**Lexware is a German bookkeeping tool which covers the needs of the German speaking market. Therefore, the following description is not translated to English.**

Mit Lexware hat man Angebote, E-Rechnungen und die Buchhaltung in wenigen Minuten erledigt. Alle Daten sind smart verknüpft und somit jederzeit verfügbar. Optimal mit Lohnabrechnung und Geschäftskonto

Mit der Schnittstelle zwischen Pipedrive und Lexware ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen zu Lexware**](https://pd-experts.com/lexware-testen/) 

[Hier finden Sie **weitere Informationen zur Schnitstelle**](https://pd-experts.com/integration-pipedrive-lexware/) 

[Hier Lexware **kostenlos testen**](https://go.lexware.de/awin/?cid=1000&amp;pid=1000&amp;pdata=13787-900761&amp;utm_medium=affiliate&amp;utm_source=13787-1754133488&amp;utm_campaign=affiliate-awin&amp;sv1=affiliate&amp;sv_campaign_id=900761&amp;awc=13787_1754133488_4af0aefea24bb24241983b61227373c6&amp;em_src=affiliate&amp;em_cmp=13787-1754133488/affiliate/affiliate-awin//)

**Hinweis**: Wir empfehlen für die Verwendung (genau wie Pipedrive - [siehe hier](https://support.pipedrive.com/de/article/which-browser-is-best-for-pipedrive)) Chrome oder Edge (und zur Not auch noch Firefox).

Manage contracts

Enable payments and tracking

Automate my pipeline and data

Manage my accounts

Support my customers

Other use cases

Lexware Schnittstelle von PD Experts

**What Loop Mobility SMS Does**

Loop Mobility SMS brings native SMS messaging directly into Pipedrive, allowing your team to communicate with leads and customers without leaving the CRM.

Send SMS from Deals, Contacts, and Organizations, and keep every conversation automatically logged within Pipedrive.

**Key Features**

• Send SMS directly from contact, deal, and organization views 
• Real-time messaging without switching tools 
• Automatic logging of messages in Pipedrive timeline 
• Personalized messaging using customer data 
• Centralized communication for better tracking 

**Why Use Loop Mobility SMS**

Sales teams often rely on external messaging tools, leading to scattered conversations and missed follow-ups. Loop Mobility solves this by centralizing communication inside Pipedrive.

This improves response time, increases visibility, and helps teams close deals faster.

**Compliance**

Users must ensure they have proper consent before sending SMS messages. Loop Mobility does not support unsolicited or spam messaging.

Nurture my leads

Communicate with leads

Loop Mobility SMS - Australia

Nectar Desk is an efficient, cloud-based call center software. This affordable app is the optimal solution for your business needs.

Use your computer to make and take calls with our software. It works with your desk phone and your cellphone and offers user-friendly messaging, ticketing and chatting systems. Nectar Desk gives you full access to reporting and analytics as well as many other features.

All calls and messages will be logged under the connected deals and contacts in Pipedrive as an activity or note. 

It’s a highly efficient and convenient way to keep all the information about the call or SMS in one place. We are constantly improving the integration process and provide our customers with various helpful options such as:

- Rerouting of incoming calls to contact owners, with priority over other agents 
- Dispositions and disposition notes which stand for the result of the call or SMS and are displayed in the Pipedrive log
- Call recording URLs to offer you the possibility to listen to conversations 
- Send a pre-recorded message with voicemail Drop 
- Click-to-Call and Click-to-SMS extensions and many others

Nectar Desk

Octella is an online service that shows you where your phone leads come from. Monitor your metrics in simple-to-use dashboards or integrate Octella with other analytic tools.

Octella is ideal for 🎯

- Consulting and professional training
- Real estate
- Сar dealerships

With Octella you can💡

1. Apply call tracking to your website and see which keywords visitors use before they land on your webpage
2. Add a callback widget to your website and help your website visitors engage with you by requesting an automated callback
3. Save money by using Octella Virtual PBX instead of traditional GSM telephony and create your own IVR, call routing scenarios and much more

Why combine Octella and Pipedrive? 🤜🤛

With Octella your contact, lead and deal cards are created automatically the moment you receive a call from a new lead. You can assign your managers to contacts, leads and deals so that all calls route to customers manager. Make calls with our telephony extension and listen to call recordings in the Pipedrive interface.

Octella

Operating helps consulting and professional services with resource planning, time tracking, invoicing, and managing project finances and margins.

❌ Ditch resource allocation spreadsheets

👎 Quit spending hours per week manually keeping your tentative project bookings up-to-date

🛑 Stop guessing your project margins and budget overruns

💸 Stop revenue leakage from timesheet mistakes and resourcing mishaps

‍👉 Start Operating.

By connecting Operating to your Pipedrive CRM you can match consultants to upcoming projects automatically based on consultants' skills, seniority, and availability.

The Pipedrive App for Operating is a simple integration that does what you would expect: transfers the deal and related metadata so that the handover from sales to delivery is smooth and requires no double data entry. 

As the deal makes progress through the stages, the real-time sync makes sure everyone using Operating knows what's up. 

After winning the case, take a last look at the team setup, rates and scheduling, and confirm the project in Operating and you're good to go: track time, follow planned vs actuals in both hours and revenue, and see how the project profitability fluctuates as you go. Even send the invoices directly from Operating!

Manage my projects

Operating.app

Plai.io is an AI-powered ad management platform that simplifies running targeted campaigns across Facebook and Instagram. It enables businesses to launch data-driven ads without complex setups, optimizing performance through automation and AI insights.

