# Sales Brief Overview

**Sales Brief** is a lightweight daily digest designed for sales reps who want to stay on top of their sales metrics without wasting time digging through reports and dashboards. Sales Brief connects directly to your Pipedrive account and delivers a clear, focused snapshot of your performance every morning.

## Why Sales Brief?

✅ **Effortless visibility** – skip the dashboards. Your Pipedrive data arrives daily, clean and easy to read.

✅ **Stay on quota** – see how you’re tracking every day, so you can adjust in time – not at the end of the month.

✅ **Momentum, daily** – visibility fuels consistency. Track your progress and build motivation with every morning update.

✅ **Data-backed confidence** – walk into manager check-ins or prospect calls with fresh, accurate numbers — without scrambling.

✅ **No clutter** – just your sales numbers. No marketing, no support metrics. 100% built for reps.

## Getting started in 5 minutes:

Just connect your Pipedrive CRM, choose the metrics you care about, and you’re set. You’ll get your first digest the next morning – no dashboards to learn and no extra tools to manage.

Automate my pipeline and data

Other use cases

Sales Brief

SalesMind is an AI-powered assistant designed to boost your sales productivity by seamlessly integrating with Pipedrive. With this integration, you can automatically sync leads, meetings, and deals between SalesMind.ai and your Pipedrive account—ensuring your pipeline is always up to date without any manual work.

Our smart system monitors CRM activity in real time, analyzes meeting outcomes, and qualifies leads using AI, so your team can focus on closing deals instead of managing data. Whether you're automating workflows, tracking client interactions, or gaining insights from sales conversations, SalesMind.ai helps you work smarter and faster—directly from your SalesMind workspace.

Key features:
- Sync Pipedrive leads, contacts, and deals in real time
- Automatically detect and track completed meetings
- Use AI to qualify leads and update CRM stages
- Eliminate manual data entry and reduce admin tasks
- View all synced data without leaving SalesMind.ai

Perfect for sales teams that want to scale with automation and AI-driven decision-making.

Attract new leads

SalesMind AI

## All-in-One Pipedrive SMS, MMS, Calling, &amp; Ringless Voicemail Software

⭐ ⭐ ⭐ ⭐ ⭐ 
## [Read our G2 Reviews!](https://www.g2.com/products/salesmsg/reviews)
⭐ ⭐ ⭐ ⭐ ⭐ 

[Salesmsg](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app) makes it easy to send and receive SMS text messages and phone calls from Pipedrive.

### 📱SMS/MMS Texting
- Two-Way Texting from Pipedrive
- Bulk SMS Marketing
- Local, toll-free, landline, and short code numbers
- Text Images, Videos + More
- Automatic Text &amp; Call Logging
- A2P 10DLC &amp; Toll-Free Compliance
- **New!** AI Textbots &amp; Smart Workflows

### 📞 Calling
- Call Anywhere
- Click-to-Call
- Call &amp; Voicemail Transcriptions, IVR
- STIR/SHAKEN Compliance and CNAM Registration
- **New!** Manage calls with Call Queue and Power Dialer
- **New!** Connect with multiple participants in one call
- **New!** Pass calls to the right person with Call Transfer

### ☎️ Ringless Voicemail
- Direct Ringless Voicemail Drops
- Text-to-Speech
- Custom Voices in Text-to-Speech
- Drop Ringless Voicemails via Broadcast, Trigger or Workflow

**Sign up for your 14-day FREE Trial**

[https://www.SalesMessage.com](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app)

*"Decreased no-shows by 45%" - Greg Hickman @ System.ly*

*"Salesmsg tripled our sales in 60 days!" - Brian Moran @ Samcart*

[See Our Case Studies](https://customers.salesmessage.com/)

Qualify my leads

Nurture my leads

Communicate with leads

Manage contracts

Manage my accounts

Support my customers

Salesmsg

Gone are the days of using multiple applications to provide an all-in-one integrated VoIP solution within your CRM. Increase your business's productivity all while saving time and money with Fusion. Get rid of your Power Dialer, SMS/MMS application, scheduling software, automation software, and activity logging application. We can provide all of this to you at a similar if not better price than what you are currently paying for your telecommunication needs. 

Fusion surpasses the industry standard and is a seamlessly integrated VoIP to CRM application, and we are happy to serve the Pipedrive community. Take advantage of the forward-thinking features Simplii has to offer today.

Simplii

SP_CE's Partner Portal seamlessly connects with Pipedrive to transform deal management across your channel partner ecosystem. This integration eliminates manual deal tracking and provides a single source of truth for all partner-driven opportunities.
**Deal Management Excellence:**

- **Deal Registration &amp; Tracking:** Partners can register deals directly through the portal, automatically syncing with Pipedrive for real-time pipeline visibility and eliminating duplicate submissions.
- **Pipeline Sync:** Every deal stage update in Pipedrive instantly reflects in the partner portal, ensuring all stakeholders work with current information.
- **Deal Conflict Prevention:** Automated territory and account checking in Pipedrive prevents channel conflicts before they occur.
- **Commission Management:** Deal values and win rates in PipeDrive automatically calculate partner commissions and rewards.

**Stakeholder Value:**

- **For Partners:** Clear deal status visibility, automated registration processes, and instant feedback on submissions.
- **For Channel Managers:** Complete pipeline oversight, streamlined deal approvals, and data-driven partner performance tracking.
- **For Sales Leaders**: Accurate forecasting, transparent partner contribution metrics, and optimized channel sales strategies.

By connecting SP_CE to Pipedrive, organizations transform scattered deal management into a streamlined, automated process that accelerates partner sales cycles and improves win rates.

