## Handle Pipedrive tasks inside Outlook with Pipedrive for Outlook Integration

Connect Pipedrive and Outlook by adding access to Pipedrive data straight from Outlook and manage your sales without switching windows. The **Pipedrive for Outlook app** lets you see your contacts, organizations, deals, activities, and notes right where you handle your emails. It’s perfect if you’re already **using Outlook** and want to keep everything in one place.

### What You Can Do with the Pipedrive for Outlook App:
- **Access Vitals in Outlook:** Keep track of your Pipedrive data like contacts and deals directly in Outlook.
- **Add Info on the Fly:** Easily create new contacts, deals, and notes in Pipedrive from Outlook, keeping everything synced.
- **Works Everywhere:** This app works with Outlook whether you're on your desktop (Windows and Mac) or online. Make sure you’re using the latest version of Outlook to keep things smooth.

With the **Pipedrive for Outlook app**, you can streamline how you manage your sales right from your email, making it simpler to keep up with your deals and client info without the hassle of juggling apps.

Pipedrive for Outlook is all about making Outlook users' days easier and helping you focus.

You can try Pipedrive for Outlook for free for 7 days, to make sure it works for you and your business' workflow. After that, a paid subscription is required.

Communicate with leads

Manage my accounts

Support my customers

Pipedrive for Outlook

**Leadmonk for Pipedrive: Automate Lead Nurturing, Book Meetings, and Close More Deals**
Supercharge your Pipedrive pipeline with Leadmonk, the sales automation platform that helps convert leads into meetings faster.

Leadmonk streamlines your sales process by qualifying, routing, and scheduling meetings in real-time. From web forms to cold calls, Leadmonk connects seamlessly with your existing workflows to ensure no lead slips through the cracks.

**This powerful Pipedrive integration unlocks a new level of efficiency and effectiveness for your sales team.**

**Key Features:**

- Effortless Synchronization:


**Synchronize meetings from Leadmonk as Activities in Pipedrive:**
Never miss a beat. All your scheduled meetings and calls from Leadmonk automatically populate as Activities in Pipedrive, keeping your sales team and pipeline in sync.

**Create new Person contacts in Pipedrive:** 
Leadmonk automatically creates new contact records in Pipedrive whenever a qualified lead emerges, ensuring your sales team has all the necessary information at their fingertips.

**Update existing Pipedrive contacts:** 
Leadmonk keeps Pipedrive contacts up-to-date with the latest information gathered during nurturing campaigns.

Automate my pipeline and data

Leadmonk

Setting up the integration is done directly in your SIPSIM personal account, ensuring ease and speed **without the need for additional IT specialists**.

After successful integration into Piper Drive, **all contacts, calls, and conversation recordings** are automatically saved, providing a complete history of customer interactions. This enhances transparency and deepens understanding of customer relationship dynamics.

The automatic creation of CRM deals based on calls, along with their automatic assignment to **funnels and responsible team members**, simplifies sales management, increasing efficiency and optimizing the sales funnel.

Additionally, the integration offers the flexibility to configure **automatic tasks** for different call scenarios, such as answered, missed, or outgoing calls. This helps businesses efficiently manage customer interactions, improving accountability and timely responsiveness to customer inquiries.

Manage contracts

Other use cases

SipSim

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

Manage my projects

Clustdoc

**Rasayel** helps your sales team qualify, nurture, and communicate with leads directly over WhatsApp. Since you already use Pipedrive to drive revenue, Rasayel amplifies those efforts by making WhatsApp communication seamless. 

**Rasayel & Pipedrive** → Sign up for Rasayel, connect your WhatsApp number, and install the integration. Instantly start chatting with your leads in WhatsApp!!

### Activity Logging
Rasayel automatically logs WhatsApp conversations into your Pipedrive leads and deals. Get full visibility of your team's WhatsApp interactions directly within Pipedrive.

### Activity Reports
Track your team's WhatsApp performance. Easily generate reports to see metrics like the number of messages sent by each team member within a chosen time period.

### View Pipedrive Lead or Deal information in WhatsApp
Rasayel's shared team inbox displays your Pipedrive leads and deals alongside WhatsApp conversations.  No more switching tabs – get vital lead context instantly.

