The AI meeting notetaker, recorder, and transcription tool for sales teams.

tl;dv is the AI meeting assistant and meeting recorder that automatically records, transcribes, and summarizes every sales call on Zoom, Google Meet, and Microsoft Teams. It syncs meeting notes, call recordings, conversation intelligence, and meeting highlights directly to Pipedrive contacts, deals, and activities, eliminating manual CRM data entry after every call. Trusted by 500,000+ teams worldwide.

With tl;dv + Pipedrive you can:

- Auto-sync AI meeting summaries and full transcripts as CRM notes to the right contact
- Log sales recordings under Pipedrive Activities (discovery calls, demos, onboarding, QBRs)
- Auto-create new Pipedrive contacts from meeting participants not yet in your CRM
- Push action items and call notes directly to the right deal
- Map meeting highlights and key moments to custom Pipedrive fields
- Coach your reps with searchable voice recordings, AI insights, and meeting intelligence
- Auto-update deal stages and fields based on what was said on the call
- Share timestamped video clips from any call with your team or manager

Works for: sales calls, customer success, demos, internal handoffs, coaching, renewals, and follow-ups. Supports Zoom recordings, Google Meet recordings, Teams recordings, and 30+ languages. Your AI notetaker for every call. Free to start.

Stop losing context. Every conversation, every insight, every next step, automatically in Pipedrive.

Communicate with leads

Automate my pipeline and data

tl;dv - AI Meeting Notetaker & Recording

INVOX Call Tracking for Pipedrive is a powerful integration designed to optimize your sales process by tracking and analyzing phone calls. This tool seamlessly captures call data, linking it directly to your Pipedrive CRM. Enhance your lead management with real-time call analytics, automatic call logging, and detailed performance reports. 

Stay informed with insights into call durations, sources, and outcomes, enabling your team to make data-driven decisions. With INVOX Call Tracking, boost your sales efficiency and ensure every call contributes to your business growth.

Qualify my leads

Manage my projects

INVOX Call Tracking

Merk is not just a database of Czech and Slovak companies, but a basic business and marketing tool that helps 15,000 users in more than 2,000 companies daily to strengthen existing business and find new business.

Merk / Pipedrive integration allows Merk users to keep their Pipedrive organizations up-to-date with information such as company name, address, CRN, turnover, etc.

Company information can be easily transfered into Pipedrive from Merk, and new organizations can be created with all the information with one click.

Attract new leads

Merk

Sakari SMS is the easy way to connect with your leads and customers wherever they are. With Sakari, you can have two-way text messaging conversations directly from your Pipedrive account on your computer or mobile phone.

The integration allows you to send SMS messages from Pipedrive, create SMS templates and send text messages with images. Your SMS conversations are automatically logged in your lead’s details on Pipedrive – giving you a complete, real-time picture of the lead’s journey so you can continue the conversation right where you left off.

Nurture my leads

Manage my accounts

Sakari SMS

Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder
Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates
Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications
Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

Other use cases

Coefficient

Fillout Forms streamlines the process of creating deals, people, and organizations within Pipedrive using modern, sleek forms. Create dynamic, multi-page forms, with the option to route leads to different pages depending on their answers, personalize questions with their info, or even schedule calls with a native scheduler.

After the form, automate follow-up actions with powerful workflows to send personalized thank you emails, send reminder emails for abandoned form submissions, and even classify leads with enriched company information and AI to route to the appropriate channels within your team.

Fillout forms

### Fortnox Integration Overview

Transform Your Sales-to-Finance Operations

**Features**:
- ✅ Automatic Deal to Invoice/Order Creation
- ✅ Financial Metrics within Pipedrive
- ✅ Replay Unsuccessful Integrations
- ✅ Manual Company Creation

**Key Business Benefits:**

**1. Eliminate Manual Work**
- No double data entry between systems
- Automate organisation/person, product and invoice/order creation

**2. Real-time financial-data syncing**
- Stay Informed and In Control
- View booked invoice metrics directly within Pipedrive organization/person

**3. Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal notes

**4. Start with Free Expert Onboarding**
- Personalized setup for your Pipedrive account
- Custom guidance for your specific needs

**Start your free trial with 15 credits today!** [**Book a free 30-minute onboarding session**](https://meetings.hubspot.com/cloudify/app-assistance), and let us transform your billing process.

### **Integration features**

- **Automatic Deal to Invoice/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Fortnox invoice metrics in Pipedrive
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Customer and Product sync**: Ensure precise customer and product synchronisation between Pipedrive and Fortnox
- **B2C Contact Management**: Convert Pipedrive contacts to Fortnox customers

Manage contracts

Fortnox Integration

The Hints CRM Assistant manages your CRM. It understands commands via voice and text and is compatible with WhatsApp, Telegram, and SMS.

