Pipedrive Marketing: Automation, Tools, Integrations – A Complete Overview

Mar 6, 2024

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

Here at Outfunnel, we’re big fans of connecting sales and marketing, whether you use an all-in-one suite, mix “best-of-breed” tools, or both

In this article, we review some of our favorite marketing tools that play well with Pipedrive, focusing on best-in-class third-party marketing automation tools that integrate with it seamlessly.

This guide shares our personal experience, along with user reviews spotted in the wild (read: G2 and Reddit). By the end of it, you’ll narrow down your options.

  1. Can Pipedrive be used for 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 have you decided?

Can Pipedrive be used for marketing?

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

However, recent acquisitions have shown that Pipedrive’s leadership realizes the importance of marketing-sales alignment

Since acquiring a marketing automation tool and integrating it with its platform (called Campaigns by Pipedrive), Pipedrive has grown into a sales-marketing suite you can use across the buyer’s journey.

So yes, you can use Pipedrive for marketing. But as you’ll see in this guide, it might not be the best option out there.

Before we jump into the nuts and bolts, let’s take a step back and ask: “What exactly is this ‘marketing automation’ that we’re looking for?”

There are three core marketing functions most companies look to automate:

  • Email marketing – Marketing newsletters, drip campaigns, and other event-triggered emails
  • On-site marketing / lead generation – Forms, chat, web visitor tracking, and the like
  • Marketing reporting – Analytics that track your overall marketing efforts. Here, you can see what generated sales/revenue, without having to recreate charts and graphs manually.

This isn’t an exhaustive list, of course, but they’re the main things most businesses look to do well. Getting these fundamentals right goes a long, long way.

Jump to the section that strikes your fancy or scroll on:

Email marketing integrations for Pipedrive

By tightly connecting your favorite tools within your Pipedrive-email marketing set-up, you:

  1. Auto-update your email segments and save time for more value-added activities 
  2. Provide more context for sales (e.g., what emails were opened, what links were clicked), so they know which leads to focus on and win deals faster 
  3. Achieve your sales and marketing goals by aligning both departments on joint KPIs, customer journey, workflows, communication, etc.

There’s just one tiny problem. 

Different tools have different “product DNA.” 

How do you pick one that best suits your use case(s)? In the next section, let’s explore which email marketing software platform is the best for the job.

A. Marketing email platforms – you want to send both one-off and triggered email sequences 

One-off emails are helpful in these scenarios:

  • You’ve generated leads over time via your website, exhibitions, or events, and you want to keep them engaged 
  • You want to share valuable information with buyers who aren’t ready to buy, so you can stay on top of mind

Whereas triggered email sequences nurture interested leads based on the specific actions they take (e.g., onboarding flow for leads who signed up for a free trial, upsell flow for customers who purchased a product). 

Now that we’ve got the differences out of the way, let’s review the strongest contenders that excel in both regular one-off email and triggered email campaigns. 

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

Campaigns-by-Pipedrive

Source: Pipedrive

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

Why we like it:

  • Tight integration with Pipedrive. Create new emails, automate your email campaigns to segments defined with Pipedrive filters, record email engagement as Notes, and more on a single platform.
  • Easy-to-use email builder. Users like how intuitive and straightforward it is to customize the professional templates. Easily drag and drop images, buttons, icons, and more.

Where it may fall short:

  • Lacks many popular email marketing features as evidenced by posts in the Pipedrive Community (e.g., limited design templates, no A/B testing, impossible to automate a bounced email to be removed from a cadence)
  • Contact management leaves a lot to be desired. Making a contact into a subscriber, for instance, is a semi-manual process. You need to select the contacts and use the bulk modification function, as detailed by this Pipedrive consultant. 
  • Requires additional charge. You need to purchase Campaigns as an add-on on top of your existing Pipedrive account.

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 email blasts, coupled with a strong template editor and many Pipedrive integration options

MailChimp

Source: 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 one-month free trial for Essentials and Standard plans
  • Many beautiful, professionally designed templates across multiple use cases 
  • Intuitive despite the sheer amount of features. It’s a snap setting up email campaigns, whether it’s dragging blocks in the email, landing page, and form builder; segmenting contacts with tags; conducting A/B tests; or analyzing campaigns.

