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

### Demodesk Coaching &amp; AI
Let our AI Assistant record, transcribe and summarize your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. The AI Sales Coach provides instant, actionable feedback after each meeting to help you improve your sales skills. Demodesk automatically generates call summaries that are instantly synced to Pipedrive and directly updates your deals at the end of the call - no more manual data entry. Conversation Intelligence made easy – zero setup required.

### 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 teams using playbooks, talk tracks, 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

Communicate with leads

Automate my pipeline and data

Manage my accounts

Demodesk

Dreamdata is a B2B Attribution Platform that gives marketing teams the most complete view of their customer journey anywhere - so they always know what's working and where to invest next.

Built for B2B marketers who need to show impact, Dreamdata lets you answer any question on marketing's revenue contribution instantly. Every number trace back to the source&nbsp; including those generated by AI. No waiting for Ops. No black-box reporting. Just numbers that you can stake your reputation on.

- **Scalable Reporting**: Measure the ROI of every GTM activity across your full customer journey - from first anonymous touch to closed deal.

- **Campaign Optimization**: See exactly which channels, campaigns, and content drive pipeline, so you know where to invest more and where to cut.

- **Audience Targeting**: Build dynamic audiences from your pipeline data and sync them directly to your ad platforms to target in-market accounts.

- **Conversions Sync**: Feed enriched pipeline data back to your ad platforms automatically, so your campaigns optimize for revenue not just clicks.

Try Dreamdata with your own data before you commit.

Other use cases

Dreamdata: B2B Attribution

Automatically create or update your CRM data directly from EasyBusiness to Pipedrive.

EasyBusiness by Kompass

Fillout Forms streamlines the process of creating deals, people, and organizations within Pipedrive using modern, sleek forms. Create dynamic, multi-page forms, with the option to route leads to different pages depending on their answers, personalize questions with their info, or even schedule calls with a native scheduler.

After the form, automate follow-up actions with powerful workflows to send personalized thank you emails, send reminder emails for abandoned form submissions, and even classify leads with enriched company information and AI to route to the appropriate channels within your team.

Fillout forms

Flatris is the most complete system for promoting and selling apartments for developers.

**All the information for presentation at once**

- Apartment information is displayed as detailed as possible and in convenient form - it helps to present apartments for a customer from the most beneficial view.

**Protection against errors and double booking**

- The system updates the apartment statuses in real time, which eliminates the risk of booking an apartment twice.

**Compatibility with any device**

-  You can use the tablet and smartphone to work in the system - it allows managers to sell even when being at the site.

**History of contact with customers**

- The system provides full information about the interests and actions of the buyer, so the manager can influence the purchasing decision more effectively.

FLATRIS

### Fortnox Integration Overview

Transform Your Sales-to-Finance Operations

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

**Key Business Benefits:**

**1. Eliminate Manual Work**
- No double data entry between systems
- Automate organisation/person, product and invoice/order creation

**2. Real-time financial-data syncing**
- Stay Informed and In Control
- View booked invoice metrics directly within Pipedrive organization/person

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

**4. Start with Free Expert Onboarding**
- Personalized 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 transform your billing process.

### **Integration features**

- **Automatic Deal to Invoice/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Fortnox invoice metrics in Pipedrive
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Customer and Product sync**: Ensure precise customer and product synchronisation between Pipedrive and Fortnox
- **B2C Contact Management**: Convert Pipedrive contacts to Fortnox customers

Manage contracts

Fortnox Integration

**Fromni SMS-gateway** app for Pipedrive is a simple and easy-to-use solution for automating personal messaging. We operate from Finland and deliver SMS all over the world.

**App features**

- **Template builder**. Create different templates with or without variables.
- **Automations builder**. Create new automation in just a few minutes. Currently we support automated messaging based on your **deals** stage, **contact** labels and **activities**. Choose the automation type, add the text you'd like to send and set the time. The app can send your message either immediately or with a delay.
- **Manual messaging**. Manual SMS messages can be sent from the deal, contact or organization.
- **Mass messaging**. Find people that match one of your Pipedrive filters and send your message to all of them. 
- **Branded Sender’s name**. We will register a branded sender ID for your business.
- **Lower rates**. We can offer competitive pricing for all your destinations and guarantee high delivery and quality routes.

