Pipedrive launches messaging inbox and integrations with WhatsApp, Facebook Messenger and DocuSign

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  • WhatsApp and Facebook Messenger integrations bring all customer conversations into Pipedrive and convert them into leads and deals.

  • Integration with DocuSign drives adoption of online sales documents by small businesses.

NEW YORK–(BUSINESS WIRE)–Pipedrive, the world’s leading CRM and revenue management platform for small businesses, has launched a new email inbox and three new integrations with mission-critical apps including WhatsApp, Facebook Messenger and DocuSign.

Integrations with WhatsApp and Facebook Messenger allow Pipedrive users to source new leads from messaging tools and have conversations with them right from their CRM. An integration with DocuSign, the world’s #1 electronic signature solution, allows users to create, send, sign and manage sales documents online without having to switch between different tabs.

“Over the past two years, we have witnessed a huge shift in digitalization across all areas of business, including sales. Talking to our customers made it clear to us that technology has changed the expectations sales professionals have of the tools they use. Supporting remote sales with secure, smart and intuitive solutions that allow sales professionals to manage all customer conversations, proposals, quotes and contracts in their CRM is a must today,” said Shaun Shirazian, CPO , Pipedrive.

With a total of 3.3 billion users, WhatsApp and Facebook Messenger are the most popular communication platforms in the world and are among the most searched and requested integrations on Pipedrive Marketplace. The tremendous growth of messaging apps offers endless opportunities for sales professionals to use these platforms for lead generation, as well as conversations with prospects and customers. With the new Messenger inbox and integrations, Pipedrive users can:

  • Add contacts, leads or deals from conversations in a second.

  • Automatically store conversation history in an associated contact, lead, or deal.

  • Get shared access to all conversations within the team for better context.

  • Organize all conversations and assign them to the right team members.

The DocuSign integration complements Pipedrive’s Smart Docs tool, as users can create envelopes in Smart Docs and send them for signature using DocuSign. By integrating DocuSign into the Pipedrive workflow, users can:

  • Have secure electronic signature functions at your fingertips.

  • Personalize the message they send to their customer.

  • Set the signing order to ensure the document is signed by the right parties at the right time.

  • Customize their signature in a way that mirrors a physical signature.

Facebook Messenger, WhatsApp, and DocuSign apps can be downloaded from Pipedrive Marketplace, along with over 320 other apps spanning the entire revenue cycle.

About Pipedrive

Founded in 2010, Pipedrive is the world’s leading CRM and intelligent revenue management platform for small businesses. Today, Pipedrive is used by the revenue teams of over 100,000 companies worldwide. Pipedrive is headquartered in New York and has offices in Europe and the United States. The company is backed by a majority shareholder, Vista Equity Partners, and Bessemer Venture Partners, Insight Partners, Atomico, DTCP and Rembrandt Venture Partners. Learn more at www.pipedrive.com.

Maie-Liisa Sildnik

[email protected]

+372 55605205

Source: Pipedrive

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