Clari Copilot Integrations

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Presenting Microsoft 365, formerly recognized as Microsoft Office 365, a comprehensive suite designed to enhance creativity and help you achieve your objectives through essential tools such as Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. By subscribing to Microsoft 365, you gain access to the most current versions of Office applications, available both on your desktop and online, along with regular updates as they become available. No matter if you're on a desktop, tablet, or smartphone, the combination of Microsoft 365, your device, and an internet connection enables you to stay productive from virtually anywhere. With OneDrive, your work is always within reach, promoting effortless collaboration and sharing opportunities with colleagues and friends. Furthermore, assistance is easily accessible through email, chat, or phone, ensuring you can connect with a real support representative whenever you require help. Take advantage of the capabilities of Office now and discover the subscription plan that aligns with your specific needs for maximum efficiency. Elevating your productivity has never been more attainable, so seize the moment and transform the way you work today!

Zoom Meetings & Chat provides a robust platform for enterprise video conferencing, incorporating features like real-time messaging and content sharing. It simplifies video conferencing and messaging across all devices, ensuring ease of use for everyone. The platform encourages user adoption with seamless meeting capabilities that allow participants to join, initiate, and collaborate effortlessly on any device. Zoom Meetings integrates with your calendar system, delivering top-tier video conferencing on both mobile and desktop platforms. It supports a variety of functions such as all-hands meetings, internal and external communications, as well as training sessions, all accessible through a single platform. With the capacity to host up to 1,000 participants and display 49 videos on screen simultaneously, users can enjoy high-definition video and audio quality during their meetings. Multiple participants can screen share at once, and co-annotation features enhance interactivity. Security is a priority, with end-to-end encryption for all meetings, role-based access controls, password protection, and waiting rooms for added safety. Additionally, hosts have the ability to put attendees on hold when necessary. Meetings can be recorded either locally or in the cloud, complete with searchable transcripts for easy reference. Moreover, Zoom offers healthcare plans that comply with HIPAA regulations, ensuring that sensitive information is handled appropriately. This comprehensive suite of features positions Zoom as a leader in the video conferencing space.

Slack is a cloud-based service designed to improve collaboration on projects and facilitate communication within teams, specifically aiming to promote seamless interactions within businesses. It provides a comprehensive suite of tools and services all in one place, allowing for private channels that foster interaction among smaller groups, direct messaging to quickly convey information to colleagues, and public channels that facilitate conversations among members from various organizations. Compatible with multiple operating systems, including Mac, Windows, Android, and iOS, Slack offers an extensive range of features such as chat functions, file sharing, collaborative environments, instant notifications, two-way audio and video communication, screen sharing, document imaging, and activity tracking, among others. The platform's intuitive interface and diverse integration capabilities contribute to its popularity among teams striving to boost their productivity and enhance communication. Furthermore, users appreciate Slack's ability to streamline workflows and keep everyone connected, making it an essential tool for modern workplaces.

Maintain seamless communication with your team wherever you might be located. With straightforward video calls that are readily available, you can engage in face-to-face conversations without the burden of travel costs. Meet simplifies the process of joining professional video calls; simply set up a meeting and distribute the link. You won't have to worry about whether your colleagues, clients, or customers possess the required accounts or software. Its intuitive interface and effective participant management make organizing group video calls a breeze. Furthermore, Meet integrates flawlessly with G Suite, enabling you to access meetings directly from a Calendar event or email invitation, with all critical details at your fingertips, whether you're using a computer, smartphone, or a conference room setup. The user-friendly iOS and Android applications for Meet allow you to see your appointments for the day along with all pertinent information from your Calendar, making it easy to join with just one tap. In addition, those utilizing G Suite's Enterprise version benefit from a unique dial-in phone number for each meeting, guaranteeing a seamless experience for all attendees. This extensive accessibility significantly enhances the efficiency and productivity of collaboration, fostering better teamwork. With Meet, leveraging technology to stay connected has never been easier or more effective.

