They use five. Sometimes ten.

The problem isn’t the number of tools, it’s whether they work together.

We’ve recently added 2-way contact syncing integrations for monday.com and GetResponse. Now you can connect these two popular platforms with other CRMs and marketing apps, so your stack starts behaving like a single, connected system.

No CSV exports. No “final_list_v3.xlsx”. No Slack messages asking, “Hey, did you add them to the campaign?”

The best way to connect monday.com to platforms like Mailchimp, Klaviyo, Pipedrive and HubSpot

250,000+ teams use monday.com, mostly as a project management tool but increasingly, as a CRM. It’s flexible, visual, and easy to adapt to your process. You can manage deals, onboarding, and projects all in one place.

But here’s the friction most teams run into:

• Deals are in monday.com
• Email marketing happens somewhere else
• Sales and marketing are looking at different data

Without proper syncing, your CRM slowly drifts away from reality. Sales doesn’t see who’s engaging. Marketing doesn’t know who should receive which campaign. Contacts get duplicated. Fields get outdated.

With Outfunnel’s 2-way sync, monday.com connects directly to marketing platforms like Mailchimp, Klaviyo, MailerLite, HubSpot, or ActiveCampaign. New contacts sync automatically. Field updates stay aligned. (And soon, email engagement data will flow back into monday.com.)

And because it’s 2-way, updates made in your marketing platform don’t disappear into a black hole. Both systems stay in sync. Example integrations:

• monday.com Mailchimp integration
• monday.com Pipedrive integration
• monday.com Klaviyo integration

For monday.com users, this makes it much easier to plug your CRM into the rest of your sales and marketing stack without a hundred zaps.

The easiest way to connect GetResponse with CRMs like Pipedrive, HubSpot, Salesforce, and monday.com

GetResponse is built for marketing automation. You can create advanced workflows, segment audiences, and track engagement in detail.

But even the best marketing automation tool loses impact if your CRM isn’t aligned with it.

Now, with 2-way sync via Outfunnel, GetResponse stays connected to your CRM in real time.

When a contact is added or updated in your CRM, it syncs to GetResponse. When someone engages with your campaigns, that data syncs back.

That means:

• Sales can see opens and clicks without logging into another tool
• Marketing can trigger automations based on CRM stages or custom fields
• Both teams work from the same contact data

No manual imports. No lag. No confusion over which system has the “correct” version.

Example integrations:

• Pipedrive GetResponse integration
• HubSpot GetResponse integration
• monday.com GetResponse integration

There’s more coming

This integration also lays the groundwork for deeper automation between your tools.

If you’re using Pipedrive, HubSpot, Copper, monday.com, or Salesforce as your CRM, you’ll soon be able to automatically create projects in monday.com when a deal is marked as won.

Close deal → kick off onboarding → start delivery.

Similarly, we’ll soon be adding engagement syncing from GetResponse to your CRM.

No manual data transfers. No missed handoffs. No “why wasn’t this followed up?” moments.

Sign up for a free 14-day Outfunnel trial.

The post 2-Way Contact Syncing Now Available for Monday.com and GetResponse appeared first on Outfunnel - Sync Sales & Marketing Data.

This time, we looked earlier in the journey. Instead of paid customers, we analyzed (thousands of) our free trials from 2025.

Trial behavior is noisier than paid usage, but it has one important advantage. It captures intent before habits, contracts, and organizational constraints settle in. It shows what teams want to do, even if they do not all end up doing it long-term.

There are a few important caveats.

First, this analysis includes only trials where a CRM was connected. Outfunnel trials can also involve non-CRM setups, such as syncing Mailchimp with Google Sheets or connecting Airtable to Klaviyo. Those use cases are valid, but they are not what this post is about. What we are looking at here is a specific slice of the market: teams that already care about how sales and marketing data should flow through a CRM.

Second, our integrations cover a relatively small part of the martech landscape, and our ability to stand out among users of different sales and marketing tools varies.

So we’re looking through a narrow keyhole — but a useful one.

Facebook Lead Forms show up surprisingly high in B2B stacks

One of the more surprising findings in the data is how often Facebook Lead Forms CRM connection appear in our trial setups. Across all CRM-connected trials, it was the single most connected app at 19.2 %, ahead of marketing automation leaders like Mailchimp and Klaviyo.

