goes on.
When your sales workflow is automated, you can focus on selling rather than switching tabs or updating spreadsheets. This level of HubSpot automation gives you better data visibility, faster collaboration, and measurable ROI from your marketing and sales efforts.

How many HubSpot integrations are there?

As of 2025, HubSpot offers over 1,500 integrations across marketing, sales, customer service, operations, and AI-powered tools — and the list continues to grow each year. This makes HubSpot one of the most flexible CRM platforms available, adaptable to any business setup.

Do I need coding skills to set up HubSpot integrations?

No, most HubSpot integrations are no-code and can be connected directly through the HubSpot App Marketplace or third-party tools like Outfunnel. Your team can set up integrations in minutes without developers. Simply authorize the connection, map your fields, and your data starts syncing automatically.

Conclusion

I’m really glad so many tools prioritize building integrations these days, so your developers don’t have to spend time creating custom ones.

In this post, I’ve looked at 12 of the most useful HubSpot integrations that help you increase sales productivity, improve marketing efficiency, and remove repetitive busywork.

Now, over to you! Did I miss any great HubSpot integrations that bring marketing and sales together? If you’re using other tools like Wistia, PandaDoc, or Zendesk, you can always request an integration from Outfunnel.

Explore more HubSpot integrations 2025 on Outfunnel’s integrations page, and sign up for early access:

The post 12 Best HubSpot CRM Integrations to Power Up Your Sales & Marketing [2025 Updated] appeared first on Outfunnel - Sync Sales & Marketing Data.

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The Best Airtable Integrations for Sales and Marketing https://outfunnel.com/airtable-integrations/ Fri, 05 Apr 2024 05:33:00 +0000 https://outfunnel.com/?p=13968 If you've ever thought to yourself, "gee, this excel sheet is useful, but it sure is ugly," we have some great news.

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Airtable is a spreadsheet-database hybrid that combines the ease of a spreadsheet with the power of a database. 

Currently, 500,000+ companies use Airtable to manage their workflows. Sales teams often use Airtable as a CRM, and marketers typically use Airtable for managing their projects and data across the company. 

Airtable integrations cut down on manual data entry, sync data to one single source, enable powerful automations, and improve your sales and marketing workflows.  

This post will teach you how to connect Airtable to the rest of your tech stack if you use Airtable as a CRM and the best integrations if you use Airtable to manage your marketing efforts. We focus on integrations that we offer but cover notable others as well.

Easily integrate Airtable with your business apps

There are numerous integration tools that can connect Airtable with your favorite applications.

The most popular integration options are no-code: native integrations, partner apps, and third-party integration services.

Image Source: Airtable
  • Native integration: These integrations are created by Airtable and enable full integration functionality within Airtable.
  • Partner Extensions: Lightweight apps that have been created with an Airtable partner, such as Formstack, Miro, or Loom. Usually, the partner team maintains and supports these applications.
  • Third-party integration platforms: These are integration services (like Make or Outfunnel) that have pre-built connectors between Airtable and thousands of other applications. They’re easy to set up and use and are low or no code.

Airtable has a thorough resource about how to integrate Airtable that has more information about their integration abilities. They offer built-in support for several popular apps, but more importantly, they have a robust API. 

For a universal as well as powerful platform such as Airtable, the latter is critical because the number of possible use cases is literally endless, and it’s hard to cover all of them with a no-code solution.

This post covers key Airtable automations and integrations for marketers and salespeople.

The best Airtable app integrations for sales

The best Airtable integrations for sales

  • Sync your CRM data with Airtable
  • Automatically import leads from web forms to Airtable, so sales teams can act fast
  • Automatically import leads from Calendly to Airtable

Sync Salesforce and Airtable

Airtable offers a built‑in sync integration with Salesforce (available for Business and Enterprise/Scale plans), which lets you import data from Salesforce reports directly into an Airtable base as a new synced table. This is a one‑way sync — you can’t push changes from Airtable back into Salesforce. 

If you’re looking to sync data other than Salesforce reports, check out the Airtable-Salesforce sync by Zapier.

This integration lets you automate highly specific workflows, like:

  • syncing new Salesforce leads or opportunities into Airtable as records
  • creating a new contact in Salesforce whenever a row is added to a specific Airtable view
  • update Salesforce records (like accounts or cases) based on changes in Airtable, or vice versa—such as automatically populating Airtable when a Salesforce record is updated, closed, or meets certain criteria. 

Link your CRM data with an Airtable-HubSpot integration

Sales teams often use Salesforce or even Airtable as their CRM platform, but for marketing purposes, HubSpot is an excellent CRM option. 

HubSpot Apps 2022
Image Source: HubSpot

There are several ways to connect HubSpot and Airtable:

  • Hubspot’s Airtable workflow action lets you to create new rows of data in a new or existing Airtable database (but it doesn’t do a full data sync)
  • HubSpot Data sync lets you sync HubSpot and Airtable rows bi-directionally. The intregration is not free but it’s pretty robust.
  • Zapier lets you make simple connections between the apps. For example, sync new HubSpot form submissions to Airtable, ot create new HubSpot deals when a new row has been added in Airtable.
  • Finally, our upcoming Airtable-HubSpot integration should be a great choice for sales and marketing teams. It allows:
    • creating new contacts or deals in HubSpot based on data changes in Airtable
    • creating new Airtable rows for new HubSpot contacts or engagements

Sync lead form submissions to Airtable

Sales and marketing teams love web form tools. For marketing, these online forms can gather essential information and demographics on their target audience. A form response can help sales track and discover a new lead. 

