**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**

Communicate with leads

Support my customers

Ooma Office

Operating helps consulting and professional services with resource planning, time tracking, invoicing, and managing project finances and margins.

❌ Ditch resource allocation spreadsheets

👎 Quit spending hours per week manually keeping your tentative project bookings up-to-date

🛑 Stop guessing your project margins and budget overruns

💸 Stop revenue leakage from timesheet mistakes and resourcing mishaps

‍👉 Start Operating.

By connecting Operating to your Pipedrive CRM you can match consultants to upcoming projects automatically based on consultants' skills, seniority, and availability.

The Pipedrive App for Operating is a simple integration that does what you would expect: transfers the deal and related metadata so that the handover from sales to delivery is smooth and requires no double data entry. 

As the deal makes progress through the stages, the real-time sync makes sure everyone using Operating knows what's up. 

After winning the case, take a last look at the team setup, rates and scheduling, and confirm the project in Operating and you're good to go: track time, follow planned vs actuals in both hours and revenue, and see how the project profitability fluctuates as you go. Even send the invoices directly from Operating!

Manage my projects

Manage my accounts

Operating.app

**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

Re:amaze Live gives your team unparalleled insights into your site and app activity. Allow everyone on your team to browse through a list of active customers, see what they're doing, where they're from and contact them with targeted one-on-one messages.

Build your self-help center with Re:amaze FAQ and host it on its own domain or embed it within the Re:amaze Chat or inside your site or app. Re:amaze FAQ is fully customizable to fit the needs of your brand.

Pipedrive integration features:

View Pipedrive contacts and deals from within Re:amaze conversations
Other Features:

- Customer satisfaction surveys
- Multi-brand management
- CRM and contact management
- Team collaboration and staff notes
- Event tracking
- Automated workflows
- Customizable email templates
- Automatic collision detection
- Notifications, tags and filters
- Response templates
- Conversation permalinks
- Autoresponders
- Roles and permissions
- Advanced reporting
- Plug-and-play embed builder
- iOS and Android apps

Nurture my leads

Re:amaze

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

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.

Ringotel

Ringover delivers the best and widest range of communication channels in the market for high-performing sales teams. **Calling, texting, video, conversation, syncing to WhatsApp, Slack, Instagram** & more, along with an industry-leading integration within Pipedrive. 

Bring advanced communication into Pipedrive to experience click-to-dial, automatic logging and syncing of sales rep notes and tags. Access prospect or client information through the dynamic Ringover dialler and sync WhatsApp interactions to deals.

**✨ Why use Ringover x Pipedrive?**

- **Convert prospects & close deals at scale:** Reach prospects 10x faster from Pipedrive in just one click. Get a personalised in-dialer display of caller data to help drive a more meaningful conversation. 

- **Set sales tasks on auto-pilot:** Auto-save call logs, SMS, sales rep notes and tags directly in Pipedrive. Improved two-way syncing between Pipedrive and Ringover allows your contact's information to be updated in mere seconds.

- **WhatsApp syncing:** Have 1:1 conversations with clients via WhatsApp and auto-save every interaction in Pipedrive for a streamlined experience.

- **Conversation insights (Add-on):** Empower your sales teams with the latest AI solutions that analyse, summarise, translate and transcribe text and audio conversations, right into Pipedrive.

- **Admin flexibility:** Manage and customise all your syncs and workflows for your entire team working in Pipedrive right down to the agent level.

Ringover

💼 **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

**Disclaimer:** ***This app is intended for users in Armenia, and only users with a +374 phone number can sign up for this integration.***


Effortlessly connect your telephony system with Pipedrive to supercharge your sales and support workflows. Our application is designed to bridge the gap between customer communication and CRM management, making it easier for your team to stay organized and efficient.

**Key Features**

 1. Automatic Lead and Contact Creation:
Never miss an opportunity! The app checks whether a caller exists in your Pipedrive CRM. If not, it automatically creates a new lead or contact, ensuring every interaction is accounted for.

2. Caller Identification in Real-Time:
When a call comes in, the app instantly pulls relevant information from Pipedrive, such as the contact's name, company, and history, allowing your team to provide a personalized experience.

3. Call Logging and Activity Tracking:
Every call—both incoming and outgoing—is automatically logged as an activity in Pipedrive. Call details, such as timestamps, durations, and notes, are saved, giving you a complete record of customer interactions.

4. Seamless Integration:
The app works behind the scenes to connect your telephony system with Pipedrive, requiring minimal configuration while offering maximum functionality.

Attract new leads

V-office

### 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.

WhatsAble: WhatsApp Automation with Pipedrive & AI

The ultimate contact center for **WhatsApp Business API**, sync all WhatsApp conversations with your Pipedrive CRM.

**100% synced with Pipedrive**: full two-way sync to integrate WhatsApp into your sales process. All chats are registered in Pipedrive, and customer details from Pipedrive are visible inside ManyContacts.

Hire AI Agents to manage your WhatsApp account, working alongside your team 24/7 to qualify leads over WhatsApp, drive sales, and provide seamless WhatsApp customer support.

Real teamwork: AI Agents handle the heavy lifting, while your team supervises the AI’s work and closes the deals.

Perfect for generating leads, boosting sales, and providing exceptional customer support over WhatsApp.

Connect your favorite tools or easily find new ones

Support my customers

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