This shouldn’t be dismissed as an anomaly. Industry research shows that more than half of B2B marketers use Facebook for paid advertising, and a large majority of B2B buyers research solutions on Facebook, suggesting that the platform plays a meaningful role in professional demand generation despite its consumer associations. 

Part of Facebook’s appeal is also economic: benchmarks often show lower cost-per-lead on Facebook compared with LinkedIn, even though the platforms can differ in lead quality and downstream conversion. 

Part of Facebook’s appeal is also economic: benchmarks often show lower cost-per-lead on Facebook compared with LinkedIn, even though the platforms can differ in lead quality and downstream conversion. 

In other words, while LinkedIn remains a top channel for many B2B teams, Facebook is far from irrelevant — and trial behavior shows that fast, lower-friction capture via Facebook Lead Forms fits into many sales-led stacks.

B2B marketing automation leaders: Mailchimp and Klaviyo win for different reasons

Mailchimp is the “IBM of email marketing”, it tends to win when teams want something familiar and broadly applicable. It shows up consistently in trial data and continues to function as the default option for many teams.

That has not changed.

What has changed is where Mailchimp is no longer the clear leader.

When we look at marketing tool popularity by CRM, different ecosystems behave differently. In case of Pipedrive, Copper, and Salesforce Mailchimp remains the most commonly connected marketing automation tool, followed by Klaviyo, Brevo, and MailerLite.

HubSpot is the exception.

In HubSpot trials, Klaviyo is the most commonly connected marketing automation tool, ahead of Mailchimp and ActiveCampaign. This mirrors what we saw in last year’s analysis of paying customers. It’s a powerful tool for setting up complex email journeys, especially in ecommerce context.

Because HubSpot Marketing Hub already covers basic marketing workflows, teams may only connect an external tool when it offers clearly differentiated functionality. Anecdotally, we see a growing number of companies running B2B sales and ecommerce in parallel, which would explain the popularity of Klaviyo.

If every CRM has native integrations, why do third-party iPaaS tools still win?

Every CRM we looked at has a pretty good native Mailchimp integration (HubSpot has two). HubSpot also offers broad native marketing capabilities. So why do teams still use third-party integration tools like Outfunnel?

The simplest answer is that “native integration exists” is not the same thing as “native integration is good enough for how teams actually work.”

In practice, adoption is driven by questions like:

• Does it sync the right objects and fields?
• Does data move one-way or back-and-forth?
• Can I control timing and logic, or am I stuck with defaults?
• Does it support real workflows (segmentation, lifecycle states, lead sources, attribution) without hacks?
• Ultimately: can I implement the workflows my sales and marketing teams need?

This also helps explain why “all-in-one” platforms like HubSpot and Salesforce have rich third-party ecosystems. Checklists matter less than how well tools work together in practice.

Trial users vs paid users: intent vs commitment

Trial data and paid customer data answer different questions.

Trial users show curiosity. Paying users show commitment.

Some tools are easy to try but hard to operationalize. Others may not dominate trials but become deeply embedded once workflows mature. The gap between trial behavior and paid usage is not a flaw in the data. It reflects the difference between experimentation and long-term adoption.

Trial data should not be treated as a verdict. It is a directional signal.

CRM choice correlates strongly with the rest of the stack

When we look at which tools are connected alongside different CRMs, a clear pattern emerges: CRM choice is not neutral. It correlates closely with the broader sales and marketing stack teams assemble during evaluation.

For example, when we rank the most popular lead form and database tools across CRM-connected trials, the differences are striking:

Naturally, our “keyhole” is impacted by the amount and quality of alternative integration options but the data is still telling.

These patterns align with what broader industry research tells us about CRM and persona clusters. For instance, Gartner and Forrester research consistently profiles Pipedrive as a choice for sales-led SMB teams who prioritize straightforward lead capture and pipeline visibility. This maps well to the prominence of paid social and lightweight form tools in its ecosystem. Conversely, HubSpot CRM often attracts marketing-oriented teams working with richer data and professional networks, which helps explain the higher relative popularity of LinkedIn Lead Forms and Google Sheets as integration points.

It is difficult to draw a clean line between cause and effect in these correlations. Some teams choose a CRM first because it fits a particular go-to-market model, then build the rest of the stack around it. Others arrive with marketing tools already in place and choose the CRM that fits best with those investments.

What is clear is that CRMs are not neutral infrastructure. They shape ecosystems. Even at the trial stage, the choice of CRM coincides with distinct patterns of complementary tooling, and those patterns reflect real differences in how teams approach lead capture, data flow, and cross-functional alignment.