Web form tools are helpful for sales and marketing because they allow you to:

  • Use simple form building tools with drag and drop functionality users can create forms in seconds.
  • Customize your forms with specific colors and fields to ensure you collect all the essential data you need from customers.
Image Source: Gravity Forms

We offer integrations between Airtable and the following web forms: Elementor Forms, Wix Forms, Gravity Forms, and Contact Form 7. 

Integrating your form tools with Airtable will allow you to:

  • Sync contacts from web forms to Airtable. When you connect your form builder with Airtable, a new contact record will be created from your form fills. If a contact already exists, the form submission will be recorded for the existing contact.
  • Record web visit data for each form submission. When a new form is completed, the user’s website visit data will be recorded in Airtable, including the visit length and pages visited.
  • Save crucial contact information in Airtable: Crucial data from web form submissions like source/medium, UTM tracking, and landing info is captured for the contact automatically.

Find out more about how we connect your web form of choice with Airtable:

Connect your calendar events with an Airtable-Calendly integration

Calendly is a scheduling tool that allows you to set up meetings with clients, coworkers, and friends with very little back and forth communication.

Image Source: Calendly

You can set your availability on Calendly and share your link with anyone who wishes to set up a meeting with you. They can schedule the meeting themselves, and Calendly will send email reminders to both parties. 

An Airtable-Calendly integration enables the following automations:

  • Sync Calendly attendees to Airtable as contacts. When an event is booked, the lead’s contact information will be synced to Airtable automatically. 
  • Sync Calendly fields with your Airtable columns. With field mapping, you can match fields with Calendly and Airtble columns when new contacts are added. 

Learn more about our Airtable-Calendly Integration

Sync paid ads data with an Airtable-LinkedIn and Facebook (Meta) Ads integration

integrate airtable with your marketing tools
Image Source: LinkedIn

An Airtable-Facebook or LinkedIn Ads integration enables the following automations:

  • Create Facebook and LinkedIn Ad Audiences from your Airtable contacts. You can use your Airtable database to create custom-made ad audiences and target your ideal customers. You can also exclude current customers to decrease your ad spend. 
  • Sync leads from Facebook and LinkedIn Lead Generation Ads to Airtable. When a customer fills out your lead generation ads in Facebook or Linkedin, that data will be automatically synced to Airtable so that you can map custom fields for your incoming leads. 

Our Airtable-LinkedIn Ads and Airtable-Facebook Ads integrations are coming soon.

The best Airtable app integrations for marketing

Airtable is an excellent platform for marketing teams. With Airtable, your marketing team can connect everything that is happening, from vendors to tools to analytics. 

You’ll be able to track the status of each piece of creative, every blog post, and individual milestones. 

Attaching videos and images is uniquely convenient for the marketing team’s need to approve graphics and ads. You can leave your feedback directly in Airtable to speed up approvals. 

And with the right integrations, all of your approval processes, conversations, and data will be synchronized and automatically updated. 

Here are a few of our favorite Airtable integrations for marketing teams. 

Sync your email campaigns with an Airtable-Mailchimp integration

Mailchimp is an email marketing and marketing automation platform that can help you connect and automate your sales pipeline and email marketing campaigns.

MailChimp
Image Source: Mailchimp

Mailchimp is an invaluable tool for sales and marketing teams who send out email marketing campaigns. Obviously, marketers love the marketing automation abilities. 

With an Airtable-Mailchimp integration, you can:

  • Sync your Airtable records to Mailchimp Audiences. You can configure how contacts are synced and which data you prefer. Plus, you can send your Mailchimp drip campaigns to your Airtable tables. No more manual importing. 
  • Connect your Airtable columns to Mailchimp fields. Select which fields you want to sync and let the integration take it from there. 

Learn more about our Airtable-Mailchimp integration

Airtable-ActiveCampaign

ActiveCampaign is a cloud software platform with a focus on customer experience automation.

Image Source: ActiveCampaign

With an Airtable-ActiveCampaign integration, you will be able to:

  • Add subscribers to ActiveCampaign using your Airtable records: You can select which contacts are synced to ActiveCampaign, and their custom fields. Plus, send out your Active Campaign campaigns without worrying about whether your lists are up to date.
  • Match Airtable columns with ActiveCampaign fields: Choose which fields should be kept in sync between the two platforms, and Outfunnel will make sure your databases will be up to date 24/7. Whenever a field is updated in Airtable, the change will be synced over to ActiveCampaign automatically.

Learn more about our Airtable-ActiveCampaign Integration. 

Integrate Airtable with your sales and marketing workflows

Here at Outfunnel, we strive to help busy people improve their workflows and focus on what really matters. We offer affordable marketing integrations for sales and marketing teams that save you time. 

You may also want to check out our Airtable-Google Sheets integration (not covered above.)

Now that you’re officially an expert on integrating Airtable with your most valuable sales and marketing tools, it’s time to get to work. Try our platform out with a free 14-day trial today.

