**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

CallGear is an online service that shows you where your phone leads come from. Monitor your metrics in simple-to-use dashboards or integrate CallGear with other analytic tools.

CallGear is ideal for 🎯

- Consulting and professional training
- Real estate
- Сar dealerships

With CallGear you can💡

1. Apply call tracking to your website and see which keywords visitors use before they land on your webpage
2. Add a callback widget to your website and help your website visitors engage with you by requesting an automated callback
3. Save money by using CallGear Virtual PBX instead of traditional GSM telephony and create your own IVR, call routing scenarios and much more

Why combine CallGear and Pipedrive? 🤜🤛

With CallGear your contact, lead and deal cards are created automatically the moment you receive a call from a new lead. You can assign your managers to contacts, leads and deals so that all calls route to customers manager. Make calls with our telephony extension and listen to call recordings in the Pipedrive interface.

Communicate with leads

Manage my accounts

Support my customers

CallGear

Pipedrive & Clerk Chat: bring all your contacts to Clerk Chat to enable 1:1 and marketing campaigns across:

- SMS
- WhatsApp
- iMessage (soon)

Clerk Chat helps you close your deals faster by allowing you to message your leads, prospects, and contacts all from one gorgeous and intuitive interface.

Filter your contacts based on properties you set in Pipedrive and build comprehensive lists to help you drive conversations that build engagement.

**Features our customers love:**
- Send 1:1 messages and high-volume campaigns
- Have control over your team with flexible permissions
- Integrate with leading platforms like Microsoft Teams, Zoom, Salesforce, RingCentral and more
- View analytics to understand usage, growth, and response rates
- Export conversation history and logs to your eDiscovery tool of choice (Azure, Purview, and OneDrive)

Qualify my leads

Nurture my leads

Clerk Chat

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

Manage my projects

Clustdoc

Datelist is the appointment booking platform you need. Add the Datelist widget to your website and start accepting reservations. Configure the widget via our application and start syncing your data with Pipedrive each time someone books a slot.

Attract new leads

Datelist - Booking & Scheduling

EasyCalendar makes it easier for your customers to book an appointment with you. Add automation for scheduled appointments by integrating it with business tools like Pipedrive.

Once Pipedrive is integrated, users can effortlessly assign activities and notes to their contacts and EasyCalendar will sync them with their Pipedrive account. EasyCalendar also automatically logs activities if an appointment gets canceled or rescheduled.

EasyCalendar will create a new contact if an existing contact doesn't exist in Pipedrive.

EasyCalendar

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

Introducing the **Global Call Forwarding Softphone Desktop App Connector for Pipedrive CRM**:

Our connector streamlines your workflow, seamlessly connecting **Pipedrive CRM** and the **Global Call Forwarding Softphone** Desktop App. Easily access your customer data from Pipedrive CRM within the desktop app, ensuring personalized and efficient calls.

In addition to customer access, store call history and voicemails directly in Pipedrive CRM, maintaining a comprehensive record of your interactions. This connector elevates your communication and CRM experience, saving valuable data and enhancing your workflow.

Global Call Forwarding Softphone Connector

🚀 **What is HyperScript?**

HyperScript is an online call and chat script designer infused with cutting-edge AI technology. Our seamless integration with Pipedrive allows you to run scripts directly from your CRM, revolutionizing your communication workflow.

🌟 **Why Choose HyperScript for Pipedrive Integration?**

- Intelligent Scripting: Craft compelling call and chat scripts effortlessly. HyperScript harnesses the power of AI to help you create messages that resonate with your leads and customers. Say goodbye to generic interactions and hello to personalized communication.

- Enhanced Productivity: Eliminate the need to switch between platforms. With HyperScript integrated into Pipedrive, you can streamline your workflow, save time, and focus on building valuable relationships and closing deals.

- Increased Conversions: Make informed decisions with HyperScript's real-time analytics. Gain deeper insights into customer interactions, refine your scripts, and optimize your sales and support processes.

- Easy Setup: Getting started is a breeze. Our user-friendly interface ensures that the integration process is smooth, allowing you to supercharge your CRM in nearly no time.

- Customization: Tailor your scripts to match your unique business needs. HyperScript gives you the flexibility to create, edit, and manage scripts with ease, ensuring your messages are always on point.

- Team Empowerment: Support teams with efficient collaboration.

HyperScript

**Please note: you must have a LeadDesk subscription to use LeadDesk Talk. [Contact Sales](https://leaddesk.com/software/outbound-sales/#contactForm)**

**Highlights**

- Make outbound calls and receive inbound calls directly in Pipedrive with LeadDesk Talk.
- Send SMS follow-ups after calls for sales confirmations. Choose from a template or write your own.
- Integrated with Pipedrive. Calls and messages are recorded in related Deal or Contact records for all communication history in one place.

LeadDesk Talk lets agents call and message contacts directly in Pipedrive. 

**Make Outbound Calls:** Customer phone numbers are pre-populated in the dialer from the contact or deal record. Simply click to call and start talking to your contacts. Agents can also manually dial numbers and create new contacts if there's no match in Pipedrive.

**Get Inbound Calls:** LeadDesk Talk pops up for agents if an incoming call comes from contacts and links to the record. Agents can review communication history instantly and provide meaningful conversations from the start of each call.

**Send Text Messages:** Follow up with customers to confirm sales requests or to provide additional after-call support. Agents can choose from templates or write their own message. 

**Works in Pipedrive:** All LeadDesk Talk calls and messages are logged in the contact or deal record in Pipedrive so you can see call status, length, call reasons and dispositions. Call recordings also available.

LeadDesk Talk - High Quality Calling in Pipedrive

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.

LookUp for Pipedrive

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.

Connect your favorite tools or easily find new ones

Communicate with leads

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