By salespeople.
For salespeople.

Engage leads across various channels, organize important tasks, and streamline in-house communication.

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CloudTalk’s integration with Pipedrive lets you…

Visual Sales Pipeline

See your entire sales process at a glance. Update deals by dragging and dropping them into place.

Customizable Pipeline

Set up your pipeline to match your sales cycles. Add custom stages and fields whenever you need.

Team Collaboration

Collaborate on deals and activities with colleagues. Share updates on salels operations and wins.

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Centralized solution

Call directly
from Pipedrive

With CloudTalk’s integration your sales reps and support agents are able to switch between both tools seamlessly and make and receive calls and SMSs directly in Pipedrive.

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Readily available

The all-seeing eye

Your sales reps will never have leave Pipedrive. Give them direct access to call tags and notes, have specific data assigned to specific agents and access all deal information.

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Customer journey

From start to finish

Get a complete overview of your prospects’ journey, even when multiples sales reps are working different deals and link calls to multiple open deals.

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Flexible prospecting

From leads to accounts

Synchronize and make calls to both leads and accounts. Regardless of how your sales team prefers to call their prospects, CloudTalk’s integration with Pipedrive has your back.

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Fully adaptable

Unique solutions

Customize our Pipedrive integration to the exact needs of your business. Choose how calls and SMSs are logged in your team’s leads and deals.

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FAQs

What is a Pipedrive integration and how to use it?

Pipedrive is a cloud-based CRM tool that allows you to plan your sales activities and monitor deals. It streamlines every action necessary to convert leads into customers. It also lets you track communication and automate workflow.

You can use Pipedrive to connect your CRM and your project management tool. Furthermore, Pipedrive gives you insights into your employees’ performance and allows you to generate relevant reports for your business.

What are the benefits of Pipedrive + CloudTalk integration?

Thanks to Pipedrive and CloudTalk integration, all call center agents will have a comprehensive understanding of your customers’ needs.

Here are key benefits:
 
1. See caller details before picking up the call
2. Use click-to-call feature to make calls without dialing a number
3. Listen to agents’ calls with call recording tool
4. Make a use of 2-way real time synchronization 
5. Easily associate contacts with companies they are from
6. Select activities your calls will be assigned to
7. Simple integration setup doesn’t require programming

Can you use Pipedrive as a CRM?

Certainly! Pipedrive serves as a highly effective CRM (Customer Relationship Management) platform tailored specifically for sales teams. It offers comprehensive functionalities that empower users to manage leads, contacts, and deals efficiently while providing valuable insights, streamlining sales processes, and fostering improved customer relationships.

Is Pipedrive expensive?

Pipedrive’s pricing structure is adaptable, offering various plans to accommodate diverse business needs. While it might not be the cheapest option available, its cost-effectiveness lies in its scalability, tailored features, and the value it provides in enhancing sales team productivity and efficiency. The pricing is competitive within the CRM market and is often considered reasonable given the range of functionalities and support offered.

CloudTalk is a data-driven solution for exceptional customer experience and intelligence is a key part of it.

Schedule a demo today and find out for yourself.

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