**Get insight into the communication of your sales and support team on WhatsApp at scale**

TimelinesAI automatically saves WhatsApp messaging with your contacts into activities. Based on their WhatsApp number, it either adds them to an existing Pipedrive leads, person, and deal or creates new ones. You can select Pipeline to sync Deals from WhatsApp 

**Effortlessly sync WhatsApp contacts as leads or Persons**

Customize your WhatsApp contact synchronization by choosing the ideal module for your WhatsApp chats for seamless integration.

**The setup takes your team 5 minutes regardless of the size**

Connect from one to dozens of WhatsApp numbers, business or individual. Add a number yourself or send invites to your managers to scan a QR code generated by the TimelinesAI app. 

**Preserve the contact list of your managers**

TimelinesAI works with existing WA accounts. You don't have to create a new number. 

**Improve your sales and support on WhatsApp**

An additional benefit is a shared inbox for WhatsApp. Your team can manage contacts on WhatsApp, exchange comments, use quick reply templates, import/export contacts and much more.

[To a video tour of our Shared Inbox application](https://youtu.be/LzBYlHkSLkk).

**Get a free 10-day trial for your team**
Create a TimelinesAI profile and try the integration for free for 10 days! The setup is as simple as connecting to WhatsApp Web, and the synchronization is fully automatic.

Nurture my leads

Communicate with leads

Automate my pipeline and data

Manage my accounts

TimelinesAI - Whatsapp Pipedrive integration

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

Manage my projects

Monday.com

With Dux-Soup, it’s easy to find, attract and engage with your prospects on LinkedIn. Let Dux-Soup automate your LinkedIn lead generation leg-work, so you can focus on growing your business and closing deals.
With the Dux-Soup Connector and Dux-Soup Turbo you will be able to :

- Create and update Pipedrive "People" and "Organization" objects directly from LinkedIn - including LinkedIn name, title, profile URL, ID, industry, location and degree connection. 
- Send LinkedIn connection requests from Pipedrive
- Send direct messages to LinkedIn connection from Pipedrive
- Enroll Pipedrive contacts into smart drip campaigns
- Create activities in Pipedrive for new connections
- Create activities in Pipedrive when a message is received
- Run actions in batch or one by one

Attract new leads

Dux-Soup Connector

**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

Insycle is a modern data management solution that makes it simple for companies to manage, automate and maintain clean prospect and customer databases in Pipedrive. With Insycle, your sales teams can execute more efficiently and improve reporting knowing the data is accurate and formatted properly.

Using Insycle, you can: 

1. Merge Duplicates in Bulk: People, Organizations, Deals. Control the master & field selection. Automate the deduplication process. [Pipedrive Deduplication](https://www.insycle.com/pipedrive/deduplication/)

2.  Improve lead routing and load balance with bulk re-assignments, advanced data grouping and “updateable reports”

3. Associate free-floating, unassociated people with organizations using any field

4. Cleanse data to create standardization and consistency. You can format phone numbers for click-to-dial, standardize job titles any other field.

5. Import and enrich data without fear of creating errors and duplicate records

6. Preview changes before they go live.

7. Automate data cleansing processes to run at regular intervals

[Insycle for Pipedrive](https://www.insycle.com/pipedrive/) offers powerful tool suite can help you to duplicate, standardize, import, cleanse, transform, reconcile, bulk update, aggregate, explore, consolidate, migrate, execute workflows, automate, grid edit, collaborate and more.

[6 Ways Insycle Helps Pipedrive CRM Sales Teams Be More Effective](https://blog.insycle.com/pipedrive-crm-sales-teams-be-more-effective).

Insycle Data Management

### 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).

Qualify my leads

Send SMS in Pipedrive (Australia)

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.

Demodesk

**Our Focus**

We help product teams add native integrations with apps like Pipedrive to their B2B SaaS applications. We save more time while solving this problem end-to-end than anyone else.

**AI integrations**

Applying AI to automatically generate integrations between your app and dozens of other apps your customers use.

**World-class developer experience**

Providing world-class developer experience. We have API and SDK for everything. There is not a single feature in our platform you cannot access programmatically.

**Platform extension**

Letting you extend our platform with new connectors so you are never limited by what we’ve built.

**Pre-build Integration UI**

Offering pre-build Integration UI so you could save months of time on building your own. You can still build a fully custom UI using our API, of course.

Integration.app

Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder
Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates
Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications
Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

Coefficient

CompanyCam is a photo-based communication solution created for contractors, by contractors. Users can document their jobs with unlimited photos and videos—which are location and time-stamped and stored securely in the cloud. Every photo is organized by project and instantly available to your team, allowing everyone to see what’s going on anytime, anywhere.

The CompanyCam x Pipedrive integration makes it seamless to capture details on every job site and keep both your crew and your customers informed along the way. When a deal is created in Pipedrive, a project will automatically be created in CompanyCam and a link to the CompanyCam project will be auto-populated to the deal in Pipedrive.

CompanyCam

Mailshake is a sales engagement platform that helps sales and marketing teams to perform automated, personalized outreach. Send cold emails, set tasks to engage with prospects via phone and social media and reply to leads, all in one sequence on one dashboard.

In Pipedrive, Mailshake can create deals for campaigns' recipients and track activities for that deal. For instance, you can track when an email is sent, opened, clicked, or replied to. You can also customize how your deals move through your pipeline's stages. For instance, when a lead is created in Mailshake, you can set it to move forward in your pipeline.

Mailshake

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.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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