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Sales & Marketing Automation: How B2B Teams Can Put an End to Missing Opportunities https://outfunnel.com/sales-marketing-automation/ Thu, 17 Aug 2023 07:57:11 +0000 https://outfunnel.com/?p=21106 As Outfunnel co-founder, I speak to at least five B2B sales and marketing teams each week. Based on hundreds of conversations I’ve gotten a feel where small and medium businesses are missing opportunities when it comes to tooling and automation. And the good news is I know several solutions for improving stacks, automating sales and […]

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As Outfunnel co-founder, I speak to at least five B2B sales and marketing teams each week. Based on hundreds of conversations I’ve gotten a feel where small and medium businesses are missing opportunities when it comes to tooling and automation. And the good news is I know several solutions for improving stacks, automating sales and marketing, and putting an end to missing sales opportunities. 

Let’s dive right in.

Overall, there’s lots of room for improvement when it comes to automating sales and marketing 

My conversations with B2B sales or marketing teams usually start with reviewing the current tech stack. 

More often than not, I’m not impressed. (Read: things are not looking good). 

The smallest/newest companies usually have lots of issues when it comes to tools and data. Medium-sized companies are in better shape as they have more people, more budget, and more customer data – more of a need to set things up properly. 

And not having all the sales and marketing tooling and automation ducks in a row makes sense. SMBs focus on running their business, they don’t have the martech knowledge in-house.

That said, businesses still get their job done. Yes, they may be inefficient here and there but they’re able to generate leads and close deals.

Where things start to go wrong: no single source of truth

Issues start from not having a “single source of truth” that is updated automatically. 

For those that are blessed by not needing to spend as much time with business lingo as I do, single source of truth (SSOT) is a concept used to ensure that everyone in an organization bases business decisions on the same data.

For SMBs, there is usually no central data source so contacts are not matching between apps and fields are out of sync. 

For example, CRM data has all customers and active leads and marketing has a separate database of leads. Or – there are some processes to keep data in sync but these are semi-manual.

When there is no single source of truth, SMBs end up with one or many of the following:

  • a messy database with duplicate contacts and misaligned information
  • missing sales opportunities. For example, sales doesn’t know when a passive lead has reactivated and started browsing your website’s product pages.
  • marketers and salespeople spend too much time on admin instead of marketing and selling

All in all, the closer companies are to having a single source of truth, the easier it is to automate processes, know what’s working and what needs improvement, and make sure that people can be productive.

Other symptoms of shortcomings in sales and marketing operations

The lack of a single source of truth is probably the most important thing holding back the productivity of sales and marketing teams. There are other shortcomings and telltale signs,

I often see that leads generated by online marketing – form fills, for example – are not added to the CRM automatically. Or perhaps lead form syncing has been set up, but the lead source gets lost in the process, so there is no certainty about the best lead generation channels and tactics

Another thing I often see is the lack of principles or standards when updating the CRM so each sales rep does it differently. Some record customer requirements into a multiple-choice field, others use the notes functionality and no one knows what’s really going on. 

Then there is the “duct tape syndrome”. There are great integrations tools like Zapier and Make that can work wonders in the hands of automation pros but can be a real source of frustration when the automation pro leaves the team and things either change or start to break. 

Furthermore, while these apps are good for many things they are not ideal for automating processes where the amount of data is large and/or complex. 

Last but not least, a good amount of productivity gains is lost to not taking advantage of the built-in automation features of CRM tools. For example, auto-scheduling follow-up tasks when a new deal is added.

Three good options for sales and marketing automation

Does the above sound relevant? 

Even if just a little bit, the good news is that there are at least four straightforward options to get your sales and marketing automation into better shape. 

Option 1. Use an all-in-one sales and marketing platform

When I say “all-in-one sales and marketing platform” I mean HubSpot, of course. 

With HubSpot, your sales and marketing data will be connected at the hip. HubSpot also has a solid built-in workflow tool and an app marketplace that’s handy for setting up automations that span across a wide range of sales and marketing apps.

The downside? I can think of two good reasons for not going all-in with HubSpot. 

First, HubSpot can get costly pretty quickly

And perhaps even more importantly, while HubSpot’s marketing features are top-notch, their CRM product is not ideal for all use cases.

When your sales model is deals-oriented, Pipedrive may be a better option. When integration with G Suite is critical, Copper is the better choice. If your sales is transactional, Close probably does a better job. You get the gist.

Option 2. Use integration platforms to automate sales and marketing

When you need to integrate your sales and marketing data and workflows the obvious choice is to use … (drumroll) integration platforms. 

As mentioned before, general integration platforms like Make and Zapier are great for many use cases. When you need to sync over a new lead from ChiliPiper to Copper, you can’t go wrong with one of these.

But what if you also want to capture the source and UTM tags of the lead?

Or what if you want to sync a specific segment of leads from your CRM to your marketing automation tool 24/7? 

You’ll soon see that setting up more complex connections can be a real hassle. 

So you may want to consider specialist tools for connecting sales and marketing apps. Outfunnel is great for that! Check out our integrations for Pipedrive, Copper, HubSpot, and Salesforce

Option 3. Hire a productivity consultant

No matter how well you know your sales and marketing tools, there’s always someone that knows them better. I’ve gotten to know this elite group of software ninjas that know tools as well as the respective support/success teams. But more importantly, they know the world of connecting tools to other tools much better than the respective support teams.

It’s well worth paying for a couple of hours of consulting when this consulting helps you save dozens of hours down the line. 

HubSpot and Pipedrive handily list their partners on a marketplace, so it should be easy to find someone to work with.

I personally can vouch for Dan from Automated Sales and Paul Minors in the Pipedrive ecosystem (or Imanta if you prefer Spanish-language service), and Alex of Efficient app in the Copper ecosystem.