Effortlessly connect, organize, and achieve your tasks with a comprehensive suite that includes email, calendar, and contacts, all seamlessly unified in one platform. Elevate your productivity as you manage emails, schedules, tasks, and beyond from a singular interface designed for efficiency. The integration with Office allows for easy file sharing directly from OneDrive, while providing access to your contacts and viewing LinkedIn profiles without any complications. Schedule conference rooms and handle meeting RSVPs directly through your calendar, ensuring a more streamlined experience. Collaborate efficiently by sharing calendars, which helps you coordinate plans and effortlessly check your colleagues' availability. You can enjoy reassurance with the strong security protocols that are trusted by many major organizations worldwide. Outlook continuously works to protect your sensitive data while ensuring that your workflow remains unhindered. It intuitively anticipates your needs by automatically incorporating travel plans and bill payments into your calendar, alongside intelligent reminders that keep you organized. Moreover, the efficient search functionality makes retrieving the information you require quick and straightforward, further enhancing the smoothness of your workday. This all-in-one solution not only simplifies your tasks but also empowers you to focus more on your goals.

Boost the productivity of your remote team with secure video conferencing. This reliable solution enhances your productivity levels significantly. BlueJeans Meetings transforms traditional video conferencing by integrating exceptional audio and video quality with powerful productivity tools and a robust security framework, providing you with a competitive advantage in every meeting you attend. Change any conference room or collaboration space into an effortless one-touch meeting hub that is straightforward to set up, user-friendly, and easily managed. BlueJeans is committed to modernizing standard meeting environments into vibrant, dynamic workplaces. Our wide array of room solutions is tailored to meet both your immediate and long-term needs. Furthermore, you can host and manage live interactive events, town halls, and webcasts for large global audiences effortlessly. With BlueJeans Events, enhance engagement in all-hands meetings, town halls, and webcasts, accommodating up to 50,000 participants seamlessly. This cutting-edge strategy guarantees that your organization can communicate and collaborate effectively, regardless of where your team members are located, fostering a more connected and productive work culture. Ultimately, embracing BlueJeans can lead to a more cohesive team dynamic and improved overall performance.

The cloud phone solution is specifically built for the Zoom platform, offering a modern user interface paired with enterprise-grade features that enhance voice communication. The Zoom administrator portal facilitates user management and provisioning, along with monitoring call quality and usage metrics. With a globally distributed cloud infrastructure, Zoom ensures secure HD Voice with exceptional reliability suitable for enterprises. Users can seamlessly make and receive calls, share content, and engage in video meetings, while also having the ability to send chat messages through Zoom's desktop or mobile applications. Additionally, phone calls can be effortlessly upgraded to Zoom Meetings, eliminating the need for participants to disconnect or dial into a different conference bridge. Native applications for Windows, MacOS, and Android are designed for ease of use and optimize both voice and video quality. As the range of countries offering local phone numbers continues to expand, customers looking for simplified global telephony management can easily port their numbers to Zoom to streamline their communications. This comprehensive integration allows businesses to enhance collaboration and connectivity across various regions.

HubSpot Marketing Hub is designed to enhance your website traffic, convert prospective leads, and demonstrate your return on investment effectively. This comprehensive marketing platform equips brands and marketers with the tools necessary to initiate and sustain impactful campaigns that elevate their visibility. Its features encompass SEO techniques, blog writing, content management systems, and the utilization of various social media platforms, including Facebook, LinkedIn, and Twitter. By utilizing Marketing Hub, you and your team can not only boost traffic and convert leads but also monitor your entire sales funnel efficiently. You can easily create professional email templates and landing pages using drag-and-drop functionality. The platform allows for the swift publication of blog posts, establishing your credibility in any subject area and enhancing your online presence. Furthermore, your content is designed to be responsive, ensuring that it is accessible across all devices. With real-time SEO suggestions and an adaptable content strategy for contemporary search trends, this tool is indispensable for modern marketing efforts. Additionally, you can explore numerous resources and insights to maximize your marketing impact.

