# 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).

Manage my accounts

Other use cases

Outlook connector — Pipelook

-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

Ultra RingCentral SMS for Pipedrive

## All-in-One Pipedrive SMS, MMS, Calling, &amp; Ringless Voicemail Software

⭐ ⭐ ⭐ ⭐ ⭐ 
## [Read our G2 Reviews!](https://www.g2.com/products/salesmsg/reviews)
⭐ ⭐ ⭐ ⭐ ⭐ 

[Salesmsg](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app) makes it easy to send and receive SMS text messages and phone calls from Pipedrive.

### 📱SMS/MMS Texting
- Two-Way Texting from Pipedrive
- Bulk SMS Marketing
- Local, toll-free, landline, and short code numbers
- Text Images, Videos + More
- Automatic Text &amp; Call Logging
- A2P 10DLC &amp; Toll-Free Compliance
- **New!** AI Textbots &amp; Smart Workflows

### 📞 Calling
- Call Anywhere
- Click-to-Call
- Call &amp; Voicemail Transcriptions, IVR
- STIR/SHAKEN Compliance and CNAM Registration
- **New!** Manage calls with Call Queue and Power Dialer
- **New!** Connect with multiple participants in one call
- **New!** Pass calls to the right person with Call Transfer

### ☎️ Ringless Voicemail
- Direct Ringless Voicemail Drops
- Text-to-Speech
- Custom Voices in Text-to-Speech
- Drop Ringless Voicemails via Broadcast, Trigger or Workflow

**Sign up for your 14-day FREE Trial**

[https://www.SalesMessage.com](https://www.salesmessage.com/?utm_source=pipedrive&amp;utm_medium=marketplace&amp;utm_campaign=app)

*"Decreased no-shows by 45%" - Greg Hickman @ System.ly*

*"Salesmsg tripled our sales in 60 days!" - Brian Moran @ Samcart*

[See Our Case Studies](https://customers.salesmessage.com/)

Attract new leads

Qualify my leads

Manage contracts

Automate my pipeline and data

Support my customers

Salesmsg

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

Textline

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

### Demodesk Coaching &amp; AI
Let our AI Assistant record, transcribe and summarize your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. The AI Sales Coach provides instant, actionable feedback after each meeting to help you improve your sales skills. Demodesk automatically generates call summaries that are instantly synced to Pipedrive and directly updates your deals at the end of the call - no more manual data entry. Conversation Intelligence made easy – zero setup required.

### 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 teams using playbooks, talk tracks, 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

[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

Sakari SMS is the easy way to connect with your leads and customers wherever they are. With Sakari, you can have two-way text messaging conversations directly from your Pipedrive account on your computer or mobile phone.

The integration allows you to send SMS messages from Pipedrive, create SMS templates and send text messages with images. Your SMS conversations are automatically logged in your lead’s details on Pipedrive – giving you a complete, real-time picture of the lead’s journey so you can continue the conversation right where you left off.

Sakari SMS

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.

Snov.io

**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.

Klenty

Are you emailing your Pipedrive contacts and getting lost in the noise? SMS your contacts instead - get your message in the palm of their hand.

Why use TNZ? We're New Zealand-based, and we understand the NZ and AU markets. With our SMS plugin for Pipedrive, you can communicate directly with NZ/AU/International mobile phones within Pipedrive.

Benefits:
* Send and receive SMS directly within Pipedrive to your contacts, without needing any external tools.
* Send texts from pre-saved SMS Templates and speed up your work
* Mobiles can reply directly to your texts for a two-way conversation
* Shorten long links into short URLs automatically
* Send files inside text messages (automatically converted into a tracked short link)
* Sync contacts to the TNZ Dashboard and send broadcasts, automated reminders and other message types ([voice](https://www.tnz.co.nz/Services/Voice/VoiceCast/) and [email](https://www.tnz.co.nz/Services/Email/)).

Pricing (NZD ex GST, billed monthly):
* $0 /setup
* $20 /month
* 10c /SMS Part to New Zealand and Australian Mobiles
* 20c /SMS Part to Other Regions

Everything you need for an all-round outreach tool. 

Give it a try with a free trial! (30 SMS Credits for 14 Days)

TNZ SMS - Send SMS to NZ & AU

### Improve call outcomes with actionable insights
Avoma is a revenue intelligence platform for revenue teams. It's AI-powered technology helps customer-facing teams capture important customer information, before, during, and after important meetings. Shorten sales cycles and delight more customers. With Avoma, you can automatically record all your meetings, and get full transcripts, summarized notes, and actionable insights synced directly to your CRM. 

Hundreds of fast-growing companies like Athelas, BuildZoom, Orum, BoomCloud, OnFleet, Moengage, and LeanData, trust Avoma to power their customer-facing teams. Avoma is headquartered in the San Francisco Bay Area. For more information visit www.avoma.com

### Benefits you can get with Pipedrive + Avoma integration:

- Focus on actively listening to calls not get distracted in taking notes
- Save time in note-taking with AI-generated notes and full transcription
- Improve call outcomes with actionable insights and trends across all calls

### Key functionalities of Avoma:

- AI-Generated Notes & Transcription
- Topic & Speaker Identification
- Filler Words & Custom Keywords Tracking
- Talk time, Monologue, Engagement, etc. Insights across all calls
- Smart Playlists and more collaboration workflows
- CRM Sync, Email insights, Deal Risk Signals, CRM field updates, Forecasting, and advanced Revenue intelligence.

Avoma - Recording and Conversation Intelligence

Simplify your sales process by integrating CallHippo with Pipedrive, now enhanced with AI capabilities. CallHippo, a leading cloud-based business phone system, enables you to handle calls, 
track leads, and automate follow-ups seamlessly within your Pipedrive dashboard. Utilizing a cloud-based business phone system ensures that your communication is seamless and accessible from anywhere, bringing your sales data together in one place. you’ll boost productivity and close deals faster, with less hassle.

- **Centralized Communication:** Calls are automatically logged and organized in Pipedrive, ensuring no key interactions are missed.

- **Improved Lead Management:** Access call recordings and notes within Pipedrive for a comprehensive view of each lead, enhancing relationship nurturing.

- **AI-Powered Automation:** Trigger AI-driven workflows based on call outcomes, like follow-up emails or deal stage updates, keeping your sales pipeline efficient.

- **AI-Powered Insights:** Real-time AI analytics on call activities help you make data-driven decisions and refine your sales strategy.

***Note: New users get to explore CallHippo for free!***

Once you integrate CallHippo & Pipedrive, you will receive a coupon code to avail our exclusive benefits. Sign up and start exploring today!

- 1 phone number free
- 200 minutes of free calling
- Free for 10 users

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Manage my accounts

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