## 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

Streamline communication between sales reps and clients with the ClickSend SMS extension. Provide updates, answer questions and resolve issues via SMS, all within the Pipedrive platform.

**You can:**

- Start one-on-one SMS conversations directly from Pipedrive and receive instant notifications when clients respond, ensuring you never miss a message. You’ll be notified when your customers respond so you never miss a message.&nbsp;

- All text conversations are stored with the relevant contacts automatically. This helps sales teams easily reference previous chats to move leads closer to becoming deals.&nbsp;
Set up and store SMS templates that are personalised with customer names and details. Send your templates directly from either Contacts or Deals in Pipedrive to speed up your workflow.&nbsp;

- Send SMS with confidence, wherever your customers are. Your vital business messages will be received on time, every time —&nbsp; thanks to our global, direct routes. And we can back it up with a 100% uptime SLA guarantee. So install the ClickSend SMS extension in your Pipedrive account and start sending SMS via Pipedrive today.

Manage contracts

ClickSend SMS

[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

Zendesk offers a ticketing system designed to help companies track, prioritize and solve customer support interactions. By integrating Zendesk with Pipedrive, sales and support reps see the bigger picture and improve their customer communication.

The Pipedrive–Zendesk integration allows reps to access Pipedrive customer information from Zendesk and vice versa, seamlessly create tickets directly from Pipedrive and open new deals from Zendesk. This eliminates the need to switch between apps, enabling faster resolutions and a more efficient sales workflow.

After installing this app, Pipedrive users can create tickets directly from deals and view the following information from Zendesk:

- Ticket number, subject and status
- Ticket creation date and last update time
- Participants

And Zendesk users can create deals directly from support tickets and view the following information from Pipedrive:

- Person name
- Organization
- Deal title and status
- Deal value and currency
- Deal creation date

Zendesk

### Why CloudTalk?

**📞 Native CTI:** Make and receive calls without leaving Pipedrive. Auto-logs recordings, tags, and notes to your Deals.
- [How Pipedrive Uses CloudTalk to Drive Sales, Coaching, and Customer Success](https://www.cloudtalk.io/customer-stories/pipedrive)

**🌍 Global Scale:** Instant local numbers in 160+ countries. Boost answer rates by 40% with local presence.
- [How Self Mastery Increased Pickup Rates by 40% with CloudTalk and Pipedrive](https://www.cloudtalk.io/customer-stories/selfmastery)

**⚡ 10x Faster Outreach:** Build dialer queues directly from Pipedrive Activity Lists and power through leads automatically with Power or Parallel dialing.
- [How Dentakay grew call volume by 2.5X with Power Dialer](https://www.cloudtalk.io/customer-stories/dentakay)

**🤖 24/7 AI Agents:** Handles inbound and outbound calls and logs structured data (Intent, Summary, Order IDs) to Pipedrive automatically.
- [How Circle Gym Got 150% More Bookings with AI Voice Agents](https://www.cloudtalk.io/customer-stories/circle-gym/)

**🧠 Granular Analytics and AI Insights:** Not only does it give you granular analytics, but CloudTalk also auto-logs Call Summaries, Sentiment Analysis, Topics and more directly into Pipedrive Activities.
- [How Capitalo cut manual analysis by 80%](https://www.cloudtalk.io/customer-stories/capitalo)

**⚙️ Smart Mapping:** Sync CloudTalk Dispositions to Pipedrive Activity Types for clean, instant pipeline reporting.

Nurture my leads

Automate my pipeline and data

CloudTalk: AI Dialer & CTI for Pipedrive

The best way to make your sales team close more deals is to make them more productive.

With Crisp integration for Pipedrive, you'll never see an empty data set again in your CRM pipeline. 

**Automated data synchronization between Live chat and related deals.**

Thanks to a powerful relationship, Crisp synchronizes itself with existing deals on Pipedrive to make sure every interaction is tracked on Pipedrive. 

New opportunity? You can create a deal right from Crisp to make your sales team more efficient.

**Track sales activity on any channel**

Crisp Helpdesk allows you to build a collaborative inbox that connects with more than 10+ different channels: WhatsApp, Aircall, Emails, and many more. 

**Put your lead generation on autopilot**

Crisp comes with more than a simple live chat integration for Pipedrive. Using Crisp, you can create a powerful chatbot that will put your lead generation on autopilot, 24/7.

Worried about missing a deal? Crisp allows you to assign conversations and sales reps based on many different factors such as location, custom data, language, customers' requirements ... And much more.

Crisp

Operating helps consulting and professional services with resource planning, time tracking, invoicing, and managing project finances and margins.

❌ Ditch resource allocation spreadsheets

👎 Quit spending hours per week manually keeping your tentative project bookings up-to-date

🛑 Stop guessing your project margins and budget overruns

💸 Stop revenue leakage from timesheet mistakes and resourcing mishaps

‍👉 Start Operating.

By connecting Operating to your Pipedrive CRM you can match consultants to upcoming projects automatically based on consultants' skills, seniority, and availability.

The Pipedrive App for Operating is a simple integration that does what you would expect: transfers the deal and related metadata so that the handover from sales to delivery is smooth and requires no double data entry. 

