# 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

**Ring.io is a Sales Engagement Platform and Power Dialer that helps sales teams reach out to customers through multiple channels in a personalized way, on a large scale.**

**Key Features:**

1. The power of data-driven sequences: create and personalize multi-channel outreach (email, SMS/MMS, calls, video), import contacts from CSV, XLSX, or your CRM, optimize your approach with algorithm adjustments, and refine strategies via A/B testing and templates.
2. Boost your sales with an automated Power Dialer: drop voicemails, send SMS/MMS, and emails during your session, start from any view, increase connections with local Caller IDs, and integrate all activity, from call recordings to email opens, into Pipedrive.
3. Streamline your workflow with Pipedrive integration, allowing you to manage data, connect effortlessly to Gmail or Outlook, auto-save all calls, emails, and replies, and execute multi-channel engagement directly within the CRM.

**Highlights of Ring.io & Pipedrive Integration:**

- Keep your Pipedrive up-to-date with Ring.io's bi-directional sync, which automatically updates your CRM with all your engagement activities like emails, calls, and more. 
- Import new leads into Ring.io as soon as they pop up in Pipedrive, move leads through different stages automatically based on their activity, and trigger tailored messaging and sequences for warmer prospects. 
- Set up actions in Pipedrive based on your sales activities in Ring.io to keep everything moving smoothly.

Communicate with leads

Support my customers

Ring.io Power Dialer

Connect your Pipedrive to receive all tl;dv recordings with external participants automatically in the right Pipedrive contact. The tl;dv - Pipedrive integration enables you to:

- Automatically link your tl;dv recordings and notes to an existing contact as a “Note”
- Automatically link your tl;dv recordings and notes to your pipedrive activities as a “Meeting” linked to a contact.
- Create a new contact whenever there is no record of that contact yet

Note: Please note that if your google contact doesn't have the name we will automatically give them a name based on the email

tl;dv

**CUSTOMIZABLE MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields, with real-time sync to Pipedrive
- Pick fields for object labels, pop-ups; switch between layer groups to re-colorize your records based on different criteria
- Create records from map with pre-filled address & coordinates
- 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

**ROUTING**
- Plan optimized multi-days routes & regular visits for teams based on live/historic traffic
- Configure check-in & other processes with buttons & forms; data saved to Pipedrive
- Track users’ location & history of movements

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

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

**NO-CODE AUTOMATION**
- Execute actions by a button, schedule or automatically, without writing code
- Create/update records, send email/SMS, call APIs
- Search records by custom criteria including driving distance/time; execute actions with them

**IMPLEMENTATION INCLUDED**

Automate my pipeline and data

Mapsly: Interactive Map for Pipedrive

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

Nurture my leads

Textline

[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

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

The CircleLoop and Pipedrive integration gives you a faster, easier and more flexible way to keep in touch with customers and prospects over the phone. The integration automatically syncs your Pipedrive contacts with CircleLoop, providing instant caller identification and faster, easier calling. Your Pipedrive contacts also turn into instant click-to-call links so you can make calls directly from your CRM. No more copying and pasting phone numbers! CircleLoop will automatically add each call you make or receive to your contacts’ activities in Pipedrive. When you receive a voicemail from a contact, CircleLoop will convert the voicemail to text and add it as a note to your contact history!

Say goodbye to the desk phone for good! With no contract, clear pricing and tons of killer features, you can download CircleLoop's powerful desktop and mobile apps, link your Pipedrive CRM and instantly reduce administrative tasks and hassle.

**Special offer:**

CircleLoop has launched two offers to support Pipedrive users:

1) Free three-month phone service for all educational, charity and/or healthcare providers. See [here](https://blog.circleloop.com/coronavirus ).

2) Free 30-day phone service for any Pipedrive users - see [here](https://www.circleloop.com/pipedrive)

CircleLoop

**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

Qualify my leads

Klenty

### 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).

Send SMS in Pipedrive (Australia)

EasyCalendar makes it easier for your customers to book an appointment with you. Add automation for scheduled appointments by integrating it with business tools like Pipedrive.

Once Pipedrive is integrated, users can effortlessly assign activities and notes to their contacts and EasyCalendar will sync them with their Pipedrive account. EasyCalendar also automatically logs activities if an appointment gets canceled or rescheduled.

EasyCalendar will create a new contact if an existing contact doesn't exist in Pipedrive.

EasyCalendar

The Hints CRM Assistant manages your CRM. It understands commands via voice and text and is compatible with WhatsApp, Telegram, and SMS.

**Stats from Our Clients**
- 80% more leads captured
- 350% increase in logged activities
- 70% reduction in admin time

**What Can Hints Do?**
Create and update leads, deals, contacts, companies, properties, and stages. Log calls, meetings, and tasks. Search any data in your CRM, and catch duplicates.

**Problems the Hints Co-Pilot Solve:**
- Ensures the CRM is consistently updated.
- Reduces admin work, allowing for more selling time.
- Boosts CRM adoption rates.
- Accelerates onboarding of new representatives.

Connect your favorite tools or easily find new ones

Manage my accounts

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