Custify's integration with Pipedrive CRM supercharges your customer success team by combining in-product usage with Pipedrive data, support, and billing insights in one dashboard.

**Integration Highlights:**

- **Unified Customer View**: Merge Pipedrive data with other customer insights, eliminating spreadsheets.

- **Customer Segmentation**: Leverage Pipedrive details to segment customers, enhancing personalized success strategies.

- **Lifecycle Management:** Use Pipedrive’s deal stage data to track and manage customer progression and deal closure.

- **Proactive Engagement**: Identify and engage customers needing attention due to onboarding hurdles, trial expirations, or usage drops.

- **Automated Workflows**: Automate customer success tasks based on deal stages from Pipedrive, like email sequences or task assignments.

- **Alerts and Tasks**: Receive real-time alerts for critical deal events and tasks indicating churn risk or renewal time.

- **KPIs and Health Scores**: Access health scores and metrics within Pipedrive, identifying at-risk customers and opportunities for growth.

This integration enables proactive customer management, improves product adoption, and increases customer satisfaction and lifetime value, ensuring sales and success teams collaborate effectively.

Automate my pipeline and data

Support my customers

Custify

Integrating Pipedrive with Digital Tide Cloud PBX enables you to control all calls and automate your sales.

- Automate processes: let the Pipedrive and Digital Tide Cloud PBX integration do the job. It can automatically create leads, deals and contacts. Never lose major deals if an employee forgets to save a caller's number.
- Get a bird’s eye view of your deals by keeping contact activity in one place.
- Push deals through the pipeline faster — the integration can automatically create tasks for each call that will prompt employees what to do in every situation.
- Save time with one-click calls. No more manual dialing, no more typos! Click a customer’s number in Pipedrive, and Digital Tide Cloud PBX will connect you with the customer.
- Listen to call recordings to learn how employees talk to customers, recollect what was discussed earlier and double-check details.
- Grow loyal customers by assigning personal managers and connecting them automatically.

Attract new leads

Qualify my leads

Communicate with leads

Manage contracts

Digital Tide Cloud PBX

**Disclaimer:** This app supports English language only.

**Requirements:**
To use this app, you need an active Fast2SMS account.
Don’t have one? Sign up here: [https://www.fast2sms.com](https://www.fast2sms.com)

**Send SMS &amp; WhatsApp from Pipedrive using Fast2SMS**

Easily connect with your leads and customers directly from Pipedrive.
Send SMS and WhatsApp messages, automate follow-ups, and track communication history — all in one place.

**Key Features**

* Send SMS and WhatsApp messages from Deals, Contacts, and Organizations
* Use approved Fast2SMS templates
* Auto-add contact numbers from selected records
* View complete message history inside each record
* Track delivery status

**Why Use This App?**

* Save time with instant messaging
* Improve response rates with automated follow-ups
* Keep all communication organized within Pipedrive
* Reduce manual work with templates and workflows

**How It Works**

1. Install and connect your Fast2SMS account
2. Select a contact or deal in Pipedrive
3. Choose a template or type your message
4. Send instantly or automate via workflow

Nurture my leads

Fast2SMS for Pipedrive

**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.

**If you need assistance, don't hesitate to contact us! We are always here:**
- [WhatsApp](https://api.whatsapp.com/send?phone=358451086128&amp;text=I'm%20interested%20in%20Fromni.Chatbots%20and%20Pipedrive%20integration) 
- [Telegram](https://t.me/FromniSupport_bot?start) 
- [Email](mailto:help@fromni.com?subject=Fromni.Chatbots%20and%20Pipedrive%20integration)

Manage my accounts

Fromni Chatbots

Helpwise integrates with Pipedrive to provide you direct access to your CRM without switching tools. 
Some of the key features:

- See your Pipedrive information directly in your shared Helpwiseinbox
- Create or update contacts in Pipedrive directly from Helpwise
- Create or update deals associated with contacts in Pipedrive directly from Helpwise
- Create or update activities associated with contacts in Pipedrive directly from Helpwise

Helpwise

Kixie is a powerful calling and texting engagement platform for  Pipedrive. Kixie's suite of advanced features leverage the power of AI and automation so revenue teams can perform at the highest level.

Calls, texts, dispositions and activities are logged automatically in Pipedrive, eliminating the need for the tedious manual record-keeping that slows down salespeople in their day-to-day activities. 

### Key Features:
- **Multi-line PowerDialer:** Boost productivity tenfold by dialing up to 10 numbers simultaneously
- **Seamless integration** logs calls, call recordings and summaries, outcomes, text messages, and other activities to Pipedrive
- **ConnectionBoost:** Advanced local presence lets users call from a number with the same local area code as the person they’re calling
- **Conversation Intelligence** leverages AI to track sales calls, coach your team, and automatically log call summaries in Pipedrive
- **Automatic DNC list compliance** makes it easy to follow DNC regulations without bogging your agents down with unnecessary manual list-checking
- **Live call coaching** allows managers to listen to live calls and "whisper" advice or feedback to trainees
- **Voicemail drop:** Leave custom pre-recorded messages with a single click, without having to wait for the “beep”
- **SMS templates** with dynamic fields
- **Click-to-call** from Pipedrive, and any other webpage
- **Full suite of call center features** including IVRs, ring groups, call queues, and dynamic routing

Kixie PowerCall & SMS

**Labelcall and you know who you are talking to**

With labelcall you can provide an **individual experience** to your customers. Greet your customers with their names, even when their call is anonymous. You will be able to offer them exactly what they are looking for before they even ask their first question. 

