Ply lets you create native-like features inside Pipedrive without the need for code. Add custom buttons and interfaces to your Pipedrive and trigger powerful integrated workflows that connect data across your entire tech stack. Eliminate repetitive tasks, streamline processes, and transform your sales team's efficiency.
​
​Example features you can build
1. Launch smart sales playbooks that bring in data from other apps
2. Write powerful sales content with custom AI assistants using data from your deals
3. Create an upsell deal inside your Pipedrive directly from conversations in your customer support app.

Why use Ply?

• Turn complex processes into a click of a button

• Share your custom tools and scale your team’s productivity

• No coding skills required, just drag, drop, and publish the tools your team needs

Qualify my leads

Communicate with leads

Automate my pipeline and data

**Ring.io is a Sales Engagement Platform and Power Dialer that helps sales teams reach out to customers through multiple channels in a personalized way, on a large scale.**

**Key Features:**

1. The power of data-driven sequences: create and personalize multi-channel outreach (email, SMS/MMS, calls, video), import contacts from CSV, XLSX, or your CRM, optimize your approach with algorithm adjustments, and refine strategies via A/B testing and templates.
2. Boost your sales with an automated Power Dialer: drop voicemails, send SMS/MMS, and emails during your session, start from any view, increase connections with local Caller IDs, and integrate all activity, from call recordings to email opens, into Pipedrive.
3. Streamline your workflow with Pipedrive integration, allowing you to manage data, connect effortlessly to Gmail or Outlook, auto-save all calls, emails, and replies, and execute multi-channel engagement directly within the CRM.

**Highlights of Ring.io & Pipedrive Integration:**

- Keep your Pipedrive up-to-date with Ring.io's bi-directional sync, which automatically updates your CRM with all your engagement activities like emails, calls, and more. 
- Import new leads into Ring.io as soon as they pop up in Pipedrive, move leads through different stages automatically based on their activity, and trigger tailored messaging and sequences for warmer prospects. 
- Set up actions in Pipedrive based on your sales activities in Ring.io to keep everything moving smoothly.

Manage my accounts

Support my customers

Ring.io Sales Engagement

**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

Nurture my leads

WhatsApp for Sales

Sync your Acuity scheduling account with Pipedrive and keep track of all your upcoming and past Pipedrive appointments. Use the history of upcoming Acuity appointments and plan your day to its maximum efficacy. Simplify the management of your calendar using the abundant features.



- [Acuity Appointments](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.23sk3paort0g)

Schedule appointments from Leads, People & Deals of Pipedrive
- [Acuity Events History](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.shs7cmn6vy7v)

Access the history of upcoming & past Acuity Scheduling appointments.
- [Acuity Event Links](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.5e9pdce9kx6v)

Obtain the booking links of all Acuity events and share them with customers at any time.
- [Incoming Acuity Appointments](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.aap7wnfj16hx)

Setup incoming Acuity events and sync the events with your preferrable Pipedrive module.
- [Manage Acuity Users](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.21puohshw7ea)

The Pipedrive admin can now allow users to utilize a common Acuity Scheduling account.
- [Acuity Scheduling Tab](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.8gvfkqsmkcqe)

Open the Acuity Scheduler in a separate tab to book and handle meetings at any time.

Acuity Scheduling for Pipedrive

LiveChat is a live chat application that can be integrated into your website to capture more leads and close more sales. 

Having LiveChat on your website means that on-site visitors can send you their questions and receive answers in no time.

Simply add the live chat to your website and use it to answer your visitors’ questions or approach them directly with chat invitations.

As a result, your business will benefit from more satisfied customers, more resolved problems and more sold products!

As soon as customers engage with you through this integration, new leads will be created in your pipeline.

This eliminates the hassle of manually transferring and sharing new lead info with your team. 

On top of that, your chat transcripts will instantly be added to your Pipedrive contact with no extra effort, less administration and – more selling.

LiveChat

The Microsoft Business Central Integration seamlessly connects Pipedrive with Microsoft Business Central, enabling automatic syncing of customers, products, invoices/orders and updating sales data in real time. You can view the organisation's financial details in the custom panel of Pipedrive and create invoices/orders in Microsoft Business Central when a deal stage changes in Pipedrive. The advantages include real-time data updates, a replay option for failed syncs, flexible field mappings, and tailored sync rules.

### What’s New?

- **Easy B2C Customer Management:** Convert your Pipedrive person/people into new customer entries in Microsoft Business Central, streamlining your CRM and accounting processes.
- **Simplified Invoicing:** Our integration allows invoice creation using only the deal value, eliminating the need to specify individual products.