**If you need assistance, don't hesitate to contact us! We are always here:**
- [WhatsApp](https://api.whatsapp.com/send?phone=358451086128&amp;text=I'm%20interested%20in%20Fromni.SMS%20and%20Pipedrive%20integration) 
- [Telegram](https://t.me/FromniSupport_bot?start) 
- [Email](mailto:help@fromni.com?subject=Fromni.SMS%20and%20Pipedrive%20integration)

Nurture my leads

Fromni SMS-gateway

An app extension for agents to control customer interactions within Genesys Cloud directly in Pipedrive

**Features**

- Customizable app extension to control [Genesys Cloud CX](https://www.genesys.com/genesys-cloud) interactions.
- Search for a specific Pipedrive contact from Genesys Cloud.
- Click to Call functionality in Pipedrive to create a new Genesys Cloud voice interaction.
- Inbound calls associated with contacts in Pipedrive
- Pipedrive call log updated from within Genesys Cloud interaction log.
- Screen pop for associated record in Pipedrive based on the Genesys Cloud interaction.

Genesys Cloud for Pipedrive

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.

Hints CRM assistant

Integrately’s main focus is to provide its users with ready-to-use one-click automation, so there is a minimal effort in building the integrations. Being 18x less expensive, it is one of the most affordable alternatives of Zapier. Aimed at helping even the most non-technical people in automating their workflows, it has a zero learning curve and the UX is extremely user-friendly. 

Integrately's Pipedrive integration allows you to share your Pipedrive deals and contacts with other apps for a more streamlined process with powerful reporting capabilities. Thus, you can get detailed information on how your deals progress through your pipeline and maximize the value of every deal within your organization.

You can select from over 100,000+ ready-to-activate recipes from our integration page of Pipedrive (https://integrately.com/integrations/pipedrive)

Integrately

Jiminny is a leading Conversation Intelligence platform, designed to provide real-time insights from customer interactions to help revenue teams thrive. By analyzing video, voice, and email conversations, Jiminny delivers actionable data that enhances performance, automates tasks, and boosts revenue growth.

Jiminny enables sales reps to sharpen their skills, managers to coach more effectively, and executives to make data-driven decisions for consistent growth, all with Jiminny's powerful insights.

### **Key benefits of the Pipedrive + Jiminny integration:**

**AI-powered automation:** Automatically log insights into your CRM, allowing reps to focus on selling.

**Actionable insights:** Capture and analyze conversations across video, voice, and email instantly.

**Smarter coaching:** Real-time data helps managers develop teams and track performance.

**Data-driven decisions:** Jiminny ensures reliable, actionable data for reps, managers, and executives.

### **Key functionalities:**

AI-powered conversation analysis with transcripts, keyword tracking, and insights.

CRM sync &amp; automation to eliminate manual data entry.

Real-time performance insights for tracking trends, forecasting, and deal risks.

Customizable reporting and coaching tools for smarter team development.

**With Jiminny, sell smarter, grow faster, and win more deals!**

Jiminny for Pipedrive (EU)

Efficiently manage Pipedrive people and deals without leaving WhatsApp Web. Create and access Pipedrive prospects from WhatsApp contacts and send them customized WhatsApp message templates in no time.

[Create contacts](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.y3hrwm36ggm3)


Add people and deals to Pipedrive from WhatsApp Web. View and edit Pipedrive fields from WhatsApp Web.

[Pipedrive contacts](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.beetkhp1jw6b)

Access Pipedrive contacts linked to WhatsApp contacts with just a click.

[Configure fields](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.r0k9qnfvxk8w)

Customize Pipedrive deal fields from WhatsApp Web.

[Message template](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.76c1l8rp2xb4)

Send predefined WhatsApp messages using message templates that can be easily created, edited and deleted.

[Add notes](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.5j2w3kmw73uw)

Add notes for Pipedrive contacts from WhatsApp Web.

[Export Chats](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.rzafkg8ys4pn)

Select and export WhatsApp chats as Pipedrive notes.

This way, you can easily manage Pipedrive contacts and conversations from WhatsApp Web.

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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