## Why Rasayel + Pipedrive?

* “Practically 90% of our deals are closed on WhatsApp thanks to Rasayel.” - Enrique, Medesk
* “The most valuable...benefit of Rasayel is how much we can automate” - Saad ElMobarak, CTO - Qoyod.com
* “Rasayel helped us manage and track our sales from one app. Great mobile app, great support team!” - Arsen, CEO - Smile Turkey

Qualify my leads

Nurture my leads

WhatsApp for Sales

Pipedrive & Clerk Chat: bring all your contacts to Clerk Chat to enable 1:1 and marketing campaigns across:

- SMS
- WhatsApp
- iMessage (soon)

Clerk Chat helps you close your deals faster by allowing you to message your leads, prospects, and contacts all from one gorgeous and intuitive interface.

Filter your contacts based on properties you set in Pipedrive and build comprehensive lists to help you drive conversations that build engagement.

**Features our customers love:**
- Send 1:1 messages and high-volume campaigns
- Have control over your team with flexible permissions
- Integrate with leading platforms like Microsoft Teams, Zoom, Salesforce, RingCentral and more
- View analytics to understand usage, growth, and response rates
- Export conversation history and logs to your eDiscovery tool of choice (Azure, Purview, and OneDrive)

Clerk Chat

Key Benefits:
- Reduce your driving time by an **average of 22%**, allowing you to visit more clients.
- Add **up to 150 stops** to each route, ensuring you cover your entire territory.
- Stay **inside Pipedrive**, streamlining your sales efforts.

Features:

- **Optimized Routing:** Create optimized routes with up to 150 stops to minimize driving time and fuel consumption.

- **Filter & Colorize Contacts:** Discover your best opportunities through advanced data visualization.

- **Find new Leads:** Find key prospects, accounts, and networking opportunities in your area.

- **Isochrones:** Optimize your territory by visualizing reachable areas within specific time frames.

- **Reports:** Get a breakdown of precisely how much time is spent traveling and in client meetings.

- **Export your Data:** Send your route data via email, download as PDFs, and integrate with your calendar.

Attract new leads

Lead Mapper

Introducing the **Global Call Forwarding Softphone Desktop App Connector for Pipedrive CRM**:

Our connector streamlines your workflow, seamlessly connecting **Pipedrive CRM** and the **Global Call Forwarding Softphone** Desktop App. Easily access your customer data from Pipedrive CRM within the desktop app, ensuring personalized and efficient calls.

In addition to customer access, store call history and voicemails directly in Pipedrive CRM, maintaining a comprehensive record of your interactions. This connector elevates your communication and CRM experience, saving valuable data and enhancing your workflow.

Global Call Forwarding Softphone Connector

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

**Please note: you must have a LeadDesk subscription to use LeadDesk Talk. [Contact Sales](https://leaddesk.com/software/outbound-sales/#contactForm)**

**Highlights**

- Make outbound calls and receive inbound calls directly in Pipedrive with LeadDesk Talk.
- Send SMS follow-ups after calls for sales confirmations. Choose from a template or write your own.
- Integrated with Pipedrive. Calls and messages are recorded in related Deal or Contact records for all communication history in one place.

LeadDesk Talk lets agents call and message contacts directly in Pipedrive. 

**Make Outbound Calls:** Customer phone numbers are pre-populated in the dialer from the contact or deal record. Simply click to call and start talking to your contacts. Agents can also manually dial numbers and create new contacts if there's no match in Pipedrive.

**Get Inbound Calls:** LeadDesk Talk pops up for agents if an incoming call comes from contacts and links to the record. Agents can review communication history instantly and provide meaningful conversations from the start of each call.

**Send Text Messages:** Follow up with customers to confirm sales requests or to provide additional after-call support. Agents can choose from templates or write their own message. 

**Works in Pipedrive:** All LeadDesk Talk calls and messages are logged in the contact or deal record in Pipedrive so you can see call status, length, call reasons and dispositions. Call recordings also available.

LeadDesk Talk - High Quality Calling in Pipedrive

**Note:** This application is focused on the Ukraine market and only available in Ukrainian.

Alpha SMS - провідна компанія на українському ринку SMS-послуг для корпоративних та приватних замовників. 

Завдяки застосунку у Вас з'явиться можливість відправляти SMS та Viber повідомлення безпосередньо з вікна угоди, контакту або організації. Для початку роботи зареєструйтесь на [Alpha SMS](https://alphasms.ua/), оберіть тарифний план та підключіть свій особистий кабінет в налаштуваннях застосунку.

Alpha SMS

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.

Connect your favorite tools or easily find new ones

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