## Handle Pipedrive tasks inside Outlook with Pipedrive for Outlook Integration

Connect Pipedrive and Outlook by adding access to Pipedrive data straight from Outlook and manage your sales without switching windows. The **Pipedrive for Outlook app** lets you see your contacts, organizations, deals, activities, and notes right where you handle your emails. It’s perfect if you’re already **using Outlook** and want to keep everything in one place.

### What You Can Do with the Pipedrive for Outlook App:
- **Access Vitals in Outlook:** Keep track of your Pipedrive data like contacts and deals directly in Outlook.
- **Add Info on the Fly:** Easily create new contacts, deals, and notes in Pipedrive from Outlook, keeping everything synced.
- **Works Everywhere:** This app works with Outlook whether you're on your desktop (Windows and Mac) or online. Make sure you’re using the latest version of Outlook to keep things smooth.

With the **Pipedrive for Outlook app**, you can streamline how you manage your sales right from your email, making it simpler to keep up with your deals and client info without the hassle of juggling apps.

Pipedrive for Outlook is all about making Outlook users' days easier and helping you focus.

You can try Pipedrive for Outlook for free for 7 days, to make sure it works for you and your business' workflow. After that, a paid subscription is required.

Communicate with leads

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Support my customers

Pipedrive for Outlook

Streamline communication between sales reps and clients with the ClickSend SMS extension. Provide updates, answer questions and resolve issues via SMS, all within the Pipedrive platform.

**You can:**

- Start one-on-one SMS conversations directly from Pipedrive and receive instant notifications when clients respond, ensuring you never miss a message. You’ll be notified when your customers respond so you never miss a message.&nbsp;

- All text conversations are stored with the relevant contacts automatically. This helps sales teams easily reference previous chats to move leads closer to becoming deals.&nbsp;
Set up and store SMS templates that are personalised with customer names and details. Send your templates directly from either Contacts or Deals in Pipedrive to speed up your workflow.&nbsp;

- Send SMS with confidence, wherever your customers are. Your vital business messages will be received on time, every time —&nbsp; thanks to our global, direct routes. And we can back it up with a 100% uptime SLA guarantee. So install the ClickSend SMS extension in your Pipedrive account and start sending SMS via Pipedrive today.

Manage contracts

ClickSend SMS

### Why CloudTalk?

**📞 Native CTI:** Make and receive calls without leaving Pipedrive. Auto-logs recordings, tags, and notes to your Deals.
- [How Pipedrive Uses CloudTalk to Drive Sales, Coaching, and Customer Success](https://www.cloudtalk.io/customer-stories/pipedrive)

**🌍 Global Scale:** Instant local numbers in 160+ countries. Boost answer rates by 40% with local presence.
- [How Self Mastery Increased Pickup Rates by 40% with CloudTalk and Pipedrive](https://www.cloudtalk.io/customer-stories/selfmastery)

**⚡ 10x Faster Outreach:** Build dialer queues directly from Pipedrive Activity Lists and power through leads automatically with Power or Parallel dialing.
- [How Dentakay grew call volume by 2.5X with Power Dialer](https://www.cloudtalk.io/customer-stories/dentakay)

**🤖 24/7 AI Agents:** Handles inbound and outbound calls and logs structured data (Intent, Summary, Order IDs) to Pipedrive automatically.
- [How Circle Gym Got 150% More Bookings with AI Voice Agents](https://www.cloudtalk.io/customer-stories/circle-gym/)

**🧠 Granular Analytics and AI Insights:** Not only does it give you granular analytics, but CloudTalk also auto-logs Call Summaries, Sentiment Analysis, Topics and more directly into Pipedrive Activities.
- [How Capitalo cut manual analysis by 80%](https://www.cloudtalk.io/customer-stories/capitalo)

**⚙️ Smart Mapping:** Sync CloudTalk Dispositions to Pipedrive Activity Types for clean, instant pipeline reporting.

Nurture my leads

Automate my pipeline and data

CloudTalk: AI Dialer & CTI for Pipedrive

Zendesk offers a ticketing system designed to help companies track, prioritize and solve customer support interactions. By integrating Zendesk with Pipedrive, sales and support reps see the bigger picture and improve their customer communication.