Where it may fall short:

  • Support for advanced issues is still lacking, though getting help for basic troubleshooting is breezy. Here, a user laments on how it took days to solve an urgent account issue.
  • 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 for 1,000 monthly email sends, email support for first 30 days, limited pre-built email templates, and more
  • Essentials: Starts from $11.07/month for everything in Free, 5,000 monthly email sends, 24/7 email & chat support, 100+ customizable email templates, and more*
  • Standard: Starts from $18.45/month for everything in Essentials, 6,000 monthly email sends, campaign manager, one personalized onboarding session, and more*
  • Premium: Starts from $309.88/month for everything in Standard, 150,000 monthly email sends, phone and priority support, unlimited users and audiences, four personalized onboarding sessions, and more*

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 fields and prevent duplicate contacts in MailChimp if the email addresses change on Pipedrive.

Now that’s problematic, because for the sales team to have a bird’s-eye-view on all potential customers, the marketing team needs to update them with information manually—and often, this rarely happens. 

Outfunnel solves this. 

Outfunnel offers a Pipedrive-Mailchimp integration that keeps your contacts in 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. 

This means that you can trigger your email campaigns on MailChimp based on events recorded in Pipedrive automatically (e.g., an SQL-turned-client will be auto-removed from a lead nurturing campaign, a customer who bought add-ons will also be auto-removed from a cross-selling email sequence).

Whether it’s recording engagement for an email campaign, calculating a lead’s score based on site visits, or creating new deals for MailChimp subscribers in Pipedrive, it’s easy-breezy keeping these two databases in sync automatically.

Record-email-visits-in-Pipedrive

3. Brevo is an all-in-one marketing automation platform for SMBs and can be tightly integrated with Pipedrive

Brevo-marketing-paltform

Source: Brevo

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:

  • The most SMB-friendly marketing tool in this list. Besides paid plans, Brevo also offers customized pricing based on functionality and monthly email volume. 
  • Unlimited contacts no matter what plan you’re on—yes, including free users!
  • Functionality similar to MailChimp. Many Brevo users initially used the Intuit-owned software but switched due to its pocket-friendly pricing. If you’re looking for a MailChimp alternative, look no further. 
  • 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.

Where it may fall short:

  • Lack of support. Success reps used to respond promptly, even for free users. Users could easily access personalized help for any issue, no matter how minor (like SMTP key length for printers). 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 for 300 emails/day, customizable email templates, drag & drop editor, transactional emails, and more
  • Starter: Starts from $9/month for everything in Free, no daily sending limit, basic reporting & analytics, email support, and more 
  • Business: Starts from $18/month for everything in Starter, marketing automation, advanced statistics, A/B testing, phone support, and more
  • Enterprise: Contact sales for quote for everything in Business, unlimited contacts, tailored onboarding, advanced integrations, personalized support, and more

Additional customized plans are available based on email volume and functionality

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

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. 

email engagement and web visits in pipedrive

4. Klaviyo is excellent if you want powerful segmentation and automation capabilities 

Klaviyo

Source: 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:

  • Comprehensive features no matter what plan you’re on. Klaviyo offers a drag-and-drop automation builder, hyper-precise segmentation, 300+ pre-built integrations, multi-channel attribution, etc. to help you scale.
  • 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 can get insanely steep for smaller stores and businesses
  • New and updated editor is reportedly more buggy than its previous classic template editor. On the bright side, there are improvements in other areas. Back then, you needed to custom code a block to overlay text on an image. Now, all you need to do is add a background image to the section.

Pricing:

*Based on 500 contacts

  • Free: $0 for up to 250 contacts, from 500 monthly email sends, email support for first 60 days, and more
  • Email: Starts from $20/month for 5,000 monthly email sends, mobile push notifications, email and chat support, and more*
  • Email & SMS: Starts from $35/month for 1,250 monthly SMS/MMS credits, 5,000 monthly email sends, mobile push notifications, email and chat support, and more*

Common issues users experience when integrating Klaviyo with Pipedrive via Zapier? Headaches and forking over hundreds of dollars every month. 

Zapier works great for simple one-way ‘Zaps’ like “push contacts from this CRM list to that marketing audience”, but it can get complex, messy, and expensive if you want two-way sync or customized workflows.

Consider using Outfunnel.  

Outfunnel’s Pipedrive-Klaviyo integration ensures your Pipedrive contacts are synced to relevant Klaviyo lists based on your preference  

Our Pipedrive-Klaviyo integration also syncs sends, opens, clicks, bounces, and unsubscribes automatically over to Pipedrive. What’s great is that it records a user’s first open or click per URL, achieving a clear and concise representation of their activities over time.

