-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

Vxt's Pipedrive integration seamlessly connects your phone system to your CRM.

After finishing a phone call, Vxt will automatically identify matching Pipedrive contacts to link the call record to. You can also create a new Pipedrive contact directly inside Vxt, and immediately link the call to the newly created contact.

This will create an activity on the contact with call details, notes, and a link to any recording or transcription of the call in Vxt. If you update the call's notes in Vxt, this will automatically update the associated activity in Pipedrive too.

Contact syncing makes your Pipedrive contacts available in Vxt so you can always see who's calling. Click-to-call also allows you to easily call your contacts from Pipedrive.

The integration of Vyte with Pipedrive enbles the automation of the creation of activities and contacts from appointments created on vyte

Vyte

**Principais características**

• Ao aprovar um template de Whatsapp, você pode enviar mensagens via Whatsapp para fazer follow-ups com seus leads, agendar reuniões, fazer submissão de contratos pós-negociação e muitos outros usos;

• O aplicativo integra-se ao ZenAPI para envio de notificações e mensagens pelo canal Whatsapp (https://zenapi.zenvia.com/);

• Para utilizar as funções do app via canal WhatsApp, será necessário configurar a integração dos dados ** Token ** e ** SenderID **, obtidos diretamente com a equipe do Zenvia Business.
Se você ainda não é cliente, preencha o formulário contido neste link para receber um contato de nossa equipe: https://www.zenvia.com/checkout/partner/pipedrive.

Other use cases

Zenvia - Notificações Whatsapp

What You Can Do With The Latest Build of ZIWO-Pipedrive? 

-Transfer your call to a queue or to an agent after you answer an inbound call or make an outbound call, and at the same time, the associated lead automatically will be opened.

-Select Preferable Language in which agent prefer, whether its in English or Arabic! All of ZIWO's components are in Arabic now!

-Make conference calls in which you’ll be able to talk to 5 or more people at the same time.

-After ending a call, all related details & activity will be logged directly into Pipedrive call history, and also you can view call logs via the smart dial-pad.

-An active link to the call recordings will show up, also you can find the call recording on the “Customers” section in Pipedrive.

-A Click to Call button will be placed next to the customer's phone number, so you can call your customers directly.

-Receive and view all incoming calls smoothly with a call pop showcasing all incoming calls within your Pipedrive account. 

-Call history and voice recordings to get integrated immediately into a new lead for better traceability.

-Agent Statistics: The agents can now access their live performance statistics. If the agent has a clear idea about his performance, you can let him know he’s on the right track.

To view full features please click [here](https://www.ziwo.io/integrations/pipedrive/)

Support my customers

Ziwo

Turn missed chances into confirmed meetings with Aardvark's SMS reminders for Pipedrive.

Sync your Pipedrive contacts and calendar with one click, setting up automated SMS reminders using your custom templates. Once a contact is scheduled for a meeting, Aardvark pulls their phone number from your CRM and sends an SMS reminder, ensuring your leads remember their appointments.

But Aardvark goes beyond just sending reminders. Customize your messages, triggers, and recipients for targeted communication, adjusting your approach based on your leads' specific needs and behaviors, which enhances engagement.

Aardvark also provides a comprehensive dashboard displaying your team's scheduled meetings and reminders, allowing for efficient tracking and organization.

With Aardvark and Pipedrive, bid farewell to no-shows and embrace improved meeting attendance. No more missed opportunities or dampened morale - just simple, automated reminders.

Say no to no-shows and HELLO to enhanced meeting attendance!"

Attract new leads

Qualify my leads

Aardvark

Aloware's Pipedrive integration automatically pushes calls, messages and voicemail to your Pipedrive CRM. 

When you answer calls on Aloware, use our dialer to contact someone or send and receive text messages. This integration logs all customer communication within your CRM to streamline your sales and support process.

The Aloware-Pipedrive CRM integration syncs contact data (name, phone number, call notes, call tags, SMS attachments) into Pipedrive. Furthermore, you can check the content of the SMS or listen to the recording of a call.

