**Optimize Your Pipedrive Experience with Our Outlook Add-in**
-
Enhance your productivity and streamline your sales processes with SaySync. By integrating directly with Outlook, this tool allows you to manage your Pipedrive contacts, organizations, deals, activities, and notes - all without ever leaving your inbox.

**Key Features:**
- **Effortless Data Entry:** Quickly add new contacts, organizations, deals, activities, and notes directly from Outlook, making data entry seamless and error-free.
- **Instant Data Access:** View essential information at a glance. Our sidebar displays all related contacts, organizations, deals, activities, and notes, allowing you to access the information you need without switching applications.
- **Deal Management Made Easy:** Choose the right deals and update stages and statuses directly within your email workflow. This feature ensures that you always stay on top of your sales pipeline.

**Why Integrate with Outlook?**

Integrating Outlook with Pipedrive through SaySync gives you unique advantages:
- **Seamless Information Management:** Manage all your sales and communication data in one place, saving you valuable time. This integration minimizes the need for multiple tools, reducing the risk of overlooked details and errors.
- **Enhanced Productivity:** By keeping all necessary tools in one interface, you can speed up sales cycles and strengthen customer relationships, ensuring that every interaction is efficiently captured and utilized.

Nurture my leads

Manage contracts

Manage my projects

SaySync

ZBrain's AI Copilot for Sales is an integrated AI solution designed to enhance your sales process within Pipedrive. With four key features, AI Copilot for Sales boosts sales team productivity, empowering your team to drive more sales.

**Generate Executive Summary:** It automatically creates the executive summary of each deal by reviewing past activities, notes, deal history, and emails sent and received. The summary includes key events and understanding of the deal.

**Identify Issues:** It identifies gaps and issues by reviewing deal details, meeting notes, deliverables, and all historical data for a deal. It includes specifics on what went wrong and what parties are involved. It helps the team identify and fix any communication gaps.

**Suggest Next Best Action:** It suggests the next best action item by looking at the latest activity and data in Pipedrive. A suggested action could be sending an email, drafting a document, making a phone call or any other step you use in your organization. It also drafts the agenda or content of the suggested action item.

**Fine-tuning of LLM for each organization:** Using the Zbrain enterprise plan, an organization can use a proprietary fine-tuning model built for them and hosted in a private environment.

Immediately increase the sales team's productivity by giving them immediate access to the deal summary, insights and drafted content for the next best action item.

Automate my pipeline and data

Other use cases

ZBrain AI Copilot for Sales

**Rasayel** helps your sales team qualify, nurture, and communicate with leads directly over WhatsApp. Since you already use Pipedrive to drive revenue, Rasayel amplifies those efforts by making WhatsApp communication seamless. 

**Rasayel & Pipedrive** → Sign up for Rasayel, connect your WhatsApp number, and install the integration. Instantly start chatting with your leads in WhatsApp!!

### Activity Logging
Rasayel automatically logs WhatsApp conversations into your Pipedrive leads and deals. Get full visibility of your team's WhatsApp interactions directly within Pipedrive.

### Activity Reports
Track your team's WhatsApp performance. Easily generate reports to see metrics like the number of messages sent by each team member within a chosen time period.

### View Pipedrive Lead or Deal information in WhatsApp
Rasayel's shared team inbox displays your Pipedrive leads and deals alongside WhatsApp conversations.  No more switching tabs – get vital lead context instantly.

## Why Rasayel + Pipedrive?

* “Practically 90% of our deals are closed on WhatsApp thanks to Rasayel.” - Enrique, Medesk
* “The most valuable...benefit of Rasayel is how much we can automate” - Saad ElMobarak, CTO - Qoyod.com
* “Rasayel helped us manage and track our sales from one app. Great mobile app, great support team!” - Arsen, CEO - Smile Turkey

Qualify my leads

Communicate with leads

Support my customers

WhatsApp for Sales

Pipedrive & Clerk Chat: bring all your contacts to Clerk Chat to enable 1:1 and marketing campaigns across:

- SMS
- WhatsApp
- iMessage (soon)

Clerk Chat helps you close your deals faster by allowing you to message your leads, prospects, and contacts all from one gorgeous and intuitive interface.

Filter your contacts based on properties you set in Pipedrive and build comprehensive lists to help you drive conversations that build engagement.

**Features our customers love:**
- Send 1:1 messages and high-volume campaigns
- Have control over your team with flexible permissions
- Integrate with leading platforms like Microsoft Teams, Zoom, Salesforce, RingCentral and more
- View analytics to understand usage, growth, and response rates
- Export conversation history and logs to your eDiscovery tool of choice (Azure, Purview, and OneDrive)

Clerk Chat

Snov.io is an all-in-one platform for lead generation, cold outreach, email verification, and more. Powered up by Pipedrive integration, it provides an efficient toolset to streamline your sales process.

Syncing Snov.io app with Pipedrive helps you:
- Seamlessly share prospects, emails, notes, and company details between the platforms
- Keep your database clean and duplicate-free with a one-way or two-way sync
- Benefit from Pipedrive's customer insights to craft impactful drip campaigns on Snov.io
- Automate your processes by starting an event in Snov.io and selecting a corresponding action within Pipedrive

Pipedrive API integration with Snov.io provides a more coordinated approach to handling sales from the beginning till the closing stage, with every piece of data right where you need it.