Happy automating your sales and marketing!

The post Sales & Marketing Automation: How B2B Teams Can Put an End to Missing Opportunities appeared first on Outfunnel - Sync Sales & Marketing Data.

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6 Best Zapier Alternatives (An Independent Spy’s Review) https://outfunnel.com/best-zapier-alternatives/ Sun, 30 Jul 2023 19:53:49 +0000 https://outfunnel.com/?p=10126 This comparison post explores six best Zapier alternatives, sorted according to their unique strengths.

The post 6 Best Zapier Alternatives (An Independent Spy’s Review) appeared first on Outfunnel - Sync Sales & Marketing Data.

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Last updated: Sept 17 2025

Zapier is the market leader for no-code and automated integrations between web apps, but it’s not for everyone. 

While it works for many users, there are alternatives that better meet your needs.

This comparison post explores six Zapier alternatives, sorted according to their unique strengths.

In this article, let’s explore how these tools measure up based on a specific use case: connecting your CRM and Mailchimp to sync marketing contact lists with sales. I’ll be evaluating their functionality, ease of use, and the quality of customer support.

Zapier alternatives for specific sync use cases

1. Outfunnel 

Best for: connecting your CRM with your marketing automation tools like MailChimp, ActiveCampaign, Brevo, MailerLite, and others.

According to research, revenue growth is 70% more common among companies where sales and marketing cooperate effectively. So, if you want to connect these two departments to skyrocket your revenue, look no further than Outfunnel.

Outfunnel’s core functionality is an App connector for connecting data between your customer relationship management platform (CRM) and marketing tools.

Its biggest advantage over Zapier is that it’s tailored for sales-marketing workflows, not generic automations. Think syncing Calendly meetings to your CRM, or triggering campaigns in Mailchimp from CRM segments — no complex logic trees needed.

Ease of set-up

⭐⭐⭐⭐⭐

It’s insanely easy to set up a connection on Outfunnel, as I knew exactly what to do:

hubspot-mailchimp connection

1. Authenticate both apps to create a connection and choose whether you’d like a one-way or two-way sync.

2. Match CRM and marketing platform fields properties to populate the proper fields. Choose which platform has priority in case of data conflicts.

Mapping fields on Outfunnel is a clear-cut process

3. Activate connection. 🎉

After just a few minutes of setup, I can now easily send relevant emails to these contacts from Mailchimp, and have their marketing engagement recorded back in HubSpot. (Note: This user data is accessible to both marketers and sales reps.)

Customer support 

⭐⭐⭐⭐⭐

How did Outfunnel perform at this stage? I’ll let you be the judge of that. 

Outfunnel’s customer support (CS) specialist, replied within two hours. 

Outfunnel earns a point for offering to consider my suggestion as a feature request. You can see how Maarja has personalized her response, noting the specific pages I want to target and recommending how to proceed.

When I didn’t reply, Maarja emailed again to see if I needed further assistance.

Outfunnel gets another point for closing the loop 

In case you’re wondering, no one from the CS team knew who I was. Rest assured that I didn’t receive any preferential treatment. 😉

Don’t believe me? Check out these user reviews on Capterra. Outfunnel scores an impressive 4.9 stars for customer support.

Pricing: 14-day free trial, with paid plans beginning at just $29/month. 

Overall score

⭐⭐⭐⭐⭐

Outfunnel’s field mapping intimidated me in the beginning. 

Fortunately, it took only a few seconds to grasp how it works. It’s incredible how I can deeply connect my CRM and marketing automation platform in less than 15 minutes. It would have taken several multi-step Zaps to set up anything similar with Zapier. If ease of use is your top priority, try Outfunnel.

Outfunnel is the tool to beat for syncing marketing and CRM data simply, affordably, and reliably. And it integrates deeply with CRMs like Pipedrive, Salesforce, and Copper.

2. HubSpot’s Operations Hub

Best for: Keeping contacts in sync across revenue operations, if you use HubSpot

Remember PieSync? HubSpot acquired it and turned it into Data Sync, now a part of Operations Hub.

Data Sync enables two-way contact syncing between HubSpot and other apps — like Mailchimp, Google Contacts, and Outlook. However, it’s limited to HubSpot CRM users only.

Operations Hub also adds programmable automation and data quality tools, like automatic deduplication and field formatting.

Unsurprisingly, you can use it to sync email marketing contacts to HubSpot CRM, e.g. from Mailchimp to HubSpot CRM.

Ease of set-up

⭐⭐⭐⭐⭐

HubSpot Operations Hub offers two-way contact data sync with Mailchimp

This big player in the marketing and sales world boasts a straightforward interface. I knew how to set the sync rules and default field mappings. Once everything was done, all I had to do was save the settings and set it live.

Likewise, testing went smoothly. The new record popped up after a few minutes.

Customer support

⭐⭐⭐⭐

I received a quick response within minutes from a helpful agent who offered to loop in a growth specialist. However, I never heard back from the specialist, even after five days.

Pricing: There is a free plan, but if you want custom field mapping or more advanced functionalities, paid plans start from $49/month. A 14-day free trial is available for the Professional plan ($800/month).

Overall score

⭐⭐⭐⭐+

It was straightforward syncing contacts with HubSpot CRM and Mailchimp. They even pose it as a native integration, but you do need to pay up if you want to take it beyond a basic contact sync.

