### 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

Communicate with leads

Automate my pipeline and data

Manage my accounts

Support my customers

CloudTalk: AI Dialer & CTI for Pipedrive

## 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.

Pipedrive for Outlook

### 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

**Lexware is a German bookkeeping tool which covers the needs of the German speaking market. Therefore, the following description is not translated to English.**

Mit Lexware hat man Angebote, E-Rechnungen und die Buchhaltung in wenigen Minuten erledigt. Alle Daten sind smart verknüpft und somit jederzeit verfügbar. Optimal mit Lohnabrechnung und Geschäftskonto

Mit der Schnittstelle zwischen Pipedrive und Lexware ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/integration-pipedrive-lexware/) 

[Hier Lexware **kostenlos testen**](https://go.lexware.de/awin/?cid=1000&amp;pid=1000&amp;pdata=13787-900761&amp;utm_medium=affiliate&amp;utm_source=13787-1754133488&amp;utm_campaign=affiliate-awin&amp;sv1=affiliate&amp;sv_campaign_id=900761&amp;awc=13787_1754133488_4af0aefea24bb24241983b61227373c6&amp;em_src=affiliate&amp;em_cmp=13787-1754133488/affiliate/affiliate-awin//)

**Hinweis**: Wir empfehlen für die Verwendung (genau wie Pipedrive - [siehe hier](https://support.pipedrive.com/de/article/which-browser-is-best-for-pipedrive)) Chrome oder Edge (und zur Not auch noch Firefox).

Manage contracts

Enable payments and tracking

Other use cases

Lexware Schnittstelle von PD Experts

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

### 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

### Setup in 5 minutes
Keep using your WhatsApp Business account and your existing chats while using the **official WhatsApp API**, we are official Meta Tech Providers.

### Automatic Lead Capture
Someone messages you first? WhatsAble automatically creates Person records, Leads, and Deals in your pipeline. Zero manual data entry.

### Smart Follow-Up Automation
Schedule follow-up messages that get sent if the lead stops replying or in specific conditions. 

Connect your Pipedrive and WhatsApp messages with our Zapier/Make/n8n module for advanced automation. Your pipeline moves forward automatically.

### Live Chat Inside Pipedrive

Every WhatsApp conversation synced in real-time to Pipedrive activity. Send messages while viewing deal details, schedule follow-ups mid-conversation and add tags and notes. Full context = more closed deals.

### Calendar &amp; Activity Sync

All WhatsApp interactions auto-log to Pipedrive with complete activity history. No lead falls through the cracks.

### Advanced Workflows

Build automation like: "If no reply in 2 days → send follow-up" or "If they say 'interested' → Label "hot lead". 

### Stay organized
You can create roles inside and assign conversations based on keywords, so not everyone sees all the messages. 

###

Answer messages from our mobile app  • Make/Zapier/n8n integrations • Human support 7 days a week • Smart Broadcasting

Get a 7 day free trial for your team, no need for a new number or losing access to your WhatsApp account.

WhatsAble: WhatsApp Automation with Pipedrive & AI

Intercom's live chat is the fastest way to boost sales and create new revenue. With Intercom, you can capture and convert more leads by proactively engaging with them on your website. Use bots to automatically qualify leads and chat with the hottest ones in real-time. You can track those leads in Pipedrive ,too.

The integration allows you to create deals in Pipedrive with one click as you capture and qualify leads in Intercom. This means you’ll never miss an opportunity to close a deal.

You can also view details about a lead's Pipedrive deal in your Intercom Inbox, so you have all the context you need when chatting with a lead. Plus, your conversation is automatically logged in the lead’s timeline on Pipedrive – giving you a complete picture of the lead’s journey so that you can pick up your sale right where you left it.

Intercom

Ringover delivers the best and widest range of communication channels in the market for high-performing sales teams. **Calling, texting, video, conversation, syncing to WhatsApp, Slack, Instagram** & more, along with an industry-leading integration within Pipedrive. 

Bring advanced communication into Pipedrive to experience click-to-dial, automatic logging and syncing of sales rep notes and tags. Access prospect or client information through the dynamic Ringover dialler and sync WhatsApp interactions to deals.

**✨ Why use Ringover x Pipedrive?**

- **Convert prospects & close deals at scale:** Reach prospects 10x faster from Pipedrive in just one click. Get a personalised in-dialer display of caller data to help drive a more meaningful conversation. 

- **Set sales tasks on auto-pilot:** Auto-save call logs, SMS, sales rep notes and tags directly in Pipedrive. Improved two-way syncing between Pipedrive and Ringover allows your contact's information to be updated in mere seconds.

- **WhatsApp syncing:** Have 1:1 conversations with clients via WhatsApp and auto-save every interaction in Pipedrive for a streamlined experience.

- **Conversation insights (Add-on):** Empower your sales teams with the latest AI solutions that analyse, summarise, translate and transcribe text and audio conversations, right into Pipedrive.

- **Admin flexibility:** Manage and customise all your syncs and workflows for your entire team working in Pipedrive right down to the agent level.

Ringover

> **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

[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

- Sync Pipedrive contacts into Constant Contact to save time and ensure your lists are up-to-date
- Segment Pipedrive-synced contacts further to create customized, targeted email and SMS messaging.
- Set up personalized automated communications, such as welcome emails or thank you series, based on synced contact activity.

Connect your favorite tools or easily find new ones

Support my customers

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