ControlHippo (WhatsApp & Telegram) Integration stands at the forefront of business communication transformation, offering a cutting-edge WhatsApp Shared Inbox that optimizes conversations for heightened efficiency and seamless collaboration. This innovative platform ensures that every customer interaction is streamlined and effortlessly managed.

By seamlessly integrating ControlHippo (WhatsApp & Telegram) with Pipedrive, you can ensure valuable customer conversations are seamlessly captured and organized within the Pipedrive CRM platform. ControlHippo's seamless Pipedrive integration enables teams to instantly log impactful WhatsApp conversations as customizable Pipedrive activities.

Sales reps can easily attach entire chat transcripts, securing key details. As chats progress, reps can log crucial updates, appointment details, objections, or milestones without ever leaving Pipedrive. This facilitates organized follow-ups while eliminating manual note-taking.

With essential context automatically captured in Pipedrive through ControlHippo Integration, managers gain clearer visibility into rep performance while leveraging rich conversational data to refine strategies for closing more deals.

Nurture my leads

Communicate with leads

Automate my pipeline and data

Manage my accounts

ControlHippo (WhatsApp & Telegram) Integration

**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

Other use cases

Mapsly: Map, Routing, Field Sales & Service

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.

Support my customers

Crisp

Get the most out of your sales meetings with Demodesk & Pipedrive. Explore our three powerful products as standalone solutions or mix & match to meet your needs.

### Demodesk Coaching & AI
Let our AI meeting assistant record, transcribe, translate, and summarize your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. Our AI Sales Coach provides instant, actionable feedback on each recorded sales meeting to help you improve your sales skills. Demodesk automatically generates call summaries that are instantly synced to Pipedrive at the end of the call - no more data entry.

### Demodesk Scheduling
Qualify, route, and book meetings with inbound leads in real time, control handoffs across your team, and book more client meetings faster with our advanced routing and scheduling software. Automate meeting scheduling, track meeting activity or update and create contacts in Pipedrive.

### Demodesk Meeting
Host professional, interactive video meetings with clients and coach salespeople in real time using standardized playbooks, talking points, and battle cards. Automate meeting preparation and follow-up, standardize sales processes, increase conversions, and improve productivity. 100% GDPR compliant. Leverage Pipedrive data in Demodesk Meetings and automatically sync meeting notes to Pipedrive after the call.

Attract new leads

Qualify my leads

Demodesk

Intercom's live chat is the fastest way to boost sales and create new revenue. With Intercom, you can capture and convert more leads by proactively engaging with them on your website. Use bots to automatically qualify leads and chat with the hottest ones in real-time. You can track those leads in Pipedrive ,too.

The integration allows you to create deals in Pipedrive with one click as you capture and qualify leads in Intercom. This means you’ll never miss an opportunity to close a deal.

You can also view details about a lead's Pipedrive deal in your Intercom Inbox, so you have all the context you need when chatting with a lead. Plus, your conversation is automatically logged in the lead’s timeline on Pipedrive – giving you a complete picture of the lead’s journey so that you can pick up your sale right where you left it.

Intercom

Kixie is the sales engagement platform that boosts sales team performance with ultra-reliable, easily automated calling and texting for Pipedrive.

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

Kixie PowerCall and SMS

**Note: This software is focused on the Brazilian market and only available in Portuguese.**
---

Api4Com é um sistema de telefonia comercial completo que permite que sua equipe e seus clientes se comuniquem perfeitamente usando a Internet.
Integre seu pipedrive em menos de 2 minutos, sem necessidade de instalação de hardware/software através de computador conectado na internet, navegador e headset.
Ideal para equipes de inside sales, conectamos chamadas telefônicas através de integração inteligente e profunda com Pipedrive, acelerando os resultados da prospecção de clientes com 1 clique.
Com infraestrutura hospedada no Brasil, permitimos chamadas para fixo e móvel com qualidade insuperável contando com interconexão das principais empresas de telecom do país.

