**Please note: you must have a LeadDesk subscription to use LeadDesk Talk. [Contact Sales](https://leaddesk.com/software/outbound-sales/#contactForm)**

**Highlights**

- Make outbound calls and receive inbound calls directly in Pipedrive with LeadDesk Talk.
- Send SMS follow-ups after calls for sales confirmations. Choose from a template or write your own.
- Integrated with Pipedrive. Calls and messages are recorded in related Deal or Contact records for all communication history in one place.

LeadDesk Talk lets agents call and message contacts directly in Pipedrive. 

**Make Outbound Calls:** Customer phone numbers are pre-populated in the dialer from the contact or deal record. Simply click to call and start talking to your contacts. Agents can also manually dial numbers and create new contacts if there's no match in Pipedrive.

**Get Inbound Calls:** LeadDesk Talk pops up for agents if an incoming call comes from contacts and links to the record. Agents can review communication history instantly and provide meaningful conversations from the start of each call.

**Send Text Messages:** Follow up with customers to confirm sales requests or to provide additional after-call support. Agents can choose from templates or write their own message. 

**Works in Pipedrive:** All LeadDesk Talk calls and messages are logged in the contact or deal record in Pipedrive so you can see call status, length, call reasons and dispositions. Call recordings also available.

Communicate with leads

Manage my accounts

LeadDesk Talk - High Quality Calling in Pipedrive

​Leadspicker is an AI-driven platform that automates lead generation and outreach, enabling businesses to efficiently identify and connect with high-intent prospects. By monitoring signals such as social media posts, job listings, and employment changes, Leadspicker transforms these insights into actionable leads. The platform offers seamless integration with Pipedrive, allowing users to manage campaigns, optimize outreach, and maintain up-to-date CRM data, thereby streamlining the sales process and enhancing overall efficiency.

Attract new leads

Qualify my leads

Nurture my leads

Leadspicker

MeetGeek is a meeting assistant that automatically records, transcribes, and shares summaries of meetings. With just a few clicks you can set up an automated workflow to synchronize your sales calls, meeting summaries, and highlights to your Pipedrive hub.

Some things you can do with MeetGeek + Pipedrive:

- Automatically create and update deals with appropriate contacts and companies, for every meeting
- Capture meeting summaries and highlights with full context
- Enrich deals with key customer requests and concerns from your calls 

By integrating MeetGeek with Pipedrive, you no longer need to take notes during client calls as you can concentrate on the conversation and deliver high-quality follow-ups.

This integration ensures that customer-facing teams have all the necessary customer context within Pipedrive, enabling them to handle deals more efficiently.

MeetGeek

**Disclaimer: This application supports Portuguese but can be translated into other languages.**

# NicoChat: Versatile Chatbot Builder Integrated with Pipedrive

## Seamless Integration with Pipedrive

NicoChat, a versatile chatbot builder, now seamlessly integrates with Pipedrive, a leading CRM platform. This integration enables businesses to enhance their customer interaction and sales management processes efficiently.

## AI-Driven Capabilities

With NicoChat's robust AI-driven chatbot capabilities, users can automate initial customer interactions, capture essential data, and feed it directly into Pipedrive. This means that all customer inquiries, feedback, and data gathered by NicoChat are instantly available in Pipedrive, allowing for real-time sales tracking and customer management.

## Streamlined Workflow

This integration streamlines workflow, reduces the need for manual data entry, and ensures that sales teams have immediate access to client information, improving response times and personalizing customer service.

## Advanced Features

Additionally, the integration offers advanced features such as:
- Triggering workflows within Pipedrive based on chatbot interactions.
- Customizing chatbot responses based on CRM data.

These features enhance the overall efficiency and effectiveness of sales and support teams.

Automate my pipeline and data

Support my customers

NicoChat

**Together, Ooma Office and Pipedrive deliver a streamlined, professional service experience during customer calls**

Ooma office provides a VoIP communications experience unmatched in the industry – users can make phone calls, route incoming calls to extensions and caller groups, send faxes, chat, and manage voicemail all from one screen.   

When integrated with Pipedrive, customers calling in are greeted with an even more enriched experience; two best-in-class applications working together to cash in on your sales opportunities.

**Show you're prepared**

- Know your caller’s name, who their representative is, their sales history and pending deals – all previewed in a caller modal, all pulled from your Pipedrive data set.  

- For more detailed data entry, go directly into the Pipedrive record related to the caller.

**Save valuable time managing your call notes**

- Jot down notes in the Ooma Office call modal and select where in Pipedrive to save these – in a leads, deals, or contacts screen.  

- Minimize duplicate entry challenges; your notes are saved directly to Pipedrive. 

**Your customers will feel recognized and attended to with a professionally curated experience**

Ooma Office

When you connect to Pipedrive to Ortto, you’ll unlock all of your people, organization, deal, and activity data to craft highly personalized messages across the customer journey, report on performance, score leads, and automate repetitive tasks like round-robin lead assignments.

