Integrating with Worktual, Pipedrive allows direct communication with the customers which offers the ability to click to call, send SMS, email and chat to the customers from the Worktual. 
 
With Worktual Contact Centre you can:
1. User can chat / call with the customers directly using Worktual application from Pipedrive.
2. User can handle the overall customer journey based on conversations from omnichannel such as Call, Email, SMS, Facebook, Instagram, Whatsapp and chatbot.
3. User can use a "click to call" features from Pipedrive.
4. Customer Conversation from any channel may transfer between the Agent, Supervisor (or) Admin.
5. User can create activity after ending the disposition status from Worktual and it creates a contact activity from Pipedrive.

Support my customers

Worktual Contact Centre

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

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.

Communicate with leads

Manage my accounts

Calilio

CallGear is an online service that shows you where your phone leads come from. Monitor your metrics in simple-to-use dashboards or integrate CallGear with other analytic tools.

CallGear is ideal for 🎯

- Consulting and professional training
- Real estate
- Сar dealerships

With CallGear you can💡

1. Apply call tracking to your website and see which keywords visitors use before they land on your webpage
2. Add a callback widget to your website and help your website visitors engage with you by requesting an automated callback
3. Save money by using CallGear Virtual PBX instead of traditional GSM telephony and create your own IVR, call routing scenarios and much more

Why combine CallGear and Pipedrive? 🤜🤛

With CallGear your contact, lead and deal cards are created automatically the moment you receive a call from a new lead. You can assign your managers to contacts, leads and deals so that all calls route to customers manager. Make calls with our telephony extension and listen to call recordings in the Pipedrive interface.

CallGear

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

**Channels is a calling app** that helps you close every sales call.

*How?*

**Channels integrates with your Pipedrive account** to pull crucial customer data from it.  When a prospect calls you, Channels presents you with all their information. You’ll never get caught off-guard or find yourself in a situation where you can’t recall previous touchpoints with customers.

Channels also provides you with a **Web Call** feature, so your customers can call you with one simple click right from your website. You can adjust the theme, colors and position of the widget to make it your own and adapt it to your brand.

Channels comes with a **Click-to-Call widget**. You have all phone numbers highlighted in your browser, so you can click on them and start a call straight away.

If that’s not enough, Channels is packed with useful features that will help your business thrive and keep your clients happy! 
**Some features are:**

- Mobile App
- IVR
- Live-listening
- Call recordings
- Toll-Free numbers
- International phone numbers from more than 60 countries
- eCommerce platforms integrations

Special offer: Get a **free 7-day trial** including all of the features for free!

Then, choose between the **Free** plan or one of the paid plans  **Plus** or **Advanced**.

Channels

Streamline communication between sales reps and clients with the ClickSend SMS extension. Provide updates, answer questions and resolve issues via SMS, all within the Pipedrive platform.

**You can:**

- Start one-on-one SMS conversations directly from Pipedrive and receive instant notifications when clients respond, ensuring you never miss a message. You’ll be notified when your customers respond so you never miss a message.&nbsp;

- All text conversations are stored with the relevant contacts automatically. This helps sales teams easily reference previous chats to move leads closer to becoming deals.&nbsp;
Set up and store SMS templates that are personalised with customer names and details. Send your templates directly from either Contacts or Deals in Pipedrive to speed up your workflow.&nbsp;

- Send SMS with confidence, wherever your customers are. Your vital business messages will be received on time, every time —&nbsp; thanks to our global, direct routes. And we can back it up with a 100% uptime SLA guarantee. So install the ClickSend SMS extension in your Pipedrive account and start sending SMS via Pipedrive today.

Manage contracts

ClickSend SMS

CollectDesk enhances your Pipedrive experience by automating payment collections and streamlining customer interactions. By integrating with Pipedrive, CollectDesk synchronizes payment data directly into your sales pipeline, automating accounts receivable tasks and reducing manual follow-ups. 

This integration ensures that as soon as a deal is closed in Pipedrive, payment processes are initiated automatically, helping you maintain a steady cash flow and focus on driving sales. CollectDesk also simplifies invoice management and enhances customer communication, making your sales operations more efficient and effective.

Enable payments and tracking

Automate my pipeline and data

Collectdesk

Custify's integration with Pipedrive CRM supercharges your customer success team by combining in-product usage with Pipedrive data, support, and billing insights in one dashboard.

**Integration Highlights:**

- **Unified Customer View**: Merge Pipedrive data with other customer insights, eliminating spreadsheets.

- **Customer Segmentation**: Leverage Pipedrive details to segment customers, enhancing personalized success strategies.

- **Lifecycle Management:** Use Pipedrive’s deal stage data to track and manage customer progression and deal closure.

- **Proactive Engagement**: Identify and engage customers needing attention due to onboarding hurdles, trial expirations, or usage drops.

- **Automated Workflows**: Automate customer success tasks based on deal stages from Pipedrive, like email sequences or task assignments.

- **Alerts and Tasks**: Receive real-time alerts for critical deal events and tasks indicating churn risk or renewal time.

- **KPIs and Health Scores**: Access health scores and metrics within Pipedrive, identifying at-risk customers and opportunities for growth.

This integration enables proactive customer management, improves product adoption, and increases customer satisfaction and lifetime value, ensuring sales and success teams collaborate effectively.

Custify

**🚀 Introducing Name Inflector for Pipedrive**

Elevate your Pipedrive experience with our Name Inflector app! Personalize emails effortlessly by integrating inflected names. Craft engaging salutations like 'Dear Mr. Novak' automatically based on user input names. Enhance client communication, boost professionalism, and save time. Try it now on Pipedrive Marketplace!

**✨ Key Features:**

- Generate personalized salutations for emails
- Seamlessly integrate inflected names into Pipedrive templates
- Elevate engagement and automate personalization

**🌐 Unique. Engaging. Efficient.**

*🇨🇿 Note: Since our app is usable only in the Czech Republic, the whole interface is written in Czech 🇨🇿*

Czech Name Inflection

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.

Qualify my leads

Digital Tide Cloud PBX

**Fromni Chatbots** app for Pipedrive is a simple and easy-to-use solution for automating conversations. The app can automatically ask for a review when the deal’s status changed to Won. You can set your own template and scenario. The app can start the conversation either immediately or with a delay.

**App features**

- **Template builder**. Create different templates with or without variables.
- **Automations**. Create new automations in just a few minutes. Currently we support automated messaging based on your **deals** status. Choose the automation type, add the text you'd like to send and set the time. The app can send your message either immediately or with a delay.
- **Messenger**. All your conversations in one place. 
- **Scenario builder**. Build your own conversational chatbots without coding. 
- **Lower rates**. We can offer competitive pricing for all your requirements.

Use Messengers, SMS or even Webpage for your automated chatbots.

**If you need assistance, don't hesitate to contact us! We are always here:**
- [WhatsApp](https://api.whatsapp.com/send?phone=358451086128&amp;text=I'm%20interested%20in%20Fromni.Chatbots%20and%20Pipedrive%20integration) 
- [Telegram](https://t.me/FromniSupport_bot?start) 
- [Email](mailto:help@fromni.com?subject=Fromni.Chatbots%20and%20Pipedrive%20integration)

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Support my customers

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