> **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.

Nurture my leads

Communicate with leads

Support my customers

Twilio SMS & WhatsApp for Pipedrive

Seamlessly integrate your phone system with Pipedrive using Softphone CTI. Streamline your sales and support workflows by managing calls, messages, and performance directly within your CRM.

Key Features:
• Easy Setup & Login: Quick authentication via Tenant URL and OTP verification for secure access.
• Call Management: Make outbound calls with a built-in Keypad, handle inbound calls with instant caller pop-ups, and easily Mute, Hold, or End calls.
• Call Transfer & Conference: Perform blind or consult transfers to team members and initiate multi-party conference calls directly.
• Omnichannel Messaging: Receive and respond to WhatsApp and web chat messages from a single panel, with the ability to park chats for later follow-up.
• Performance & Activity Tracking: Monitor call durations, track real-time agent metrics, and access detailed call history logs.
• Hardware & Personalization: Configure audio devices, run instant sound tests, and switch between light and dark modes for an optimal workspace.

Empower your sales team with efficient calling, real-time context, and automated activity logging.

Manage my projects

Manage my accounts

AloTech Softphone CTI

Missive lets teams manage shared inboxes and collaborate around emails, [SMS, WhatsApp and social media messages](https://missiveapp.com/features/whatsapp-twitter-facebook-and-sms-accounts). Chat, share attachments and assign tasks right from your inbox. Use shared labels to organize conversations by project or department.

The Pipedrive integration will let you see your contacts, deals, activities and notes right in the context of your inbox. You can also create and edit all of those from Missive. All your changes will be synced between the two apps.

You can quickly share the integration with the rest of your team from your Missive settings, or your teammates can import their Pipedrive accounts.

On top of that Missive offers

• Canned responses: Create templates to save time on repetitive emails

• Collaborative writing: Compose emails together and review them in real-time

• Read receipts: Know exactly if and when recipients read your emails

• Snooze: Set reminders on emails and chats to clean up your inbox

• Send later: Draft an email and schedule the send-out time

• Rules: Apply filters to archive or assign conversations automatically to anyone in your organization

• Auto CC/BCC

• Snooze only if nobody replies

• Push notifications

• Rich text and HTML signatures

• Connect with Google

• Gmail search syntax

• Sharable conversation links

• Unified inbox

[And more](https://missiveapp.com/features/)

Missive

**Your communication hub, integrated**

Connect Allô with Pipedrive to give your team a complete view of customer interactions. Say goodbye to the hassle of manually logging calls or messages—Allô takes care of it for you. Your team can focus on building relationships and growing the business, not on tedious data entry.


**Stay organized effortlessly**

Allô automatically logs calls and voicemails to Pipedrive, ensuring you always have the context you need. Whether you're closing deals or providing support, this integration keeps everything in sync so you can collaborate effectively.


**Keep your contacts in sync**

When your team calls a Pipedrive contact, their details will automatically appear in Allô without needing to be manually added. This seamless integration saves time and ensures your team can focus on delivering exceptional customer experiences.

Automate my pipeline and data

Allô: AI Second Business Phone

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.

Manage contracts

Clustdoc

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

Connect Pipedrive and Heymarket to turn CRM activity into real customer conversations across SMS, MMS, RCS, and email — all from a shared team inbox.

With the Heymarket + Pipedrive integration, sales and support teams can automatically sync contacts, launch conversations directly from Pipedrive, and keep communication history connected to deals and people records. Teams gain visibility into every customer interaction while collaborating in a shared inbox built for high-volume operations.

Key features include:
- Sync Pipedrive contacts into Heymarket
- Send and receive SMS directly from Pipedrive
- Automatically log conversations to Pipedrive records
- Start conversations from People, Organization, and Deal views
- Shared team inbox with assignment and collaboration tools
- Support for SMS, MMS, RCS, Instagram, Facebook Messenger, and more
- AI-assisted messaging and suggested replies
- Conversation routing, automation, templates, and workflows
- Enterprise-grade messaging infrastructure, compliance, and deliverability
- Opt-out management and compliance tooling
- Real-time notifications and conversation updates

Unlike lightweight texting plugins, Heymarket combines omnichannel messaging, AI agents, workflow automation, and team collaboration in a single platform designed for growing and enterprise businesses.

