free
free

With Praiz integration, get all your calls summaries and more, synced in the right place, in real time, directly in Pipedrive!

Nurture my leads, Communicate with leads, Manage my accounts

App screenshot
App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

Praiz integration in Pipedrive lets you sync all your Praiz automated notes and summaries directly in Pipedrive, associated with the right contact and company, in real time.

Each time you record a call with Praiz, we automatically find the contacts associated with the participants of the call, and create a note with the AI-generated summary you are used to find in the Praiz application, right after the call.

The summary also contains direct links to specific moments of the call so it is super simple to check what was said in the meeting in the Praiz app!

Installation instructions

To install the Praiz integration for Pipedrive, log into your Praiz account, and go to Settings, then click on the CRM tab (or go directly to this link), look for Pipedrive, and complete the authorization flow.

Once it is done, Praiz will start to log Summaries and extracted information as notes in Pipedrive, in the appropriate Contact / Organization / Deal object.

Note that you need a paid access to Praiz for the integration to be active.

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