CollectDesk enhances your Pipedrive experience by automating payment collections and streamlining customer interactions. By integrating with Pipedrive, CollectDesk synchronizes payment data directly into your sales pipeline, automating accounts receivable tasks and reducing manual follow-ups. 

This integration ensures that as soon as a deal is closed in Pipedrive, payment processes are initiated automatically, helping you maintain a steady cash flow and focus on driving sales. CollectDesk also simplifies invoice management and enhances customer communication, making your sales operations more efficient and effective.

Manage contracts

Enable payments and tracking

Automate my pipeline and data

Manage my accounts

Support my customers

Other use cases

Collectdesk

- Sync Pipedrive contacts into Constant Contact to save time and ensure your lists are up-to-date
- Segment Pipedrive-synced contacts further to create customized, targeted email and SMS messaging.
- Set up personalized automated communications, such as welcome emails or thank you series, based on synced contact activity.

Communicate with leads

Constant Contact

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.

Custify

**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

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

### Connect Pipedrive with Inboxroad

Bring your Pipedrive contacts directly into Inboxroad and make it easier to use your CRM data for email campaigns.

With the Inboxroad integration for Pipedrive, your contacts from Pipedrive are available directly within Inboxroad. This means you can work with the contacts you already manage in your CRM without manually exporting and importing contact lists.

### Why use the Inboxroad integration?

* **Access your Pipedrive contacts in Inboxroad** and use your existing CRM data for email.
* **Save time** by reducing manual exports and imports between platforms.
* **Keep your workflow simple** by connecting your sales contacts with your email platform.
* **Get more out of your Pipedrive data** by making it easily available for your email campaigns.

Inboxroad provides an easy-to-use email platform combined with practical support and expertise to help businesses get more out of email.

By connecting Pipedrive and Inboxroad, your CRM contacts and email activities come one step closer together — making it easier to turn the relationships you manage in Pipedrive into relevant email communication.

Inboxroad Email Marketing

**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

**Disclaimer: This application supports Portuguese but can be translated into other languages.**

# NicoChat: Versatile Chatbot Builder Integrated with Pipedrive

## Seamless Integration with Pipedrive

NicoChat, a versatile chatbot builder, now seamlessly integrates with Pipedrive, a leading CRM platform. This integration enables businesses to enhance their customer interaction and sales management processes efficiently.

## AI-Driven Capabilities

With NicoChat's robust AI-driven chatbot capabilities, users can automate initial customer interactions, capture essential data, and feed it directly into Pipedrive. This means that all customer inquiries, feedback, and data gathered by NicoChat are instantly available in Pipedrive, allowing for real-time sales tracking and customer management.

## Streamlined Workflow

This integration streamlines workflow, reduces the need for manual data entry, and ensures that sales teams have immediate access to client information, improving response times and personalizing customer service.

## Advanced Features

Additionally, the integration offers advanced features such as:
- Triggering workflows within Pipedrive based on chatbot interactions.
- Customizing chatbot responses based on CRM data.

These features enhance the overall efficiency and effectiveness of sales and support teams.

Qualify my leads

NicoChat

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!

Connect your favorite apps or easily find new ones

Support my customers

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