If you’re fully in the HubSpot ecosystem, Operations Hub is a great fit. But if you’re not using HubSpot CRM, you’ll want to look elsewhere.

3. Whalesync

Best for: Real-time, two-way sync between SaaS apps like Airtable, Webflow, Notion, and Postgres

Whalesync is for teams that need bi-directional data sync between tools — especially in marketing, ops, or product stacks. Think of it like a “Google Drive sync” for your databases and tools.

You connect apps (e.g., Webflow and Airtable), map fields, and Whalesync keeps both systems updated in real time. It’s fast, no-code, and great for ensuring data consistency.

Ease of set-up

⭐⭐⭐⭐⭐

Setup took about 5 minutes. I connected Webflow and Airtable, and changes in one app showed up in the other instantly.

Customer support 

⭐⭐⭐⭐

Support replied the same day with detailed answers and links to documentation. No issues there.

Pricing: Usage-based, with plans based on record count. Free trial included.

Overall score

⭐⭐⭐⭐

Whalesync is ideal if you need clean, mirrored data across tools, without building full automations or branching logic.

4. IFTTT

Best for: Basic 1-2 step integrations

IFTTT is one of the most popular automation tools among beginners, and for a good reason. 

It offers 700+ service templates (aka “applets”), which you can use to connect tools like Twitter, Google Sheets, Mailchimp, and more.

Ease of set-up

⭐⭐⭐⭐⭐+

Setup is a breeze. I picked an existing Mailchimp → Google Sheets template, connected my accounts, and hit “Go.” Done in under a minute.

Its interface is so intuitive that anyone — even without technical experience — can get started right away.

Customer support 

⭐⭐⭐⭐⭐

The CS agent replied the next business day and candidly explained where IFTTT shines (home/personal use) and where it doesn’t (complex business automations).

Pricing: Starts free, with paid plans scaling $3.40/month.

Overall score

⭐⭐⭐⭐⭐

I wouldn’t recommend IFTTT for syncing CRM and marketing tools. But for simple, one-way, lifestyle-based automations? It’s perfect.

5. n8n

Best for: Advanced workflow automations with flexibility and self-hosting

n8n (pronounced “n-eight-n”) is an open-source, node-based automation tool that offers much more power and control than most Zapier-style platforms. Think of it as Zapier for developers — or for anyone wanting conditional logic, code blocks, and modular workflows. [Edited]

It’s ideal for those who don’t mind a steeper learning curve in exchange for maximum control. You can also self-host it for data privacy or cost savings.

Ease of set-up

⭐⭐⭐

n8n has a learning curve. Its visual editor is clean but more technical than tools like Outfunnel or Whalesync. The good news: there are plenty of templates, and once you grasp the basics, it becomes very powerful.

Customer support 

⭐⭐⭐⭐

There’s a very active open-source community and solid docs. Enterprise users get more direct support.

Pricing. Free open-source tier. Paid cloud-hosted plans from $20/month. Self-hosting is free but requires technical setup.

Overall score

⭐⭐⭐⭐

n8n is the go-to if you want full control, complex branching logic, and developer-grade customizability — but it’s not as plug-and-play as Zapier or Outfunnel.

6. Make (previously Integromat)

Best for: Complex multi-step integrations 

Make offers one of the most visual and powerful interfaces in the automation space. It’s ideal for teams needing to build multi-app, multi-branch workflows with filters, routers, and error handlers.

While powerful, it’s not beginner-friendly. The UI can be intimidating at first, but once you get past the learning curve, it’s incredibly capable.

Ease of set-up

⭐⭐⭐

Make’s UI is built like a flowchart. I tried syncing HubSpot and Mailchimp, and got lost in the branching options. Tutorials helped, but there’s a definite learning curve.

If you’re technical or willing to invest some time, it’s very rewarding.

Customer support 

⭐⭐⭐⭐

They responded within a day and shared helpful resources. Community forums and Academy content are strong too.

Pricing: Starts free, with paid plans scaling from $9/month.

Overall score

⭐⭐⭐++

If I were an automation expert, Make would rank at the top of my list. Its multi-step workflows and multi-app workflows are unbeatable. And when set up right, you can see in real-time how your integration works.

Make also has other advanced features. Take the error handling tool. It stops your workflow automatically if it spots even the tiniest error.

However, as powerful as Make is, it’s too overwhelming for users new to workflow automation. Unless you’re willing to put in the time to master the tool, it’s best to look elsewhere.

*BONUS* 7. Custom integrations 

If you have dev resources, building your own integrations can offer the most tailored solution.

You can write scripts to sync HubSpot and Mailchimp via API, log events, trigger marketing workflows, and more. Custom integrations give you full control — but they also come with higher maintenance costs.

For SMBs, this often becomes costly and hard to scale, especially if you don’t have an in-house engineering team. Use off-the-shelf automation tools unless you really need something custom.