As the deal makes progress through the stages, the real-time sync makes sure everyone using Operating knows what's up. 

After winning the case, take a last look at the team setup, rates and scheduling, and confirm the project in Operating and you're good to go: track time, follow planned vs actuals in both hours and revenue, and see how the project profitability fluctuates as you go. Even send the invoices directly from Operating!

Manage my projects

Operating.app

Front is the AI-powered customer service platform built for collaboration that enables 9,000 businesses to deliver five-star service. Front brings all support channels into a modern, intuitive workspace where your team can collaborate on requests, automate manual processes, and delight customers across their entire lifecycle.

Front integrates with Pipedrive to bring information about your contacts, deals, and activities into Front, and enables you to build customized workflow automation that streamlines customer service and sales processes. Plus, edit Pipedrive records in real-time and select which fields are displayed in Front to eliminate context switching.

Front

### Send SMS, WhatsApp, and Calling directly from Pipedrive. 

HelloSend streamlines global communication, automates follow-ups, and helps close deals faster.

[**Automated SMS / WhatsApp**](https://hellosend.live/automate-sms-whatsapp-pipedrive): Trigger personalized messages via Pipedrive workflows for follow-ups, reminders, and lead nurturing.

[**SMS Campaigns**](https://hellosend.live/campaigns-sms-whatsapp-pipedrive): Launch campaigns for Contacts or Deals using filters or CSV import. View delivery and response metrics in real-time.

[**WhatsApp Campaigns**](https://www.hellosend.com/help/create-a-whatsapp-campaign): Run bulk WhatsApp campaigns to selected contacts or deals, with all replies automatically linked to the right Pipedrive records.

[**One-to-One Messaging**](https://www.hellosend.com/help/install-hellosend-in-pipedrive): Send direct SMS or WhatsApp messages from any record. Replies are tracked inside Pipedrive for full visibility

[**Templates**](https://www.hellosend.com/help/create-templates-in-hellosend): Create reusable, dynamic templates for fast, personalized messaging.

[**Voice Call**](https://youtu.be/BDpZwOn6jJY): Click-to-call from records, assign numbers to teams, build custom Call Flows, and log calls automatically.Features include Call Hold and Recording.

[**Success Story**](https://hellosend.live/case-study/pipedrive-success-story-hellosend) | [**For Demo**](https://hellosend.live/pd_demo)

SMS, Call & WhatsApp Integration for Pipedrive

> **If you have been using Pipedrive's Native WhatsApp solution already, you can easily migrate to our app.**

- With our Twilio integration, you can use SMS & WhatsApp seamlessly. 

- We provide dedicated inbox system, where you can see all the conversation in one place with agent assignment, templates & status labels for each conversation

- Automatically create leads when your clients send SMS / WhatsApp.

- You can also use WhatsApp or SMS to start a new conversation with your Pipedrive Contacts, Organizations and Deals. 

- Send SMS to multiple contacts at once and save time. 

- Simplify the process of sending Twilio messages using the Pipedrive filters to add contacts within the filter. 

- All messages that you send and receive will be recorded in Pipedrive. 

- Allow multiple users to receive desktop notifications for your incoming Twilio messages. 

- As the admin of the CRM, restrict which of the users can access your Twilio inbox.

Twilio SMS & WhatsApp for Pipedrive

LiveChat is a live chat application that can be integrated into your website to capture more leads and close more sales. 

Having LiveChat on your website means that on-site visitors can send you their questions and receive answers in no time.

Simply add the live chat to your website and use it to answer your visitors’ questions or approach them directly with chat invitations.

As a result, your business will benefit from more satisfied customers, more resolved problems and more sold products!

As soon as customers engage with you through this integration, new leads will be created in your pipeline.

This eliminates the hassle of manually transferring and sharing new lead info with your team. 

On top of that, your chat transcripts will instantly be added to your Pipedrive contact with no extra effort, less administration and – more selling.

LiveChat

Missive lets teams manage shared inboxes and collaborate around emails, [SMS, WhatsApp and social media messages](https://missiveapp.com/features/whatsapp-twitter-facebook-and-sms-accounts). Chat, share attachments and assign tasks right from your inbox. Use shared labels to organize conversations by project or department.

The Pipedrive integration will let you see your contacts, deals, activities and notes right in the context of your inbox. You can also create and edit all of those from Missive. All your changes will be synced between the two apps.

You can quickly share the integration with the rest of your team from your Missive settings, or your teammates can import their Pipedrive accounts.

On top of that Missive offers

• Canned responses: Create templates to save time on repetitive emails

• Collaborative writing: Compose emails together and review them in real-time

• Read receipts: Know exactly if and when recipients read your emails

• Snooze: Set reminders on emails and chats to clean up your inbox

• Send later: Draft an email and schedule the send-out time

• Rules: Apply filters to archive or assign conversations automatically to anyone in your organization

• Auto CC/BCC

• Snooze only if nobody replies

• Push notifications

• Rich text and HTML signatures

• Connect with Google

• Gmail search syntax

• Sharable conversation links

• Unified inbox

[And more](https://missiveapp.com/features/)

Connect your favorite tools or easily find new ones

Support my customers

Can't find the app you need?