Heymarket : SMS, RCS and Email Messaging

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time two-way sync
- Customize markers, labels, pop-ups; colorize records by any property
- Search local businesses by keyword and add them as records with field mapping
- Auto-correct errors in addresses and fill in zip & counties
- View weighted heat maps, isochrones, and find records by distance

**FIELD TEAM**
- Plan optimized multi-day routes for entire teams in one run, with overnight stops for long-haul trips
- Truck-aware navigation; recurring visits; travel-aware calendar with conflict detection
- Script visit scenarios; check-in with geofencing & adaptive forms; data synced to CRM
- Track users' location & movement history; mobile app for iOS and Android
- Analyze visit data — notes, photos, videos — with AI (custom prompts); team dashboards

**TERRITORIES**
- Draw territories from zip codes, counties, census tracts
- Auto-assign records to territories & sales reps based on custom criteria
- Roll-up metrics per territory based on CRM data
- Overlay 50,000+ US Census demographic layers

**EMBED MAPS**
- Add live maps to websites, portals, or dashboards; send by email
- Personalize portal maps per logged-in user with custom buttons & forms

**NO-CODE AUTOMATION**
- Execute actions by button, schedule, or automatically — no code
- Create/update records, send email/SMS, call external APIs
- Search by custom criteria including driving distance/time, then execute actions

Attract new leads

Other use cases

Mapsly: Map, Routing, Field Sales & Service

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

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

💼 **What is ScriptCaller?**

**ScriptCaller** is a powerful visual script builder integrated into your **Pipedrive CRM**. Data from CRM cards is instantly available while working through the script — no distractions or screen-switching.

🔥 **Why ScriptCaller is perfect for Pipedrive?**

- **Create powerful scripts effortlessly:** Use our intuitive visual editor to build scripts of any complexity. Import necessary Pipedrive fields directly into your script for maximum flexibility.

- **Work seamlessly with Pipedrive during calls:**

1. All info at your fingertips: Automatically pull in person, deal, and organization data into the script.
2. Edit on the fly: Update card fields, change deal stages, and create tasks/comments right during the conversation.
3. Create new records instantly: No client in the database? Create new cards directly from the script.
4. Adjust CRM fields dynamically depending on the client’s responses, making communication scenarios as adaptive and convenient as possible.

- **Ensure stability and control:**

1. Reliable versioning: Test and refine scripts in drafts, and roll back to one of 10 previous versions if needed.
2. Flexible access management: Manage permissions clearly, with user groups for easy access control.

- **Simplified administration:** Employees are automatically added upon first login — no manual registration. Centrally manage access rights and team structure.

🚀 ScriptCaller — automation that works with you in Pipedrive CRM!

ScriptCaller - Build & Call Scripts

**Rasayel** helps your sales team qualify, nurture, and communicate with leads directly over WhatsApp. Since you already use Pipedrive to drive revenue, Rasayel amplifies those efforts by making WhatsApp communication seamless. 

**Rasayel & Pipedrive** → Sign up for Rasayel, connect your WhatsApp number, and install the integration. Instantly start chatting with your leads in WhatsApp!!

### Activity Logging
Rasayel automatically logs WhatsApp conversations into your Pipedrive leads and deals. Get full visibility of your team's WhatsApp interactions directly within Pipedrive.

### Activity Reports
Track your team's WhatsApp performance. Easily generate reports to see metrics like the number of messages sent by each team member within a chosen time period.

### View Pipedrive Lead or Deal information in WhatsApp
Rasayel's shared team inbox displays your Pipedrive leads and deals alongside WhatsApp conversations.  No more switching tabs – get vital lead context instantly.

## Why Rasayel + Pipedrive?

* “Practically 90% of our deals are closed on WhatsApp thanks to Rasayel.” - Enrique, Medesk
* “The most valuable...benefit of Rasayel is how much we can automate” - Saad ElMobarak, CTO - Qoyod.com
* “Rasayel helped us manage and track our sales from one app. Great mobile app, great support team!” - Arsen, CEO - Smile Turkey

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Support my customers

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