Summing up

ToolBest Use CaseKey Strengths / Weaknesses
OutfunnelSyncing CRM and marketing tools for SMBs✅ Built for sales–marketing alignment (CRM ↔️ email sync, lead scoring, web tracking);
❌ Not suited for complex multi-branch logic
HubSpot Operations HubContact/data sync within the HubSpot ecosystem✅ Native HubSpot integrations, excellent UI, strong data tools;
❌ Expensive, limited usefulness outside HubSpot
WhalesyncTwo-way sync across SaaS tools (e.g. Airtable, Webflow)✅ Real-time, bi-directional sync; super fast to set up;
❌ No automation logic (triggers, branching, etc.)
IFTTTSimple one-way automations for personal/home use✅ Extremely easy to use; great for lifestyle automations;
❌ Too basic for business or sales/marketing workflows
n8nBuilding flexible workflows with conditions or code✅ Open-source, self-hostable, supports custom logic and branching;
❌ Steep learning curve; needs technical know-how
MakeVisual, complex multi-app workflows with error handling✅ Advanced routing, filters, visual editor;
❌ Overwhelming for beginners
Custom IntegrationFully custom processes built by developers✅ Tailored exactly to your needs;
❌ High cost and long-term maintenance burden

There is an ever-growing number of Zapier competitors that fall into the iPaaS category (integration platform as a service).

Some of the apps we did not cover here include Leadsbridge, Zoho Flow, Workato, Microsoft Flow, Tray.io and eCommerce-specialized Wyzebulb. If you have great experiences to share regarding any of these tools, let us know in the comments!

In the end, choosing the right tool boils down to your main goal.

  • Need a powerful, no-fuss CRM ↔️ marketing sync? 👉 Outfunnel
  • Fully on HubSpot? 👉 Operations Hub
  • Want mirrored data across tools? 👉 Whalesync
  • Automating your smart lights or to-do list? 👉 IFTTT
  • Building workflows with branching logic or code? 👉 n8n or Make

And remember, if you want to:

  • Record web + email activity to your CRM
  • Sync lead lists two-way based on smart conditions
  • Automatically track lead source data

… then Outfunnel is your go-to platform. Try Outfunnel free for 14 days.

The post 6 Best Zapier Alternatives (An Independent Spy’s Review) appeared first on Outfunnel - Sync Sales & Marketing Data.

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9 Best Pipedrive CRM Integrations for SMBs [2025 updated] https://outfunnel.com/best-pipedrive-crm-integrations/ Fri, 28 Apr 2023 10:50:00 +0000 https://outfunnel.com/?p=3614 A list of the best Pipedrive integrations — specifically for SMBs— with all the details you need to get started and improve your business workflow

The post 9 Best Pipedrive CRM Integrations for SMBs [2025 updated] appeared first on Outfunnel - Sync Sales & Marketing Data.

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Last updated: Oct 9th, 2025

Pipedrive is a sales CRM that allows you to manage your sales pipeline and measure your salespeople’s performance. It’s a great customer relationship management platform for SMBs. And Pipedrive CRM integrations make it even better.

While Pipedrive packs a lot of functionality, you can really make the most of the CRM when you integrate it with other tools you use. In 2025, integrations are evolving with AI, event analytics, cross-app workflows, and smarter sync layers. And if you’re here, you’re probably wondering…

What does Pipedrive CRM integrate with?

There are 200+ Pipedrive integrations on the Pipedrive Marketplace of apps. That’s quite a lot!

These integrations work out of the box, which means you don’t have to spend development resources to connect Pipedrive API to all other tools you use.

To help you choose, we’ve put together a list of the best Pipedrive CRM integrations for SMBs in 2025, with updated features, strengths, and what to watch out for.

Pipedrive CRM Integration #1: Outfunnel

Yes, that’s us. Born from the idea that sales and marketing are better together, Outfunnel offers the easiest way to connect your Pipedrive account with your marketing tech stack.

Pick your favorite marketing tools, and have Outfunnel sync key data between Pipedrive and the marketing tools. You get the “all-in-one” experience, without the “all-in-one” price tag.

Here’s what you can do with the integration:

  • Keep Pipedrive contacts and your marketing automation tool audiences in sync 24/7. Never waste time on exporting-importing lists again. Works with Mailchimp, ActiveCampaign, Brevo, Klaviyo, MailerLite, Constant Contact, and HubSpot Marketing Hub (click on the tool names to learn more about each integration).
  • Record email marketing engagements (email opens, clicks, etc.) in Pipedrive as Activities or Notes. Sales has more context, so they can have better conversations and close deals faster!
  • Sync full event data from Klaviyo (beyond just opens and clicks) into Pipedrive, so your sales team can see higher-intent behavior like “added product”, “checkout started”, etc.
  • Sync CRM data to Google Sheets automatically — enabling your teams to build dashboards, reports, or feed data into BI/AI models without manual exports.
  • Sync new meeting contacts and event activities to Pipedrive. Works with Calendly.
  • Sync contacts from lead forms and landing pages to Pipedrive automatically, along with custom fields and key data about the web visit. Record the form filled on the profile in Pipedrive. Currently works with Elementor Forms, Contact Form 7, Gravity Forms, and Wix Forms, as well as with Facebook Lead Ads and LinkedIn Lead Forms
  • Surface sales-ready leads with Web tracking and Lead scoring software. Never miss warm opportunities again.

We’re certainly biased, but we’re not the only ones who think Outfunnel is great. It’s currently the one of the top-rated apps in the Pipedrive marketplace.

top rated Pipedrive apps

Outfunnel’s pricing starts at $29 per month for the Basic plan, which gives you access to the app connector module. Regardless of the plan, you can give it a go with a 14-day free trial.

