Efficiently manage Pipedrive people and deals without leaving WhatsApp Web. Create and access Pipedrive prospects from WhatsApp contacts and send them customized WhatsApp message templates in no time.

[Create contacts](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.y3hrwm36ggm3)


Add people and deals to Pipedrive from WhatsApp Web. View and edit Pipedrive fields from WhatsApp Web.

[Pipedrive contacts](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.beetkhp1jw6b)

Access Pipedrive contacts linked to WhatsApp contacts with just a click.

[Configure fields](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.r0k9qnfvxk8w)

Customize Pipedrive deal fields from WhatsApp Web.

[Message template](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.76c1l8rp2xb4)

Send predefined WhatsApp messages using message templates that can be easily created, edited and deleted.

[Add notes](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.5j2w3kmw73uw)

Add notes for Pipedrive contacts from WhatsApp Web.

[Export Chats](https://apps.ulgebra.com/pipedrive/pipedrive-inside-whatsapp-web#h.rzafkg8ys4pn)

Select and export WhatsApp chats as Pipedrive notes.

This way, you can easily manage Pipedrive contacts and conversations from WhatsApp Web.

Communicate with leads

Automate my pipeline and data

Manage my accounts

LookUp for Pipedrive

MeetGeek is a meeting assistant that automatically records, transcribes, and shares summaries of meetings. With just a few clicks you can set up an automated workflow to synchronize your sales calls, meeting summaries, and highlights to your Pipedrive hub.

Some things you can do with MeetGeek + Pipedrive:

- Automatically create and update deals with appropriate contacts and companies, for every meeting
- Capture meeting summaries and highlights with full context
- Enrich deals with key customer requests and concerns from your calls 

By integrating MeetGeek with Pipedrive, you no longer need to take notes during client calls as you can concentrate on the conversation and deliver high-quality follow-ups.

This integration ensures that customer-facing teams have all the necessary customer context within Pipedrive, enabling them to handle deals more efficiently.

MeetGeek

Connect with your Pipedrive contacts using the various channels available on Messagebird. Initiate conversations using WhatsApp, SMS & Viber. Reply to incoming messages from channels integrated into MessageBird.

Connect with individual and multiple People, Deals and Organizations from the desired MessageBird channel. Use Pipedrive filters to send messages to select contacts. Insert templates to send predefined messages, emojis, user fields and person fields to customize the message. Sync your approved MessageBird templates into Pipedrive and utilize them to initiate conversations.

Receive incoming messages into Pipedrive based on your requirements using the various options available. View the list of MessgeBird channels, and enable and disable them when required. Also, allow multiple users to receive desktop notifications for your incoming MessageBird messages.

The Pipedrive admin can also allow multiple users to utilize their authorized MessageBird account using the Manage App Users option. 

Have a record of all messages sent and received as Notes within the respective Pipedrive contact along with the complete details of the message.

Attract new leads

Qualify my leads

Nurture my leads

MessageBird Integration for Pipedrive

# Pipedrive shows you total subscription revenue. We show you why it changed.

Pipedrive's reports tell you what subscription revenue is today, not what moved it. There's no decomposition of new vs expansion, no cohort retention, no lost-reason breakdown, no NRR — just a topline number.

This app is the missing analytics layer for **Pipedrive Subscriptions / Recurring Products**.

## What you get

- **In-deal sidebar panel** with customer-level MRR context
- **Persistent floating dashboard** for org-wide analytics
- **5-component MRR waterfall** — new, expansion, contraction, churn, reactivation
- **Cohort retention heatmap** by acquisition month
- **NRR, GRR, and reactivation rate**
- **Lost-reason segmentation** of churn
- **Multi-currency aggregation** to one reporting currency
- **One-click PDF export** for board decks

## Requirements

Pipedrive **Growth plan or higher** (Recurring Products must be enabled).

## Data and privacy

Your CRM records are read-only: the app never creates, edits, or deletes deals, products, or other business records. The only write-capable permission is webhook management, used solely to register and remove change notifications that keep reports current.

Deals and products are fetched on demand and held in a short-lived per-user cache that auto-expires. OAuth tokens, cached data, and dashboard preferences are deleted promptly on uninstall. Your data is never sold or shared with advertising networks.

Manage contracts

Enable payments and tracking

MRR & Subscription Reports for Pipedrive

Connect your Pipedrive CRM with a modern phone system. NUACOM automatically logs activities and reveals deep client insights before you even answer, ensuring your team handles every conversation with perfect context.

Key Features and Benefits:

✅ Free Calls: Unlock free local and international calls to 30+ countries.

✅ Built-in SMS: 2-way text messages available for 1-to-1 and bulk campaigns.

✅ AI Call Analysis: Get call summaries, transcription, action items, and 6 other AI features.

✅ Auto Call Logging: Sync everything from call recordings to AI notes automatically within Pipedrive.

✅ Inbound CRM Insights: View CRM records before answering to serve clients with context.

✅ Real-Time Team Monitoring: Get a full view of live call activities and agent performance.

✅ Auto-Dialer: Speed up outbound calls with our auto-dialer campaign.

✅ Auto-Select Caller ID: Increase your connection rates with our dynamic caller ID.

✅ Small-Business Call Center software: Get modern calling capabilities scaled down into a simple setup for SMBs to use from day one.


For Agencies:

✅ Partnership Program: Access a dedicated commercial relationship with NUACOM, featuring deep product training, tailored solutions for your clients, and revenue-sharing opportunities.

