## 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

Snov.io is an all-in-one platform for lead generation, cold outreach, email verification, and more. Powered up by Pipedrive integration, it provides an efficient toolset to streamline your sales process.

Syncing Snov.io app with Pipedrive helps you:
- Seamlessly share prospects, emails, notes, and company details between the platforms
- Keep your database clean and duplicate-free with a one-way or two-way sync
- Benefit from Pipedrive's customer insights to craft impactful drip campaigns on Snov.io
- Automate your processes by starting an event in Snov.io and selecting a corresponding action within Pipedrive

Pipedrive API integration with Snov.io provides a more coordinated approach to handling sales from the beginning till the closing stage, with every piece of data right where you need it.

Attract new leads

Qualify my leads

Nurture my leads

Snov.io

### Setup in 5 minutes
Keep using your WhatsApp Business account and your existing chats while using the **official WhatsApp API**, we are official Meta Tech Providers.

### Automatic Lead Capture
Someone messages you first? WhatsAble automatically creates Person records, Leads, and Deals in your pipeline. Zero manual data entry.

### Smart Follow-Up Automation
Schedule follow-up messages that get sent if the lead stops replying or in specific conditions. 

Connect your Pipedrive and WhatsApp messages with our Zapier/Make/n8n module for advanced automation. Your pipeline moves forward automatically.

### Live Chat Inside Pipedrive

Every WhatsApp conversation synced in real-time to Pipedrive activity. Send messages while viewing deal details, schedule follow-ups mid-conversation and add tags and notes. Full context = more closed deals.

### Calendar &amp; Activity Sync

All WhatsApp interactions auto-log to Pipedrive with complete activity history. No lead falls through the cracks.

### Advanced Workflows

Build automation like: "If no reply in 2 days → send follow-up" or "If they say 'interested' → Label "hot lead". 

### Stay organized
You can create roles inside and assign conversations based on keywords, so not everyone sees all the messages. 

###

Answer messages from our mobile app  • Make/Zapier/n8n integrations • Human support 7 days a week • Smart Broadcasting

Get a 7 day free trial for your team, no need for a new number or losing access to your WhatsApp account.

Other use cases

WhatsApp Automation Pipedrive & AI by Whatsable

Por que a FaleMais Voip?

• Tarifas até 80% mais baixas do que a telefonia convencional
• Soluções de telefonia para empresas de todos os tamanhos
• Sem taxas escondidas. O preço que você vê, é o que você pagará
• Sem contrato de fidelidade. Use quando quiser
• Suporte no Brasil por 0800, email, chat e tudo em português
• Operadora autorizada Anatel

FaleMais VoIP

Bring Pipedrive notifications directly into Google Chat™ so your team never misses an update. Avoid the noise of manual @mentions and the time waste of repeatedly checking Pipedrive for updates. Our integration sends key deal notifications from your CRM directly into Google Chat™ in real-time, right where your team collaborates.

Get started in minutes. Our app is a simple, native integration—not a complex workflow builder—so you can spend less time configuring and more time selling.

- 🚀 **Never miss an opportunity** with instant notifications for new deals.
- 🎉 **Boost team morale** by making every deal win visible to the team with instant announcements in your chat spaces.
- 💬 **Enhance collaboration** by enabling your whole team to react and discuss deal updates in the moment.

Keep your team engaged with Pipedrive activity without being flooded by alerts. Pipedrive admins can set up notifications in team spaces, while individual users can enable personal alerts for their own deals.
To protect your privacy, we never store your sensitive Pipedrive deal data.

Start your 14-day free trial today!

*Google Chat™ is a trademark of Google LLC*

Pipedrive for Google Chat™

> **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

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.

Calilio

ControlHippo is an AI-powered business chat platform built for sales and support teams. By integrating your Pipedrive data with AI Agents, ControlHippo helps you engage leads faster, resolve issues smarter, and close more deals - with less manual effort.

**Key Features &amp; Benefits:**

**AI Chat Agent** - Handles queries, qualifies leads, and provides personalized responses using contextual understanding.

**AI Chat Assistant** - Assists human agents with smart suggestions, quick replies and historical context for better outcomes.

**Workflow Automation** - Automates ticket routing, follow-ups and CRM updates-reducing manual effort and response delays.

**Omnichannel Communication** - Manage WhatsApp, Telegram, email and other channels from a single platform.

**CRM Integration** - Syncs all chat data, contacts and actions with Pipedrive for complete sales and support visibility.

**Team Collaboration** - Internal comments, assignments, and shared visibility to ensure smooth hand-offs and accountability.

**Performance Analytics** - Tracks agent performance, customer interactions and engagement trends in real-time.

ControlHippo boosts lead conversion with instant engagement, smart routing, and personalized messaging while resolving issues faster by recognizing urgency and leveraging past interactions.