Experience hassle-free video conferencing, screen sharing, and messaging designed for teams of various sizes with RingCentral Video, facilitating remote work from any location. Enjoy crystal-clear voice and video quality that creates the illusion of being in the same physical space, bolstered by a remarkable uptime of 99.999% and excellent audio-visual fidelity. There’s no requirement for any downloads, as you can effortlessly join or host meetings with a simple click through your web browser or the RingCentral application. Connectivity is seamless, allowing you to switch between your mobile device and desktop with ease. Protect every meeting with top-notch enterprise-grade security, which is reinforced by independent verification of RingCentral's safety protocols, ensuring a solid commitment to user privacy. Accessing meetings via the browser or app guarantees that all conversations remain private and secure. Boost efficiency before, during, and after meetings with a fully integrated messaging platform and a cutting-edge business phone system that keeps your team connected and productive. The combination of convenience and security provided by RingCentral Video empowers teams to collaborate effectively, regardless of their geographical location. Moreover, the user-friendly interface makes it easy for everyone to engage and contribute, enhancing overall collaboration.

Make the most of every day by leveraging the latest features of Google Calendar, which enables you to spend less time organizing and more time enjoying your experiences. This innovative application offers a fresh perspective on your schedule through its Schedule View feature, which brings your calendar to life with visuals like images and maps that enhance understanding of your upcoming events. All the information you need is conveniently accessible, providing various views of your day, week, and month, as well as easy access to invitations and a web calendar to help you manage your time effectively. You can rest assured that your events are safely stored online, keeping your address book intact even if your device is misplaced. Effortlessly switch between different calendar formats by navigating between monthly, weekly, and daily views. Moreover, Gmail events like flight bookings and dinner reservations are automatically added to your calendar, ensuring nothing slips through the cracks. You can also organize your tasks right alongside your scheduled events for improved efficiency. Incorporating video conferencing into your calendar appointments is simple, making it easier to stay connected and work together. With intelligent suggestions for event titles, locations, and guests, creating new events becomes a swift and seamless task, enabling you to enhance your planning experience significantly. There’s never been a better way to keep your life organized while enjoying each moment to its fullest.

The Outreach Sales Execution Platform provides sales teams with the tools they need to efficiently build their pipeline and significantly improve their deal-closing rates. This unique platform stands out as it empowers every member of the sales organization, from individual sellers to front-line managers, sales leadership, and operations, enabling them to effectively increase their pipeline closure rates. For those looking to enhance their sales success through tailored approaches, prioritization, and thorough analysis of their sales efforts, Outreach is the ideal choice. As the leading sales engagement platform, it equips teams to operate more efficiently by refining workflows and generating robust pipelines. Among its most valuable features are sales sequences, a dialer, tracking capabilities, email management, outreach tools, customizable content and templates, as well as comprehensive analytics, reporting, and coaching insights. Through these powerful tools, Outreach helps sales professionals not only meet but exceed their targets, transforming the way they engage with clients.

HubSpot's sales platform alerts you when a prospect engages with your emails, enabling you to monitor every interaction and consolidate all your activities in a single dashboard. You can begin with a free trial and scale up as your needs evolve. The sales tools provided by HubSpot streamline your workflow throughout the sales funnel, allowing you to set up personalized reminders and automated follow-up emails that are sent at optimal times. Additionally, you can create email templates for repetitive messages, analyze their effectiveness, and share the best-performing templates with your team to enhance collaboration. Notifications will inform you as soon as leads open an email, click on links, or access attachments, empowering you to promptly engage with the most promising prospects. You also have the option to interact with potential clients through live chat on your website, which helps avoid unnecessary email exchanges and missed phone calls. By sharing a link, leads can select a mutually convenient time for meetings. Furthermore, the platform automates the tedious task of manual entry by logging each lead's contact details, their email interactions, and more, allowing for efficient lead management and automated processes like lead rotation. This comprehensive approach ensures that you stay organized and responsive, ultimately leading to enhanced productivity and sales success.

Salesloft offers an advanced sales engagement platform designed to empower sellers and their teams to drive greater revenue growth. The Modern Revenue Workspace™, which is part of the Salesloft ecosystem, enables sellers to oversee their digital selling activities, engage with buyers efficiently, clarify upcoming actions, and receive the insights and guidance necessary for success. With its support, countless top-performing sales teams worldwide, including those at notable companies like Square, Cisco, IBM, and Shopify, have enhanced their revenue generation capabilities. For further details, you can explore their website at salesloft.com, where additional resources and information are available to assist sales professionals.