**Stats from Our Clients**
- 80% more leads captured
- 350% increase in logged activities
- 70% reduction in admin time

**What Can Hints Do?**
Create and update leads, deals, contacts, companies, properties, and stages. Log calls, meetings, and tasks. Search any data in your CRM, and catch duplicates.

**Problems the Hints Co-Pilot Solve:**
- Ensures the CRM is consistently updated.
- Reduces admin work, allowing for more selling time.
- Boosts CRM adoption rates.
- Accelerates onboarding of new representatives.

Hints CRM assistant

Integrately’s main focus is to provide its users with ready-to-use one-click automation, so there is a minimal effort in building the integrations. Being 18x less expensive, it is one of the most affordable alternatives of Zapier. Aimed at helping even the most non-technical people in automating their workflows, it has a zero learning curve and the UX is extremely user-friendly. 

Integrately's Pipedrive integration allows you to share your Pipedrive deals and contacts with other apps for a more streamlined process with powerful reporting capabilities. Thus, you can get detailed information on how your deals progress through your pipeline and maximize the value of every deal within your organization.

You can select from over 100,000+ ready-to-activate recipes from our integration page of Pipedrive (https://integrately.com/integrations/pipedrive)

Integrately

**Our Focus**

We help product teams add native integrations with apps like Pipedrive to their B2B SaaS applications. We save more time while solving this problem end-to-end than anyone else.

**AI integrations**

Applying AI to automatically generate integrations between your app and dozens of other apps your customers use.

**World-class developer experience**

Providing world-class developer experience. We have API and SDK for everything. There is not a single feature in our platform you cannot access programmatically.

**Platform extension**

Letting you extend our platform with new connectors so you are never limited by what we’ve built.

**Pre-build Integration UI**

Offering pre-build Integration UI so you could save months of time on building your own. You can still build a fully custom UI using our API, of course.

Membrane

Turn Google Sheets into a live, two-way view of your Pipedrive CRM. Built for sales teams, managers, and ops pros who want real-time visibility and control over their pipeline — no CSV exports, no per-task billing.

Unlike general connectors like Zapier or Coupler.io, PipedriveSheets offers true two-way sync, uses your custom fields automatically, and runs natively inside Google Sheets — nothing extra to log into.

🔄 **Key features**

**Import Pipedrive data:** Pull deals, persons, organizations, activities, leads, and products using saved filters, or everything at once.

**Custom field selection:** Choose exactly which fields to display and organize them how you want.

**Two-way sync:** Edit any cell in your sheet and push updates back to Pipedrive with a click.

**Scheduled syncing:** Automate refreshes, hourly to weekly, to keep your sheet current.

**Bulk operations:** Create, modify, or delete hundreds of records in one shot.

**Team settings:** Share filter setups and column preferences with your team for a unified workflow.

💰 **Pricing:** Connect Pipedrive and Pro is free for 14 days — no credit card, nothing to cancel. After that: free forever at 50 rows, or Pro $12.99/mo · Team $39.99/mo.

👉 [View full pricing plans here](https://pipedrivesheets.com/#pricing)

**Get started free** — install and sync in under two minutes.

Trusted by sales teams in 8 countries syncing deals across USD, EUR, GBP, AUD, CAD, MXN, BRL, and PLN.

PipedriveSheets

### Xero Integration by Cloudify Overview

Sync Pipedrive deals to Xero as invoices or quotes — automatically, without switching apps or re-entering data.

Cloudify connects your Pipedrive deals directly to Xero. Set a pipeline stage as your trigger — when a deal lands there, Cloudify automatically creates the invoice or quote in Xero with all the deal data. No copy-pasting, no switching tabs.

**Features:**

- **Automatic deal-to-invoice/quote** sync from any pipeline stage you choose
- **One-click invoice generation** — Create, update, and customize Xero invoices from any stage of a Pipedrive deal.
- **Dashboard with bulk sync** — create, review, and sync invoices from one place. Push multiple invoices at once with Bulk sync feature
- **Live Xero invoice status** — know instantly whether an invoice is draft, awaiting payment, or paid without leaving Pipedrive
- **Replay failed syncs** — update deal data and re-sync with one click
- **Sync activity logging** — every action tracked in deal activities

**Why Pipedrive teams use Cloudify:**
Sales works in Pipedrive. Finance works in Xero. Without Cloudify, someone manually recreates every invoice. With it, invoicing happens the moment a deal moves — no handoffs, no errors, no delays.

Start free with 30 syncs.[ Book a complimentary 30-minute onboarding call](https://meetings.hubspot.com/cloudify/app-assistance) and we'll configure the integration for your specific workflow.

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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