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.

Nurture my leads

Communicate with leads

Manage my accounts

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

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

Plai.io is an AI-powered ad management platform that simplifies running targeted campaigns across Facebook and Instagram. It enables businesses to launch data-driven ads without complex setups, optimizing performance through automation and AI insights.

By integrating Pipedrive, users can seamlessly onboard to Plai and quickly create their ad campaigns. The integration accesses only basic information, such as contact name and email address, to simplify campaign setup. This ensures a smooth experience while keeping data usage minimal and focused on enabling easy and efficient ad creation.

Attract new leads

Qualify my leads

Support my customers

Plai

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

Automate my pipeline and data

**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.

Postcall

REVE Chat is an AI-enabled live chat and customer engagement platform providing real-time interactions via websites, mobile and messaging channels. 

We set you up with a  complete suite of tools to convert more sales, automate lead generation and provide online support for your customers.

Key Benefits of REVE Chat:

1. Talk to your customers while they are on your website, on Facebook or while they use your apps. With this real-time support, you will increase your close rate. Use video chat, co-browsing and live chat tools to lead personalized conversations with your customers. Improve their satisfaction and your conversion rate at the same time.
2. Engage with prospects via AI chatbots and automate your leads. “24x7.” is REVE Chat’s enterprise chatbot solution that helps capture leads, qualify them and book meetings.

REVE Chat's powerful features include:

- Video Chat: Have face-to-face conversations with your customers on your website or in your app
- Co-browsing: Assist your customers in real-time to close more deals
- Website Live Chat: Talk to your website visitors  with a live chat application while they browse your website
- Chatbots: Automate lead qualification and sales conversation with bots
- Meetings: Increase sales conversions by allowing your website visitors to book meetings right from your website’s chat widget
- Lead routing: Create routing rules to assign your chat conversations to the right sales team to improve your sales cycle

REVE Chat - Live Chat Software & Chatbots

Ringotel provides mobile and desktop apps with secure calls, messaging, and collaboration features that work together with any standard phone system. 

Integrating Ringotel with Pipedrive simplifies the calling experience for users by providing caller identification, easy access to CRM records, allowing them to manage CRM contacts via the Ringotel app, and more.

**Quickly access your Pipedrive contacts to make calls and send messages**
Access your Pipedrive contacts directly from the Ringotel mobile or desktop app, make calls, and send SMS/MMS.

**Create contacts from the Ringotel app**
You can create contacts in Pipedrive using the Ringotel mobile or desktop app interface.

**Caller identification**
On an incoming call, Ringotel gets information about the phone number from Pipedrive and displays it to the user.

**Log calls and call recordings**
Ringotel logs incoming and outgoing calls and call recordings to Pipedrive and provides quick access to call activity.

Ringotel

### 100 free SMS credits upon sign-up.

    
 
Streamline client communication by Integrating SMS into Pipedrive. SMS is an invaluable tool to engage new prospects and close more deals.

With SMS in Pipedrive you can:

- Two-way conversational texting directly from Pipedrive.
- Schedule personalised SMS text messages via activity SMS.
- Send bulk SMS text messages to Pipedrive Contact lists via filters.
- Send customised SMS meeting reminders directly from Pipedrive.
- Create SMS Automations within Pipedrive.
- Automatically record SMS activity within your Pipedrive Deal or Contact Person.

Also get access to our full suite of advanced SMS tools via our web portal including SMS Marketing Campaign tools, Multimedia Messaging & SMS Net Promoter Score (surveys).

Send SMS in Pipedrive (Australia)

SendPulse is a multichannel marketing platform using artificial intelligence. SendPulse enables users to communicate with their clients by email, SMS, web push, Viber and SMTP.

SendPulse Al users regularly see 50% to 100%+ increases in engagement, including click-through-rates, page views, time on site and conversions.

With the help of the SendPulse integration, you can:

- Export email addresses (as well as names, organizations and other information) to a SendPulse mailing list
- Export all new contacts automatically
- Select the data that should be exported (email, name, organizations, etc.)
- Create and send out email, SMS and web push campaigns

SendPulse

- Smart email outreach automation: Personalize email outreach at scale with dynamic content. Run A/B tests. Open-rates click-tracking and advanced reply detection. Email safety throttles to help prevent spamming
- Reach your prospects' inbox with built-in features like email validation, campaign warm-ups and spam test reports
- Manage team members with flexible roles and permissions
- See the complete context of your emails when replying to your prospects with SmartReach's Inbox; tailor-made for email outreach
- Infer the best strategies from detailed reports for campaigns, templates, best sending times, lists and a “Team Leaderboard.” Focus on your winning strategies to get more leads for your clients

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**SmartReach + Pipedrive = Hassle-free sales success
**
If you are looking for an email outreach tool that can integrate with your Pipedrive CRM, SmartReach.io is your ideal choice. You can create your own workflows between your Pipedrive and SmartReach.io accounts. 

For example: 

When a new prospect is created/updated, automatically create or update a contact in Pipedrive -- When emails are sent/opened/bounced/invalid/replied/links are clicked on SmartReach.io, automatically update the activity in Pipedrive.

When new contacts are created in Pipedrive, automatically create or update Prospects in SmartReach.io. 

Create custom fields and Custom Prospect Categories in SmartReach.io to match those in Pipedrive.

SmartReach.io

SwitchboardFREE is a cloud-based phone system that offers UK business numbers, time of day routing, AI greetings and features that integrate with Pipedrive for automatic contacts sync and call activity logging, such as voicemails, missed calls and answered calls.

Connect your favorite tools or easily find new ones

Communicate with leads

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