## 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

# 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).

Other use cases

Outlook connector — Pipelook

> **Este aplicativo foi desenvolvido para operar de maneira abrangente e eficaz na língua portuguesa.**

Para iniciar o processo, dirija-se ao canto superior direito da tela e identifique o ícone claramente marcado como "**Data Stone**". Ao clicar neste ícone, será exibida uma janela onde você deverá inserir o CNPJ da empresa que servirá como parâmetro para a busca das informações desejadas.
Após inserir o CNPJ, o sistema realizará uma busca abrangente e precisa, compilando os dados disponíveis da empresa correspondente. Recomendamos uma **verificação** cuidadosa para garantir a precisão e integridade das informações recuperadas. Certifique-se de que todos os detalhes estão corretos e atualizados.

Uma vez confirmada a exatidão dos dados, o próximo passo é clicar de forma consciente no botão designado como "*CRIAR ORGANIZAÇÃO*". É essencial ressaltar que essa ação é irreversível e resultará na inclusão **automática** da organização identificada no seu CRM.

Com esse aplicativo é possível enriquecer a organização com os seguintes dados:

- Natureza Jurídica 
- Faturamento presumido 
- Capital social
- Segmento 
- Porte
- Fundação
- CNAE
- Entre outros

Este procedimento oferece uma maneira eficiente e segura de adicionar novas organizações à sua base de dados, facilitando o ***gerenciamento*** e acompanhamento de informações relevantes para o seu negócio.

Para verificar valores, entre em contato com um especialista via contato@datastone.com.br

Qualify my leads

Manage contracts

Data Stone - Enriquecimento

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

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

### Maximize Efficiency with faktoora's Advanced Electronic Invoice Handling

Disclaimer: faktoora.com is only available in German at the moment.**

**Revolutionize Invoicing:** Integrate Faktoora with Pipedrive for an advanced electronic invoicing experience. Streamline your processes with compliant, efficient, and easy-to-manage invoices.

**Benefits of Electronic Invoicing:** Transition to electronic invoices and witness a reduction in errors and faster payment cycles. Our platform adheres to international standards like EN16931 and ZUGFeRD, guaranteeing compliance and efficiency. Electronic invoicing with faktoora means enhanced security, reduced costs, and a greener footprint.

**Seamless Synchronization:** Say goodbye to manual data entry. Synchronize your CRM data effortlessly with Faktoora, ensuring that customer details are always up-to-date.

**Empowered Financial Oversight:** Our advanced liquidity management tools provide a comprehensive view of your finances. Track payments and manage the entire lifecycle of your invoices with ease. The result is improved cash flow management and informed decision-making.

Choosing faktoora means embracing a future where invoicing is no longer a chore but a seamless, integrated aspect of your business workflow. With our solution, experience the power of advanced electronic invoice handling and take your financial operations to the next level.

Enable payments and tracking

Automate my pipeline and data

faktoora synchronization

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.

Attract new leads

Nurture my leads

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

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

The Microsoft Business Central Integration app seamlessly connects Pipedrive with Business Central, enabling automatic syncing of customers, products, and invoices. Directly view financial details organisation in the custom panel of Pipedrive, and create invoices/orders in  Business Central when a deal stage changes. Advantages include real-time data updates, replay option for failed syncs, flexible field mappings and tailored sync rules.

### Key Features

1. **Automatic Deal to Invoice or Order Creation:** Transform Pipedrive deals directly into invoices or orders, equipped with real-time status updates in the deal notes.

2. **Financial Data Update:** Updating financial data of organizations that includes invoice details directly in Pipedrive from Business Central with a mere click using the custom panel.

3. **Replay Unsuccessful Integrations:** Bid goodbye to missed invoice integrations with our distinctive replay feature accessible from the deal notes.

4. **Manual Company Creation:** Step up your data management game by manually creating or updating organizations from Pipedrive as customers in Business Central.

5. **Product Sync:** Elevate your product management efficiency with seamless product synchronization from Pipedrive to Business Central with each integration cycle.

6. **Personalized Sync Setup:** Customize the sync experience with intuitive preferences and field mapping options allowing for an integration setup that mirrors your business needs perfectly.

Microsoft Business Central Integration

Watask is a powerful integration tool that links your Pipedrive CRM and WhatsApp. With Watask, you can automatically send personalized messages to your prospects whenever their stage in the sales funnel changes.
Say goodbye to manual follow-ups and missed opportunities!
Install to Pipedrive today to start your **FREE Trial**!

Watask

**Fromni Chatbots** app for Pipedrive is a simple and easy-to-use solution for automating conversations. The app can automatically ask for a review when the deal’s status changed to Won. You can set your own template and scenario. The app can start the conversation either immediately or with a delay.

**App features**

- **Template builder**. Create different templates with or without variables.
- **Automations**. Create new automations in just a few minutes. Currently we support automated messaging based on your **deals** status. Choose the automation type, add the text you'd like to send and set the time. The app can send your message either immediately or with a delay.
- **Messenger**. All your conversations in one place. 
- **Scenario builder**. Build your own conversational chatbots without coding. 
- **Lower rates**. We can offer competitive pricing for all your requirements.

Use Messengers, SMS or even Webpage for your automated chatbots.

Connect your favorite tools or easily find new ones

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