-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.

Nurture my leads

Communicate with leads

Manage my accounts

Ultra RingCentral SMS for Pipedrive

### 100 free SMS credits upon sign-up.

    
 
Streamline client communication by Integrating SMS into Pipedrive. SMS is an invaluable tool to engage new prospects and close more deals.

With SMS in Pipedrive you can:

- Two-way conversational texting directly from Pipedrive.
- Schedule personalised SMS text messages via activity SMS.
- Send bulk SMS text messages to Pipedrive Contact lists via filters.
- Send customised SMS meeting reminders directly from Pipedrive.
- Create SMS Automations within Pipedrive.
- Automatically record SMS activity within your Pipedrive Deal or Contact Person.

Also get access to our full suite of advanced SMS tools via our web portal including SMS Marketing Campaign tools, Multimedia Messaging & SMS Net Promoter Score (surveys).

Qualify my leads

Automate my pipeline and data

Send SMS in Pipedrive (Australia)

No more taking notes or missing things – Tactiq takes the notes for you.

Sales calls, team meetings, online classes, customer interviews, product research – you can use Tactiq to capture everything everyone says, so you don't miss anything. Ever. 🙌

With Tactiq, you can transcribe Zoom and Google Meet, highlight the important stuff, tag action items, save the chat, screenshots and then Tactiq will summarize everything for you.

**250,000+** people across **8,000+** companies trust Tactiq to transcribe their meeting notes. 


**FREE TO USE:**
* Download Tactiq Chrome extension (it's free) 
* Join Google Meet or Zoom
* Tactiq automatically records meeting transcript in real time
* Highlight important issues with a click
* Access call log details in Pipedrive after meetings

**WHAT YOU CAN DO WITH TACTIQ:**
* Record Google Meet Live Captions
* Record Zoom Live Captions
* Save Google Meet captions
* Save Zoom captions
* Get transcript with speaker identification and timestamps
* Search transcript by Google Meet participants in Pipedrive

Tactiq

**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.

Attract new leads

Klenty

Make customers happy by adding a personal touch to your customer experience while lowering call volume and resolving more issues. Textline is a business text messaging platform that offers the best customer support workflow, team collaboration and process automation tools. We add SMS and MMS capabilities to your existing landline or give you a new, textable phone number in your local area code. Your team shares one or more phone numbers for responding to customer inquiries while easily managing multiple conversations simultaneously. 

Key Features

- Shortcuts – Store templates for frequently used messages 
- Transfers – Transfer text messages, similar to transferring phone calls
- Notifications – Receive desktop, email and mobile alerts 
- Auto Responses – Use automated greetings and away messages
- Whispers – Leave private notes for internal team discussions
- Metrics – Understand customer interactions and monitor team performance
- MMS – Send and receive photos, videos and attachments 
- Address Book – Sync all Pipedrive contacts into Textline

Support my customers

Textline

Sync your Acuity scheduling account with Pipedrive and keep track of all your upcoming and past Pipedrive appointments. Use the history of upcoming Acuity appointments and plan your day to its maximum efficacy. Simplify the management of your calendar using the abundant features.



- [Acuity Appointments](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.23sk3paort0g)

Schedule appointments from Leads, People & Deals of Pipedrive
- [Acuity Events History](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.shs7cmn6vy7v)

Access the history of upcoming & past Acuity Scheduling appointments.
- [Acuity Event Links](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.5e9pdce9kx6v)

Obtain the booking links of all Acuity events and share them with customers at any time.
- [Incoming Acuity Appointments](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.aap7wnfj16hx)

Setup incoming Acuity events and sync the events with your preferrable Pipedrive module.
- [Manage Acuity Users](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.21puohshw7ea)

The Pipedrive admin can now allow users to utilize a common Acuity Scheduling account.
- [Acuity Scheduling Tab](https://apps.ulgebra.com/pipedrive/acuity-scheduling-integration-for-pipedrive#h.8gvfkqsmkcqe)

Open the Acuity Scheduler in a separate tab to book and handle meetings at any time.

Acuity Scheduling for Pipedrive

Get the most out of your sales meetings with Demodesk & Pipedrive. Explore our three powerful products as standalone solutions or mix & match to meet your needs.

