**Business Central 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

**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 Business Central booked invoice metrics in Pipedrive
- **Replay Failed Syncs:** Recover unsuccessful integrations
- **Customer and Product sync:** Ensure precise customer and product synchronisation between Pipedrive and Business Central
- **B2C Customer Management**: Convert Pipedrive person/people to Microsoft Business Central customers

Manage contracts

Automate my pipeline and data

Business Central Integration

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

Manage my accounts

Demodesk

1. FreJun allows you to automatically capture and sync all your sales or support calls with Pipedrive
2. Refer to your previous sales calls if and when required
3. No action is required by the user. The syncing occurs automatically.
NOTE: This product is only available in India at the moment.

FreJun

**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

Krisp.ai is an AI-powered meeting assistant that captures and summarizes key notes from your conversations—so you can stay present in the moment and act faster afterward.

With  Pipedrive integration, Krisp automatically syncs key meeting highlights to the relevant contacts and deals in your CRM. Right after a call, your team will find the most important takeaways neatly added to Pipedrive—eliminating the need for manual notes or follow-up data entry.

Whether you're in sales, customer success, or partnerships, Krisp helps you cut through the noise and focus on what matters most: building stronger relationships and moving deals forward.

What makes this integration valuable?

- Instantly surfaces key meeting moments where you already work—inside Pipedrive
- Speeds up follow-ups by giving your team immediate access to context and insights
- Works across virtual and in-person meetings

Krisp

​Leadspicker is an AI-driven platform that automates lead generation and outreach, enabling businesses to efficiently identify and connect with high-intent prospects. By monitoring signals such as social media posts, job listings, and employment changes, Leadspicker transforms these insights into actionable leads. The platform offers seamless integration with Pipedrive, allowing users to manage campaigns, optimize outreach, and maintain up-to-date CRM data, thereby streamlining the sales process and enhancing overall efficiency.

Leadspicker

LiveChat is a live chat application that can be integrated into your website to capture more leads and close more sales. 

Having LiveChat on your website means that on-site visitors can send you their questions and receive answers in no time.

Simply add the live chat to your website and use it to answer your visitors’ questions or approach them directly with chat invitations.

As a result, your business will benefit from more satisfied customers, more resolved problems and more sold products!

As soon as customers engage with you through this integration, new leads will be created in your pipeline.

This eliminates the hassle of manually transferring and sharing new lead info with your team. 

On top of that, your chat transcripts will instantly be added to your Pipedrive contact with no extra effort, less administration and – more selling.

Support my customers

LiveChat

**Product information**

Maileon is an email marketing and automation solution that allows you to send targeted email campaigns to your customers and develop marketing automations. Benefit from numerous powerful features such as personalized sending times, our recommendation engine, AMP mailing support, landing page editors and much more. From small businesses to large corporations, Maileon offers full scalability for your email marketing with up to 100 million emails/hour.
We are already the No. 1 email marketing tool for several illustrious clients in Germany. Allow us to convince you with our many years of experience in email marketing and our high standards!

Don’t have a Maileon account yet? Test it for free now!  https://www.maileon.de/maileon-testen/

**Your benefits when using Maileon’s Pipedrive Plugin:
**The plugin connects our email marketing solution directly to Pipedrive. All important customer data such as newsletter subscriptions and cancellations as well as DOI confirmations are automatically updated and added, while deals can be submitted to Maileon for further processing. Avoid manual import and export errors while saving time.

Benefit from:

- Automatic synchronization of newsletter subscribers to Maileon
- Automatic synchronization of newsletter unsubscribers from Maileon to Pipedrive
- Automatic synchronization of DOI confirmations
- Transactional mailings for deals and change

Maileon Email Marketing

Noota is a voice intelligence platform that allows sales professionals to increase performance, make onboarding 6 times faster and save 60 min daily with CRM automation.


🎞 **Noota Live Assistant**

- Easy to implement into your workflow,  is compatible with all your favorite platforms : Microsoft Teams, Zoom, Google Meets, Zoom
- Available in +80 languages 🌐 🌍
- Easily record, store and export your calls and meeting

📝 **Automatic note taking**

- Noota saves you valuable time by atomizing note taking and delivering a highly precise transcription that you can also translate, edit and export.

🚨 **Live Coaching**

- Respond to any objection in the best way possible
- Identify top performing practices
- Make onboarding faster


📊 **Analysis**

- Sentiment Analysis, Talk-to-listen, hesitations, topic detector and many more KPIs for you to truly understand your customers


**Install our Chrome Extension:** [https://chromewebstore.google.com/detail/noota-screen-recorder-mee/eilpgeiadholnidgjpgkijfcpaoncchh](https://chromewebstore.google.com/detail/noota-screen-recorder-mee/eilpgeiadholnidgjpgkijfcpaoncchh)

**See our website:** [https://www.noota.io](https://www.noota.io)

**More details about our available plans here:** [https://www.noota.io/pricing](https://www.noota.io/pricing)

Other use cases

Noota

**Ring.io is a Sales Engagement Platform and Power Dialer that helps sales teams reach out to customers through multiple channels in a personalized way, on a large scale.**

**Key Features:**

1. The power of data-driven sequences: create and personalize multi-channel outreach (email, SMS/MMS, calls, video), import contacts from CSV, XLSX, or your CRM, optimize your approach with algorithm adjustments, and refine strategies via A/B testing and templates.
2. Boost your sales with an automated Power Dialer: drop voicemails, send SMS/MMS, and emails during your session, start from any view, increase connections with local Caller IDs, and integrate all activity, from call recordings to email opens, into Pipedrive.
3. Streamline your workflow with Pipedrive integration, allowing you to manage data, connect effortlessly to Gmail or Outlook, auto-save all calls, emails, and replies, and execute multi-channel engagement directly within the CRM.

**Highlights of Ring.io & Pipedrive Integration:**

- Keep your Pipedrive up-to-date with Ring.io's bi-directional sync, which automatically updates your CRM with all your engagement activities like emails, calls, and more. 
- Import new leads into Ring.io as soon as they pop up in Pipedrive, move leads through different stages automatically based on their activity, and trigger tailored messaging and sequences for warmer prospects. 
- Set up actions in Pipedrive based on your sales activities in Ring.io to keep everything moving smoothly.

Ring.io Sales Engagement

SignalHire extension for Pipedrive allows you to easily find emails and phone numbers for your prospects or leads on LinkedIn and export them directly to your Pipedrive account. It can also be used to update contact info for your current leads

SignalHire

Pipedrive users can log in to TAMI to identify thousands of potential customers. We offer rich company information (merchant size, financial overview, competitor data, website technology, etc.) on over 300 million websites, as well as company phone numbers and validated email addresses. With our Pipedrive integration, users can export leads directly from our app to Pipedrive.

Connect your favorite tools or easily find new ones

Communicate with leads

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