Klaviyo engagement

Source: Pipedrive

5. Drip provides elaborate event-based email sequences, but it can be tedious to get data from Pipedrive into it

Source: Drip

Drip’s native integration with Pipedrive creates new deals from Drip subscribers via a range of triggers. 

This platform is superb 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 also ideal for DTC brands, thanks to its eCommerce-focused workflows.

Why we like it:

  • Interesting variety of multi-channel workflows, like welcome offer and first-time purchases and social retargeting (Facebook and Instagram)
  • Aesthetically pleasing point-and-click email builder
  • Unlimited email sends no matter what plan you’re on
  • Dynamic segmentation that updates in real time (e.g., segment of one-time buyers who purchased in the last month will be moved out automatically once they make a second purchase). This saves you the hassle of managing your list manually.
  • Plays well with other eCommerce platforms. For example, the Drip-Shopify integration lets you add dynamic discount codes from Shopify into any automation email. 

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, onsite campaigns, and email support. A free 14-day trial is available. 

B. “Cold” email sequence tools – these are sales-y 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 adds a human touch to your multi-channel cold outreach campaign

lemlist is an all-in-one cold outreach solution

Source: lemlist

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.
  • Small learning curve. Users enjoy the great UX and have no problem navigating around the intuitive platform.
  • World-class multi-channel outreach sequence. Combine cold emails, LinkedIn, and cold calls to increase replies.  
  • Advanced email warm-up tool (called lemwarm) that ensures your emails get delivered, reach the right people in inboxes, and improve your deliverability score over time

Where it may fall short:

  • Integration with Pipedrive is seamless, but based on recent community reviews, users have been lamenting about occasional syncing issues (e.g., unable to push data from lemlist into organization fields in Pipedrive, duplicate issues)
  • Email finder doesn’t always show the correct email addresses. Based on this user’s experience, it’s accurate 80% of the time.
  • Lack of sub-industries in database, which means you might have to spend more time combing through leads if you work in a specific niche
  • No unlimited email addresses. Even the most premium plan caps them at 15.

Pricing:

A 14-day free trial is available

  • Email Starter: $32/user per month (1 sending email) when billed annually for automated follow ups, leads database, custom text, 100 credits/month for email finder & verifier, and more  
  • Email Pro: $55/user per month (3 sending email) when billed annually for everything in Email Starter plus inbox rotation, email warm-up & deliverability booster, A/B testing, 250 credits/month for email finder & verifier, and more
  • Multichannel Expert: $79/user per month (5 sending email) when billed annually for everything in Email Pro plus LinkedIn messages, visits, invites & voice messages, advanced conditions, premium support, 500 credits/month for email finder & verifier, and more  
  • Outreach Scale: $129/user per month (15 sending email) when billed annually for everything in Multichannel Expert plus dedicated account manager and 1,000 credits/month for email finder & verifier, and more 

Contact sales for a custom quote if you have more than 10 users. Additional credits for email finder and verifier are available.

2. Klenty has extensive personalization features, with a Chrome extension, and appears to be more “call-oriented” 

Sales engagement platform Klenty

Source: Pipedrive

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. Klenty lets you use images and videos to show your product in action.
  • Multi-channel sequences with a mixture of calls, emails, LinkedIn tasks, and texts. With this feature, you easily achieve consistent and repeatable sales outcomes.
  • Handy Gmail plugin that lets you engage with contacts from Pipedrive, schedule follow-ups, and track them without switching between tools
  • Great variety of predefined automation options (e.g., moving deals through different stages based on specific stage of email workflow)

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 per user/month when billed annually for email personalization, reply optimization (e.g., A/B testing), task management, and more
  • Growth: $70 per user/month when billed annually for everything in Startup plus CRM,  intent-based follow-ups, multi-channel outreach, and more  
  • Pro: $100 per user/month when billed annually for everything in Growth plus sales coaching and website tracking
  • Enterprise: Contact sales for quote for everything in Pro plus IP-based login restrictions, quarterly customer success review, and advanced deliverability insights

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 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

And to reiterate… 

Before you narrow down the list of your email tools, think about the kind of emails you want to send. The tactics and tools and KPIs you eventually use will be determined by your eventual choice.  

Looking for more marketing automation besides email marketing? Keep scrolling this post to read more about marketing web forms, marketing and ROI reporting, and site tracking integrations.

