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

sevdesk übernimmt die Buchhaltung rechtskonform am deutsch-sprechenden Markt. Damit behalten Gründer, Selbstständige und KMUs den Überblick über ihr Business.

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

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-pipedrive-sevdesk/) 

[Hier sevdesk **kostenlos testen**](https://www.awin1.com/awclick.php?gid=361518&amp;mid=15944&amp;awinaffid=900761&amp;linkid=2458873&amp;clickref=](url))

**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

Other use cases

sevdesk Schnittstelle von PD Experts

Setting up the integration is done directly in your SIPSIM personal account, ensuring ease and speed **without the need for additional IT specialists**.

After successful integration into Piper Drive, **all contacts, calls, and conversation recordings** are automatically saved, providing a complete history of customer interactions. This enhances transparency and deepens understanding of customer relationship dynamics.

The automatic creation of CRM deals based on calls, along with their automatic assignment to **funnels and responsible team members**, simplifies sales management, increasing efficiency and optimizing the sales funnel.

Additionally, the integration offers the flexibility to configure **automatic tasks** for different call scenarios, such as answered, missed, or outgoing calls. This helps businesses efficiently manage customer interactions, improving accountability and timely responsiveness to customer inquiries.

Communicate with leads

SipSim

**Question: does your sales team rely on email open and click tracking?** 

If so, it might be costing you thousands of dollars in lost sales every year. 

Email open and click-tracking have major limitations that can cause your team to miss sales opportunities. Don't let outdated technology hurt your bottom line. Invest in better tools and get better results. 

Watch our one-minute video for more information.

**Give your sales team an advantage with 365 Day Tracking & Alerts.**

-  Track your Pipedrive contacts for up to 365 days after any sales or marketing communication

- Get real-time alerts in Pipedrive whenever a contact returns to your website, even days or months after their last visit

- See a complete timeline of everything each contact has looked at on your website

- Pinpoint contacts the moment they become interested, no matter how long your sales cycle is

- Increase productivity by focusing on your most-engaged contacts

** Bonus: Make your existing email marketing tools more powerful.**

Are you sending marketing or drip emails? Turbocharger can use your marketing emails to start and extend tracking of your Pipedrive contacts.

Connecting your sales and marketing efforts will prevent opportunities from slipping through the cracks and boost your bottom line. 

**Start your free 30-day trial today.**
-  100% free trial. No commitment. No payment required.
-  See the results for yourself

Nurture my leads

Manage my accounts

Turbocharger 365 Day Tracking & Alerts

### Effortless sales meeting notes

Leverage generative AI to update Pipedrive effortlessly and finish your documentation in minutes after your meeting. Our voice-first mobile app transforms voice memos into high-quality meeting notes and sends them directly to Pipedrive, minimizing time spent on administration. Never get behind on CRM updates again with voam.

**The benefits:**

- Minimize time and money spent on administration. Automate the busy work and reclaim travel time by empowering your team with an AI powered voice interface.
- Maximize the quality and consistency of your CRM data. Collect rich and complete information to streamline your sales process and close more deals.
- Eliminate the most dreaded task of any sales rep or account manager: writing CRM updates.

**This integration enables the following functionality:**

- Find your recent customer meetings in the voam app to easily create meeting notes for them
- Link existing voams to Pipedrive meetings
- Log new calls and meetings in Pipedrive from the voam app
- Update meeting notes in Pipedrive automatically when submitting a voam with a linked meeting

*Supports English, Spanish, German, Dutch, French and 20+ other languages.*

voam

ZBrain's AI Copilot for Sales is an integrated AI solution designed to enhance your sales process within Pipedrive. With four key features, AI Copilot for Sales boosts sales team productivity, empowering your team to drive more sales.

**Generate Executive Summary:** It automatically creates the executive summary of each deal by reviewing past activities, notes, deal history, and emails sent and received. The summary includes key events and understanding of the deal.

**Identify Issues:** It identifies gaps and issues by reviewing deal details, meeting notes, deliverables, and all historical data for a deal. It includes specifics on what went wrong and what parties are involved. It helps the team identify and fix any communication gaps.

**Suggest Next Best Action:** It suggests the next best action item by looking at the latest activity and data in Pipedrive. A suggested action could be sending an email, drafting a document, making a phone call or any other step you use in your organization. It also drafts the agenda or content of the suggested action item.

**Fine-tuning of LLM for each organization:** Using the Zbrain enterprise plan, an organization can use a proprietary fine-tuning model built for them and hosted in a private environment.

Immediately increase the sales team's productivity by giving them immediate access to the deal summary, insights and drafted content for the next best action item.

