Seamlessly Integrate Playbook AI
with your Sales Stack.
Playbook AI offers out of the box integrations with some of the
leading sales tools such as Salesforce, Zoho, Hubspot etc.
Playbook AI is the first and only sales engagement suite in its class to offer free professional development services to integrate with an unlimited* number of tools that your sales organisation uses for success- whether it is a CRM which we don’t have an out-of-the-box integration for or a data-enrichment SaaS you use.
Webhooks: Do more with your Sales Engagement Suite.
Playbook AI offers webhooks leveraging which you could export data to third-party applications to create an unlimited number of workflows that help you to extend the use of your sales playbooks.
Better Service Fulfilment
The speed at which a customer service request is fulfilled is critical to the success of businesses in certain industries such as the mortgage & the real-estate brokerage industries. Using Webhooks, sales operations teams can automatically create service requests and hand off a newly closed customer to a service agent for a seamless customer experience.
Faster Price Quotes
Hand-off data of customers who move into the proposal stage of your sales pipeline to your CPQ system automatically; to enable your sales team to quickly create a compelling quote that helps in accelerating the deal.
Export customer or lead data using Webhooks to a third-party data visualisation tool like Microsoft PowerBI to develop actionable insights for your sales leadership team
Integrate the webforms in your website with Playbook AI to import and assign leads automatically to the sales reps for a quicker follow-up.
Integrate your CRM with Playbook AI to import CRM data and allocate the leads automatically to the sales playbooks based on the predefined rules.
All the sales activities done in Playbook AI such as calls, emails, social media outreach, etc are auto-logged into the CRM in real-time to ensure that a single-source-of-truth is maintained in both the platforms.
When you move a lead from one stage to another in your CRM the status of the lead is automatically updated in Playbook AI. Similarly any changes made to the status of the lead in Playbook AI, updates the CRM in real-time.
Integrate Playbook AI with third-party data providers you use, to enrich the contact and social information of the leads imported or uploaded to Playbook AI from CRM or CSV respectively.
Create triggers to export leads and customer data to third-party applications to create various kinds of workflows or take custom actions using Webhooks.
Orchestrate omnichannel and account-based plays to better engage your prospects.
Prescribe your sales reps- which leads to follow-up, when, on which channel and say what.
Gain actionable intelligence to increase your win-rate by leveraging a suite of powerful reporting tools.
Ensure security compliance across third-party integrations and platform-users in a hassle-free way.
Turn your sales stack into a powerhouse by integrating every tool to work like an unified system.
Our team personalizes every demo to show you how Playbook AI can solve the specific challenges you want solved right away. Request a 15-min call with one of our consultants.