So, what does this mean for my team?

The first thing to acknowledge is that this data does not represent the entire market. Outfunnel sees a specific slice of it: teams that care about how CRM data and marketing tools work together in real workflows.

The second takeaway: make conscious choices about your tools and integrations. Early setup decisions tend to reflect how your team actually wants sales and marketing to work together.

If your current tools are not giving you the workflows you need, that is usually not a limitation you have to accept. In many cases, there is a better way to connect your CRM and marketing tools so the data flows the way your team expects it to.

And we at Outfunnel offer pretty good integrations for Pipedrive, HubSpot, Copper, Salesforce, Airtable, and Monday, so you know.

The post What CRM Trial Data Reveals About Sales and Marketing Stacks appeared first on Outfunnel - Sync Sales & Marketing Data.

Whether you’re just getting started, migrating from another CRM, or trying to scale up, the right consultant can help you configure pipelines, automate workflows, extend the functionality with Pipedrive integrations, and train your team. While this is not free, you’ll probably save time and reduce errors.

Below are some of the best Pipedrive consultants (or agencies) to consider if you want to get more out of your CRM setup.

Why hire a Pipedrive consultant?

You might want a consultant if:

• Your team spends too much time manually updating deals or contacts.
• You’re moving from a different CRM and need help migrating data and re‑thinking your pipeline.
• You want to set up automations (e.g. syncing with marketing tools like Mailchimp or WordPress, scheduling follow-ups, reminders) but don’t have in‑house know-how.
• You want to get clean data, dashboards, and reports — and actually leverage the numbers to improve sales.
• You want to onboard new salespeople efficiently with a usable, consistent CRM structure.

That said — you don’t always need a consultant. Pipedrive is an easy-to-use piece of software. For simpler needs, you might get everything working by yourself. But if your process is complex or you care about scaling properly, a consultant is often worth it.

Recommended Pipedrive Consultants & Agencies

Here are eight trusted options that stand out for different reasons — from solo freelancers to full-service consulting firms.

Automated Sales / Dan Strutt

• Specialty: Pipedrive consultancy, sales‑ops, sales process design, CRM implementation and automation. 
• What they do: Dan helps companies of all sizes design logical sales processes, build pipelines, implement CRM workflows in Pipedrive and integrate Pipedrive with tools like Mailchimp, Calendly and ActiveCampaign. They thrive on developing sales systems that improve efficiency and drive profit. 
• Best for: Businesses that want to outsource the heavy lifting of CRM design and process building — from basic setup to fully optimized pipelines.

Axis Consulting

• Specialty: Certified Pipedrive experts focused on full CRM setup, lead and pipeline management, automation, integrations, and team training.
• What they do: Axis Consulting helps you launch or optimize Pipedrive for your business — from initial setup and customization to lead tracking, workflow automation, reporting, and even bespoke add‑ons.
• Best for: Small to mid‑sized B2B companies that want a robust, fully configured Pipedrive system with automation and integrations.

CRM Craft

• Specialty: Pipedrive implementation, CRM administration, automation, reporting, ongoing maintenance and support. The people behind CRM Craft are ex-Pipedrivers, so they know the product and it’s capabilities inside out.
• What they do: CRM Craft will “take care of the CRM chores” — setting up pipelines, custom fields, automations and integrations — and also offer ongoing support (e.g. admin help, cleaning up data, monitoring automations). They also provide training and help teams adopt the system properly.
• Best for: Teams that want a “set and forget” CRM — especially businesses without a dedicated CRM manager, or those that want to offload ongoing CRM maintenance.

MinorCo

• Specialty: Pipedrive consulting, productivity workflows, CRM setup and automation (with tools like Zapier), training and coaching. MinorCo is also an Asana Solutions Partner and Zapier Platinum Partner.
• What they do: MinorCo offers a structured ‘done-with-you’ support program where you learn how to become the Pipedrive expert. They also offer custom ‘done-for-you’ consulting and can build out your entire account, workflows and provide team training.
• Best for: New Pipedrive users, growing teams and any company looking to streamline their sales process using automation and AI.

Process Culture

• Specialty: Pipedrive consultancy with a focus on process mapping, automation, and use of AI to streamline sales workflows.
• What they do: As an authorized Pipedrive Partner, Process Culture helps businesses visually map out their sales processes, automate routine tasks, and set up CRM infrastructure that scales.
• Best for: Companies that want to take a process-first approach — ideal if you value clarity, scalable workflows, and want CRM to support structured sales processes from the ground up. Great for companies in Australia.

