### Improve call outcomes with actionable insights
Avoma is a revenue intelligence platform for revenue teams. It's AI-powered technology helps customer-facing teams capture important customer information, before, during, and after important meetings. Shorten sales cycles and delight more customers. With Avoma, you can automatically record all your meetings, and get full transcripts, summarized notes, and actionable insights synced directly to your CRM. 

Hundreds of fast-growing companies like Athelas, BuildZoom, Orum, BoomCloud, OnFleet, Moengage, and LeanData, trust Avoma to power their customer-facing teams. Avoma is headquartered in the San Francisco Bay Area. For more information visit www.avoma.com

### Benefits you can get with Pipedrive + Avoma integration:

- Focus on actively listening to calls not get distracted in taking notes
- Save time in note-taking with AI-generated notes and full transcription
- Improve call outcomes with actionable insights and trends across all calls

### Key functionalities of Avoma:

- AI-Generated Notes & Transcription
- Topic & Speaker Identification
- Filler Words & Custom Keywords Tracking
- Talk time, Monologue, Engagement, etc. Insights across all calls
- Smart Playlists and more collaboration workflows
- CRM Sync, Email insights, Deal Risk Signals, CRM field updates, Forecasting, and advanced Revenue intelligence.

Communicate with leads

Manage my accounts

Other use cases

Avoma - Recording and Conversation Intelligence

With the AXDRAFT document automation for Pipedrive, you don’t have to leave your favorite CRM to draft, sign or send out documents anymore. Getting signatures can prove a real bottleneck in your sales cycle. AXDRAFT helps you to remove them from your processes and optimize contract management with automated workflows.

- Create perfect contracts with minimum input from legal
- Organize your workload and easily manage deadlines with automatic reminders
- Navigate your contracts and analyze their performance with built-in metadata
- Transform the work of your department with automated workflows
- Reduce the negotiation cycle with conditional approval
- Offer a modern customer experience to your clients
- Eliminate errors in your contracts

Unlock the potential of your contract workflow, turn out and finalize contracts 8x faster with AXDRAFT.

Manage contracts

AXDRAFT Document Drafting

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Bexio Pipedrive Data Transfer App

Now your clients get automatically added to Pipedrive so you do not have to manually keep track of clients in two places.

Using our CSV import to add customers to BrokerIG now automatically places those customers in Pipedrive. Also any client who signs up to your app from your 3D barcode or email invitation automatically gets added to Pipedrive. 

We also provide an option to sync your chat history through the app to Pipedrive. Anytime a chat message is sent it gets automatically added to Pipedrive so you only need to sync once.

Attract new leads

Support my customers

BIQPipeDriveContacts

Bluebird is the revolutionary lead management system designed specifically for global companies with sales partner networks and demand generation programs. 

With Bluebird's proprietary and secure cloud-based technology, enterprise clients experience clarity and efficiency between marketing programs and distributed sales efforts.

As a stand alone system or integrated into existing tech stacks, Bluebird ensures every campaign proves ROI, pursuit enablements are optimized, and sales cycle conversion rates improve.

Some of the world’s top IT providers, manufacturers, real estate organizations, and financial services companies rely on Lead Assign, which now routes more than 1 million quality leads annually to over 30,000 sales team members and partners for over 300 enterprises.

Complicated workflows are made easy with seamless maintainability and deployments guaranteeing go-to-market programs, scalability, and high network adoption without the hand holding.

Qualify my leads

Bluebird One

**bont is an AI-powered revenue intelligence tool that helps you prioritize leads, reduce churn, and forecast sales using real-time data from your existing systems.**

**A smarter pipeline powered by data**
bont connects with your CRM, support, and product tools to give you a full view of every customer. It analyzes signals across the buyer journey and highlights where your reps should focus next. No more gut-based decisions.

**Actionable insights right where you need them**
Need to know which deal is most likely to close? Or which account might churn? bont delivers tailored AI recommendations inside your Pipedrive workflows so you always know what to do and when to do it.

**Forecast with confidence**
Tired of optimistic pipelines that don’t convert? bont creates accurate, dynamic forecasts by analyzing deal history, activity trends, and customer behavior. Your revenue planning is based on data, not hope.

Manage my projects

Automate my pipeline and data

bont

Byteline makes it easy to keep your Pipedrive data in sync with the tools your team already uses. Whether you're syncing contacts to Mailchimp or pushing deals to Google Sheets for reporting — Byteline handles it all, automatically. With just a few clicks, you can eliminate manual work and keep everything in sync.

🚀 **Popular ways people are using Byteline to align Pipedrive data:**

- **Sync your Pipedrive deals** to Google Sheets or Airtable for real-time dashboards and sales reports.
- **Push Pipedrive contacts** to Mailchimp or your email tool to run timely campaigns without manual exports.
- **Create QuickBooks invoices** when a Pipedrive deal is marked “Won.”