Pros

  • Keep sales and marketing contact lists in sync
  • Connect your web forms and lead ads with Pipedrive to automatically sync new leads to the CRM
  • Record email marketing engagement data (e.g. web visits, email opens, clicks etc) in Pipedrive automatically
  • Create cross-app workflows
  • Excellent and fast support

Cons

  • Does not yet support all marketing apps
  • Some advanced features (e.g. predictive scoring, custom AI integrations) are in roadmap but not fully public yet

Pipedrive CRM Integration #2: Leadfeeder

Every SMB would like a consistent flow of leads, but finding those leads can be a bit trickier. The good news is that you don’t have to hit the Yellow Pages to start finding leads. Leadfeeder helps by tracking your website visitors, showing you which companies are visiting your site, where they came from, and what they’re interested in. 

With the Leadfeeder Pipedrive CRM integration, you can automatically add qualified leads (based on your designated criteria) directly to Pipedrive for your sales team to reach out to. Organizations, Deals, and Activities are also created for you. 

Once those leads are in Pipedrive, all their activity on your website is recorded there too, so you can see at a glance which leads are warm. If you’re using an Account-Based Marketing or Account-Based Experience strategy, you can upload a list of the accounts you’re targeting, then get a notification as soon as they visit your website. 

While Leadfeeder has a free plan, to access all features (including that all-important CRM integration) you’ll need the Premium plan, starting at €55/mo. 

Pros

  • Easy to set up and use
  • Qualified leads are automatically added to your CRM 
  • Supports both Account-Based Marketing and Demand Gen strategies

Cons

  • Need to be on the paid Premium plan to use CRM integration
  • Does not natively include AI enrichment or predictive scoring

Pipedrive CRM Integration #3: QuickBooks/SyncQ

For any business that wants to grow, accounting software is essential. Invoicing customers, keeping tabs on cash flow, and staying on top of your taxes are all important—as well as potentially stressful—for the health of your business. To make this a little less stressful, many businesses rely on QuickBooks.

With the official QuickBooks integration, you can create invoices within the deal’s detail view without having to copy and paste data across from Pipedrive. You’ll also get invoice updates, making it easy to keep track of what’s been paid and what’s overdue. 

If you’re interested in more advanced features, you should also check out SyncQ. Details are automatically synchronized instantly, so you always have the latest information. If you’re in Pipedrive, you can also view all your estimates, invoices, payments, and receipts without having to log in to QuickBooks. 

While it’s not the official integration, security is regularly evaluated by Intuit, so you can be confident your data is safe.

The official QuickBooks integration is free to use, while pricing for SyncQ starts at $12 USD per Pipedrive user per month per QuickBooks Company. You’ll also need a QuickBooks account, which is normally $25/mo.

Pros

  • Save invoices and keep track of their status from your CRM with the official integration
  • Plenty of advanced features available with SyncQ
  • Excellent support from the SyncQ team

Cons

  • Currently limited functionality with the free official integration
  • SyncQ can be complex to set up without assistance 

Pipedrive CRM Integration #4: PandaDoc

pandadoc pipedrive

Do you still find yourself typing out proposals in Word? Do you need your prospects to print your proposal out, sign it, scan it, then email it back to you? If so, you owe it to your customers to check out PandaDoc, a sales document automation tool.   

When you integrate Pipedrive with PandaDoc, you can easily manage all the documents needed throughout the sales cycle. That means creating proposals and contracts within Pipedrive, populating them with all the data you already hold in your CRM, then sending the documents to your prospect for a legally-binding eSignature, all without jumping between platforms. 

You can also track your documents, see how your prospect interacts with them, then follow up at the optimal time.

While PandaDoc has a free plan for getting documents electronically signed, you’ll need to go for the business plan ($49/mo per user) if you want to connect your CRM and take advantage of the automation.  

Pros

  • Get eSignatures without leaving Pipedrive
  • Interactive quotes using Pipedrive data
  • Document analytics give insight into prospect behavior

Cons

  • Some customers have complained about stability issues

Pipedrive CRM Integration #5: Asana

As amazing as Pipedrive is, it’s important to remember that your CRM isn’t the same thing as your project management software.

Far more than just a list of what needs to be done, task management tools come with a whole host of helpful features such as quickly assigning tasks across your team, setting tasks and deadlines, and tracking progress. One of the most popular options out there is Asana. Hey, if it’s good enough for NASA, it’s good enough for me. 

As you’d expect, Asana is one of those Pipedrive CRM integrations that opens up plenty of new features. Its biggest benefit is keeping all relevant parties informed at key stages in a deal, ensuring the necessary work is done. Closing a deal involves more than just your sales team—exchanging details and collaboration between teams is essential. 

Asana tasks/projects can be automatically created as a deal moves through the various stages of the pipeline. For example, if you need to bring in Accounts, Legal, or Customer Success teams at certain stages of a deal, they can all be automatically informed at the appropriate stage. 

You can also set up default assignees and make sure they get the details they need from Pipedrive.

The great news is that, unlike many of the other integrations out there, Asana’s Basic plan allows you to set up integrations. This free plan allows you to collaborate on tasks with up to 15 teammates, meaning smaller teams can get this Pipedrive integration up and running without spending a cent. 

Pros

  • Free for smaller teams
  • Automatically creates tasks based on deal stage

Cons

  • Doesn’t currently synchronize Pipedrive tasks with Asana tasks
  • Doesn’t support templates for created tasks

Pipedrive CRM Integration #6: Zapier (and other no-code / AI workflow tools)

Zapier pipedrive

It’s impossible to talk about integrations without mentioning Zapier. While most other integrations allow two apps to share information, Zapier opens up thousands of opportunities by connecting apps and creating workflows across multiple apps that may not have native integrations.

