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

Integrating Pipedrive with Digital Tide Cloud PBX enables you to control all calls and automate your sales.

- Automate processes: let the Pipedrive and Digital Tide Cloud PBX integration do the job. It can automatically create leads, deals and contacts. Never lose major deals if an employee forgets to save a caller's number.
- Get a bird’s eye view of your deals by keeping contact activity in one place.
- Push deals through the pipeline faster — the integration can automatically create tasks for each call that will prompt employees what to do in every situation.
- Save time with one-click calls. No more manual dialing, no more typos! Click a customer’s number in Pipedrive, and Digital Tide Cloud PBX will connect you with the customer.
- Listen to call recordings to learn how employees talk to customers, recollect what was discussed earlier and double-check details.
- Grow loyal customers by assigning personal managers and connecting them automatically.

Attract new leads

Qualify my leads

Digital Tide Cloud PBX

**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**

Automate my pipeline and data

Mobileforce CPQ

💼 **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!

Nurture my leads

ScriptCaller - Build & Call Scripts

### Setup in 5 minutes
Keep using your WhatsApp Business account and your existing chats while using the **official WhatsApp API**, we are official Meta Tech Providers.

### Automatic Lead Capture
Someone messages you first? WhatsAble automatically creates Person records, Leads, and Deals in your pipeline. Zero manual data entry.

### Smart Follow-Up Automation
Schedule follow-up messages that get sent if the lead stops replying or in specific conditions. 

Connect your Pipedrive and WhatsApp messages with our Zapier/Make/n8n module for advanced automation. Your pipeline moves forward automatically.

### Live Chat Inside Pipedrive

Every WhatsApp conversation synced in real-time to Pipedrive activity. Send messages while viewing deal details, schedule follow-ups mid-conversation and add tags and notes. Full context = more closed deals.

### Calendar &amp; Activity Sync

All WhatsApp interactions auto-log to Pipedrive with complete activity history. No lead falls through the cracks.

### Advanced Workflows

Build automation like: "If no reply in 2 days → send follow-up" or "If they say 'interested' → Label "hot lead". 

### Stay organized
You can create roles inside and assign conversations based on keywords, so not everyone sees all the messages. 

###

Answer messages from our mobile app  • Make/Zapier/n8n integrations • Human support 7 days a week • Smart Broadcasting

Get a 7 day free trial for your team, no need for a new number or losing access to your WhatsApp account.

Manage my accounts

Other use cases

WhatsAble: WhatsApp Automation with Pipedrive & AI

Calilio is an AI-powered business phone system that helps teams handle calls faster and smarter. With seamless Pipedrive integration, you can place calls instantly from the CRM tool and have every interaction, like your incoming, outgoing, busy, or missed calls, automatically logged inside your CRM.

No manual entry, no switching tools, just clearer insights and smoother communication for your sales and support teams.

### Benefits:

- Call leads directly from Pipedrive with one click.

- Capture all call details without manual effort.

- Keep Pipedrive and Calilio call data always up-to-date.

- Record, review, and analyze calls to make informed decisions.

### 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.

Calilio

Pipedrive & Clerk Chat: bring all your contacts to Clerk Chat to enable 1:1 and marketing campaigns across:

- SMS
- WhatsApp
- iMessage (soon)

Clerk Chat helps you close your deals faster by allowing you to message your leads, prospects, and contacts all from one gorgeous and intuitive interface.

Filter your contacts based on properties you set in Pipedrive and build comprehensive lists to help you drive conversations that build engagement.

**Features our customers love:**
- Send 1:1 messages and high-volume campaigns
- Have control over your team with flexible permissions
- Integrate with leading platforms like Microsoft Teams, Zoom, Salesforce, RingCentral and more
- View analytics to understand usage, growth, and response rates
- Export conversation history and logs to your eDiscovery tool of choice (Azure, Purview, and OneDrive)

Clerk Chat

### **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

With Lumin, user can create, send and track Lumin contract within Pipedrive, and perform these actions in a contact, company or deal in Pipedrive. You and your team can track the status of contracts without leaving Pipedrive. With this integration you can:
- Create and send contracts to signers within Pipedrive
- Manage contract status in contact, company or deal screen
- View contract history and details like contract status, senders and due dates.

Lumin - Pipedrive integration is the process of connecting Pipedrive with Lumin to enable Lumin share data on Pipedrive.

Lumin

**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.

NicoChat

NUACOM is a modern cloud phone system equipped with all the features your sales and customer service teams need.

Our integration with Pipedrive provides your team with the ability to make calls directly from the Pipedrive interface. Our “Click-to-call” feature empowers your sales team to make more calls with less effort while also eliminating misdialing.

Call recordings are available for download directly from Pipedrive with the click of a button.

Call logs are saved on the contact's page for future reference.

Notes can be added to a call's activity.

NUACOM

**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.

Connect your favorite tools or easily find new ones

Support my customers

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