Integrations

Pipedrive

Enhance your sales management using Clio AI to gain valuable insights and make data-driven decisions in Pipedrive.
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Overview

Pipedrive is a powerful sales management tool that helps businesses streamline their sales processes and manage leads efficiently. With Clio AI integration, you can enjoy a seamless experience by leveraging advanced data analysis and extraction to make the most out of your sales pipeline. Clio AI ensures that all your data remains safe and secure, while the permissions of your original access are maintained.
Features

The integration of Clio AI with Pipedrive works through a combination of native features and API synchronization. This enables cross-functional usage, allowing your team to collaborate and work efficiently with Pipedrive and 300+ apps. With Clio AI, you can access real-time indexing of your Pipedrive data, making it easier to search and analyze your sales activities. With semantic search on top of Pipedrive, users can quickly find relevant information and make informed decisions.

Benefits
  • Improve sales performance by leveraging Clio AI's data analysis and extraction capabilities
  • Enhance collaboration among team members with seamless cross-functional usage
  • Quickly find relevant information using semantic search, allowing for better decision-making
  • Maintain data security and original access permissions with Clio AI's robust data governance

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Integrations

Extensible Integrations

Powerful self-serve API helps you extend your integrations to internal products, website knowledge base, and others.

Internal Data Sources

Add custom internal data sources into Clio AI, and you can use our API to index them, and enable periodic sync.

Native Plugins

For prominent use cases, we build native plugins to index data on a consistent basis. You can request them via email or account manager

Data from websites

Connect other sources of company knowledge - internal websites, dashboards, tableau, or main website, and we will index that too.

Custom API endpoint

Using Clio's APIs, you can also build integrations into your favorite apps, and enable one app to sync, query, and show results. (eg: for Slack, Gmail, or Hubspot)
Integrations

Clio AI integrates with 300+ business apps

Search across all apps at once, or just bring content from app to another. Clio AI maximizes your productivity by making it easy to find content across apps.
All integrations

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