👉 [Get your Free Demo](https://controlhippo.com/schedule-a-demo/?utm_source=pipedrive_marketplace&amp;utm_medium=pipedrive_demo&amp;utm_campaign=integration)

Automate my pipeline and data

ControlHippo AI Chat Agents

The best way to make your sales team close more deals is to make them more productive.

With Crisp integration for Pipedrive, you'll never see an empty data set again in your CRM pipeline. 

**Automated data synchronization between Live chat and related deals.**

Thanks to a powerful relationship, Crisp synchronizes itself with existing deals on Pipedrive to make sure every interaction is tracked on Pipedrive. 

New opportunity? You can create a deal right from Crisp to make your sales team more efficient.

**Track sales activity on any channel**

Crisp Helpdesk allows you to build a collaborative inbox that connects with more than 10+ different channels: WhatsApp, Aircall, Emails, and many more. 

**Put your lead generation on autopilot**

Crisp comes with more than a simple live chat integration for Pipedrive. Using Crisp, you can create a powerful chatbot that will put your lead generation on autopilot, 24/7.

Worried about missing a deal? Crisp allows you to assign conversations and sales reps based on many different factors such as location, custom data, language, customers' requirements ... And much more.

Crisp

Kavkom is the cloud-based telephony solution that allows companies to optimize the management of telephone calls. Our platform is designed to **integrate perfectly with Pipedrive** to make it even more complete and powerful.

Our customers choose Kavkom to **improve the productivity** of their sales and support teams, automate call-related actions, gain visibility into their activity and improve prospect and customer follow-up.

The Kavkom-Pipedrive integration uses data in Pipedrive to provide context to your interactions and improve your experience.

Take **advantage of advanced features** with unlimited and non-binding offers :

- **Automatic call logs** :
Focus entirely on communicating with your customers and prospects. Kavkom Phone System automatically logs all incoming and outgoing calls, as well as missed calls and voicemails in Pipedrive.
- **Call recordings** :
Download and listen call recordings to keep in touch with your customers.
- **One-click call** :
Get rid of manual dialing, make one-click calls from Pipedrive.
- **Data synchronization** :
Receive and make calls directly from your usual Pipedrive interface or on your mobile app and every event is automatically logged in Pipedrive even if you're out of the office!
- **Call statistics** :
View and analyze all of your team's call-related data from your familiar Pipedrive interface.
You have all the information to evaluate performance and manage your employees to improve their productivity.

Kavkom

Kixie is a powerful calling and texting engagement platform for  Pipedrive. Kixie's suite of advanced features leverage the power of AI and automation so revenue teams can perform at the highest level.

Calls, texts, dispositions and activities are logged automatically in Pipedrive, eliminating the need for the tedious manual record-keeping that slows down salespeople in their day-to-day activities. 

### Key Features:
- **Multi-line PowerDialer:** Boost productivity tenfold by dialing up to 10 numbers simultaneously
- **Seamless integration** logs calls, call recordings and summaries, outcomes, text messages, and other activities to Pipedrive
- **ConnectionBoost:** Advanced local presence lets users call from a number with the same local area code as the person they’re calling
- **Conversation Intelligence** leverages AI to track sales calls, coach your team, and automatically log call summaries in Pipedrive
- **Automatic DNC list compliance** makes it easy to follow DNC regulations without bogging your agents down with unnecessary manual list-checking
- **Live call coaching** allows managers to listen to live calls and "whisper" advice or feedback to trainees
- **Voicemail drop:** Leave custom pre-recorded messages with a single click, without having to wait for the “beep”
- **SMS templates** with dynamic fields
- **Click-to-call** from Pipedrive, and any other webpage
- **Full suite of call center features** including IVRs, ring groups, call queues, and dynamic routing

Kixie PowerCall & SMS

-Send messages

Send RingCentral messages to people, deals and organizations: 

1. Select any contact and click on "Send RingCentral Message" from the dropdown menu on the right 
2. Select your RingCentral sender
3. Enter the message and click on "Send SMS"
4. Insert user fields, person/organization/deal fields, templates and emojis

-Send bulk messages

1. Select contacts from the people, organizations or deals page
2. From the dropdown menu on the right-hand side, select "Send RingCentral Message"
3. Select the RingCentral sender
4. Add contacts to the bulk message
5. Click on "Add Recipients" by entering the contact number or selecting a Pipedrive filter
6. Enter and send your message

-Message history

View the details of sent message under the Notes section within person, deal or organization.

- Manage app users

Pipedrive admins can enable multiple users to access their RingCentral credentials. 
Click on your profile within the extension interface and select "Manage app users." Here, the admin can view the list of users and add or remove the users for using the RingCentral account.

- Incoming messages

Click on your profile. Then, on "Incoming messages," where you can select the module to add the messages to.

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