By integrating Pipedrive, users can seamlessly onboard to Plai and quickly create their ad campaigns. The integration accesses only basic information, such as contact name and email address, to simplify campaign setup. This ensures a smooth experience while keeping data usage minimal and focused on enabling easy and efficient ad creation.

Attract new leads

Qualify my leads

Plai

Prism by Crossdeck shows you the customer behind every deal.

Your pipeline tells you a deal reached "application submitted." It doesn't tell you the same person modelled a loan three times on your website last week, hit an error at checkout, opened your last email, then came back twice. Prism does.

Connect Crossdeck and a read-only "Prism by Crossdeck" panel appears on every Person and Deal. On it you see the story Pipedrive can't: their product usage, the errors they hit, their revenue, and the full website journey that led to the deal — joined to the one contact by identity, on a single timeline.

Nothing is ever written back. Prism only reads, so your CRM stays exactly as your team left it.

How it works
• Connect Crossdeck in one click (read-only OAuth for deals, people and activities).
• Prism joins that CRM activity to the website and product behaviour Crossdeck already captures.
• Stamp your Crossdeck ID on a Pipedrive field and the match is exact — provably the same person, never a guess by email.

Built for teams who want to know not just where a deal sits, but why it got there — and what the person did after every call, email and stage change.

Read-only. Joined by identity. Facts, never guesses.

Prism by Crossdeck

Quickdialog is an AI powered messaging platform that allows brands to engage, support and market to their customers via messaging channels including WhatsApp, Messenger and Live Chat. 

**WhatsApp Campaign Manager**

Design, personalise and send rich media enabled WhatsApp Messages to your Pipedrive customers at scale or individually, and enjoy engagement rates of + 90%

**AI powered customer support**

Manage conversations from WhatsApp, Messenger, Live Chat and email from one platform, and leverage AI to support your agents.

The Quickdialog-Pipedrive integration allows you to manage conversations across all messaging channels through one shared inbox and update Pipedrive accordingly.

1. **Create Leads** in Pipedrive from messaging apps and email directly from Quickdialog (either automatically or manually)

2. **Update contacts and activities**  in Pipedrive automatically from Quickdialog

3. Gain **full context**  of every conversation without switching between tools

Quickdialog

**Meet your dream assistant.** Quin turns conversations into action—automatically. **Quin is your smart assistant** that captures notes, creates tasks, drafts follow-ups, and updates your CRM—so you don’t have to. Whether you’re texting, emailing, or messaging Quin in-app, it takes care of the busywork so you can stay focused on your clients.

Once you [connect Quin to Pipedrive](https://www.heyquin.io/app/account/integrations), Quin keeps your records up to date and your pipeline moving—**all without interrupting your flow.**

**With Quin, you can:**

- Capture meeting notes by sending a quick message
- Automatically create follow-up tasks and calendar invites
- Draft emails and update Pipedrive fields without logging in
- Summarize past meetings and prep for upcoming ones
- Ask questions like “What did I last say to this client?”
- Turn photos of handwritten notes or business cards into updates
- Send updates on the go via text or email

You can even **customize how Quin responds** by setting guidelines—add your preferences for tone, formatting, follow-up style, and more. Quin learns how you like things done and applies that every time.

Just message Quin with what you need—notes, updates, follow-ups, or questions. **Quin understands your intent**, formats everything properly, and syncs it back to Pipedrive.

Quin

Win more customers with Quo. The next-generation phone system to engage customers, collaborate with your team, and scale your reach with AI — without losing the personal touch.

Rated #1 in customer satisfaction on G2 and trusted by 90,000+ companies, Quo brings calls, texts, and customer information into one easy-to-use, AI-powered platform.

With the Quo and Pipedrive integration, your CRM and customer conversations stay perfectly in sync. Automatically pull contacts from Pipedrive into Quo, log all calls, texts, and call summaries back to Pipedrive, and place calls directly from your CRM. Your team gets complete context at every touchpoint so they can respond faster, stay aligned, and build stronger relationships.

Re:amaze Live gives your team unparalleled insights into your site and app activity. Allow everyone on your team to browse through a list of active customers, see what they're doing, where they're from and contact them with targeted one-on-one messages.

Build your self-help center with Re:amaze FAQ and host it on its own domain or embed it within the Re:amaze Chat or inside your site or app. Re:amaze FAQ is fully customizable to fit the needs of your brand.

Pipedrive integration features:

View Pipedrive contacts and deals from within Re:amaze conversations
Other Features:

- Customer satisfaction surveys
- Multi-brand management
- CRM and contact management
- Team collaboration and staff notes
- Event tracking
- Automated workflows
- Customizable email templates
- Automatic collision detection
- Notifications, tags and filters
- Response templates
- Conversation permalinks
- Autoresponders
- Roles and permissions
- Advanced reporting
- Plug-and-play embed builder
- iOS and Android apps

Re:amaze

The Revspire Enablement app provides a seamless integration between Revspire and Pipedrive, empowering sales teams to work more efficiently by eliminating the need to switch between tools. With this integration, you can instantly access your pitch records from within Pipedrive, view all relevant details, and make updates in real time—without leaving your CRM. 

This means you can refine messaging, update content, and ensure your pitches remain accurate and aligned with the latest sales strategies, all while staying focused on managing your pipeline. The result is faster collaboration, reduced friction, and a more streamlined sales process from start to finish.

Connect your favorite apps or easily find new ones

Support my customers

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