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 Yavia 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

YaviaSync

Zeeg is an AI voice agent and scheduling software, giving two ways for people to book you.

- **Online booking.** Share your booking page and let prospects pick a slot themselves, 24/7. Zeeg checks real-time availability across your connected calendars, so every time shown is one you can actually take. Booking pages carry your branding, ask your intake questions, route leads and work for all scheduling scenarios.

- **AI phone agent.** Zeeg automates inbound and outbound calls. The agent works out what a caller wants and books them into your scheduling pages — e.g. a lead who rings after hours gets a confirmed meeting instead of a voicemail. 

### Zeeg-Pipedrive Integration

**Whenever an appointment is booked online or via phone through Zeeg:**
- the invitee is matched by email — an existing Pipedrive contact is updated or a new one created if there's no match
- a Meeting activity is logged on that contact, named after the event and carrying the host, attendees, location and your intake questions and answers
- contact ownership is assigned automatically — to the Pipedrive user whose email matches the meeting host, or to the org owner if there's no match
- attendees are added as participants, matched or created by email
- cancellations and reschedules flow through — a cancelled meeting flips the activity outcome, a rescheduled one closes the original and creates a new activity for the new time

Hosted in Europe, GDPR-compliant, DPA available.

Zeeg

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.

BIQPipeDriveContacts

BoldDesk is a Help Desk software tool designed to assist with customer support services. It functions as a central hub for managing support requests, emails, and team collaboration. The tool automates tasks, assigns tickets to agents, gathers feedback, provides reports, and helps improve overall customer service.

Integrate Pipedrive with BoldDesk to improve customer service operations. Empower your sales team to provide exceptional service, enhance collaboration, streamline response times, centralize interactions, and effectively manage Pipedrive's people, deals, and organizations directly within BoldDesk.

**Features**
- View the details of all the people and create new contacts in BoldDesk.
- View existing deals information and create new deals in BoldDesk.
- View details of existing organizations and create new organizations in BoldDesk.

BoldDesk

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

**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

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

Collectdesk

- Sync Pipedrive contacts into Constant Contact to save time and ensure your lists are up-to-date
- Segment Pipedrive-synced contacts further to create customized, targeted email and SMS messaging.
- Set up personalized automated communications, such as welcome emails or thank you series, based on synced contact activity.

Constant Contact

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

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.

Connect your favorite apps or easily find new ones

Support my customers

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