### Demodesk Coaching & AI
Let our AI meeting assistant record, transcribe, translate, and summarize your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. Our AI Sales Coach provides instant, actionable feedback on each recorded sales meeting to help you improve your sales skills. Demodesk automatically generates call summaries that are instantly synced to Pipedrive at the end of the call - no more data entry.

### Demodesk Scheduling
Qualify, route, and book meetings with inbound leads in real time, control handoffs across your team, and book more client meetings faster with our advanced routing and scheduling software. Automate meeting scheduling, track meeting activity or update and create contacts in Pipedrive.

### Demodesk Meeting
Host professional, interactive video meetings with clients and coach salespeople in real time using standardized playbooks, talking points, and battle cards. Automate meeting preparation and follow-up, standardize sales processes, increase conversions, and improve productivity. 100% GDPR compliant. Leverage Pipedrive data in Demodesk Meetings and automatically sync meeting notes to Pipedrive after the call.

Demodesk

1. FreJun allows you to automatically capture and sync all your sales or support calls with Pipedrive
2. Refer to your previous sales calls if and when required
3. No action is required by the user. The syncing occurs automatically.
NOTE: This product is only available in India at the moment.

FreJun

Intercom's live chat is the fastest way to boost sales and create new revenue. With Intercom, you can capture and convert more leads by proactively engaging with them on your website. Use bots to automatically qualify leads and chat with the hottest ones in real-time. You can track those leads in Pipedrive ,too.

The integration allows you to create deals in Pipedrive with one click as you capture and qualify leads in Intercom. This means you’ll never miss an opportunity to close a deal.

You can also view details about a lead's Pipedrive deal in your Intercom Inbox, so you have all the context you need when chatting with a lead. Plus, your conversation is automatically logged in the lead’s timeline on Pipedrive – giving you a complete picture of the lead’s journey so that you can pick up your sale right where you left it.

Intercom

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time sync to Pipedrive
- Customize object colors, labels, pop-ups, based on different criteria
- Search local businesses by keywords and add them as records with adjustable field mapping
- Auto-correct errors in addresses & fill in zip and counties
- View heatmaps and isochrones

**FIELD TEAM**
- Plan optimized multi-days routes & calendar meetings for teams while filling in available time between existing meetings. Plan regular visits, continuous multi-day routes
- Script your visit scenarios, configure check-in with geofencing and adaptive forms; data synced to CRM
- Analyze data with AI, including notes, photos and videos,
- Track users’ location & movement history
- Track team’s performance with customizable charts and dashboards

**TERRITORIES**
- Add territories by drawing them on map or selecting zip, counties, census areas
- Auto-assign records to territories & sales reps based on custom criteria
- Add aggregate metrics based on CRM data
- View demographics

**EMBED MAPS**
- Add maps with live data & desired features to websites, dashboards, portals, send by email
- Add buttons & forms to let users enter data & execute actions on embedded maps

**NO-CODE AUTOMATION**
- Execute actions by a button, schedule or automatically, with no code
- Create/update records, send email/SMS, call APIs
- Search and execute actions on records by custom criteria including driving distance/time

Other use cases

Mapsly: Map, Routing, Field Sales & Service

Softphone.Pro is a SIP softphone for Windows and macOS. It's designed for call center agents and sales professionals. 

•	**Integration with Pipedrive**

Softphone.Pro for Pipedrive CRM displays contact or company names matching the caller phone number in the incoming call notification and active calls windows. You can also click on the contact's full name to open its page in Pipedrive CRM.

•	**Save time and answer calls faster**

Call center agents use their softphones hundreds of times a day. That's why we've created a friendly interface with larger buttons. Perform any action in just two clicks.

•	**Gauge performance metrics easily and in real-time**

Analyze staff performance with 15 online reports, charts and a detailed call log with a click-to-play feature. For more in-depth analysis, export your call log data to Microsoft Excel with just a few clicks.

•	**Webcam monitoring, screen capture**

With the help of our webcam monitoring and screen capturing function, you can listen to the agent's conversation or observe their actions during the call and ACW and see what they do all day.

•	**Remote configuration and security**

Your team will install a pre-configured program, so IT specialists don't need to set up and establish a remote connection to their computer. Plus, users can't view or update softphone settings by themselves.

Softphone.Pro

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.

Connect your favorite tools or easily find new ones

Manage my accounts

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