**Business Central 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

**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 Business Central booked invoice metrics in Pipedrive
- **Replay Failed Syncs:** Recover unsuccessful integrations
- **Customer and Product sync:** Ensure precise customer and product synchronisation between Pipedrive and Business Central
- **B2C Customer Management**: Convert Pipedrive person/people to Microsoft Business Central customers

Manage contracts

Automate my pipeline and data

Business Central Integration

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

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time sync to Pipedrive
- Customize object colors, labels, pop-ups, based on different criteria
- Search local businesses by keywords and add them as records with adjustable field mapping
- Auto-correct errors in addresses & fill in zip and counties
- View heatmaps and isochrones

**FIELD TEAM**
- Plan optimized multi-days routes & calendar meetings for teams while filling in available time between existing meetings. Plan regular visits, continuous multi-day routes
- Script your visit scenarios, configure check-in with geofencing and adaptive forms; data synced to CRM
- Analyze data with AI, including notes, photos and videos,
- Track users’ location & movement history
- Track team’s performance with customizable charts and dashboards

**TERRITORIES**
- Add territories by drawing them on map or selecting zip, counties, census areas
- Auto-assign records to territories & sales reps based on custom criteria
- Add aggregate metrics based on CRM data
- View demographics

**EMBED MAPS**
- Add maps with live data & desired features to websites, dashboards, portals, send by email
- Add buttons & forms to let users enter data & execute actions on embedded maps

**NO-CODE AUTOMATION**
- Execute actions by a button, schedule or automatically, with no code
- Create/update records, send email/SMS, call APIs
- Search and execute actions on records by custom criteria including driving distance/time

Manage my accounts

Mapsly: Map, Routing, Field Sales & Service

Kixie is a powerful calling and texting engagement platform for  Pipedrive. Kixie's suite of advanced features leverage the power of AI and automation so revenue teams can perform at the highest level.

Calls, texts, dispositions and activities are logged automatically in Pipedrive, eliminating the need for the tedious manual record-keeping that slows down salespeople in their day-to-day activities. 

### Key Features:
- **Multi-line PowerDialer:** Boost productivity tenfold by dialing up to 10 numbers simultaneously
- **Seamless integration** logs calls, call recordings and summaries, outcomes, text messages, and other activities to Pipedrive
- **ConnectionBoost:** Advanced local presence lets users call from a number with the same local area code as the person they’re calling
- **Conversation Intelligence** leverages AI to track sales calls, coach your team, and automatically log call summaries in Pipedrive
- **Automatic DNC list compliance** makes it easy to follow DNC regulations without bogging your agents down with unnecessary manual list-checking
- **Live call coaching** allows managers to listen to live calls and "whisper" advice or feedback to trainees
- **Voicemail drop:** Leave custom pre-recorded messages with a single click, without having to wait for the “beep”
- **SMS templates** with dynamic fields
- **Click-to-call** from Pipedrive, and any other webpage
- **Full suite of call center features** including IVRs, ring groups, call queues, and dynamic routing

Nurture my leads

Communicate with leads

Support my customers

Kixie PowerCall & SMS

**How it works:** 
Simply identify a target company or contact within Tracxn and push it directly to your Pipedrive workspace. The integration automatically creates Organisations and Persons.

**Key Features:**

- Effortlessly push companies and contacts from Tracxn to Pipedrive.
- Real-time data sync
- Customer Intelligence
- Smarter Workflows

Tracxn

With the WebinarGeek and Pipedrive integration you can send your contacts from WebinarGeek to Pipedrive. Create leads based on webinar activity such as registration or watching a webinar.

Qualify my leads

WebinarGeek

With DocuSign on Pipedrive, you can integrate your own DocuSign account within Pipedrive!

View document signatures within the deals window, create envelopes to send to your customers with one click, and track signature statuses to keep everyone informed. You can do all this on any Pipedrive plan, no SmartDocs required!

Our freemium integration comes in three tiers, and offers features that Pipedrive's native integration doesn't!

Free Tier (No credit card required)
- View your new and existing DocuSign envelopes from the deal view

Tier 1:
- Send signature requests directly from the deal view
- Track envelope statuses automatically using Pipedrive activities

Tier 2:
- Automatically pass information from your deal into DocuSign templates

Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime!

