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

### **What is LeadOn and Why Integrate with Pipedrive?**  

🚀 **LeadOn is the ultimate WhatsApp Web integration for Pipedrive**, designed to help sales and customer support teams manage conversations, leads, and contacts more efficiently. Stop wasting time on manual data entry—LeadOn automatically syncs your WhatsApp interactions with Pipedrive, ensuring that every conversation is logged and easily accessible.  

### **Key Features:**  
✅ **Sync WhatsApp Chats** – Save customer conversations to Pipedrive.  
✅ **Manage Leads, Contacts &amp; Deals** – Create, edit, and update records directly from WhatsApp Web.  
✅ **Find Contacts Easily** – Search leads and customers by phone number instantly.  
✅ **Support for Custom Fields** – Sync and manage custom fields in Pipedrive.  
✅ **WhatsApp Group Support** – LeadOn automatically identifies and searches for each group member in Pipedrive.  

🎯 **Why Use LeadOn?**  
- Keep all WhatsApp interactions linked to Pipedrive leads and deals.  
- Reduce manual work and improve sales productivity.  
- Ensure every customer conversation is captured and organized.  
- Accelerate deal closing with better follow-ups and complete customer history.  

📌 **Seamlessly integrate WhatsApp with Pipedrive and take your sales process to the next level!**  

🔗 **Learn more at:** [https://lead-on.co/](https://lead-on.co/)  
💬 **Sales inquiries? Contact us on WhatsApp:** [**Chat Now**](https://wa.me/17735008585?text=I'm+interested+in+LeadOn)

LeadOn: Integrate WhatsApp Chats into Pipedrive

**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

Nurture my leads

Automate my pipeline and data

NicoChat

Ringotel provides mobile and desktop apps with secure calls, messaging, and collaboration features that work together with any standard phone system. 

Integrating Ringotel with Pipedrive simplifies the calling experience for users by providing caller identification, easy access to CRM records, allowing them to manage CRM contacts via the Ringotel app, and more.

**Quickly access your Pipedrive contacts to make calls and send messages**
Access your Pipedrive contacts directly from the Ringotel mobile or desktop app, make calls, and send SMS/MMS.

**Create contacts from the Ringotel app**
You can create contacts in Pipedrive using the Ringotel mobile or desktop app interface.

**Caller identification**
On an incoming call, Ringotel gets information about the phone number from Pipedrive and displays it to the user.

**Log calls and call recordings**
Ringotel logs incoming and outgoing calls and call recordings to Pipedrive and provides quick access to call activity.

Manage my accounts

Ringotel

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

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 BrokerIG 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

Other use cases

BIQPipeDriveContacts

Kixie is a powerful calling and texting engagement platform for  Pipedrive. Kixie's suite of advanced features leverage the power of AI and automation so revenue teams can perform at the highest level.

Calls, texts, dispositions and activities are logged automatically in Pipedrive, eliminating the need for the tedious manual record-keeping that slows down salespeople in their day-to-day activities. 

### Key Features:
- **Multi-line PowerDialer:** Boost productivity tenfold by dialing up to 10 numbers simultaneously
- **Seamless integration** logs calls, call recordings and summaries, outcomes, text messages, and other activities to Pipedrive
- **ConnectionBoost:** Advanced local presence lets users call from a number with the same local area code as the person they’re calling
- **Conversation Intelligence** leverages AI to track sales calls, coach your team, and automatically log call summaries in Pipedrive
- **Automatic DNC list compliance** makes it easy to follow DNC regulations without bogging your agents down with unnecessary manual list-checking
- **Live call coaching** allows managers to listen to live calls and "whisper" advice or feedback to trainees
- **Voicemail drop:** Leave custom pre-recorded messages with a single click, without having to wait for the “beep”
- **SMS templates** with dynamic fields
- **Click-to-call** from Pipedrive, and any other webpage
- **Full suite of call center features** including IVRs, ring groups, call queues, and dynamic routing

Kixie PowerCall & SMS

With Nicereply’s Pipedrive integration, you can gather feedback while your customers still remember the interaction with your team.

The moment your deal is won or lost, your contact will receive an automated survey. 

Customers’ feedback is immediately visible in the rated deal, complete with a numerical value and comment.

You can choose from multiple “Satisfaction Metrics” and “Scales.” Use customizable CSAT surveys to evaluate aspects that influence win rates, such as communication or product features.

Evaluate customers’ experience as a whole and identify your promoters with “Net Promoter Score.”  How many hours after completion of a deal should your customers receive the survey? It is up to you to define this timespan!

Connect your Pipedrive account with Nicereply and within minutes you can:

- See all the ratings in the relevant deal and set automations based on it
- View your rating feed where all feedback is linked to the rated deal
- Customize the look and content of your surveys
- Get a quick overview of your team's performance with our all-in-one dashboard featuring CSAT, CES 2.0 and NPS ratings, trends and charts
- Measure “Customer Satisfaction” (CSAT), “Net Promoter Score” (NPS) and “Customer Effort Score” (CES) per agent, team or company-wide
- Distribute surveys for deals from specific Pipelines or with specific Labels
- Set goals, track KPIs, generate reports and more!

Nicereply

Plai.io is an AI-powered ad management platform that simplifies running targeted campaigns across Facebook and Instagram. It enables businesses to launch data-driven ads without complex setups, optimizing performance through automation and AI insights.

By integrating Pipedrive, users can seamlessly onboard to Plai and quickly create their ad campaigns. The integration accesses only basic information, such as contact name and email address, to simplify campaign setup. This ensures a smooth experience while keeping data usage minimal and focused on enabling easy and efficient ad creation.

Plai

**Postcall requires you to have an Aircall, RingCentral Office, or Zendesk Talk account that you can also connect to Postcall.**

Postcall sends customer satisfaction surveys via SMS or email after your Aircall, RingCentral or Zendesk Talk calls.

You can create and customize your surveys and their delivery.

Adding the Pipedrive integration to Postcall unlocks two extra features:

1. Postcall can sync your contacts from Pipedrive, so other contact information (such as an email address) can be used to send the surveys.
2. When surveys are sent or completed, an activity will be logged for the corresponding Pipedrive contact.

Postcall

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

**Ring.io is a Sales Engagement Platform and Power Dialer that helps sales teams reach out to customers through multiple channels in a personalized way, on a large scale.**

**Key Features:**

1. The power of data-driven sequences: create and personalize multi-channel outreach (email, SMS/MMS, calls, video), import contacts from CSV, XLSX, or your CRM, optimize your approach with algorithm adjustments, and refine strategies via A/B testing and templates.
2. Boost your sales with an automated Power Dialer: drop voicemails, send SMS/MMS, and emails during your session, start from any view, increase connections with local Caller IDs, and integrate all activity, from call recordings to email opens, into Pipedrive.
3. Streamline your workflow with Pipedrive integration, allowing you to manage data, connect effortlessly to Gmail or Outlook, auto-save all calls, emails, and replies, and execute multi-channel engagement directly within the CRM.

**Highlights of Ring.io & Pipedrive Integration:**

- Keep your Pipedrive up-to-date with Ring.io's bi-directional sync, which automatically updates your CRM with all your engagement activities like emails, calls, and more. 
- Import new leads into Ring.io as soon as they pop up in Pipedrive, move leads through different stages automatically based on their activity, and trigger tailored messaging and sequences for warmer prospects. 
- Set up actions in Pipedrive based on your sales activities in Ring.io to keep everything moving smoothly.

Connect your favorite tools or easily find new ones

Support my customers

Can't find the app you need?