With Ortto and Pipedrive you can do things like:
- Sync your data to bring your Pipedrive records into your Ortto CDP, and vice versa.
- Activate your data to create audiences, personalize messages, and report on key metrics.
- Dynamically maintain audiences in your ad platforms to improve paid performance. 
- Score leads using all your demographic, firmographic, and behavioral data.
- Automate round-robin lead assignments using our intuitive, visual journey builder.
- Notify teams when leads are assigned or changed with automated Slack and email messages.
- Automate initial outreach with journeys based on new records to save your sales team valuable time.
- Build reports and dashboards to track performance and generate insights.

Other use cases

Ortto

Outdoo (formerly MeetRecord) is the leading AI Roleplay and Coaching Platform for customer-facing teams, combining adaptive AI simulations, instant feedback, and micro-learning to accelerate ramp time, improve readiness, and drive consistent performance.


Use cases

- Sales teams can accelerate their sales cycle and ramp up coaching
- Internal teams can collaborate better, archive recordings and reduce meeting fatigue
- Customer success teams determine churn indicators, upsell opportunities and collaborate with product and marketing teams

 Key features

- Archive and organize all your meeting recordings
- Share part of a recording securely
- Auto-generate top highlights or minutes of meetings
- Create and share playlists of top videos
- Track product features, competitor mentions and keyword mentions
- Analyze engagement score, talk-listen ratio and speaking skills
- Track meeting performance and assign courses

Outdoo AI

Special Offer: Get **30% off **on all plans. 

[Get started here.](https://www.paperflite.com/signup?utm_source=Pipedrive&utm_medium=Special%20Offer)

Three ways to empower your sales team with the Paperflite integration:

1. All your marketing and sales content in one place: Paperflite gathers all of your content from multiple sources in one single view, so your teams can quickly find the right piece of content to share with their buyers. A centralized repository makes your content discoverable, and it can be shared with a single click.
2. Create personalized experiences for your prospects. Paperflite enables you to share different content types. From PPTs to PDFs and Videos in a single view without redirecting your prospects to different channels. Create a personalized storyboard customized for individual accounts and share it with your prospects all from Pipedrive.
3. Track document engagement and more. Paperflite tracks how your prospects engage with your content, with whom they share it internally, so you know precisely which lead is more likely to convert. From page-level views to time spent on videos, Paperflite captures every interaction with your content so you can engage with hot leads and nurture cold ones. All this information is displayed in the “Activity history” tab in Pipedrive.

Paperflite

PersistIQ is a free email automation platform for sales, marketing and other personalized outreach.

We think the market needs to change and that teams should stop overpaying for email automation software.

Send a batch of personalized emails to contacts, run A/B tests, create a long-term multi-step sequence and track all the necessary analytics.

Add contacts to email campaigns directly from Pipedrive. Our integration allows you to add contacts from Pipedrive to PersistIQ, an email automation tool designed for small businesses and used by over 600+ teams. Easily automate personalized emails and campaign sequences.

PersistIQ

With PhoneMondo, you can connect your phone system to Pipedrive and see contacts and organizations' data in the callerID notification window whenever the phone rings.
Use PhoneMondo to create contacts and organizations with a single click from the notification window and without re-entering the data in Pipedrive.
All phone calls are logged with their respective contacts in Pipedrive. You can initiate Phone calls with a hotkey or by clicking on any phone number in Pipedrive.

PhoneMondo is a cloud CTI and callerID notification solution that helps to make telephony in your company much more effective. PhoneMondo looks up data in different data sources, like online phone directories and CRM systems, whenever your phone rings. It then shows additional information about the call on your desktop, in your web browser and/or on your mobile phone, helping you decide on whether or not take the call. Calls can be rejected and forwarded with a single click. Notes, tasks, opportunities and other helpful data will prevent you from wasting time while searching for data or letting the caller spell their name and address. All calls are stored in a call history in the cloud.

Various reports help you understand the telephony usage in your company and detect any problems, e.g., at which time of day customers have to wait too long until the call is picked up.

PhoneMondo

Ply lets you create native-like features inside Pipedrive without the need for code. Add custom buttons and interfaces to your Pipedrive and trigger powerful integrated workflows that connect data across your entire tech stack. Eliminate repetitive tasks, streamline processes, and transform your sales team's efficiency.
​
​Example features you can build
1. Launch smart sales playbooks that bring in data from other apps
2. Write powerful sales content with custom AI assistants using data from your deals
3. Create an upsell deal inside your Pipedrive directly from conversations in your customer support app.

Why use Ply?

• Turn complex processes into a click of a button

• Share your custom tools and scale your team’s productivity

• No coding skills required, just drag, drop, and publish the tools your team needs

**Postcall requires you to have an Aircall, RingCentral Office, or Zendesk Talk account that you can also connect to Postcall.**

Postcall sends customer satisfaction surveys via SMS or email after your Aircall, RingCentral or Zendesk Talk calls.

You can create and customize your surveys and their delivery.

Adding the Pipedrive integration to Postcall unlocks two extra features:

1. Postcall can sync your contacts from Pipedrive, so other contact information (such as an email address) can be used to send the surveys.
2. When surveys are sent or completed, an activity will be logged for the corresponding Pipedrive contact.

Connect your favorite tools or easily find new ones

Communicate with leads

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