Make customers happy by adding a personal touch to your customer experience while lowering call volume and resolving more issues. Textline is a business text messaging platform that offers the best customer support workflow, team collaboration and process automation tools. We add SMS and MMS capabilities to your existing landline or give you a new, textable phone number in your local area code. Your team shares one or more phone numbers for responding to customer inquiries while easily managing multiple conversations simultaneously. 

Key Features

- Shortcuts – Store templates for frequently used messages 
- Transfers – Transfer text messages, similar to transferring phone calls
- Notifications – Receive desktop, email and mobile alerts 
- Auto Responses – Use automated greetings and away messages
- Whispers – Leave private notes for internal team discussions
- Metrics – Understand customer interactions and monitor team performance
- MMS – Send and receive photos, videos and attachments 
- Address Book – Sync all Pipedrive contacts into Textline

Nurture my leads

Communicate with leads

Manage my accounts

Support my customers

Textline

**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

Automate my pipeline and data

Other use cases

Mapsly: Map, Routing, Field Sales & Service

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

## Keep Shopify customers and products connected to Pipedrive

Sync Shopify customer profiles and product catalog data with Pipedrive so your CRM stays up to date with the contact and product details managed in your store.

The app creates and updates Pipedrive people from Shopify customer records, including customer name, email address, phone number, Shopify customer tags, customer notes, and a linked Shopify customer profile.

It also creates and updates Pipedrive products from Shopify product records, including product names, descriptions, images, prices, currency, and variations when available.

## Built for cleaner CRM and catalog records

This integration helps sales and support teams keep Pipedrive contacts and products accurate without manual entry or repeated imports.

When customer or product information changes in Shopify, the matching record in Pipedrive can be updated automatically after automatic sync is enabled in the Shopify app settings.

## Shopify context inside Pipedrive

The Pipedrive customer panel gives your team additional Shopify context without leaving Pipedrive, including marketing consent, tax status, Shopify customer tags, customer notes, order summary, and a direct link to review the customer in Shopify Admin.

Shopify remains the source of truth for customer, product, and consent information.

## Deal creation

Create a Pipedrive deal directly from an individual order in Shopify Admin.

Pipedrive Connector for Shopify

Calilio is an AI-powered business phone system that connects calling, messaging, and customer insights with Pipedrive CRM. Manage customer conversations, automate activity tracking, and keep your sales team focused on closing deals.

With Calilio's Pipedrive integration, teams can make calls directly from their CRM, automatically log interactions, and access communication details without switching platforms.

### Benefits:

- Reduce manual CRM data entry and save time.

- Keep customer contacts and communication history organized.

- Follow up on missed calls and customer inquiries faster.

- Improve sales productivity with AI-powered conversation insights.

### Features:

- **Click-to-Call:** Instantly call leads directly from Pipedrive with a single click. Reduced dialing time and improved efficiency.

- **Automatic Call Logging:** Automatically capture and store call details – incoming, outgoing busy, and missed calls – in Pipedrive.

- **Contact Sync:** Match and synchronize customer contacts between Calilio and Pipedrive.

- **Missed Call Follow-ups:** Create follow-up activities for unanswered calls.

- **SMS &amp; Voicemail Logging:** Keep messages and voicemail activities connected to customer records.

- **AI Call Insights:** Access call summaries, transcripts, and sentiment analysis for better customer understanding.

Connect Calilio with Pipedrive to simplify communication, strengthen customer relationships, and streamline your sales workflow.

Calilio

Nvoip is a cloud-unified communication platform. With this integration, you can make calls, Send SMS and WhatsApp messages directly from Pipedrive. All interactions, including call recordings, are automatically logged in your deal’s activities, ensuring a complete communication history inside Pipedrive.

Qualify my leads

Nvoip

**Together, Ooma Office and Pipedrive deliver a streamlined, professional service experience during customer calls**

Ooma office provides a VoIP communications experience unmatched in the industry – users can make phone calls, route incoming calls to extensions and caller groups, send faxes, chat, and manage voicemail all from one screen.   

When integrated with Pipedrive, customers calling in are greeted with an even more enriched experience; two best-in-class applications working together to cash in on your sales opportunities.

**Show you're prepared**

- Know your caller’s name, who their representative is, their sales history and pending deals – all previewed in a caller modal, all pulled from your Pipedrive data set.  

- For more detailed data entry, go directly into the Pipedrive record related to the caller.

**Save valuable time managing your call notes**

- Jot down notes in the Ooma Office call modal and select where in Pipedrive to save these – in a leads, deals, or contacts screen.  

- Minimize duplicate entry challenges; your notes are saved directly to Pipedrive. 

**Your customers will feel recognized and attended to with a professionally curated experience**

Ooma Office

## All-in-One SMS, Calling &amp; AI Automation for Pipedrive

⭐ ⭐ ⭐ ⭐ ⭐ 

## [Read our G2 Reviews!](https://www.g2.com/products/salesmsg/reviews)
⭐ ⭐ ⭐ ⭐ ⭐ 

[Salesmsg](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app) connects your Pipedrive deals and contacts with business-grade SMS, calling, and AI automation - so your sales team can close faster without ever leaving their pipeline.

### 📱SMS/MMS Texting
- Two-Way Texting from Pipedrive
- SMS Campaigns &amp; Bulk Broadcasts
- Local, toll-free, landline, and short code numbers
- Send Images, Videos, GIFs &amp; PDFs
- Automatic Text Logging to Pipedrive Activity
- New! AI Texting Agent &amp; Smart Workflows

### 📞 Calling
- Click-to-Call from Any Pipedrive Record
- Inbound &amp; Outbound Calling with Auto-Logging
- Call &amp; Voicemail Transcriptions, IVR &amp; Call Queue
- Call Transfer &amp; Multi-Participant Calls
- STIR/SHAKEN Compliance and CNAM Registration
- **New!** Power Dialer Campaigns
- **Beta!** AI Calling Agent

**HIPAA-ready and SOC 2 Type II certified — built for teams handling sensitive customer data.**

**Sign up for your 14-day FREE Trial**

[https://www.SalesMessage.com](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app)

*"Decreased no-shows by 45%" - Greg Hickman @ System.ly*

*"Salesmsg tripled our sales in 60 days!" - Brian Moran @ Samcart*

[See Our Case Studies](https://www.salesmessage.com/stories)

Manage contracts

Salesmsg: SMS Texting & Calling

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.

ClickSend SMS

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 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

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.

Connect your favorite apps or easily find new ones

Support my customers

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