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.

Automate my pipeline and data

Support my customers

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 🇨🇿*

Other use cases

Czech Name Inflection

The Freedom Telecom Cloud PBX widget was built specifically for users located in Kazakhstan.

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

- Automate processes: let the Pipedrive and Freedom Telecom 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 Freedom Telecom 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

Communicate with leads

Manage contracts

Manage my accounts

Freedom Telecom 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)

Nurture my leads

Fromni Chatbots

Nectar Desk is an efficient, cloud-based call center software. This affordable app is the optimal solution for your business needs.

Use your computer to make and take calls with our software. It works with your desk phone and your cellphone and offers user-friendly messaging, ticketing and chatting systems. Nectar Desk gives you full access to reporting and analytics as well as many other features.

All calls and messages will be logged under the connected deals and contacts in Pipedrive as an activity or note. 

It’s a highly efficient and convenient way to keep all the information about the call or SMS in one place. We are constantly improving the integration process and provide our customers with various helpful options such as:

- Rerouting of incoming calls to contact owners, with priority over other agents 
- Dispositions and disposition notes which stand for the result of the call or SMS and are displayed in the Pipedrive log
- Call recording URLs to offer you the possibility to listen to conversations 
- Send a pre-recorded message with voicemail Drop 
- Click-to-Call and Click-to-SMS extensions and many others

Nectar Desk

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

**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

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

Manage my projects

PSOhub

Quickdialog is an AI powered messaging platform that allows brands to engage, support and market to their customers via messaging channels including WhatsApp, Messenger and Live Chat. 

**WhatsApp Campaign Manager**

Design, personalise and send rich media enabled WhatsApp Messages to your Pipedrive customers at scale or individually, and enjoy engagement rates of + 90%

**AI powered customer support**

Manage conversations from WhatsApp, Messenger, Live Chat and email from one platform, and leverage AI to support your agents.

The Quickdialog-Pipedrive integration allows you to manage conversations across all messaging channels through one shared inbox and update Pipedrive accordingly.

1. **Create Leads** in Pipedrive from messaging apps and email directly from Quickdialog (either automatically or manually)

2. **Update contacts and activities**  in Pipedrive automatically from Quickdialog

3. Gain **full context**  of every conversation without switching between tools

Quickdialog

The Revspire Enablement app provides a seamless integration between Revspire and Pipedrive, empowering sales teams to work more efficiently by eliminating the need to switch between tools. With this integration, you can instantly access your pitch records from within Pipedrive, view all relevant details, and make updates in real time—without leaving your CRM. 

This means you can refine messaging, update content, and ensure your pitches remain accurate and aligned with the latest sales strategies, all while staying focused on managing your pipeline. The result is faster collaboration, reduced friction, and a more streamlined sales process from start to finish.

Revspire Sales Enablement

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

Scoop for Pipedrive empowers sales teams by delivering powerful data snapshots and deep process analysis tailored for Pipedrive users. With Scoop, users gain invaluable insights into their sales processes, specifically focusing on deal conversion rates and cycle times across the entire sales cycle. The platform provides detailed visualizations of how leads progress through the pipeline, offering users the ability to identify exactly where deals are stalling or accelerating. 

Scoop’s process optimization tools help users break down the sales cycle into actionable data points, allowing them to explore conversion rates at each stage and understand the factors influencing deal success. By providing comprehensive insights into cycle times, Scoop highlights how long deals take to move from one stage to the next, helping teams uncover bottlenecks and opportunities for improvement. 

Seamlessly integrated with Pipedrive, Scoop’s advanced reporting and analytics tools allow users to visualize KPIs, conversion metrics, and process efficiencies in real-time. This level of detail enables sales teams to refine their approach, reduce deal closure times, and increase overall sales efficiency, making Scoop an invaluable asset for optimizing sales processes within Pipedrive.

Connect your favorite tools or easily find new ones

Support my customers

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