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.

Attract new leads

Support my customers

Other use cases

YaviaSync

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

Outfunnel's Pipedrive to Monday.com no-code connection provides a seamless contact sync that can be set up in minutes.

**Automatic and seamless contact sync**
- Sync all contacts or a subset of contacts bi-directionally between Pipedrive and Monday.com
- Built-in deduplication logic
- Easy to monitor sync progress and keep an eye on any issues.

**Powerful field mapping**
- Map all popular field types, including custom fields
- Support for contact, organization and deal fields

**Popular use cases**
- Trigger automations in either app based on events or field changes
- Keep contact data clean and consistent across tools
- Prevent marketing to unsubscribed or opted-out contacts

Try free for 14 days.

Qualify my leads

Nurture my leads

Communicate with leads

Automate my pipeline and data

Manage my accounts

Monday.com 2-Way Sync

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

Manage my projects

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

LiveChat is a live chat application that can be integrated into your website to capture more leads and close more sales. 

Having LiveChat on your website means that on-site visitors can send you their questions and receive answers in no time.

Simply add the live chat to your website and use it to answer your visitors’ questions or approach them directly with chat invitations.

As a result, your business will benefit from more satisfied customers, more resolved problems and more sold products!

As soon as customers engage with you through this integration, new leads will be created in your pipeline.

This eliminates the hassle of manually transferring and sharing new lead info with your team. 

On top of that, your chat transcripts will instantly be added to your Pipedrive contact with no extra effort, less administration and – more selling.

LiveChat

**Easiest CPQ App to Setup and Use With Your Pipedrive CRM**

**Intelligent Quoting & Proposal Engine**

**Product or Service Quotes**

**Flexible Upsell/Cross-sell Workflows**

**Automatic Proposal Document Generation**

**Product, Pricing, and Approval Rules**

**Pipedrive CRM and Optional Back Office Integration**

Mobileforce CPQ

Win more customers with Quo. The next-generation phone system to engage customers, collaborate with your team, and scale your reach with AI — without losing the personal touch.

Rated #1 in customer satisfaction on G2 and trusted by 90,000+ companies, Quo brings calls, texts, and customer information into one easy-to-use, AI-powered platform.

With the Quo and Pipedrive integration, your CRM and customer conversations stay perfectly in sync. Automatically pull contacts from Pipedrive into Quo, log all calls, texts, and call summaries back to Pipedrive, and place calls directly from your CRM. Your team gets complete context at every touchpoint so they can respond faster, stay aligned, and build stronger relationships.

VeloConnect is a multi-channel communication solution that integrates directly into Pipedrive, allowing users to send and manage messages without leaving the CRM.

After installation, VeloPlatform appears as an embedded interface across Deals, Contacts, Organizations, and other supported sections. This enables users to communicate with leads and customers directly within their existing workflow.

Users can send messages through multiple channels including WhatsApp, Viber, SMS from a single interface. Contact details such as phone numbers are automatically populated, reducing manual work and minimizing errors.

All communication is fully synchronized with Pipedrive:

- Sent messages are automatically logged in the Activities timeline of each contact
- Scheduled messages appear in the Focus (upcoming) section
- Once delivered, messages are moved to the Activities history for full visibility

VeloConnect also supports bulk messaging from Contacts and Organizations, allowing teams to reach multiple recipients simultaneously.

By centralizing communication and automating tracking, VeloConnect helps sales and support teams improve efficiency, maintain a complete communication history, and engage customers faster across preferred channels.

Velo Connect for Pipedrive

### 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

WhatsApp Web and Pipedrive by MessageHub

What You Can Do With The Latest Build of ZIWO-Pipedrive? 

-Transfer your call to a queue or to an agent after you answer an inbound call or make an outbound call, and at the same time, the associated lead automatically will be opened.

-Select Preferable Language in which agent prefer, whether its in English or Arabic! All of ZIWO's components are in Arabic now!

-Make conference calls in which you’ll be able to talk to 5 or more people at the same time.

-After ending a call, all related details & activity will be logged directly into Pipedrive call history, and also you can view call logs via the smart dial-pad.

-An active link to the call recordings will show up, also you can find the call recording on the “Customers” section in Pipedrive.

-A Click to Call button will be placed next to the customer's phone number, so you can call your customers directly.

-Receive and view all incoming calls smoothly with a call pop showcasing all incoming calls within your Pipedrive account. 

-Call history and voice recordings to get integrated immediately into a new lead for better traceability.

-Agent Statistics: The agents can now access their live performance statistics. If the agent has a clear idea about his performance, you can let him know he’s on the right track.

To view full features please click [here](https://www.ziwo.io/integrations/pipedrive/)

Ziwo

**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.

Allô: AI Second Business Phone

Simplify your sales process by integrating CallHippo with Pipedrive, now enhanced with AI capabilities. CallHippo, a leading cloud-based business phone system, enables you to handle calls, 
track leads, and automate follow-ups seamlessly within your Pipedrive dashboard. Utilizing a cloud-based business phone system ensures that your communication is seamless and accessible from anywhere, bringing your sales data together in one place. you’ll boost productivity and close deals faster, with less hassle.

- **Centralized Communication:** Calls are automatically logged and organized in Pipedrive, ensuring no key interactions are missed.

- **Improved Lead Management:** Access call recordings and notes within Pipedrive for a comprehensive view of each lead, enhancing relationship nurturing.

- **AI-Powered Automation:** Trigger AI-driven workflows based on call outcomes, like follow-up emails or deal stage updates, keeping your sales pipeline efficient.

- **AI-Powered Insights:** Real-time AI analytics on call activities help you make data-driven decisions and refine your sales strategy.

***Note: New users get to explore CallHippo for free!***

Once you integrate CallHippo & Pipedrive, you will receive a coupon code to avail our exclusive benefits. Sign up and start exploring today!

- 1 phone number free
- 200 minutes of free calling
- Free for 10 users

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