## Handle Pipedrive tasks inside Outlook with Pipedrive for Outlook Integration

Connect Pipedrive and Outlook by adding access to Pipedrive data straight from Outlook and manage your sales without switching windows. The **Pipedrive for Outlook app** lets you see your contacts, organizations, deals, activities, and notes right where you handle your emails. It’s perfect if you’re already **using Outlook** and want to keep everything in one place.

### What You Can Do with the Pipedrive for Outlook App:
- **Access Vitals in Outlook:** Keep track of your Pipedrive data like contacts and deals directly in Outlook.
- **Add Info on the Fly:** Easily create new contacts, deals, and notes in Pipedrive from Outlook, keeping everything synced.
- **Works Everywhere:** This app works with Outlook whether you're on your desktop (Windows and Mac) or online. Make sure you’re using the latest version of Outlook to keep things smooth.

With the **Pipedrive for Outlook app**, you can streamline how you manage your sales right from your email, making it simpler to keep up with your deals and client info without the hassle of juggling apps.

Pipedrive for Outlook is all about making Outlook users' days easier and helping you focus.

You can try Pipedrive for Outlook for free for 7 days, to make sure it works for you and your business' workflow. After that, a paid subscription is required.

Communicate with leads

Manage my accounts

Support my customers

Pipedrive for Outlook

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

Manage contracts

Manage my projects

Clustdoc

**Rasayel** helps your sales team qualify, nurture, and communicate with leads directly over WhatsApp. Since you already use Pipedrive to drive revenue, Rasayel amplifies those efforts by making WhatsApp communication seamless. 

**Rasayel & Pipedrive** → Sign up for Rasayel, connect your WhatsApp number, and install the integration. Instantly start chatting with your leads in WhatsApp!!

### Activity Logging
Rasayel automatically logs WhatsApp conversations into your Pipedrive leads and deals. Get full visibility of your team's WhatsApp interactions directly within Pipedrive.

### Activity Reports
Track your team's WhatsApp performance. Easily generate reports to see metrics like the number of messages sent by each team member within a chosen time period.

### View Pipedrive Lead or Deal information in WhatsApp
Rasayel's shared team inbox displays your Pipedrive leads and deals alongside WhatsApp conversations.  No more switching tabs – get vital lead context instantly.

## Why Rasayel + Pipedrive?

* “Practically 90% of our deals are closed on WhatsApp thanks to Rasayel.” - Enrique, Medesk
* “The most valuable...benefit of Rasayel is how much we can automate” - Saad ElMobarak, CTO - Qoyod.com
* “Rasayel helped us manage and track our sales from one app. Great mobile app, great support team!” - Arsen, CEO - Smile Turkey

Qualify my leads

Nurture my leads

WhatsApp for Sales

Pipedrive & Clerk Chat: bring all your contacts to Clerk Chat to enable 1:1 and marketing campaigns across:

- SMS
- WhatsApp
- iMessage (soon)

Clerk Chat helps you close your deals faster by allowing you to message your leads, prospects, and contacts all from one gorgeous and intuitive interface.

Filter your contacts based on properties you set in Pipedrive and build comprehensive lists to help you drive conversations that build engagement.

**Features our customers love:**
- Send 1:1 messages and high-volume campaigns
- Have control over your team with flexible permissions
- Integrate with leading platforms like Microsoft Teams, Zoom, Salesforce, RingCentral and more
- View analytics to understand usage, growth, and response rates
- Export conversation history and logs to your eDiscovery tool of choice (Azure, Purview, and OneDrive)

Clerk Chat

Key Benefits:
- Reduce your driving time by an **average of 22%**, allowing you to visit more clients.
- Add **up to 150 stops** to each route, ensuring you cover your entire territory.
- Stay **inside Pipedrive**, streamlining your sales efforts.

Features:

- **Optimized Routing:** Create optimized routes with up to 150 stops to minimize driving time and fuel consumption.

- **Filter & Colorize Contacts:** Discover your best opportunities through advanced data visualization.

- **Find new Leads:** Find key prospects, accounts, and networking opportunities in your area.

- **Isochrones:** Optimize your territory by visualizing reachable areas within specific time frames.

- **Reports:** Get a breakdown of precisely how much time is spent traveling and in client meetings.

- **Export your Data:** Send your route data via email, download as PDFs, and integrate with your calendar.

Attract new leads

Other use cases

Lead Mapper

**🚀 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.

Automate my pipeline and data

Fromni Chatbots

[KrispCall ](https://krispcall.com/?utm_source=pipedrive&utm_medium=links&utm_campaign=integration)is a cloud telephony system built for modern businesses, offering enterprise-grade calling capabilities tailored to high-growth teams. 

With KrispCall you can Instantly get toll-free, local numbers & mobile numbers in 100+ countries to scale globally. Natively integrate workflows by embedding omni-channel communications directly into your existing Pipedrive CRM.

Seamlessly log interactions with complete context by automatically syncing calls, voicemails, SMS conversations, and analytics bi-directional between tools.

**Key Benefits:**

1. **Centralized Interface**:
Manage deals, activities, and calling from one streamlined sales platform

1. **Enhanced Visibility**:
Unify customer records with a complete interaction history

1. **Optimized engagement**:  
Meet buyers instantly when they reach out on any channel

1. **Improved collaboration**: 
Notify relevant stakeholders in real time when key events occur

KrispCall interlinks essential sales tools to help ambitious teams close more deals with expanded bandwidth, better data, and less repetitive work. Consolidate and accelerate growth workflows.

KrispCall

With Parma, your post-sales relationships will rise to the next level:
- Remember everything about every customer.
- Encourage repeat purchases by keeping promises.
- Increase lifetime value through high-touch relationships.

Parma is a Pipedrive add-on for customer success and account management teams. It helps you establish a stay-in-touch cadence with existing customers, build trust, and make more money as a result.

Parma

Pano gives you a personalized snapshot of a customer in seconds.

Pano surfaces key customer data across your existing platforms and brings it together into a simple, personalized snapshot unique to you and your business.

By integrating with the tools you already use, Pano brings together key insight without the exhaustive weight of a heavier (and more expensive) platform. No more tab-switching and digging for data. With Pano, everyone can find what they’re looking for.

**🔍 Centralized Customer Snapshot:** Say goodbye to manual data gathering and tedious tab-switching. Pano consolidates key customer data into a unified and easy-to-navigate dashboard.

**🛠️ Seamless Integration:** Don't leave what you love. Pano seamlessly integrates with your existing customer data tools, saving you the hassle of switching to a new system.

**🎨 Personalized Snapshots:** No two businesses are the same and neither are their customers. Pano allows you to create a personalized view of a customer that aligns with your specific needs.

**🌐 Simple Browser Extension**
Take Pano wherever you roam on the internet. With our simple browser extension you can pop open a customer's profile and stay in the flow.

**🚀 Get going in minutes, not months:** You don’t need circus-level training to use Pano. We've designed it to be super accessible to everyone on your team (including your CEO who can’t be bothered to log into your CRM). With Pano, everyone can find what they’re looking for.

Pano

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

PressOne is a telephone integration that allows you to manage your call-based customer interactions. With PressOne, you can make and receive calls directly from your Pipedrive CRM. It allows you to take notes, record calls and gives you access to your CDR (Call Detail Records).

Connect your favorite tools or easily find new ones

Support my customers

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