The Pipedrive–Zendesk integration allows reps to access Pipedrive customer information from Zendesk and vice versa, seamlessly create tickets directly from Pipedrive and open new deals from Zendesk. This eliminates the need to switch between apps, enabling faster resolutions and a more efficient sales workflow.

After installing this app, Pipedrive users can create tickets directly from deals and view the following information from Zendesk:

- Ticket number, subject and status
- Ticket creation date and last update time
- Participants

And Zendesk users can create deals directly from support tickets and view the following information from Pipedrive:

- Person name
- Organization
- Deal title and status
- Deal value and currency
- Deal creation date

Zendesk

[KrispCall ](https://krispcall.com/?utm_source=pipedrive&utm_medium=links&utm_campaign=integration)is a cloud telephony system built for modern businesses, offering enterprise-grade calling capabilities tailored to high-growth teams. 

With KrispCall you can Instantly get toll-free, local numbers & mobile numbers in 100+ countries to scale globally. Natively integrate workflows by embedding omni-channel communications directly into your existing Pipedrive CRM.

Seamlessly log interactions with complete context by automatically syncing calls, voicemails, SMS conversations, and analytics bi-directional between tools.

**Key Benefits:**

1. **Centralized Interface**:
Manage deals, activities, and calling from one streamlined sales platform

1. **Enhanced Visibility**:
Unify customer records with a complete interaction history

1. **Optimized engagement**:  
Meet buyers instantly when they reach out on any channel

1. **Improved collaboration**: 
Notify relevant stakeholders in real time when key events occur

KrispCall interlinks essential sales tools to help ambitious teams close more deals with expanded bandwidth, better data, and less repetitive work. Consolidate and accelerate growth workflows.

KrispCall

The best way to make your sales team close more deals is to make them more productive.

With Crisp integration for Pipedrive, you'll never see an empty data set again in your CRM pipeline. 

**Automated data synchronization between Live chat and related deals.**

Thanks to a powerful relationship, Crisp synchronizes itself with existing deals on Pipedrive to make sure every interaction is tracked on Pipedrive. 

New opportunity? You can create a deal right from Crisp to make your sales team more efficient.

**Track sales activity on any channel**

Crisp Helpdesk allows you to build a collaborative inbox that connects with more than 10+ different channels: WhatsApp, Aircall, Emails, and many more. 

**Put your lead generation on autopilot**

Crisp comes with more than a simple live chat integration for Pipedrive. Using Crisp, you can create a powerful chatbot that will put your lead generation on autopilot, 24/7.

Worried about missing a deal? Crisp allows you to assign conversations and sales reps based on many different factors such as location, custom data, language, customers' requirements ... And much more.

Crisp

### Send SMS, WhatsApp, and Calling directly from Pipedrive. 

HelloSend streamlines global communication, automates follow-ups, and helps close deals faster.

[**Automated SMS / WhatsApp**](https://hellosend.live/automate-sms-whatsapp-pipedrive): Trigger personalized messages via Pipedrive workflows for follow-ups, reminders, and lead nurturing.

[**SMS Campaigns**](https://hellosend.live/campaigns-sms-whatsapp-pipedrive): Launch campaigns for Contacts or Deals using filters or CSV import. View delivery and response metrics in real-time.

[**WhatsApp Campaigns**](https://www.hellosend.com/help/create-a-whatsapp-campaign): Run bulk WhatsApp campaigns to selected contacts or deals, with all replies automatically linked to the right Pipedrive records.