From Google Analytics to Xero to Microsoft Outlook, there are over 2,000 apps supported. So chances are that Zapier automations can integrate whatever apps you’re using with Pipedrive.

Once you’ve selected the apps you want to integrate, you can then pick your triggers and resulting actions. For example, you could set up so:

  • Whenever a new deal is opened in Pipedrive, an email is sent to your team via Gmail.
  • Whenever a deal reaches a specified stage in Pipedrive, an SMS message is sent via Twilio.
  • Whenever a Zendesk customer support ticket is opened, create a new Pipedrive Deal.

My favorite thing with Zapier is how easy they make to set up simple connections between apps. More elaborate connections can be hard to set up and manage, however. And note: many new no-code AI workflow platforms (like Make, n8n, Pabbly) are emerging, offering more flexibility, lower cost, and built-in AI modules.

You can get started with Zapier for free, which covers up to 100 tasks/mo and 5 different Zaps. However, if you want to integrate any of the premium apps, or if you want to take advantage of multi-step Zaps, you’ll have to go for one of the paid plans (starting at $19.99/mo with annual billing). 

Pros

  • Thousands of apps supported
  • Easy to create Zaps, no coding required
  • Free to get started

Cons

  • Premium apps and multi-step Zap options require a paid plan
  • Setup can get clunky and unreliable for more complex workflows

While Zapier has the lion’s share of the generic any-app-to-any-app integration market, there are also several great Zapier alternatives on the market that may serve your use cases better.

Pipedrive CRM Integration #7: DealBot for Slack

Slack, as you probably know, is the market-leading communication platform that brings all your company’s conversations together in one place. And if you use Pipedrive as well as Slack, you will want to consider using Dealbot as well.

Dealbot for Slack keeps your team updated about closed deals in real-time. Whether you need to coordinate multiple people to help close deals, or simply want to keep everyone in the company informed about a deal’s status, the Dealbot will automatically handle it in Slack. Here’s what it can do:

  • Update about new Pipedrive deals added
  • Update about closed deals
  • Send personal deal updates
  • Help search for a deal, person, or organization

Built and maintained by Pipedrive, it is completely free to use and set up.

Pros

  • Keep everyone informed
  • Super easy to set up
  • Free to use

Cons

  • None, really!

Pipedrive CRM Integration #8: Surfe

Sick of copy and pasting information between LinkedIn and Pipedrive all day? Say goodbye to manual data entry and hello to Surfe. Surfe is a chrome extension that connects your LinkedIn and CRM, allowing you to create and enrich contacts, find qualified emails, and synchronize LinkedIn conversations directly from your prospect’s LinkedIn profile to your CRM in a single click.

With Surfe, you can also:

  • receive notifications when Pipedrive contacts become outdated (and update them accordingly)
  • leave notes and labels on LinkedIn profiles
  • create and view deals in LinkedIn
  • export contact lists from LinkedIn to Pipedrive
  • personalize outreach messages using customized templates

… all of which is synchronized directly to Pipedrive.

Pricing starts at 23 euros per month (when paid annually).

Pros: 

  • Also connects to HubSpot, Salesforce, Salesloft, Copper, and SalesNavigator
  • Features are customizable to better suit your needs in the Leadjet dashboard
  • Tracked analytics

Cons:

  • Strictly for LinkedIn users

Pipedrive CRM Integration #9: Apollo

Apollo is an all-in-one sales platform with access to a huge B2B contact database (275M+ contacts and 73M+ companies) combined with outreach, sequencing, and engagement tools. The Apollo ↔ Pipedrive integration gives you a bi-directional sync so your sales data and contact records stay up to date across both platforms.

Pros

  • Seamless sync avoids manual data transfer and mismatches
  • Using a unified outreach tool (Apollo) and CRM (Pipedrive) streamlines workflow
  • Flexibility in selecting which records or fields sync
  • Helps sales teams work with up-to-date contact data

Cons / Considerations

  • If not configured carefully, field mismatches or overwrite rules can cause data conflicts
  • Depending on your plan, some features (custom mappings, volume limits, advanced filters) might be gated behind higher tiers
  • You’ll want to have a clear “source of truth” policy so Apollo and Pipedrive don’t continuously overwrite each other

Conclusion: Pipedrive CRM integrations automate manual work and help with sales productivity

Running a business is hard work. There are millions of tasks on your to-do list, all top priority. The good news is that you can integrate technology to streamline your sales process and automate more of the mundane work.

We hope you’ve found some ideas in this post for how you can utilize integrations to rid yourself of repetitive tasks. Whether it comes to connecting web forms with Pipedrive, automated emails or other Pipedrive automations, integrations will save more of your valuable time and help you optimize your sales funnel.

Here at Outfunnel we’re geeks about sales-marketing integration. That’s why we’ve put in years to build integrations between sales tools like Pipedrive and popular marketing tools (and we’ve even compared various integrations to Pipedrive’s native features).

Want to try out the #1 top-rated Pipedrive CRM integration? Connect Pipedrive and your marketing tools with Outfunnel today and see the results for yourself. Get started with a free 14-day trial (no credit card required).

The post 9 Best Pipedrive CRM Integrations for SMBs [2025 updated] appeared first on Outfunnel - Sync Sales & Marketing Data.

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