Oferecemos sem custos adicionais:

- Diagnóstico completo da sua topologia assegurando melhor experiência da voz ponta a ponta;
- PabxIp completo com todos os recursos de nível corporativo (monitoria tempo real, transferência de chamadas, gravações...);
- Bina dinâmico para multiplicar a taxa de chamadas atendidas;
- Detecção automática de caixa postal eliminado custos e aumentando a produtividade;
Com planos comerciais flexíveis, pague apenas o minuto falado, mas se precisa discar muito adote o plano controle e traga previsibilidade nessa despesa.

API4Com - API de Voz

No more taking notes or missing things – Tactiq takes the notes for you.

Sales calls, team meetings, online classes, customer interviews, product research – you can use Tactiq to capture everything everyone says, so you don't miss anything. Ever. 🙌

With Tactiq, you can transcribe Zoom and Google Meet, highlight the important stuff, tag action items, save the chat, screenshots and then Tactiq will summarize everything for you.

**250,000+** people across **8,000+** companies trust Tactiq to transcribe their meeting notes. 


**FREE TO USE:**
* Download Tactiq Chrome extension (it's free) 
* Join Google Meet or Zoom
* Tactiq automatically records meeting transcript in real time
* Highlight important issues with a click
* Access call log details in Pipedrive after meetings

**WHAT YOU CAN DO WITH TACTIQ:**
* Record Google Meet Live Captions
* Record Zoom Live Captions
* Save Google Meet captions
* Save Zoom captions
* Get transcript with speaker identification and timestamps
* Search transcript by Google Meet participants in Pipedrive

Tactiq

**Klenty is a Sales Engagement Platform that helps sales teams execute hyper-personalized, multi-channel outreach at scale. All while eliminating manual CRM data entry.**

**Key Features:**

- Multichannel Sequences: Build a sequence with a mixture of emails, calls, LinkedIn tasks, and texts. Achieve repeatable sales outcomes with a centralized playbook.
- Sequence Switching: Shift leads between sequences automatically based on engagement — such as email clicks, or answered calls.
- Advanced Personalization: Use prospect information to customize your messages to add that human touch. Go beyond placeholder personalization and use images and videos to quickly give your leads a glimpse of your solution.

**Highlights of Klenty+Pipedrive Integration**

1. Bi-directional Sync - Keep your Pipedrive updated by syncing all engagement activities, like email copies, opens, clicks and replies, call notes, and recordings.
2. Auto-import - Automatically import leads into Klenty as and when they appear in Pipedrive.
3. Native Widget - Route leads to sequences of your choice directly from Pipedrive. 
4. Deal Stage Automation - Move leads to different stages based on their engagement activity in Klenty automatically. Trigger new sequences for different deal stages and change messaging for warmer prospects.
5. Pipedrive Plugin - Execute all sales activities without leaving Pipedrive 
6. Triggers & Actions - Create actions in Pipedrive based on the sales engagement in Klenty.

Klenty

### 100 free SMS credits upon sign-up.

    
 
Streamline client communication by Integrating SMS into Pipedrive. SMS is an invaluable tool to engage new prospects and close more deals.

With SMS in Pipedrive you can:

- Two-way conversational texting directly from Pipedrive.
- Schedule personalised SMS text messages via activity SMS.
- Send bulk SMS text messages to Pipedrive Contact lists via filters.
- Send customised SMS meeting reminders directly from Pipedrive.
- Create SMS Automations within Pipedrive.
- Automatically record SMS activity within your Pipedrive Deal or Contact Person.

Also get access to our full suite of advanced SMS tools via our web portal including SMS Marketing Campaign tools, Multimedia Messaging & SMS Net Promoter Score (surveys).

Send SMS in Pipedrive (Australia)

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.

Connect your favorite tools or easily find new ones

Manage my accounts

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