For more information about our plans and pricing, please visit: https://apps.easycrm.me/plans/dspd

How it works:

First, click on a deal from your Pipedrive dashboard. You will see a list of existing DocuSign envelopes relevant to that deal/person. There, you can create a new envelope automatically populated by the deal's person name and email by clicking "Create an Envelope". Then just upload a document or select a template in your Docusign account and click send! Your customers will receive a link to your document via email!

Need help? Contact us at support@easycrm.me and one of our team will be happy to help!

DocuSign on Pipedrive

Insycle is a modern data management solution that makes it simple for companies to manage, automate and maintain clean prospect and customer databases in Pipedrive. With Insycle, your sales teams can execute more efficiently and improve reporting knowing the data is accurate and formatted properly.

Using Insycle, you can: 

1. Merge Duplicates in Bulk: People, Organizations, Deals. Control the master & field selection. Automate the deduplication process. [Pipedrive Deduplication](https://www.insycle.com/pipedrive/deduplication/)

2.  Improve lead routing and load balance with bulk re-assignments, advanced data grouping and “updateable reports”

3. Associate free-floating, unassociated people with organizations using any field

4. Cleanse data to create standardization and consistency. You can format phone numbers for click-to-dial, standardize job titles any other field.

5. Import and enrich data without fear of creating errors and duplicate records

6. Preview changes before they go live.

7. Automate data cleansing processes to run at regular intervals

[Insycle for Pipedrive](https://www.insycle.com/pipedrive/) offers powerful tool suite can help you to duplicate, standardize, import, cleanse, transform, reconcile, bulk update, aggregate, explore, consolidate, migrate, execute workflows, automate, grid edit, collaborate and more.

[6 Ways Insycle Helps Pipedrive CRM Sales Teams Be More Effective](https://blog.insycle.com/pipedrive-crm-sales-teams-be-more-effective).

Insycle Data Management

### Bird CRM makes communicating with businesses as easy as talking to a friend.

Bird helps customers send personalized broadcast marketing campaigns on preferred channels like WhatsApp, significantly increasing the likelihood of engagement. Launch intelligent chatbots in minutes to reduce the support burden on your team. Handoff to agents when necessary and communicate directly with customers from a shared inbox, no matter what channel they're using. Build workflows to connect your data and automate tedious tasks that slow down your team. Connect your Pipedrive workspace with Bird in order to:

- Sync your Pipedrive contacts with the Bird CDP
- Send broadcast blasts to target audiences on Email, SMS, WhatsApp and other popular chat apps
- Trigger workflows and automations within Bird when events happen in Pipedrive
- Launch intelligent chatbots to automate communications with customers
- Receive updates, alerts, and notifications in Pipedrive when important events occur in MessageBird
- Connect to Bird's Inbox product and view updates for assigned conversations

Attract new leads

Bird: Marketing, Sales & Payments

Claap helps you record sales meetings and send AI-powered notes and insights directly to your Pipedrive CRM.

- Log your AI notes into Notes in Pipedrive to qualify your leads.
- Add these Notes to the right contacts, deals and companies.
- Attach the link of the recordings to replay your calls directly from Pipedrive.
- Search and filter your calls in Claap with CRM sync.

**HOW DOES IT WORK?**

1. Record meetings with Claap and generate AI Notes using the template that fits your need (BANT, MEDDIC, SPIN, etc...).
2. Send your notes to Pipedrive using Claap’s integration.
3. Access your meeting notes directly from your records (Contact, Deal) on Pipedrive.
4. Send CRM data back to Claap to enrich AI Insights.

Claap

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

Efficiently manage Pipedrive people and deals without leaving WhatsApp Web. Create and access Pipedrive prospects from WhatsApp contacts and send them customized WhatsApp message templates in no time.

[Create contacts](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.y3hrwm36ggm3)


Add people and deals to Pipedrive from WhatsApp Web. View and edit Pipedrive fields from WhatsApp Web.

[Pipedrive contacts](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.beetkhp1jw6b)

Access Pipedrive contacts linked to WhatsApp contacts with just a click.

[Configure fields](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.r0k9qnfvxk8w)

Customize Pipedrive deal fields from WhatsApp Web.

[Message template](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.76c1l8rp2xb4)

Send predefined WhatsApp messages using message templates that can be easily created, edited and deleted.

[Add notes](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.5j2w3kmw73uw)

Add notes for Pipedrive contacts from WhatsApp Web.

[Export Chats](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.rzafkg8ys4pn)

Select and export WhatsApp chats as Pipedrive notes.

This way, you can easily manage Pipedrive contacts and conversations from WhatsApp Web.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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