Creating unique customer journey
Creating a **unique customers’ journey** is a crucial factor of improving your business. 

Key benefits of Labelcall:
- **Contact list** - know the name and details of the person calling you
- **Missed calls** - know who called you and call them back with all of the necessary knowledge
- **Full mobile** - stay in touch with your customers anywhere, anytime
- **Contact history** - check the entire history of touchpoints with a client directly from your phone
- **Reminders** - always follow up on your promise to call back
- **Customization** - choose which data to see on your phone


**Pricing**

Integrate Labelcall with your shop to access all the clients’ information via your mobile phone whenever they’re calling. Save time and money by creating a personalized experience for your clients. 

**Freemium**
- 1 Device
- 40  identified calls per month
- Unlimited contacts

**Basic  **(9$/ monthly)
- 1 Device
- Unlimited identified calls
- Unlimited contacts

**Premium** (20$/monthly)
- 3 Devices
- Unlimited identified calls
- Unlimited calls

Labelcall - Business Caller ID

**What Loop Mobility SMS Does**

Loop Mobility SMS brings native SMS messaging directly into Pipedrive, allowing your team to communicate with leads and customers without leaving the CRM.

Send SMS from Deals, Contacts, and Organizations, and keep every conversation automatically logged within Pipedrive.

**Key Features**

• Send SMS directly from contact, deal, and organization views 
• Real-time messaging without switching tools 
• Automatic logging of messages in Pipedrive timeline 
• Personalized messaging using customer data 
• Centralized communication for better tracking 

**Why Use Loop Mobility SMS**

Sales teams often rely on external messaging tools, leading to scattered conversations and missed follow-ups. Loop Mobility solves this by centralizing communication inside Pipedrive.

This improves response time, increases visibility, and helps teams close deals faster.

**Compliance**

Users must ensure they have proper consent before sending SMS messages. Loop Mobility does not support unsolicited or spam messaging.

Loop Mobility SMS - Australia

With Lumin, user can create, send and track Lumin contract within Pipedrive, and perform these actions in a contact, company or deal in Pipedrive. You and your team can track the status of contracts without leaving Pipedrive. With this integration you can:
- Create and send contracts to signers within Pipedrive
- Manage contract status in contact, company or deal screen
- View contract history and details like contract status, senders and due dates.

Lumin - Pipedrive integration is the process of connecting Pipedrive with Lumin to enable Lumin share data on Pipedrive.

Lumin

Nectar Desk is an efficient, cloud-based call center software. This affordable app is the optimal solution for your business needs.

Use your computer to make and take calls with our software. It works with your desk phone and your cellphone and offers user-friendly messaging, ticketing and chatting systems. Nectar Desk gives you full access to reporting and analytics as well as many other features.

All calls and messages will be logged under the connected deals and contacts in Pipedrive as an activity or note. 

It’s a highly efficient and convenient way to keep all the information about the call or SMS in one place. We are constantly improving the integration process and provide our customers with various helpful options such as:

- Rerouting of incoming calls to contact owners, with priority over other agents 
- Dispositions and disposition notes which stand for the result of the call or SMS and are displayed in the Pipedrive log
- Call recording URLs to offer you the possibility to listen to conversations 
- Send a pre-recorded message with voicemail Drop 
- Click-to-Call and Click-to-SMS extensions and many others

Nectar Desk

Plai.io is an AI-powered ad management platform that simplifies running targeted campaigns across Facebook and Instagram. It enables businesses to launch data-driven ads without complex setups, optimizing performance through automation and AI insights.

By integrating Pipedrive, users can seamlessly onboard to Plai and quickly create their ad campaigns. The integration accesses only basic information, such as contact name and email address, to simplify campaign setup. This ensures a smooth experience while keeping data usage minimal and focused on enabling easy and efficient ad creation.

Plai

Prism by Crossdeck shows you the customer behind every deal.

Your pipeline tells you a deal reached "application submitted." It doesn't tell you the same person modelled a loan three times on your website last week, hit an error at checkout, opened your last email, then came back twice. Prism does.

Connect Crossdeck and a read-only "Prism by Crossdeck" panel appears on every Person and Deal. On it you see the story Pipedrive can't: their product usage, the errors they hit, their revenue, and the full website journey that led to the deal — joined to the one contact by identity, on a single timeline.

Nothing is ever written back. Prism only reads, so your CRM stays exactly as your team left it.

How it works
• Connect Crossdeck in one click (read-only OAuth for deals, people and activities).
• Prism joins that CRM activity to the website and product behaviour Crossdeck already captures.
• Stamp your Crossdeck ID on a Pipedrive field and the match is exact — provably the same person, never a guess by email.

Built for teams who want to know not just where a deal sits, but why it got there — and what the person did after every call, email and stage change.

Read-only. Joined by identity. Facts, never guesses.

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Support my customers

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