### Key Features

- ✅ **Two-way data sync** between Pipedrive and other platforms.
- ✅ **Flexible field mapping**.
- ✅ **Historical + real-time sync** for complete coverage.
- ✅ **No code required** — built for business users and teams.
- ✅&nbsp;**Custom Filters**: Gain complete control of your syncs by setting precise data filters for efficient and organized updates.

Works with Google Sheets, Airtable, Mailchimp, QuickBooks, Webflow, Wix, Shopify, and more.


### Who It's For:

Sales teams, marketers, and operations teams at SMBs who want to:

- Avoid complicated and costly workflow automation tools
- Eliminate manual data entry errors
- Keep apps in sync
- Move faster across the sales funnel
- Set up in minutes with a simple step-by-step configuration without the technical barrier

Byteline Sync

Connect Pipedrive with Cal ID.

This app seamlessly syncs your Cal ID with Pipedrive, automatically creating or updating contacts when meetings are booked creates associated activities and deals. Your CRM stays up to date without manual work, so you can focus on selling and building relationships.

Key benefits

- Automatically create or update contacts on every booking
- Log scheduled meetings as Pipedrive activities
- Generate deals and link relevant activities.
- Reduce manual data entry and missed follow-ups

Perfect for teams that use scheduling to drive leads, meetings, and deals—directly inside Pipedrive.

Cal ID

Take the call. CallConnector.ai handles everything else.

CallConnector.ai is an intelligent middleware that bridges your telephony system and Pipedrive. Every call, text, and video meeting your team has is automatically captured, transcribed and logged against the right contact or deal, with no manual input required.

**What CallConnector.ai does inside Pipedrive:**

- Automatically logs inbound and outbound calls, SMS and faxes from your telephony system directly to the correct contact or deal in Pipedrive
- Captures call duration, participants and outcomes in real time, the moment the call ends
- Provides AI-powered transcriptions and summaries for every conversation, stored directly in your Pipedrive CRM
- Integrates with cloud storage system such as Google Drive and Dropbox to store recordings and transcript 
- Logs video meetings from Google Meet, Zoom, and GoTo Meeting, complete with attendee details and summaries
- Keeps your Pipedrive activity feed accurate and complete without relying on your team 

**Why Pipedrive users choose CallConnector.ai:**

Manual logging costs businesses time and creates gaps in pipeline data. CallConnector.ai eliminates that problem entirely by acting as the bridge between your telephony system and Pipedrive. Your team stays focused on conversations while every detail lands automatically in the right place.

**The result:**

A cleaner CRM, complete deal histories and a sales team that spends less time on admin and more time closing deals.

CallConnector.ai

## Chaindoc.io for Pipedrive

**Chaindoc.io** brings secure, verifiable document workflows directly into Pipedrive. The app enables teams to generate, manage, and track tamper-proof documents linked to deals, contacts, and organizations - ensuring trust, compliance, and transparency throughout the sales process.

With Chaindoc.io, sales teams can create documents that are cryptographically secured and verifiable, helping reduce disputes, prevent unauthorized changes, and provide a clear audit trail for critical agreements. Documents can be attached to Pipedrive records and updated automatically as deals progress.

### Key benefits

* **Tamper-proof documents** – Protect contracts, agreements, and records with cryptographic verification
* **Deal-linked documentation** – Attach and manage documents directly within Pipedrive deals and contacts
* **Auditability &amp; trust** – Maintain a clear history of document creation and changes
* **Faster sales workflows** – Generate and manage documents without leaving Pipedrive
* **Compliance-ready** – Support internal governance and external compliance requirements

Chaindoc.io is ideal for sales teams that need **secure documentation**, **proof of integrity**, and **full visibility** into their deal-related records - without adding complexity to their CRM workflow.

Chaindoc

This app will let you sync your Pipedrive data into a Spreadsheet or analytics tool.

You can access full data sets for:

1. Leads
2. Deals
3. Persons
4. Organizations
5. Products

Load your data into analytics tools such as Qlik, PowerBI and Tableau or excel using your live Cloudslurp URL and their standard REST connector. Set up in seconds!

Cloudslurp

CollectDesk enhances your Pipedrive experience by automating payment collections and streamlining customer interactions. By integrating with Pipedrive, CollectDesk synchronizes payment data directly into your sales pipeline, automating accounts receivable tasks and reducing manual follow-ups. 

This integration ensures that as soon as a deal is closed in Pipedrive, payment processes are initiated automatically, helping you maintain a steady cash flow and focus on driving sales. CollectDesk also simplifies invoice management and enhances customer communication, making your sales operations more efficient and effective.

Connect your favorite apps or easily find new ones

Other use cases

Can't find the app you need?