Clari's Revenue Operations Platform is designed to enhance revenue outcomes effectively. With features like automated CRM updates and time series analysis, it goes beyond mere innovation. By integrating revenue intelligence, forecasting, and execution insights, Clari addresses critical challenges in revenue management. It ensures that businesses can reliably achieve their targets each quarter. This platform is crafted specifically to boost revenue predictability. By leveraging previously underutilized data sources such as call logs, emails, and CRM information, Clari transforms this data into actionable insights for the entire revenue team. The blend of AI-driven insights and human judgment empowers teams to forecast with improved accuracy and visibility. Additionally, it establishes a streamlined, automated process applicable across all business units, allowing for the collection of essential activity data from prospects, customers, and representatives, thus keeping you continuously informed about the status of your deals, business, and team dynamics. Ultimately, Clari equips organizations with the tools they need to navigate complex revenue landscapes successfully.

Aircall serves as the preferred cloud phone solution for contemporary brands with teams of three or more users. It offers smooth integration with leading CRM and Helpdesk platforms, facilitating effective communication for sales and support teams. Administrators have the ability to effortlessly add phone numbers from over 100 countries, adjust team size based on seasonal needs, and obtain comprehensive insights through real-time analytics. Trusted by over 3,000 companies globally, Aircall can be accessed through both desktop and mobile applications. Experience the benefits first-hand by initiating a risk-free trial today and discover how it can enhance your business communications!

RingCentral MVP's Automatic Call Recording feature enables easy recording of all incoming and outgoing phone calls. With a simple setup process that can be completed in just a few clicks, this robust functionality supports seamless recording on any device linked to your RingCentral account. Through the Automatic Call Recording option, users can download recorded conversations, play them back, and even share them as email attachments, facilitating easy access for training or customer service evaluations. Additionally, this feature helps document conversations, ensuring that accurate legal and compliance records are upheld, which ultimately contributes to increased operational efficiency for organizations. This comprehensive tool not only streamlines communication but also fortifies the framework for maintaining high standards in business practices.

Software designed to enhance the efficiency and organization of customer service can significantly impact your business. Service Hub enables you to elevate your customer service capabilities instantly, as it encompasses all the tools necessary to impress customers on a grand scale. By utilizing Service Hub™, you can ensure that each customer has a remarkable interaction with your brand, which in turn encourages them to share their positive experiences with others. This strategy fosters the development of a dedicated customer base that consistently supports your enterprise. It is essential to deliver structured customer service that offers thorough and effective solutions, as customers primarily seek assistance rather than being concerned with the internal workings of your company. When your teams lack connectivity, it can lead to misunderstandings and frustration for customers. Service Hub™ helps to eliminate these issues by facilitating a smooth customer journey. With the integrated Conversations inbox, you can consolidate all your communication channels, such as email, forms, live chat, and social media platforms like Facebook Messenger, into one cohesive system. This comprehensive approach not only streamlines communication but also empowers your team to respond to customer inquiries more effectively and promptly.

Manage all your products, teams, and workflows seamlessly on a single platform, whether it's driven by digital interactions, call centers, or field agents. Ensure that you capitalize on every sales opportunity, as the journey from prospect to customer in B2C markets can often be complex. With numerous paths leading to a successful closure, various sales journeys may involve diverse channels, processes, and teams. LeadSquared integrates all these elements—processes, geographically dispersed teams, and customer touchpoints—into one cohesive platform for effective sales execution. This includes support for your digital teams, call center representatives, and on-ground sales and partner onboarding teams, along with operational staff. By minimizing distractions, LeadSquared empowers your teams to focus on their next tasks, ultimately enhancing their efficiency and boosting sales. Moreover, with a no-code sales process creator at your disposal, you can design optimal sales workflows tailored to your products and teams. This flexibility ensures that your sales processes can adapt to the ever-changing market demands, providing a robust foundation for growth.