SP CE

Turn Excel spreadsheets into applications you can connect with Pipedrive. 

Build quoting tools, ROI calculators, rule engines, product configurators and many more directly in Pipedrive. 

Any type of calculation logic you can create in Excel can be used to run calculations against inputs from Pipedrive. Calculation results are displayed in the application and can be stored in Pipedrive's database. You can also connect existing data fields to your applications.

**Important:** This integration works with *SpreadsheetWeb Legacy* accounts only. Please use our [Zapier](https://zapier.com/apps/spreadsheetweb-hub/integrations) or [Make](https://www.make.com/en/integrations/spreadsheetweb-hub) integration with *SpreadsheetWeb Hub* accounts.

SpreadsheetWeb

Try Triggerbee with Pipedrive for free for 30 days! Click on the “Website” link to the right.

Triggerbee helps you close deals faster using sales automation, tracking of website activity and personalized onsite communication. Identify visiting companies to discover business opportunities, learn what your Pipedrive contacts or email subscribers do on your website and nurture qualified leads with personalized messages.

- Spend LESS time prospecting by sending weekly lead reports directly to your sales team
- Spend MORE time selling by effortlessly creating and managing sales tasks in Pipedrive
- Personalize your communication by targeting website visitors based on their actions or interests
- Discover business opportunities by identifying companies visiting your website

**Track your Pipedrive contacts **
Track website activities from your Pipedrive contacts and email subscribers, identify companies visiting your website and discover business opportunities in real-time.
**Put your data to work **
Use Pipedrive to keep track of your deals and Triggerbee to automate sales tasks based on your leads’ website activity. Connect your email system to identify subscribers coming from your newsletters.
**Convert visitors into leads and customers** 
Display messages to visitors based on their actions, interests, who they are and where they come from.

Triggerbee

**Go beyond one-way automations with a two-way integration** 

Unito empowers you to do more than conventional automation platforms with more options to customize a flow between the apps and tools your teams actually use.

**Customize each integration with simple rules**

Unito maps the details of each Pipedrive contact as syncable fields which can linked to spreadsheets, databases, and other tools across your stack. Supported fields include: assignees, due dates, comments, tickets, tags, sections, attachments and more.

**Work with real-time data**

Unito syncs your data live while you work so you don’t have to sit around wondering if you have the latest details or not.

**Get started right away**

Curious to see how it works? Follow [this step-by-step guide to connect Mailchimp to Pipedrive with Unito.](https://unito.io/blog/guide-how-to-pipedrive-mailchimp/)

**Live support**

Don’t hesitate to [get in touch](https://unito.io/contact/). Our live support staff is ready to answer any questions you might have about Unito.

**Integrations for industry-leading apps and tools**

Unito integrations are available for Asana, Airtable, Azure DevOps, Basecamp, Bitbucket, ClickUp, GitHub, GitLab, Google Calender, Google Sheets, HubSpot, Intercom, Jira, monday.com, Notion, Salesforce, Smartsheet, Trello, Wrike, Zendesk and many more.

Unito 2-Way Sync

## E-conomic Integration Overview
Transform Your Sales-to-Finance Operations

**Features:**
- ✅Automatic Deal to Invoice/Order/Quote Creation
- ✅Financial Metrics within Pipedrive
- ✅Replay Unsuccessful Integrations
- ✅Manual Company Creation

**Key Business Benefits:**

**1. Eliminate Manual Work**
- No double data entry between systems
- Automated customer, product and invoice/order/quote creation

**2. Real-time financial data syncing**
- View e-conomic booked-invoice data directly in Pipedrive contacts

**3. Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal activities

**4. Start with Free Expert Onboarding**
- Custom setup for your Pipedrive account.
- Custom guidance for your specific needs

**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 streamline your billing process.

### Integration features
- **Automatic Deal to Invoice/Order/Quote Creation**: Convert deals to invoices with real-time updates.
- **Financial Metrics**: View Booked e-conomic invoice data in Pipedrive
- **Replay Failed Syncs**:Retrigger unsuccessful integrations
- **Customer Creation**: Create e-conomic customers from Pipedrive Organizations/People
- **B2C Management**: Convert Pipedrive contacts to e-conomic customers.
- **Simple Invoicing without products**:Generate invoices from the deal value.

Visma e-conomic Integration

Whalesync enables you to two-way sync Pipedrive with other apps like Airtable, Notion, Postgres, & more. Unlike most integration apps that offer one-way automations, Whalesync lets you truly, bi-directionally connect your data.

**Two-way sync**

Automation tools like Zapier are great for simple, one-way if-this-then-that workflows. Unlike most tools, Whalesync is built to handle true, two-way sync across Pipedrive and other apps.

**Instant updates**

Unlike most integration tools that work on a timer (e.g. once every 10 minutes), Whalesync syncs updates instantly. As soon as we notice a change in Pipedrive we sync it or vice versa.

**Supported Connectors**

Two-way sync Pipedrive with:

- Airtable
- Postgres
- Notion
- Salesforce
- HubSpot
- & more

**Supported Objects**
- Deals
- Organizations
- Persons
- Activities
- Stages
- Leads
- Users
- Pipelines

**Security**
Whalesync is SOC 2 certified and GDPR compliant. You can read more about our enterprise-grade security practices here: https://security.whalesync.com

Manage my projects

Whalesync

Integrate Pipedrive with Wooxy to sync contacts added/updated and their respective details into your default contact list.

For example, if you make changes to a contact's details in Pipedrive, the updated version will appear in your Wooxy default contact list.

Additionally, connect Webhooks when creating this integration with Wooxy to receive data back about contacts the moment an event occurs with them.

Wooxy

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.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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