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.

Communicate with leads

Manage contracts

Manage my projects

Support my customers

Clustdoc

- 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.

Other use cases

Constant Contact

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.

Nurture my leads

Manage my accounts

Crisp

### Connect Pipedrive with Inboxroad

Bring your Pipedrive contacts directly into Inboxroad and make it easier to use your CRM data for email campaigns.

With the Inboxroad integration for Pipedrive, your contacts from Pipedrive are available directly within Inboxroad. This means you can work with the contacts you already manage in your CRM without manually exporting and importing contact lists.

### Why use the Inboxroad integration?

* **Access your Pipedrive contacts in Inboxroad** and use your existing CRM data for email.
* **Save time** by reducing manual exports and imports between platforms.
* **Keep your workflow simple** by connecting your sales contacts with your email platform.
* **Get more out of your Pipedrive data** by making it easily available for your email campaigns.

Inboxroad provides an easy-to-use email platform combined with practical support and expertise to help businesses get more out of email.

By connecting Pipedrive and Inboxroad, your CRM contacts and email activities come one step closer together — making it easier to turn the relationships you manage in Pipedrive into relevant email communication.

Inboxroad Email Marketing

[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

**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 zu Lexware**](https://pd-experts.com/lexware-testen/) 

[Hier finden Sie **weitere Informationen zur Schnitstelle**](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).

Enable payments and tracking

Automate my pipeline and data

Lexware Schnittstelle von PD Experts

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

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

**Disclaimer: This application supports Portuguese but can be translated into other languages.**

# NicoChat: Versatile Chatbot Builder Integrated with Pipedrive

## Seamless Integration with Pipedrive

NicoChat, a versatile chatbot builder, now seamlessly integrates with Pipedrive, a leading CRM platform. This integration enables businesses to enhance their customer interaction and sales management processes efficiently.

## AI-Driven Capabilities

With NicoChat's robust AI-driven chatbot capabilities, users can automate initial customer interactions, capture essential data, and feed it directly into Pipedrive. This means that all customer inquiries, feedback, and data gathered by NicoChat are instantly available in Pipedrive, allowing for real-time sales tracking and customer management.

## Streamlined Workflow

This integration streamlines workflow, reduces the need for manual data entry, and ensures that sales teams have immediate access to client information, improving response times and personalizing customer service.

## Advanced Features

Additionally, the integration offers advanced features such as:
- Triggering workflows within Pipedrive based on chatbot interactions.
- Customizing chatbot responses based on CRM data.

These features enhance the overall efficiency and effectiveness of sales and support teams.

Qualify my leads

NicoChat

## 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)

Attract new leads

Salesmsg: SMS Texting & Calling

SMSAPI INTEGRATOR to darmowa wtyczka umożliwiająca wysyłanie wiadomości SMS bezpośrednio z interfejsu Pipedrive. Efektywniej zarządzasz komunikacją z klientami, wysyłając spersonalizowane lub szablonowe wiadomości do osób, organizacji i uczestników transakcji.

W panelach „Kontakty” i „Transakcje” wyślesz SMS, utworzysz szablony i nimi zarządzisz oraz zaplanujesz wysyłkę na później. Wystarczy wybrać osobę, organizację lub transakcję, wskazać szablon lub napisać własną treść i wysłać wiadomość. Wtyczkę wykorzystasz również w swoich automatyzacjach.

Tworzymy też dedykowane integracje i rozwiązania IT na zamówienie. Potrzebujesz połączyć Pipedrive z innym systemem lub wsparcia przy własnym projekcie? Napisz: support@sysmo.pl



SMSAPI INTEGRATOR is a free plugin that lets you send SMS messages directly from the Pipedrive interface. Manage customer communication more effectively by sending personalized or template-based messages to people, organizations and deal participants.

In both the Contacts and Deals panels you can send SMS, create and manage templates, and schedule messages for later. Just select a person, organization or deal, pick a template or write your own text, and send it. You can also use the plugin in your automations.

We also build custom integrations and tailor-made IT solutions. Need to connect Pipedrive with another system or support for your own project? Get in touch: support@sysmo.pl

SMS API INTEGRATOR | SMS sending gateway

> **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.

Connect your favorite apps or easily find new ones

Support my customers

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