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

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

**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

Automate my pipeline and data

NicoChat

Replypad is a [customer support software](https://www.replypad.com/) for service providers and MSPs. It includes time tracking, customer billing, asset management, automation, and more. It’s a customer communication tool that integrates seamlessly with Pipedrive CRM.

Organize all service requests in one place with clear ownership, collaborate on customer communication, respond faster, and deliver exceptional customer experiences. Replypad helps teams work more efficiently, automate workflows, and eliminate repetitive, manual tasks.

The Pipedrive integration brings CRM information directly into service tickets in Replypad, giving your team full context for every customer interaction - right where they need it. Details include phone numbers, organizations, recent notes, and deal information such as amount, pipeline, stage, status, and latest updates.

With Replypad, you can respond faster, deliver better service, and stop wasting time switching between tools.

Additional team productivity tools include:

- Reporting and analytics
- Time tracking
- Asset management
- Customer billing and recurring contracts
- SLA
- @mentions, draft messages, snooze!
- Undo send
- Scheduled replies
- Timers
- Automation
- Multi-brand and dynamic signatures
- Advanced search
- Collision detection
- Unified team inbox
- Additional [customer service and billing software](https://www.replypad.com/features/) features

Replypad

💼 **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

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

CallHippo

**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**

Attract new leads

Mobileforce CPQ

**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.

Other use cases

Postcall

PSOhub’s integration with Pipedrive allows you to seamlessly connect CRM functionalities with your project management capabilities in PSOhub. 

**Bidirectional Data Sync**: Ensure data consistency between your project management and CRM systems with synchronization of deals, contacts, companies, projects and activities.

**Create PSOhub Projects from Pipedrive Deals**: Instantly generate PSOhub projects based on existing deals in Pipedrive, eliminating the need for manual data entry and accelerating project initiation. 

**Sync activities to Pipedrive**: Log activities on PSOhub such as emails, calls and meetings and automatically sync them to corresponding deals in Pipedrive. 

**Enhanced Collaboration**: Foster collaboration across sales and project management teams by sharing project updates, activity feeds, and CRM insights.

**How It Works**

**Connect**: Users can rconnect their Pipedrive account to an existing PSOhub account. 

**Sync Data**: Once connected, data synchronization between PSOhub and Pipedrive begins automatically, ensuring seamless integration of project and CRM data.

**Create Projects from Deals**: Utilize the integration to create PSOhub projects directly from existing deals in Pipedrive. 

**Disconnect Anytime**: Users have the flexibility to disconnect their PSOhub and Pipedrive accounts at any time, ensuring full control over their data and integration settings

PSOhub

We connect local businesses to the rest of the universe with a powerful VoIP business phone system.
Send and receive SMS from Pipedrive.
With the app, you can see all SMS sent to a contact and reply from within Pipedrive. All call history will be synced under your contacts and deals.

Connect your favorite tools or easily find new ones

Support my customers

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