Go beyond standard VoIP solutions. Get AI call insights and free calling to help convert leads into closed deals and revenue.

Book your demo today and see NUACOM in action!

Support my customers

NUACOM

Outdoo is an AI roleplay and coaching platform for customer-facing teams. With the Pipedrive integration, teams can sync call recordings, transcripts, summaries, coaching insights, scorecards, and AI roleplay insights into Pipedrive to keep deal and contact records updated with the right context.


## Use cases

- **Sales teams** can improve follow-ups, coaching, and deal execution with conversation insights inside Pipedrive.
- **Internal teams** can collaborate better, organize recordings, and reduce manual CRM updates.
- **Customer success teams** can track customer signals, identify risks or opportunities, and share insights across teams.


## Key features

- Sync call recordings and meeting data into Pipedrive
- Push transcripts, summaries, and key moments into CRM records
- Share secure call snippets with the right stakeholders
- Sync coaching insights, scorecards, and AI roleplay outcomes
- Track competitor mentions, keywords, and conversation signals
- Organize playlists and top call examples for coaching and onboarding

Other use cases

Outdoo AI

Praiz integration in Pipedrive lets you sync all your Praiz automated notes and summaries directly in Pipedrive, associated with the right contact and company, in real time.

Each time you record a call with Praiz, we automatically find the contacts associated with the participants of the call, and create a note with the AI-generated summary you are used to find in the Praiz application, right after the call. 

The summary also contains direct links to specific moments of the call so it is super simple to check what was said in the meeting in the Praiz app!

Praiz

Laskuta suoraan Pipedrivesta. 

Myynnin ja laskutuksen ei enää tarvitse olla erillään. Sovellus hoitaa yleisimmät järjestelmien väliset rutiinit: se luo ja päivittää asiakastiedot Pipedrivesta Procountoriin sekä muodostaa laskun tai myyntitilauksen tuoteriveineen Pipedrivesta Procountoriin voitetun kaupan perusteella. Mukana kulkevat myös viitekenttien sisältämät tiedot.

Procountor palauttaa lähetetyn myyntilaskun numeron Pipedriven kaupalle.

Pipedriven yhdistäminen laskutusprosessiin tuo todennetusti säästöjä työajassa ja kasvattaa käyttöpääomaa nopeuttamalla laskutusta.

Kokeile 30 päivää ilmaiseksi!

*Integration uses Pipedrive standard functionality and supports all languages. Try 30 days for free!*

Procountor Taloushallinto

QuickMail lets you reach Pipedrive contacts with highly-personalized emails and follow-ups.
With our Inbox Rotation technology, you can scale to hundreds of emails per day with just a few clicks.
Unlike other cold outreach tools, QuickMail is optimized for deliverability. We actively protect your sender reputation and automatically keep your inboxes warmed up so your emails reach people’s inboxes, not their spam folder.

QuickMail

Radar shows which Pipedrive deals are going quiet and which activities you owe, beside your calendar and everything else you are carrying, so the next step never slips through.

**What it does**

• Deals going stale: every open deal you own, ranked by what puts it at risk (a close date coming up, no next activity, weeks without activity, overdue activities). Every warning explains itself.
• Overdue activities first, on one radar with Today, 7, 14, 30 and 90-day rings.
• Close the loop in seconds: tick an activity off and say what happened. Your note is written to Pipedrive as it is marked done. Then book the follow-up on the same deal, for you or a colleague.
• Time for the deal work: tell Radar how many hours a deal needs and it finds them in your calendar before the close date, then books them in Outlook in one press.
• Your whole week in one place: Radar also brings in your Outlook or Gmail inbox, Google or Outlook calendar, Microsoft To Do, Planner, Google Tasks, Xero, Salesforce and Zoho CRM.
• One click to the deal or activity in Pipedrive.

**You stay in control**

Radar never sends an email and never changes Pipedrive unless you press the button. It reads only deals you own and activities assigned to you, and deletes what it read when you disconnect.

**Price**

Free for 7 days, no credit card required. Then £10 a month per seat at the founding price for anyone who joins by 31 March 2027, locked for 24 months.

Made in the UK by Neos Technologies Ltd.

Manage my projects

Radar — deal and deadline radar

REVE Chat is an AI-enabled live chat and customer engagement platform providing real-time interactions via websites, mobile and messaging channels. 

We set you up with a  complete suite of tools to convert more sales, automate lead generation and provide online support for your customers.

Key Benefits of REVE Chat:

1. Talk to your customers while they are on your website, on Facebook or while they use your apps. With this real-time support, you will increase your close rate. Use video chat, co-browsing and live chat tools to lead personalized conversations with your customers. Improve their satisfaction and your conversion rate at the same time.
2. Engage with prospects via AI chatbots and automate your leads. “24x7.” is REVE Chat’s enterprise chatbot solution that helps capture leads, qualify them and book meetings.

REVE Chat's powerful features include:

- Video Chat: Have face-to-face conversations with your customers on your website or in your app
- Co-browsing: Assist your customers in real-time to close more deals
- Website Live Chat: Talk to your website visitors  with a live chat application while they browse your website
- Chatbots: Automate lead qualification and sales conversation with bots
- Meetings: Increase sales conversions by allowing your website visitors to book meetings right from your website’s chat widget
- Lead routing: Create routing rules to assign your chat conversations to the right sales team to improve your sales cycle

REVE Chat - Live Chat Software & Chatbots

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.

Connect your favorite apps or easily find new ones

Manage my accounts

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