Attract new leads

Manage my accounts

Snov.io

Watask is a powerful integration tool that links your Pipedrive CRM and WhatsApp. With Watask, you can automatically send personalized messages to your prospects whenever their stage in the sales funnel changes.
Say goodbye to manual follow-ups and missed opportunities!
Install to Pipedrive today to start your **FREE Trial**!

Watask

**Fromni Chatbots** app for Pipedrive is a simple and easy-to-use solution for automating conversations. The app can automatically ask for a review when the deal’s status changed to Won. You can set your own template and scenario. The app can start the conversation either immediately or with a delay.

**App features**

- **Template builder**. Create different templates with or without variables.
- **Automations**. Create new automations in just a few minutes. Currently we support automated messaging based on your **deals** status. Choose the automation type, add the text you'd like to send and set the time. The app can send your message either immediately or with a delay.
- **Messenger**. All your conversations in one place. 
- **Scenario builder**. Build your own conversational chatbots without coding. 
- **Lower rates**. We can offer competitive pricing for all your requirements.

Use Messengers, SMS or even Webpage for your automated chatbots.

Fromni Chatbots

AI Note-taker by Quil is an innovative tool that not only effortlessly captures and organizes interview data but also seamlessly integrates with leading platforms such as Pipedrive. Quil records calls, transcribes speakers, generates customizable notes and creates follow up documents all automatically. Quil saves hours of tedious admin work per day for the average user. Quil also seamlessly integrates with Pipedrive, allowing you to sync notes from Quil to Pipedrive without the manual copy and paste.

By automating these traditionally time-consuming tasks, we liberate your schedule, providing you with more time to connect with candidates and make critical decisions that drive your hiring success. Consider our AI Notetaker as your virtual hiring assistant, offering real-time recommendations to enhance the efficiency of your hiring process. At Quil.ai, we go beyond being a mere tool; we position ourselves as your strategic partner in simplifying the intricate world of hiring. Embrace a superior way of recruiting with us.

AI Note-taker by Quil

**Message Central** offers a seamless integration with Pipedrive, serving as a valuable extension for businesses looking to enhance their lead engagement and communication. You can effortlessly send SMS notifications to leads within Pipedrive, simplifying the process and ensuring timely outreach in following ways:

**Instant Communication**: When a lead in your Pipedrive CRM requires immediate attention or update, with Message Central you can send SMS notifications instantly, ensuring your message reaches the recipient promptly

**Efficiency and Convenience**: With Message Central, you can send SMS notifications directly from Pipedrive, streamlining your workflow and saving valuable time

**Personalized Engagement**: Customize SMS notifications to resonate with your leads

**Automation and Alerts**: Set up automated triggers within Pipedrive to send SMS notifications based on specific lead interactions or milestones

**Track and Optimize**: Gain insights into the effectiveness of your SMS notifications with Message Central's tracking and analytics features

**Enhanced Lead Management**: You can ensure that your leads receive timely &amp; informative SMS notifications, ultimately improving lead management and conversion rates

In summary, Message Central simplifies SMS notifications, making it easy to reach out to leads with personalized and timely messages. This integration enhances the efficiency and ensures effective communication, and nurture leads into valuable customers.

Message Central

Outfunnel's 2-way Pipedrive and Klaviyo sync provides a continuous and seamless contact and engagement sync that can be set up in minutes. 

It covers all critical use cases and workflows that are not handled well by generic integration platforms or even native integrations. 

**Automatic and seamless contact sync**
- Sync all Pipedrive contacts or a subset(s) you define with filters to Klaviyo lists and keep the two databases in sync going forward.
- Record new Klaviyo subscribers to Pipedrive when they sign up or only when they engage with your emails. (coming soon)
- Built-in deduplication logic
- Error detection with a detailed log

**Powerful and smart field mapping**
- Map all popular field types, including custom fields so that if a field is updated in Pipedrive, it is updated in Klaviyo automatically.

**Give sales context with Klaviyo engagement (Coming in October 2023)**
- Record email engagement like opens, clicks, bounces, or unsubscribes from any Klaviyo campaign type to Pipedrive contact, organization, and deal profiles as activities, notes, field updates, or deals.
- Sync historical engagement

Try free for 14 days.

Klaviyo 2-Way Sync

Zebrista - Put your Lead Gen on Auto-Pilot

Reach out to your potential customers before your competitors do!

Zebrista is a sales automation platform that automates almost all pre-sales tasks in any typical B2B sales process, including automatically searching online for prospects, doing enrichment, finding out decision-makers, their contact information, and finally automatically reaching out to them via various means such as LinkedIn and email along with doing follow-ups.

Please visit our website Zebrista.com for more info.

Zebrista

Turn missed chances into confirmed meetings with Aardvark's SMS reminders for Pipedrive.

Sync your Pipedrive contacts and calendar with one click, setting up automated SMS reminders using your custom templates. Once a contact is scheduled for a meeting, Aardvark pulls their phone number from your CRM and sends an SMS reminder, ensuring your leads remember their appointments.

But Aardvark goes beyond just sending reminders. Customize your messages, triggers, and recipients for targeted communication, adjusting your approach based on your leads' specific needs and behaviors, which enhances engagement.

Aardvark also provides a comprehensive dashboard displaying your team's scheduled meetings and reminders, allowing for efficient tracking and organization.

With Aardvark and Pipedrive, bid farewell to no-shows and embrace improved meeting attendance. No more missed opportunities or dampened morale - just simple, automated reminders.

Say no to no-shows and HELLO to enhanced meeting attendance!"

Connect your favorite tools or easily find new ones

Nurture my leads

Can't find the app you need?