Amit Sarda

• Specialty: Independent Pipedrive consultant focusing on CRM setup, workflow automation, data‑driven sales systems, and custom integrations. Amit also works with HubSpot and Attio.
• What they do: Amit works directly with founders and small teams to set up or optimize Pipedrive — including custom pipelines, data structuring, automation (via Zapier, Make, etc.), reporting, and training.
• Best for: Small to mid-sized businesses or startups that want personalized consulting, streamlined workflows, and a consultant who acts more like a partner than a vendor.

Etienne van de Boel (for Dutch‑speakers)

• Specialty: Freelance Pipedrive & marketing automation specialist, offering CRM implementation and sales strategy guidance for Dutch‑speaking markets. 
• What they do: With 8+ years of experience in email marketing and automation, Etienne helps businesses set up Pipedrive, align sales and marketing efforts, and build scalable online sales strategies — all in Dutch. 
• Best for: Dutch‑speaking small or mid‑size businesses that want to implement Pipedrive and marketing automation with local-language support and relevant market context.

Imanta – global and Spanish-speaking

• Specialty: Pipedrive‑focused data management, CRM consulting, database migration, cleansing, enrichment, and integrations — with a strong emphasis on data quality and process first.
• What they do: Imanta offers end-to-end services: from initial data import/migration, deduplication and cleansing, to ongoing data maintenance and enhancements, integrations (even extending beyond Pipedrive via tools like Google Cloud), and Pipedrive adoption training. Their motto: invest 90% in process & people, 10% in technology.
• Best for: Businesses with messy data, legacy CRMs, or complex data workflows — or those who want to ensure clean, scalable, and reliable CRM data from day one.

Final Thoughts

Choosing the right Pipedrive consultant depends on your business needs. If all you need is a simple CRM, you might be able to DIY or use automation tools. But if you’re serious about building scalable sales processes, automations, and clean data workflows — the consultants above could save you time, headaches, and help you get the most out of Pipedrive.

Finally, tools like Outfunnel or other integration/automation platforms can help bridge the gap for many teams, making it possible to connect your CRM to email marketing, sync contacts, or automate follow‑ups without hiring a full-time consultant.

The post The Best Pipedrive Consultants (Who Can Help with Marketing Automation) appeared first on Outfunnel - Sync Sales & Marketing Data.

This is a rewrite of a post from 2019. Some of the content has changed but the aim is the same: to help marketers focus on what actually works, rather than chasing every hot new platform or plugin.

Here’s what I recommend focusing on in 2025 and beyond.

1. Look for growth tactics and “hacks”, but don’t compromise on user experience

Sure, growth hacks can deliver quick results. But short-term wins can cost you long-term trust. Nobody likes intrusive popups, manipulative CTAs, or “surprise” newsletter signups.

At Outfunnel, we’ve tested plenty of list-building tactics — and killed off the ones that annoyed our audience.

We added a scroll-triggered email collector to posts on our website some time ago. Only after implementation did we learn that it’s a “dumb” lead form. If you added your email and came back the next day, we still asked you for your email address. (Yikes!)

Smart marketing isn’t just about growth — it’s about respect.

2. Use tools that buy you back time

Time is your most precious marketing resource. If a tool saves you even an hour a week, that adds up fast.

For example, we use Outfunnel to sync CRM and email lists automatically (it’d be weird if we didn’t). That means no more importing-exporting CSV files to keep our lead and customer lists up-to-date.

A good rule of thumb: if a tool costs less than your hourly rate and saves you even just one hour per month, it’s probably worth it.

Pro tip: Look for automation opportunities hiding in plain sight — syncing contacts, cleaning lists, reporting workflows, etc.

Here’s another example: I was unpleasantly surprised when the social media tool Buffer announced that they’d discontinue their weekly statistics email. For me it had been a great way to learn which tweets had gotten good engagement, and which ones had flopped. Now I’d have to log in to the tool and navigate to the analytics view of two different Twitter accounts. Soon after that announcement, we cancelled our account.

3. Don’t just pick tools based on features — understand their DNA

All email tools might look the same on a features page. But the product’s DNA tells a different story.