Features:

- Call and SMS logging
- Listen to recorded calls
- Check SMS messages
- All your communication records in one place

Aloware Contact Center

### 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

### Bird CRM makes communicating with businesses as easy as talking to a friend.

Bird helps customers send personalized broadcast marketing campaigns on preferred channels like WhatsApp, significantly increasing the likelihood of engagement. Launch intelligent chatbots in minutes to reduce the support burden on your team. Handoff to agents when necessary and communicate directly with customers from a shared inbox, no matter what channel they're using. Build workflows to connect your data and automate tedious tasks that slow down your team. Connect your Pipedrive workspace with Bird in order to:

- Sync your Pipedrive contacts with the Bird CDP
- Send broadcast blasts to target audiences on Email, SMS, WhatsApp and other popular chat apps
- Trigger workflows and automations within Bird when events happen in Pipedrive
- Launch intelligent chatbots to automate communications with customers
- Receive updates, alerts, and notifications in Pipedrive when important events occur in MessageBird
- Connect to Bird's Inbox product and view updates for assigned conversations

Automate my pipeline and data

Bird: Marketing, Sales & Payments

Elevate your Pipedrive experience with Boost.space, the comprehensive data synchronization platform. Seamlessly connect with 1700+ apps, tailoring modules for orders, organization, person, lead, and messages.

Our intuitive interface and no-code toolkit empower you to craft intricate workflows effortlessly, ensuring seamless data synchronization. Connect with popular apps like Salesforce, Mailchimp, Aircall, and more, transforming your Pipedrive efficiency.

Experience the freedom to focus on your business priorities as Boost.space streamlines complex tasks and opens up new integration possibilities. Discover the next level of data synchronization with Boost.space.

**Explore the various ways to integrate Pipedrive seamlessly with Boost.space:**

Streamline team communication by receiving Pipedrive notifications directly on your preferred messaging platform using Boost.space's modules.

Enhance sales efficiency by automatically creating leads, fetching person details, and updating deal information in Pipedrive through Boost.space's specialized modules.

Accelerate deal closures by seamlessly integrating Pipedrive with lead-generating platforms like LinkedIn, utilizing Boost.space's modules for a continuous flow of quality leads.

Boost.space

Simplify communication from Pipedrive using BulkSMS which allows you to easily connect with contacts. Send messages to People, Organizations & Deals in Pipedrive instantly. Some of the features of the application are as follows.

[Message Contacts](https://apps.ulgebra.com/pipedrive/bulksms-messaging-integration-for-pipedrive#h.5sjnn65c5xmh)

Access BulkSMS within Pipedrive Contact or Deal to send messages whenever required.

[Bulk Messages](https://apps.ulgebra.com/pipedrive/bulksms-messaging-integration-for-pipedrive#h.9yinskwntqlf)

Select the required contacts from the list view to send a bulk message to the required contacts at once. 

[Message History](https://apps.ulgebra.com/pipedrive/bulksms-messaging-integration-for-pipedrive#h.pdow4cww8pam)

View the history of BulkSMS messages within each Pipedrive contact.

[BulkSMS User Management](https://apps.ulgebra.com/pipedrive/bulksms-messaging-integration-for-pipedrive#h.p3vw37xda4f4)

The Pipedrive admin can allow multiple users to share a common BulkSMS account.

[Pre-defined Messages](https://apps.ulgebra.com/pipedrive/bulksms-messaging-integration-for-pipedrive#h.n27jk0p1hvnx)

Create customizable message templates to instantly reach customers. You can also modify the templates when required.

View the [documentation](https://apps.ulgebra.com/pipedrive/bulksms-messaging-integration-for-pipedrive) for the complete details of the application.

BulkSMS for Pipedrive

Utilize the Burst SMS messaging service to communicate with Pipedrive people, organizations and deals. You can simultaneously send messages from within any Pipedrive contact and bulk messages to all the desired contacts. Some of the features of the application are:

[Send SMS](https://apps.ulgebra.com/pipedrive/burst-sms-for-pipedrive#h.6lkyd3blu3f2)

Access Burst SMS within Pipedrive contacts to send messages instantly.

[Bulk SMS](https://apps.ulgebra.com/pipedrive/burst-sms-for-pipedrive#h.svy3zepn3lhd)

Connect with multiple Pipedrive contacts at once using bulk messages through Burst SMS.

[Pre-defined messages](https://apps.ulgebra.com/pipedrive/burst-sms-for-pipedrive#h.de6jpj8pcewq)

Create message templates to send predefined messages in no time.

[Message history](https://apps.ulgebra.com/pipedrive/burst-sms-for-pipedrive#h.x76rxuxq6n43)

View the details of Burst SMS messages sent within each contact.

[User management](https://apps.ulgebra.com/pipedrive/burst-sms-for-pipedrive#h.uoyzxhcdvppo)

The Pipedrive admin can now allow and manage users who can use a shared Burst SMS account.

This way, you can efficiently communicate with your Pipedrive contacts. Go through the detailed working of the application [here](https://apps.ulgebra.com/pipedrive/burst-sms-for-pipedrive).

Connect your favorite tools or easily find new ones

Manage my accounts

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