Nango is recognized as a top-tier product integration platform that allows developers to seamlessly connect with over 300 APIs in just hours. By providing a range of pre-built integrations, developer tools, and user-friendly components, it alleviates the challenges associated with API interactions. With Nango, developers retain full control over their code and gain direct access to external APIs, which allows for the creation of customized integrations that align with their clients' unique demands, similar to the capabilities of an internal development team. The platform is equipped with comprehensive support for various types of authorization and API nuances, offering a consistent interface that aligns with your own data structures while delivering excellent user experiences. Each tool provided is specifically tailored to individual APIs, ensuring efficient handling of pagination, rate limiting, and other crucial aspects. Additionally, Nango features an AI co-pilot trained on a wide array of integrations, aiding in the development of personalized solutions. For those seeking expert assistance, Nango facilitates connections with API specialists and provides a service where their engineers can develop custom integrations designed to meet distinct needs. This all-encompassing strategy guarantees that developers are equipped with the necessary tools and support to thrive in their integration endeavors while fostering innovation through enhanced collaboration.

FrontSpin is a cutting-edge cloud-based tool designed to enhance the efficiency of inside sales teams, enabling them to engage with up to three times more prospects and achieve a higher success rate in closing deals. It boasts an advanced power dialer alongside prioritized calling lists and pre-recorded voicemails, which assist sales representatives in refining their outreach tactics. Furthermore, FrontSpin offers customizable email templates and provides instant alerts for email opens and clicks, along with personalized cadence playbooks that integrate calls, emails, and social media outreach. The platform's smooth integration with CRM systems ensures real-time logging and synchronization, significantly reducing administrative tasks while enhancing team visibility. With a strong focus on improving sales speed and productivity, FrontSpin equips sales teams and agencies to hit their targets with greater efficiency. Additionally, its wide range of functionalities fosters a more organized sales process, underscoring its importance as a key resource for any sales organization aiming for success. In conclusion, FrontSpin not only streamlines communication but also drives better results through its innovative features tailored for the modern sales landscape.

Momentum serves as a sales automation solution designed for RevOps teams to facilitate consistent and repeatable sales processes. By integrating with Salesforce, Slack, and various other sales tools, it streamlines playbook automation, ultimately enhancing the likelihood of closing more deals. Important deal details can be recorded within Slack channels, which synchronize with Salesforce in real-time, and it can also incorporate information from platforms like Outreach and Gong. Users can conveniently modify any Salesforce object and upload essential documents, such as Purchase Orders or NDAs, directly from their Slack Deal Room. Centralizing all internal communication and updates in one designated Slack Deal Room enhances accessibility and clarity, ensuring a comprehensive deal history and facilitating thorough audits across the organization. Furthermore, the implementation of automated sales motions not only conserves time but also lessens the potential for human error and diminishes the training burden on sales representatives. By leveraging these automation features, sales teams can focus more on strategic activities rather than administrative tasks.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.

Cobalt offers an advanced platform that allows for the effortless incorporation of integrations into products, empowering engineering teams to swiftly develop, implement, and profit from AI-driven integrations. Featuring a collection of more than 1,000 high-quality connectors, Cobalt addresses frequent integration obstacles like authentication, data mapping, and maintenance of infrastructure. Its user-friendly low-code workflow builder simplifies the design and execution of integrations, and the platform's inherent scalability along with real-time monitoring guarantees optimal performance and dependability. By utilizing Cobalt, businesses can enhance their integration processes, minimize development delays, and bring solutions to market significantly faster than usual. Moreover, this innovative approach fosters a more agile and responsive development environment, equipping teams with the tools they need to stay ahead in a competitive landscape.

Beam AI is recognized as a leading platform dedicated to the automation of agentic processes, enabling organizations to deploy self-learning AI agents that enhance operational efficiency and reduce costs. Utilized by both established Fortune 500 companies and innovative startups, these AI agents perform tasks with impressive precision and speed, matching human performance while operating continuously to minimize errors and increase productivity. The platform provides a diverse range of pre-trained agents tailored for various tasks, including customer support, data extraction, email sorting, appointment scheduling, and financial analysis. Additionally, Beam AI empowers users with tools to create and customize AI agents that address specific business needs, ensuring smooth integration with current systems to optimize workflows and boost operational effectiveness. Committed to ongoing improvement, Beam AI consistently evolves its technology to align with changing market trends and client demands, fostering a culture of innovation. Ultimately, this commitment to advancement positions Beam AI as a vital partner in navigating the future of business automation.