[**One-to-One Messaging**](https://www.hellosend.com/help/install-hellosend-in-pipedrive): Send direct SMS or WhatsApp messages from any record. Replies are tracked inside Pipedrive for full visibility

[**Templates**](https://www.hellosend.com/help/create-templates-in-hellosend): Create reusable, dynamic templates for fast, personalized messaging.

[**Voice Call**](https://youtu.be/BDpZwOn6jJY): Click-to-call from records, assign numbers to teams, build custom Call Flows, and log calls automatically.Features include Call Hold and Recording.

[**Success Story**](https://hellosend.live/case-study/pipedrive-success-story-hellosend) | [**For Demo**](https://hellosend.live/pd_demo)

SMS, Call & WhatsApp Integration for Pipedrive

> **If you have been using Pipedrive's Native WhatsApp solution already, you can easily migrate to our app.**

- With our Twilio integration, you can use SMS & WhatsApp seamlessly. 

- We provide dedicated inbox system, where you can see all the conversation in one place with agent assignment, templates & status labels for each conversation

- Automatically create leads when your clients send SMS / WhatsApp.

- You can also use WhatsApp or SMS to start a new conversation with your Pipedrive Contacts, Organizations and Deals. 

- Send SMS to multiple contacts at once and save time. 

- Simplify the process of sending Twilio messages using the Pipedrive filters to add contacts within the filter. 

- All messages that you send and receive will be recorded in Pipedrive. 

- Allow multiple users to receive desktop notifications for your incoming Twilio messages. 

- As the admin of the CRM, restrict which of the users can access your Twilio inbox.

Twilio SMS & WhatsApp for Pipedrive

Front is the AI-powered customer service platform built for collaboration that enables 9,000 businesses to deliver five-star service. Front brings all support channels into a modern, intuitive workspace where your team can collaborate on requests, automate manual processes, and delight customers across their entire lifecycle.

Front integrates with Pipedrive to bring information about your contacts, deals, and activities into Front, and enables you to build customized workflow automation that streamlines customer service and sales processes. Plus, edit Pipedrive records in real-time and select which fields are displayed in Front to eliminate context switching.

Front

### Transform WhatsApp Web into Your Pipedrive CRM Powerhouse

MessageHub seamlessly integrates WhatsApp Web with Pipedrive through a Chrome extension, enabling sales teams to manage WhatsApp conversations directly from their CRM workflow.

### 🚀 Key WhatsApp CRM Features

**WhatsApp Contact Sync**
- Instantly add WhatsApp contacts to Pipedrive
- Auto-match phone numbers with existing records
- Works with WhatsApp Business &amp; personal accounts

**Deal Management from WhatsApp**
- Convert WhatsApp chats into deals instantly
- Update deal stages without leaving WhatsApp Web
- Close deals directly from chat interface

**WhatsApp Messages as Notes**
- Save WhatsApp conversations to deals/contacts
- Sync chat history, media, and voice messages
- Keep complete WhatsApp context in Pipedrive

**Activities &amp; Follow-ups**
- Schedule tasks while chatting on WhatsApp
- Track calls and meetings from WhatsApp Web
- Complete activities without switching tabs

**WhatsApp Templates**
- Create reusable message templates
- Use dynamic fields for personalization
- Share templates with your team

### Why MessageHub?

✅ No WhatsApp API needed - uses WhatsApp Web
✅ Real-time sync with Pipedrive CRM
✅ Multi-language support
✅ 7-day free trial

Attract new leads

WhatsApp Web and Pipedrive by MessageHub

Now your clients get automatically added to Pipedrive so you do not have to manually keep track of clients in two places.

Using our CSV import to add customers to Yavia now automatically places those customers in Pipedrive. Also any client who signs up to your app from your 3D barcode or email invitation automatically gets added to Pipedrive. 

We also provide an option to sync your chat history through the app to Pipedrive. Anytime a chat message is sent it gets automatically added to Pipedrive so you only need to sync once.

Other use cases

YaviaSync

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

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