Let’s look at CRMs, for example. Pipedrive was built for pipeline management, Copper for tight integration with the Google Workspace, HubSpot for taking the company multi-product. (Related: we’ve done a Pipedrive vs HubSpot comparison). So don’t just compare templates or pricing — dig into the company’s mission, blog content, and customer stories.

But in a typical vendor comparison matrix, all tools appear to do very similar things.

When comparing tools, ask: are they solving problems similar to yours? Do they care about the same stuff? That’s what matters.

4. When doing outbound, invest in targeting and copy

Outbound just works, so it should probably be in everyone’s “toolbox”.

Alas, because generating cold emails is easier than ever, all of our inboxes are overloading with outreach messages.

It’s so easy to set up a dozen burner domains for cold email, and there are hundreds of AI-powered tools that don’t care about your results or how much annoyance the avalanche of emails causes.

Luckily, some modern tools like Amplemarker, Sera, and others have rapidly improving targeting options based on relevant signals such as mentioning your competitor in a negative light in a review, or participating in relevant Slack groups (in addition to basics like social media activity). I predict that companies that over-invest in targeting will win big.

Also, don’t go with the first version that your AI tool outputs, and really invest in writing.

Every email you send should earn its place in someone’s inbox. Write like a human. Be clear. Edit mercilessly. Pay a real human copywriter. Test, then test again. (And don’t forget to spell check)

5. Double down on AI — but don’t outsource your voice

Yes, AI can help you move faster. No, it shouldn’t replace your brain.

Use AI to help you:

• Create and repurpose content of all kinds
• Summarize call transcripts or CRM notes
• Build segments based on behavior

But don’t rely on it for originality, insight, or emotional connection. Your voice, your values, and your customer understanding are still your strongest assets.

PS. AI wrote this section, I wrote (almost) everything else. Notice the difference?

6. Invest in attribution tooling and processes

Most teams set up Google Analytics or CRM tracking and call it a day. But attribution data from tools alone can miss a lot — especially the human stuff. Like the Slack group where someone dropped your name, and that’s surprisingly popular. Or that podcast appearance from last year that quietly keeps sending traffic.

Here’s the move:

• Set up the basics — UTM tagging, CRM integration, and lead source tracking (Outfunnel can help to measure lead sources).
• Then ask every new lead how they found you — a simple form field works wonders.

Why both? Because we’ve seen that self-reported data often uncovers high-impact, low-visibility channels, while software-based tracking gives you consistency and scale. Combine them, and you get attribution that’s actually useful — not just a bunch of vanity metrics. See how we at Outfunnel track lead sources and how AI tools are on the rise.

And with AI getting better at connecting the dots across messy, multi-touch journeys, there’s even more value in feeding it high-quality input from both humans and systems.

So if you’re skipping either part, now’s the time to fix it. Track what you can. Ask what you can’t. And stop flying blind.

7. Deploy “inverse strategies” to get the most out of your email list

It’s well-known that your email list is an asset. Grow it, enjoy the benefits of it and don’t do anything stupid like use it all up in a weekend.

Conventional wisdom is to grow an email list. Smart marketers also invest in deleting people from their email lists. Namely, trimming people that haven’t engaged with emails for a long time.

This increases email deliverability and accuracy of your email reporting, as well as reduces your email budget.

Smart sales teams already target prospects that open and click emails. An inverse strategy to add on top is to go after negative email engagement signals like unsubscribes and bounces.

• Unsubscribing from a marketing email can mean : that (a) someone has opted for a competitive offering, or (b) found your email marketing uninteresting, or (c) found your latest email so convincing that they don’t need any new information. Whatever the reason, it’s a great reason to contact that prospect and find out.

• Email bounces usually mean that someone has changed their email address, and perhaps changed jobs. This means that you may want to (a) find out where they left to and initiate a new sales opportunity, or (b) find out who’s the replacement and make sure the work done so far wouldn’t go to waste.

📬 Next step: Build workflows that trigger actions based on unsubscribes and bounces.

8. The best long-term b2b marketing strategy is to invest in brand

Last but not least. Paid ads are getting more expensive and achieving worse results. Organic social media reach has been falling on multiple platforms. Search engines solve an increasing number of queries and competition is high.

Whatever you’re selling and whoever you’re selling to, the best long-term marketing bet is to invest in your brand. If your marketing plan is too acquisition and lead generation focused, your competitors will overtake you in a year or two.

Your marketing plan should include things like brand advertising, thought leadership and extreme top-of-funnel content, PR, events, community building, social media stunts, and the like. (See how we approach branding).

