# Pipelook: your Pipedrive CRM meets your Outlook mailbox

> No more endless back-and-forth switching between your CRM and your inbox!

Our Outlook add-in lets you connect your Pipedrive account to your mailbox. When reading an e-mail, you will be able to open a sidepanel connected to your CRM.

## Main features

### Automatic contact lookup

When opening the sidepanel, we search your CRM contacts for matching persons. If someone is found, we'll show you the associated data; otherwise, you can add a new person to Pipedrive in one click.

### Manage deals

You can view the deals associated with the sender of the mail, right from the sidepanel. A simple form can be used to setup a new deal.

### Schedule activities

Someone's inviting you to lunch in an e-mail? Simply open the sidepanel and schedule the upcoming activity. It'll land instantly in your CRM. Of course, we also show you the list of related activities.

### Multi-platform compatibility

Our add-in is designed so it can bring your CRM to your mailbox, no matter your work environment. We currently support Outlook for Windows, Outlook for macOS and Outlook on the web.

### Requirements

A recent version of Outlook is required for Pipelook to work. Legacy Office versions relying on IE11 or EdgeHTML webviews are not supported. For more about which webview is in view, read [this article from the Office documentation](https://learn.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins).

Manage my accounts

Other use cases

Outlook connector — Pipelook

Setting up the integration is done directly in your SIPSIM personal account, ensuring ease and speed **without the need for additional IT specialists**.

After successful integration into Piper Drive, **all contacts, calls, and conversation recordings** are automatically saved, providing a complete history of customer interactions. This enhances transparency and deepens understanding of customer relationship dynamics.

The automatic creation of CRM deals based on calls, along with their automatic assignment to **funnels and responsible team members**, simplifies sales management, increasing efficiency and optimizing the sales funnel.

Additionally, the integration offers the flexibility to configure **automatic tasks** for different call scenarios, such as answered, missed, or outgoing calls. This helps businesses efficiently manage customer interactions, improving accountability and timely responsiveness to customer inquiries.

Communicate with leads

Manage contracts

Automate my pipeline and data

SipSim

ZBrain's AI Copilot for Sales is an integrated AI solution designed to enhance your sales process within Pipedrive. With four key features, AI Copilot for Sales boosts sales team productivity, empowering your team to drive more sales.

**Generate Executive Summary:** It automatically creates the executive summary of each deal by reviewing past activities, notes, deal history, and emails sent and received. The summary includes key events and understanding of the deal.

**Identify Issues:** It identifies gaps and issues by reviewing deal details, meeting notes, deliverables, and all historical data for a deal. It includes specifics on what went wrong and what parties are involved. It helps the team identify and fix any communication gaps.

**Suggest Next Best Action:** It suggests the next best action item by looking at the latest activity and data in Pipedrive. A suggested action could be sending an email, drafting a document, making a phone call or any other step you use in your organization. It also drafts the agenda or content of the suggested action item.

**Fine-tuning of LLM for each organization:** Using the Zbrain enterprise plan, an organization can use a proprietary fine-tuning model built for them and hosted in a private environment.

Immediately increase the sales team's productivity by giving them immediate access to the deal summary, insights and drafted content for the next best action item.

Nurture my leads

ZBrain AI Copilot for Sales

ApiMoon allows you to export data from Pipedrive to Google Sheets, Microsoft Excel and other systems.

You can use it to create custom reports, dashboards, and charts, or export data to other platforms.

Please consider trying ApiMoon if you:

- Need to export data from Pipedrive for further analysis.
- Pipedrive reporting doesn't meet your needs.
- Need to share reports with team members or the entire company.
- Want to create custom reports and dashboards.

With ApiMoon, you can:

- Export data from Pipedrive Deals, Persons, Organizations, Activities, Products, Pipelines, Stages, Users, and other objects to Google Sheets, Microsoft Excel, and other targets.
- Schedule automatic data refreshes. You can choose from options like every day, week, month, or year, on a specific day, hour or every 15, 30,  or 60 minutes.
- Choose from two strategies for data import: replace or append.

If you have any questions, please contact us at support@apimoon.com and we will be happy to help you.

apimoon

### Effortless sales meeting notes

Leverage generative AI to update Pipedrive effortlessly and finish your documentation in minutes after your meeting. Our voice-first mobile app transforms voice memos into high-quality meeting notes and sends them directly to Pipedrive, minimizing time spent on administration. Never get behind on CRM updates again with voam.

**The benefits:**

- Minimize time and money spent on administration. Automate the busy work and reclaim travel time by empowering your team with an AI powered voice interface.
- Maximize the quality and consistency of your CRM data. Collect rich and complete information to streamline your sales process and close more deals.
- Eliminate the most dreaded task of any sales rep or account manager: writing CRM updates.

**This integration enables the following functionality:**

- Find your recent customer meetings in the voam app to easily create meeting notes for them
- Link existing voams to Pipedrive meetings
- Log new calls and meetings in Pipedrive from the voam app
- Update meeting notes in Pipedrive automatically when submitting a voam with a linked meeting

*Supports English, Spanish, German, Dutch, French and 20+ other languages.*

voam

Enhance your Pipedrive experience with seamless document generation and eSigning capabilities, streamlining your entire sales process within a single tool.