### Key Features

1. **Automatic Deal to Invoice or Order Creation:** Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.

2. **Financial Metrics:** View the financial metrics of organizations that include invoice details directly in Pipedrive from Microsoft Business Central under the Organisation page.

3. **Replay Unsuccessful Integrations:** Our Replay feature for failed syncs, accessible from the deal notes, ensures you never miss an invoice integration.

4. **Manual Company Creation:** Manually create or update organisations from Pipedrive as customers in MSBC.

Manage contracts

Business Central Integration

The best way to make your sales team close more deals is to make them more productive.

With Crisp integration for Pipedrive, you'll never see an empty data set again in your CRM pipeline. 

**Automated data synchronization between Live chat and related deals.**

Thanks to a powerful relationship, Crisp synchronizes itself with existing deals on Pipedrive to make sure every interaction is tracked on Pipedrive. 

New opportunity? You can create a deal right from Crisp to make your sales team more efficient.

**Track sales activity on any channel**

Crisp Helpdesk allows you to build a collaborative inbox that connects with more than 10+ different channels: WhatsApp, Aircall, Emails, and many more. 

**Put your lead generation on autopilot**

Crisp comes with more than a simple live chat integration for Pipedrive. Using Crisp, you can create a powerful chatbot that will put your lead generation on autopilot, 24/7.

Worried about missing a deal? Crisp allows you to assign conversations and sales reps based on many different factors such as location, custom data, language, customers' requirements ... And much more.

Crisp

Deals+ is a feature-rich integration between Pipedrive and Slack that allows you to do more and switch context less. 

Here is a quick overview of features:
- Sync Slack channel to deal or organization
- Sync shared Slack channel to deal
- Get personal notifications about your deals, orgs, activities
- Get team notifications with granular channel settings.

Additionally, Deals+ enables you to receive notifications for deals, organizations, and contacts that you follow in real-time and enables you to respond to these notifications in Pipedrive – all without leaving your Slack environment.

Manage my projects

Deals+ for Slack

Easily record personalised video, upload documents and send in secure interactive Channels.

File Channels provides a fluid environment for prospecting, meetings and follow-up. Streamlining communications with instant feedback, building better relationships and closing more deals.

Create dedicated Channels with one click from Pipedrive, record your message, upload documents, click send and a secure link is sent directly to your contact.

You will be notified when your link is accessed and content viewed, engage instantly with chat and live video calls. All activity is tracked in Pipedrive.

•	Book more meetings

•	Reduce meeting no-shows

•	Improve meeting demos

•	Streamline meeting follow up

•	Close more deals

File Channels Interactive Video Messaging

MeetGeek is a meeting assistant that automatically records, transcribes, and shares summaries of meetings. With just a few clicks you can set up an automated workflow to synchronize your sales calls, meeting summaries, and highlights to your Pipedrive hub.

Some things you can do with MeetGeek + Pipedrive:

- Automatically create and update deals with appropriate contacts and companies, for every meeting
- Capture meeting summaries and highlights with full context
- Enrich deals with key customer requests and concerns from your calls 

By integrating MeetGeek with Pipedrive, you no longer need to take notes during client calls as you can concentrate on the conversation and deliver high-quality follow-ups.

This integration ensures that customer-facing teams have all the necessary customer context within Pipedrive, enabling them to handle deals more efficiently.

MeetGeek

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.

Sakari SMS

- Smart email outreach automation: Personalize email outreach at scale with dynamic content. Run A/B tests. Open-rates click-tracking and advanced reply detection. Email safety throttles to help prevent spamming
- Reach your prospects' inbox with built-in features like email validation, campaign warm-ups and spam test reports
- Manage team members with flexible roles and permissions
- See the complete context of your emails when replying to your prospects with SmartReach's Inbox; tailor-made for email outreach
- Infer the best strategies from detailed reports for campaigns, templates, best sending times, lists and a “Team Leaderboard.” Focus on your winning strategies to get more leads for your clients

=========
**SmartReach + Pipedrive = Hassle-free sales success
**
If you are looking for an email outreach tool that can integrate with your Pipedrive CRM, SmartReach.io is your ideal choice. You can create your own workflows between your Pipedrive and SmartReach.io accounts. 

For example: 

When a new prospect is created/updated, automatically create or update a contact in Pipedrive -- When emails are sent/opened/bounced/invalid/replied/links are clicked on SmartReach.io, automatically update the activity in Pipedrive.

When new contacts are created in Pipedrive, automatically create or update Prospects in SmartReach.io. 

Create custom fields and Custom Prospect Categories in SmartReach.io to match those in Pipedrive.

Connect your favorite tools or easily find new ones

Communicate with leads

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