Yes, the short-term ROI on them is lower than for buying more Facebook ads right now, but you probably can’t afford to not think long term. A Facebook ad might get you a bunch of clicks today, but truly great marketing builds you a lasting reputation that compounds over time.

B2B marketing strategies conclusion: when in doubt, go back to the basics

There’s always something new to pay attention to in marketing, and hopefully you got an idea for a tactic or a tool from this post.

I also hope I was able to illustrate why, in addition to following the new, it’s beneficial to deeply re-examine the basics.

It pays to treat customer data with respect, to keep user experience front-and-center, and to continuously invest in your brand.

The post 8 B2B Marketing Strategies From a MarTech Insider appeared first on Outfunnel - Sync Sales & Marketing Data.

We regularly crunch the numbers from our self-reported lead source data. It’s a simple form field—“How did you hear about us?”—but over time, it paints a surprisingly insightful picture of B2B buyer behavior.

We’ve just wrapped our comparison of H1 2024 vs H1 2025. There’s a lot that’s stable… and one thing that really isn’t.

Let’s dive in.

Here’s a version of the table highlighting the most significant changes:

Outfunnel’s Self‑Reported Lead Sources: H1 2024 vs 2025

ChatGPT is now a real lead source

In 2024, almost no one reported finding us via ChatGPT or other AI tools—just 0.75%.

Fast forward to 2025? That number has jumped to 7.29%!

That’s a nearly tenfold increase in 12 months. And it’s by far the most dramatic shift in our lead source mix. More and more, we’re seeing comments like:

“I asked ChatGPT for the best CRM + marketing automation combo, and Outfunnel came up.”

“I was looking for tools to connect HubSpot and Mailchimp, and AI recommended you.”

It’s clear that ChatGPT (and other AI assistants) are becoming a new kind of discovery engine—sitting somewhere between Google search and a savvy consultant.

What the rise of AI means for B2B marketers

This isn’t just a curiosity—it’s a wake-up call. Here’s why:

AI is the new middleman.

Think of ChatGPT as your smartest, best-informed sales rep—but one that works for everyone. If your tool doesn’t show up in its answers, you may be invisible to a growing portion of your audience.

SEO isn’t enough anymore.

In the past, we focused on ranking in search. Now, we need to think about “ranking” in AI. That means:

• Structuring your content clearly
• Answering specific questions AI might be asked
• Being mentioned in trusted sources (AI learns from those)

AI-ready content is (slightly) different.

We’ve seen that AI tools often reference comparison articles, integration directories, and clear “best for X” recommendations. So, rather than writing generic blog posts, think: “Would this help ChatGPT recommend us?”

The good news: these content strategies also boost your SEO, so it’s not an either/or.

Bonus: I’ve found this email course on using AI tools in content from Steven MacDonald super useful.

Surprisingly modest drop in (Google) search

Given how big ChatGPT’s rise was, we expected a sharper decline in Google-driven leads. Instead:

• Google Search dropped from 19.57% to 17.25%
• Review sites dipped slightly from 1.72% to 1.54%

In other words, traditional channels are holding up better than we expected.

This aligns with what we wrote in our B2B marketing attribution insights post: attribution isn’t black and white. People might:

• Head about you in a podcast
• Ask ChatGPT for confirmation
• Then Google you to double-check before signing up

So while ChatGPT might be the “first touch,” Google is still very much in the mix.

Other channels are mostly steady

Not every shift was dramatic—and that’s OK. Some channels are just consistently useful:

• App marketplaces still account for ~34% of leads (34.73% ➜ 34.29%)
• Social media and word-of-mouth stayed flat
• Advertising dropped slightly (1.57% ➜ 0.62%), but that’s been trending down for a while (and we’ve tightened up or ad strategies)

These channels matter, but there’s no breaking news here.

Attribution tip: ask your leads and use attribution tools

“How did you hear about us?” still works wonders.

And for a clearer picture, layer in:

• UTM tracking (hint: Outfunnel can help).
• Session-based analytics

That way, you can connect what people say with what actually happened. See my earlier post on combining self-reported lead sources with tracking.

Final thoughts: B2B discovery is evolving fast

The key takeaway from this year’s data?

ChatGPT and other AI tools are now real players in the B2B buying journey.

They’re not replacing search or word-of-mouth—but they’re absolutely reshaping how people discover tools like Outfunnel.