Effortlessly craft proposals and contracts directly from your Pipedrive deals using customizable templates.

Send documents for eSignature right from Pipedrive, eliminating the need for separate eSignature tools, as every BoloForms subscription includes legally-binding eSignatures.

Generate quotes populated with data from your Pipedrive records.

Easily incorporate CRM details into your documents on-the-fly with BoloForms variables, automatically including contact, opportunity, pricing, and product data.

Stay informed about document statuses without leaving Pipedrive, and leverage document analytics to determine the ideal time for follow-up based on customer interaction.

Get started quickly and easily with no coding required. Experience the efficiency firsthand by trying it out for free at https://signature.boloforms.com/settings?type=INTEGRATIONS

BoloForms Signature

Key Benefits:
- Reduce your driving time by an **average of 22%**, allowing you to visit more clients.
- Add **up to 150 stops** to each route, ensuring you cover your entire territory.
- Stay **inside Pipedrive**, streamlining your sales efforts.

Features:

- **Optimized Routing:** Create optimized routes with up to 150 stops to minimize driving time and fuel consumption.

- **Filter & Colorize Contacts:** Discover your best opportunities through advanced data visualization.

- **Find new Leads:** Find key prospects, accounts, and networking opportunities in your area.

- **Isochrones:** Optimize your territory by visualizing reachable areas within specific time frames.

- **Reports:** Get a breakdown of precisely how much time is spent traveling and in client meetings.

- **Export your Data:** Send your route data via email, download as PDFs, and integrate with your calendar.

Attract new leads

Support my customers

Lead Mapper

**🚀 Introducing Name Inflector for Pipedrive**

Elevate your Pipedrive experience with our Name Inflector app! Personalize emails effortlessly by integrating inflected names. Craft engaging salutations like 'Dear Mr. Novak' automatically based on user input names. Enhance client communication, boost professionalism, and save time. Try it now on Pipedrive Marketplace!

**✨ Key Features:**

- Generate personalized salutations for emails
- Seamlessly integrate inflected names into Pipedrive templates
- Elevate engagement and automate personalization

**🌐 Unique. Engaging. Efficient.**

*🇨🇿 Note: Since our app is usable only in the Czech Republic, the whole interface is written in Czech 🇨🇿*

Czech Name Inflection

Connect your Pipedrive to receive all tl;dv recordings with external participants automatically in the right Pipedrive contact. The tl;dv - Pipedrive integration enables you to:

- Automatically link your tl;dv recordings and notes to an existing contact as a “Note”
- Automatically link your tl;dv recordings and notes to your pipedrive activities as a “Meeting” linked to a contact.
- Create a new contact whenever there is no record of that contact yet

Note: Please note that if your google contact doesn't have the name we will automatically give them a name based on the email

tl;dv

Easily transfer the potential customers, that SalesViewer® identified on your website, into your pipelines or lead lists. Your next customer is just one integration away.

Qualify my leads

SalesViewer® Integration

- Experience the power of **comprehensive analytics** with our cutting-edge solution.
- Gain invaluable **insights into leads and deals** statistics, enabling strategic decision-making.
- Take **control of costs and revenue** effortlessly
- Connect your Pipedrive account with your advertising accounts in minutes. For better management of leads and customers in your ad units. 
- Easily **create, manage, and monitor budgets**
- **Analyze current and past leads/deals** to fuel data-driven strategies
- Evaluate **manager performance** to **optimize effectiveness**, ensuring your company stays steps ahead in the competitive landscape.
- And of course, receive **analytics** that will accurately reflect how **successful** you are.

Enable payments and tracking

ProfIT.Store integration

Convin is an AI-backed contact center software that uses conversation intelligence to record, transcribe, and analyze customer conversations. Convin supports omnichannel contact centers and performs quality audits across calls, chats, and emails. It is your one-stop solution to 3X your contact center performance by improving agent performance holistically, boosting customer experience, and increasing your contact center ROI.
Features:
1. Quality Management System: It is your one-stop solution to call listening, randomizer, call auditing, and custom reporting.
2. Automated QA: Monitor every conversation, including calls, chats, and emails, to understand agent performance and assign coaching.
3. Learning Management System: Create customized assessments for agents, enrich the knowledge base with the required information, and track agent participation in coaching sessions.
4. Automated Coaching: Have a grip over call center training sessions that are auto-assigned by AI based on best-performing agent conversations.
5. Conversation Behavior Analysis: Track and analyze winning and losing trends behind agent-customer interactions and leverage call behavior, action, and phrases to drive more business-winning deals.
6. Customer Intelligence: Unleash the hidden insights within customer calls using customer intelligence. Find keywords and phrases that led to won and lost deals.
7. Conversation Intelligence: Surface valuable insights to drive more strategic decisions and business outputs

Connect your favorite tools or easily find new ones

Other use cases

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