## 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

It's essential to keep track of your upcoming meetings, whether business or private. This Pipedrive-Calendly integration syncs not just your meetings with Pipedrive but also the meetings of the entire Calendly organization. 
Book appointments, view the history and access the booking links of all the Calendly users.

Schedule appointments as and when required, and have a record of the same within the contact in the form of Notes and Activities. Furthermore, reschedule or cancel appointments from the Note/Activity added. Such changes made would be recorded within the contact as well. Also, go through the upcoming and past Calendly appointments under event history, and access the booking links of each agent and generate single-use links to be shared under Event Links.

Whenever a client schedules a meeting using your Calendly booking link, sync the meetings into Pipedrive based on your requirements using the various options available. Also, map the Calendly events to the Pipedrive users based on their Calendly & Pipedrive email id.

Utilize the power as the CRM admin to enable and disable Pipedrive users to use the authorized Calendly account.

Calendly Events for Pipedrive

**Keep sales &amp; marketing contacts in 2-way sync**

- Connect Pipedrive with marketing tools like Mailchimp, Brevo, and Klaviyo and keep your contact lists in sync 24/7.
- Get visibility into sync health, track down errors and solve issues easily.
- Sync contacts from Calendly, web forms, LinkedIn and Facebook forms to Pipedrive, along with custom fields and source tracking. 

**Give sales full context about leads**

- Marketing engagement (email opens, web visits, form fills, etc.) from tools like Mailchimp gets recorded in Pipedrive. Sales can identify the hottest leads and sell smarter.
- Create new contacts &amp; deals in Pipedrive based on marketing engagements. 

**See the whole picture with Web Visitor Tracking**

- Get notified when leads visit your site and see what they’re interested in.
- Automatically record lead source and UTM tags in Pipedrive. 

**Find your best opportunities with Lead Scoring**

- Calculate lead scores based on email actions, web visits, and Pipedrive activities. 
- Record lead scores in Pipedrive.

Works with Mailchimp, ActiveCampaign, Brevo, Klaviyo, MailerLite, Constant Contact, HubSpot Marketing Hub, LinkedIn Lead Forms, Facebook Lead Ads, Elementor Forms, Contact Form 7, Gravity Forms, Wix Forms, Calendly, Wordpress, Facebook Audiences.  

Generic data integration tools like Zapier and Make offer limited ways of keeping contacts in sync between your CRM and marketing tools. Outfunnel was designed to do just that.

Try free for 14 days.

Qualify my leads

Nurture my leads

Automate my pipeline and data

Outfunnel

Pipechat is a Chrome extension that adds a Pipedrive sidebar to WhatsApp Web and Telegram Web. 

With Pipechat, you can quickly add the most important messages as notes to your deals, add your WhatsApp and Telegram contacts to Pipedrive with one click, and create new deals as you chat. You can also schedule your next chats and use template messages in your conversations.

Pipechat

[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

# Pipelook: your Pipedrive CRM meets your Outlook mailbox

> No more endless back-and-forth switching between your CRM and your inbox!

Our Outlook add-in lets you connect your Pipedrive account to your mailbox. When reading an e-mail, you will be able to open a sidepanel connected to your CRM.

## Main features

### Automatic contact lookup

When opening the sidepanel, we search your CRM contacts for matching persons. If someone is found, we'll show you the associated data; otherwise, you can add a new person to Pipedrive in one click.

### Manage deals

You can view the deals associated with the sender of the mail, right from the sidepanel. A simple form can be used to setup a new deal.

### Schedule activities

Someone's inviting you to lunch in an e-mail? Simply open the sidepanel and schedule the upcoming activity. It'll land instantly in your CRM. Of course, we also show you the list of related activities.

### Multi-platform compatibility

Our add-in is designed so it can bring your CRM to your mailbox, no matter your work environment. We currently support Outlook for Windows, Outlook for macOS and Outlook on the web.

### Requirements

A recent version of Outlook is required for Pipelook to work. Legacy Office versions relying on IE11 or EdgeHTML webviews are not supported. For more about which webview is in view, read [this article from the Office documentation](https://learn.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins).

Other use cases

Outlook connector — Pipelook

Ringover delivers the best and widest range of communication channels in the market for high-performing sales teams. **Calling, texting, video, conversation, syncing to WhatsApp, Slack, Instagram** & more, along with an industry-leading integration within Pipedrive. 

Bring advanced communication into Pipedrive to experience click-to-dial, automatic logging and syncing of sales rep notes and tags. Access prospect or client information through the dynamic Ringover dialler and sync WhatsApp interactions to deals.

**✨ Why use Ringover x Pipedrive?**

- **Convert prospects & close deals at scale:** Reach prospects 10x faster from Pipedrive in just one click. Get a personalised in-dialer display of caller data to help drive a more meaningful conversation. 

- **Set sales tasks on auto-pilot:** Auto-save call logs, SMS, sales rep notes and tags directly in Pipedrive. Improved two-way syncing between Pipedrive and Ringover allows your contact's information to be updated in mere seconds.

- **WhatsApp syncing:** Have 1:1 conversations with clients via WhatsApp and auto-save every interaction in Pipedrive for a streamlined experience.