If you’re a marketer, the best move right now is to optimize for both humans and machines. That means:

• Writing helpful, clear, and specific content
• Creating comparison pages and use case explainers
• Getting mentioned in places that AI models learn from

The future of discovery is hybrid. And now’s the time to get ahead of it.

PS. Do you already have a plan for connecting Pipedrive with ChatGPT, or HubSpot with ChatGPT? We can help.

The post The Rise of AI in B2B Discovery: What Our Latest Lead Source Data Reveals appeared first on Outfunnel - Sync Sales & Marketing Data.

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?

• Set up Pipedrive
  • Create stage flags using deal fields
  • Create deal filters for Zapier triggers
  • Create automations to update stage flags (fields)
• Connect Pipedrive to Google Analytics 4 with Zapier
  • Send a regular event to GA4 (e.g. Signed up)
  • Send a purchase event with revenue to GA4
• Connect Pipedrive to Google Ads with Zapier
  • Send offline conversions to Google Ads

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

The post How to connect Pipedrive to Google Analytics 4 and Google Ads appeared first on Outfunnel - Sync Sales & Marketing Data.

• “Added product to cart”
• “Started checkout”
• “Viewed product”
• …and more.

So if a lead browses your store or adds something to their cart but doesn’t hit “buy,” your sales team can follow up with context — and perfect timing.

Why this matters: smarter cross-channel sales workflows

This is a big win for companies that sell in two ways at once — through a sales team and an online store.

• Traditional B2B sales with a sales team
• B2B ecommerce via platforms like Shopify or WooCommerce

For example, this may be a manufacturer that sells complex solutions via a good old sales team but has made spare parts and more affordable products available via their online store. While the sale motions are separate, it’d still be useful for the salespeople to know which products their leads browse on the website.

Let’s say someone browses your web store and adds a product to their cart but doesn’t complete the purchase. With our new Klaviyo event sync, your sales team will see this in the CRM and can follow up with a timely email or call — no guesswork needed.

It bridges the gap between marketing automation and sales outreach like never before (at least not that we know of).

Easy setup: just connect Klaviyo

Here’s another cool thing: your Shopify or WooCommerce store doesn’t need to be connected to Outfunnel directly.

As long as your online store is connected to Klaviyo, we can pick up all relevant ecommerce events from there and sync them to your CRM — HubSpot, Pipedrive, or Copper.

So setup is simple. Just:

1. Make sure Klaviyo is integrated with your store
2. Connect Klaviyo to Outfunnel
3. Choose the events you want to sync to your CRM

Done. ✨

A new customer segment for us, and just the beginning

This feature opens the door to a whole new set of use cases for companies blending ecommerce with traditional sales. If that’s you — welcome! 👋 We’re excited to support you.

And we’re just getting started. Right now, this works with Klaviyo — but we’re already exploring support for more marketing tools that are connected to online stores.

👉 Got a specific tool you’d like to see supported? Get in touch — we’d love to hear from you.

Ready to get started?

If you’re already using Klaviyo with your store, you’re just a few clicks away from smarter, cross-platform sales workflows. Learn more:

• HubSpot-Klaviyo integration
• Pipedrive-Klaviyo integration
• Copper-Klaviyo integration
• Salesforce-Klaviyo integration
• See all our Klaviyo integrations

The post Smarter Sales Follow-ups Start Here: Track Klaviyo Ecommerce Events in Your CRM appeared first on Outfunnel - Sync Sales & Marketing Data.

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:

• Sync contact data both ways (contacts from CRM → Mailchimp and back again),
• Connect email engagement (opens, clicks, unsubscribes) to the CRM for sales follow-up, or
• Run automated lead nurturing that actually talks to your sales process…

…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)

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.

The post The Most Popular Marketing Automation Tools by CRM (or What Your Choice of Marketing Tool Says About You) appeared first on Outfunnel - Sync Sales & Marketing Data.

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:

• Pipedrive Forms
• WordPress forms
• Wix Forms
• WebFlow Forms
• Typeform
• Paperform

1. Pipedrive Forms

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

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 

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:

• Elementor Forms
• Contact Form 7
• Gravity Forms
• WPForms
• JotForm
• Ninja Forms

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.

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

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 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 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

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!

The post Pipedrive Forms: The Complete Guide to Web Forms & Integrations appeared first on Outfunnel - Sync Sales & Marketing Data.