ZBrain AI Copilot for Sales

AI Note-taker by Quil is an innovative tool that effortlessly captures and organizes your notes. Quil records calls, transcribes speakers, generates customizable notes and creates follow up documents all automatically.

**AI Note-taker by Quil allows you to:**
- Search for Pipedrive Deals from Quil
- Connect Pipedrive Deals to Quil Calls
- Push Quil's generated notes directly into a Pipedrive Deal record

By automating these traditionally time-consuming tasks, we liberate your schedule, providing you with more time to connect with prospects. Consider our AI Notetaker as your virtual assistant.

AI Note-taker by Quil

AIRR is a full-service integration platform for investment professionals that brings together data from CRM, accounting, pipeline and other systems you use and unites it into a convenient portal for your team and investors. Power up Pipedrive by adding document management tools, accounting platforms, databases and other BI systems of your choice.

Automate any workflows across your investment process:

- **Calculate the value of the portfolio in real-time**, with exchange data that is updated daily
- **Organize your pipeline and sync it with Pipedrive
**- **Connect your pipeline with Crunchbase, global and local databases**
- **Sync accounting/banking data** and calculate fund metrics online
- **Store all documents and materials neatly in one place
**- **Put the KYC/AML documentation in order**, allowing you to have full coverage of the fund participants

Install AIRR and try it for free for 14 days.

AIRR

SalesOS is the ultimate outbound sales app for ambitious B2B sales teams. With SalesOS, you can streamline your outbound sales process, optimize your outreach, and close deals faster than ever before.

SalesOS offers a range of features to help you drive sales success. Create highly targeted prospect lists based on advanced filters and criteria, launch campaigns to reach your ideal customers, and track your performance with advanced analytics.

But that's not all. SalesOS integrates seamlessly with Pipedrive, one of the most popular CRM platforms available. With our Pipedrive integration, you can import your Pipedrive contacts directly into SalesOS, or export your SalesOS contacts to Pipedrive for easy management.

In addition, SalesOS lets you use your Pipedrive contacts in your SalesOS campaigns. Simply export your Pipedrive contacts to SalesOS, create a campaign, and start reaching out to your ideal customers.

Whether you're a solo sales pro or part of a large sales team, SalesOS is the next-generation sales app you need to take your outbound sales to the next level. Try it today and start closing more deals!

ATLAS ANALYTICS SalesOS

With the AXDRAFT document automation for Pipedrive, you don’t have to leave your favorite CRM to draft, sign or send out documents anymore. Getting signatures can prove a real bottleneck in your sales cycle. AXDRAFT helps you to remove them from your processes and optimize contract management with automated workflows.

- Create perfect contracts with minimum input from legal
- Organize your workload and easily manage deadlines with automatic reminders
- Navigate your contracts and analyze their performance with built-in metadata
- Transform the work of your department with automated workflows
- Reduce the negotiation cycle with conditional approval
- Offer a modern customer experience to your clients
- Eliminate errors in your contracts

Unlock the potential of your contract workflow, turn out and finalize contracts 8x faster with AXDRAFT.

AXDRAFT Document Drafting

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Bexio Pipedrive Data Transfer App

This app will let you sync your Pipedrive data into a Spreadsheet or analytics tool.

You can access full data sets for:

1. Leads
2. Deals
3. Persons
4. Organizations
5. Products

Load your data into analytics tools such as Qlik, PowerBI and Tableau or excel using your live Cloudslurp URL and their standard REST connector. Set up in seconds!

Cloudslurp

Convin is an AI-backed contact center software that uses conversation intelligence to record, transcribe, and analyze customer conversations. Convin supports omnichannel contact centers and performs quality audits across calls, chats, and emails. It is your one-stop solution to 3X your contact center performance by improving agent performance holistically, boosting customer experience, and increasing your contact center ROI.
Features:
1. Quality Management System: It is your one-stop solution to call listening, randomizer, call auditing, and custom reporting.
2. Automated QA: Monitor every conversation, including calls, chats, and emails, to understand agent performance and assign coaching.
3. Learning Management System: Create customized assessments for agents, enrich the knowledge base with the required information, and track agent participation in coaching sessions.
4. Automated Coaching: Have a grip over call center training sessions that are auto-assigned by AI based on best-performing agent conversations.
5. Conversation Behavior Analysis: Track and analyze winning and losing trends behind agent-customer interactions and leverage call behavior, action, and phrases to drive more business-winning deals.
6. Customer Intelligence: Unleash the hidden insights within customer calls using customer intelligence. Find keywords and phrases that led to won and lost deals.
7. Conversation Intelligence: Surface valuable insights to drive more strategic decisions and business outputs

Connect your favorite tools or easily find new ones

Other use cases

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