Marketing 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’s native web forms are basic and hassle-free but don’t track where leads come from 

Pipedrive’s native web forms

Source: Pipedrive

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:

  • Ease of use. Since it’s native, you don’t need to switch from one app to another or set up any complicated integrations. 
  • Intuitive builder where you can quickly create custom fields and route lead information straight to your sales pipeline

Where it may fall short:

  • Requires additional charge. You need to purchase the LeadBooster add-on to unlock Web Forms (which includes other tools like Chabot, Live Chat, and Scheduler).
  • 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. That’s because Pipedrive uses an inline frame for its native forms, so there’s no way to capture UTM codes and save them. 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    

Source: Wix

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:

  • Great variety of form templates such as questionnaire, contact, order, and registration forms
  • Intuitive interface that removes the intimidation factor of building forms from scratch. Easily create a multi-step form, reorder and duplicate it, etc. without feeling overwhelmed. 

Where it may fall short:

  • Frequent glitches. A quick scroll of Wix’s App Market reviews show many upset users lamenting about malfunctioning forms that affect their businesses.
  • Support can run slow, unresponsive, and unhelpful
  • Pretty expensive. The cheapest plan, at $11/month, offers only four forms.

Pricing:

  • Lite: $11/month for 4 lead capture forms, 10 fields per form, and more 
  • Core: $22/month for 10 lead capture forms, 50 fields per form, and more
  • Business: $34/month for 25 lead capture forms, 75 fields per form, and more
  • Business Elite: $149/month for 75 lead capture forms, 100 fields per form, and more

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

WordPress web forms

Source: Elementor

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 Forms, Gravity 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. 

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). You’ll know (a) where leads visited before arriving on your website and (b) the very first landing page they visited on your site. 
capture lead form
  • 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
Set up takes 15 min

Read more about each WordPress web 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:

  • Over 650 professionally designed templates across multiple use cases (e.g., sales inquiry, quote form, consultation)
  • 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:

  • No native integration. You’d need to send new leads to Pipedrive via Make, Zapier, or a comparable 3rd party syncing tool (note: templates are ready made)
  • Some templates feel restrictive design-wise (e.g., inflexible page format that ends up looking odd on your website, only two columns for questions side-by-side)

Pricing:

A 14-day trial is available

  • Essentials: $24/month when billed annually for unlimited forms, 1 user, 100 submissions/month, 1GB upload storage, and more
  • Pro: $49/month when billed annually for unlimited forms, 3 users, 1,000 submissions/month, 10GB upload storage, and more
  • Business: $99/month when billed annually for unlimited forms, 5 users, 10,000 submissions/month, 100GB upload storage, and more
  • Enterprise: Contact sales for quote for unlimited users and submissions/month 

There’s an option to increase the number of submissions for the Essentials, Pro, and Business plans at additional cost. Check the pricing page for more info.

Related reading: Pipedrive 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. 
  • Easy-peasy analysis. View how many created/won deals each traffic source has attributed to without feeling overwhelmed. From here, you can further filter your deals per pipeline, sales rep, time, lost/won, etc.

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

Additional charge is required to increase the number of contacts for both plans. Check the pricing page for more info.

Contact sales for a custom quote if you have over 15,000 contacts.

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

Source: 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:

  • Intuitive and fuss-free navigation. Easily view and sort your leads by quality or last visit time. It’s also incredibly easy to filter them by type and conditions.
  • Seamless integration with Pipedrive. Match organizations in Web Visitors with your contacts in Pipedrive and manage deals directly. 

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

outfunnel web tracking visitor feed

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.

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

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.
  • Sleek and straightforward integration that automatically records site visits as Activities or Tasks on Pipedrive
  • Multiple sites or sub-domains tracking that identifies leads only once (not for each sub-domain separately)
  • 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!

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

Additional charge is required to increase the number of contacts for both plans. Check the pricing page for more info.

Contact sales for a custom quote if you have over 15,000 contacts.

Which Pipedrive marketing integrations have you decided on?

We’ve shortlisted the key marketing automation tools that play well with Pipedrive. 

Now that you’ve narrowed down the possible options, give Outfunnel a whirl and see it for yourself. 

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

Not ready?

We at Outfunnel are geeks when it comes to integrating sales and marketing—so much so that our product is dedicated to connecting these tools.

If you have more tools you want to integrate with this popular CRM, check out Pipedrive integrations by Outfunnel

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