You can now sync your CRM data directly to Google Sheets, one of the most widely used tools by sales and marketing teams around the world. This might sound like a small addition at first glance. But for us, it’s something bigger.

From “just syncing sales and marketing tools” to powering go-to-market operations

When we first launched Outfunnel, our focus was clear: help sales and marketing tools talk to each other better. And we’ve done that—whether it’s syncing contacts between CRM and marketing automation platforms or bringing engagement data back to your CRM, we’ve made sure revenue teams can work off the same data, automatically.

But we’ve always known there’s more to the story.

Modern go-to-market teams use more than just CRMs and email platforms. They build dashboards in spreadsheets. They collaborate across tools. They analyze pipeline data, campaign performance, and lead progression in ways that no single app can cover on its own.

And that’s exactly where this new integration comes in.

Why Google Sheets?

Because reporting is a critical part of sales and marketing workflows—and it’s also one of the messiest.

We’ve talked to countless customers with setups like this: CRM as the system of record, email platform for campaigns, Google Sheets for reporting, tracking KPIs, or syncing with other teams.

But getting CRM data into Sheets usually meant manual exports, custom scripts, or overcomplicated automation setups in tools like Zapier. And if you want to keep the sheet updated in real time? Good luck.

So we built a better way.

What the Google Sheets integration does

Outfunnel’s new integration lets you:

• Automatically sync contact data from your CRM to Google Sheets
• Choose which fields to sync—custom fields, deal data, tags, labels—you name it
• Set up recurring syncs so your Sheets data is always fresh
• Use synced Sheets for reports, dashboards, or as a bridge to other systems.

In other words, it’s now easier than ever to get CRM data into a spreadsheet without copy-pasting, CSV exports, or duct-tape automations.

Why this matters (and where we’re heading)

This launch isn’t just about spreadsheets—it’s about expanding what Outfunnel helps you do.

It’s about recognizing that data doesn’t just flow between sales and marketing tools. It flows into reports, scorecards, ad platforms, onboarding dashboards, and more. Our goal is to support those workflows too—so revenue teams can focus on making better decisions, not managing messy data.

We’ll still be the best at syncing sales and marketing tools. But now we’re evolving from being a “data sync tool for marketers” into a revenue operations enabler—connecting the dots between CRM, marketing, reporting, and beyond.

You could say we’re moving from “one trick pony” to “reliable data backbone” for go-to-market teams.

Who is this for?

If you’ve ever:

• Built a custom spreadsheet just to report on pipeline or campaign performance
• Manually exported contacts weekly to share with other teams
• Needed a quick and flexible way to combine CRM data with other business data
• Struggled to get CRM data ready to be analyzed by BI or AI tools

…then this is for you.

Outfunnel’s Google Sheets integration is perfect for sales and marketing teams who:

• Work with complex data syncing needs
• Need flexible, real-time reporting
• Want to spend less time exporting and more time acting on insights

Give our CRM – Google Sheets integration a go

The Google Sheets integration is now available for all Outfunnel users for the following apps:

• Pipedrive – Google Sheets integration
• HubSpot – Google Sheets integration
• Copper – Google Sheets integration

We’ll be adding more apps shortly, like Monday.com-Google Sheets integration, Salesforce-Google Sheets integration, Mailchimp – Google Sheets integration, Klaviyo – Google Sheets integration, Brevo – Google Sheets integration, MailerLite – Google Sheets integration and ActiveCampaign – Google Sheets integration.

We’ll also be making the CRM and Google Sheets integration deeper. For example, allowing to sync tasks, deals or other objects in addition to contacts. (Let us know if you have a use case we don’t currently solve.)

And this is just the beginning. As we continue to grow, we’ll be expanding into more universal tools that go-to-market teams rely on—while staying true to our mission of keeping your sales and marketing data connected, clean, and useful.

For example, we’re also adding Google Sheets integrations with popular lead form and scheduling tools:

• Calendly – Google Sheets integration
• Facebook Lead Forms – Google Sheets integration
• LinkedIn Lead Ads – Google Sheets integration
• Elementor – Google Sheets integration
• WPForms – Google Sheets integration
• ContactForm7 – Google Sheets integration
• Gravity Forms – Google Sheets integration

Ready to get your data where it gets used? Start syncing CRM to Google Sheets now

The post Outfunnel Now Integrates with Google Sheets: Expanding Beyond Sales and Marketing Sync appeared first on Outfunnel - Sync Sales & Marketing Data.