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.

Manage contracts

Enable payments and tracking

Automate my pipeline and data

Manage my accounts

Support my customers

Other use cases

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

**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)

Qualify my leads

Nurture my leads

Communicate with leads

Fromni Chatbots

Helpwise integrates with Pipedrive to provide you direct access to your CRM without switching tools. 
Some of the key features:

- See your Pipedrive information directly in your shared Helpwiseinbox
- Create or update contacts in Pipedrive directly from Helpwise
- Create or update deals associated with contacts in Pipedrive directly from Helpwise
- Create or update activities associated with contacts in Pipedrive directly from Helpwise

Helpwise

Highways.io is designed to bring your Intercom inbox closer to Pipedrive. Fewer tabs mean less switching and more productivity for your team. Installation is simple, clean and designed to work directly from your Intercom Inbox.

Features

- create deals in the Intercom inbox
- view deals in the Intercom inbox
- search and open Pipedrive deals from Intercom
- monitor deals in real time from within Intercom
- create and view Pipedrive contacts

Highways

**Labelcall and you know who you are talking to**

With labelcall you can provide an **individual experience** to your customers. Greet your customers with their names, even when their call is anonymous. You will be able to offer them exactly what they are looking for before they even ask their first question. 

Creating unique customer journey
Creating a **unique customers’ journey** is a crucial factor of improving your business. 

Key benefits of Labelcall:
- **Contact list** - know the name and details of the person calling you
- **Missed calls** - know who called you and call them back with all of the necessary knowledge
- **Full mobile** - stay in touch with your customers anywhere, anytime
- **Contact history** - check the entire history of touchpoints with a client directly from your phone
- **Reminders** - always follow up on your promise to call back
- **Customization** - choose which data to see on your phone


**Pricing**

Integrate Labelcall with your shop to access all the clients’ information via your mobile phone whenever they’re calling. Save time and money by creating a personalized experience for your clients. 

**Freemium**
- 1 Device
- 40  identified calls per month
- Unlimited contacts

**Basic  **(9$/ monthly)
- 1 Device
- Unlimited identified calls
- Unlimited contacts

**Premium** (20$/monthly)
- 3 Devices
- Unlimited identified calls
- Unlimited calls

Labelcall - Business Caller ID

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

Plai.io is an AI-powered ad management platform that simplifies running targeted campaigns across Facebook and Instagram. It enables businesses to launch data-driven ads without complex setups, optimizing performance through automation and AI insights.

By integrating Pipedrive, users can seamlessly onboard to Plai and quickly create their ad campaigns. The integration accesses only basic information, such as contact name and email address, to simplify campaign setup. This ensures a smooth experience while keeping data usage minimal and focused on enabling easy and efficient ad creation.

Attract new leads

Plai

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

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

Re:amaze

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.

Connect your favorite tools or easily find new ones

Support my customers

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