- **Conversation insights (Add-on):** Empower your sales teams with the latest AI solutions that analyse, summarise, translate and transcribe text and audio conversations, right into Pipedrive.

- **Admin flexibility:** Manage and customise all your syncs and workflows for your entire team working in Pipedrive right down to the agent level.

Ringover

> **If you have been using Pipedrive's Native WhatsApp solution already, you can easily migrate to our app.**

- With our Twilio integration, you can use SMS & WhatsApp seamlessly. 

- We provide dedicated inbox system, where you can see all the conversation in one place with agent assignment, templates & status labels for each conversation

- Automatically create leads when your clients send SMS / WhatsApp.

- You can also use WhatsApp or SMS to start a new conversation with your Pipedrive Contacts, Organizations and Deals. 

- Send SMS to multiple contacts at once and save time. 

- Simplify the process of sending Twilio messages using the Pipedrive filters to add contacts within the filter. 

- All messages that you send and receive will be recorded in Pipedrive. 

- Allow multiple users to receive desktop notifications for your incoming Twilio messages. 

- As the admin of the CRM, restrict which of the users can access your Twilio inbox.

Twilio SMS & WhatsApp for Pipedrive

**Note: This software is focused on the Brazilian market and only available in Portuguese.**
---

Api4Com é um sistema de telefonia comercial completo que permite que sua equipe e seus clientes se comuniquem perfeitamente usando a Internet.
Integre seu pipedrive em menos de 2 minutos, sem necessidade de instalação de hardware/software através de computador conectado na internet, navegador e headset.
Ideal para equipes de inside sales, conectamos chamadas telefônicas através de integração inteligente e profunda com Pipedrive, acelerando os resultados da prospecção de clientes com 1 clique.
Com infraestrutura hospedada no Brasil, permitimos chamadas para fixo e móvel com qualidade insuperável contando com interconexão das principais empresas de telecom do país.

Oferecemos sem custos adicionais:

- Diagnóstico completo da sua topologia assegurando melhor experiência da voz ponta a ponta;
- PabxIp completo com todos os recursos de nível corporativo (monitoria tempo real, transferência de chamadas, gravações...);
- Bina dinâmico para multiplicar a taxa de chamadas atendidas;
- Detecção automática de caixa postal eliminado custos e aumentando a produtividade;
Com planos comerciais flexíveis, pague apenas o minuto falado, mas se precisa discar muito adote o plano controle e traga previsibilidade nessa despesa.

API4Com - API de Voz

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

Noota is a voice intelligence platform that allows sales professionals to increase performance, make onboarding 6 times faster and save 60 min daily with CRM automation.


🎞 **Noota Live Assistant**

- Easy to implement into your workflow,  is compatible with all your favorite platforms : Microsoft Teams, Zoom, Google Meets, Zoom
- Available in +80 languages 🌐 🌍
- Easily record, store and export your calls and meeting

📝 **Automatic note taking**

- Noota saves you valuable time by atomizing note taking and delivering a highly precise transcription that you can also translate, edit and export.

🚨 **Live Coaching**

- Respond to any objection in the best way possible
- Identify top performing practices
- Make onboarding faster


📊 **Analysis**

- Sentiment Analysis, Talk-to-listen, hesitations, topic detector and many more KPIs for you to truly understand your customers


**Install our Chrome Extension:** [https://chromewebstore.google.com/detail/noota-screen-recorder-mee/eilpgeiadholnidgjpgkijfcpaoncchh](https://chromewebstore.google.com/detail/noota-screen-recorder-mee/eilpgeiadholnidgjpgkijfcpaoncchh)

**See our website:** [https://www.noota.io](https://www.noota.io)

**More details about our available plans here:** [https://www.noota.io/pricing](https://www.noota.io/pricing)

Noota

**Klenty is a Sales Engagement Platform that helps sales teams execute hyper-personalized, multi-channel outreach at scale. All while eliminating manual CRM data entry.**

**Key Features:**

- Multichannel Sequences: Build a sequence with a mixture of emails, calls, LinkedIn tasks, and texts. Achieve repeatable sales outcomes with a centralized playbook.
- Sequence Switching: Shift leads between sequences automatically based on engagement — such as email clicks, or answered calls.
- Advanced Personalization: Use prospect information to customize your messages to add that human touch. Go beyond placeholder personalization and use images and videos to quickly give your leads a glimpse of your solution.

**Highlights of Klenty+Pipedrive Integration**

1. Bi-directional Sync - Keep your Pipedrive updated by syncing all engagement activities, like email copies, opens, clicks and replies, call notes, and recordings.
2. Auto-import - Automatically import leads into Klenty as and when they appear in Pipedrive.
3. Native Widget - Route leads to sequences of your choice directly from Pipedrive. 
4. Deal Stage Automation - Move leads to different stages based on their engagement activity in Klenty automatically. Trigger new sequences for different deal stages and change messaging for warmer prospects.
5. Pipedrive Plugin - Execute all sales activities without leaving Pipedrive 
6. Triggers & Actions - Create actions in Pipedrive based on the sales engagement in Klenty.

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