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Pipedrive VoIP Integration
Call Center
for Pipedrive
Streamline your sales and combine your call center and CRM platforms with CloudTalk’s Pipedrive VoIP integration. Make and receive calls, send SMS messages, and access up-to-date contact information and call logs without switching tabs, thanks to seamless 2-way synchronization.
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4,000
+
Satisfied customers
160
+
international numbers
300
%
More calls per day
50
%
Lower wait times
Why Integrate Pipedrive with CloudTalk?
Give your agents the means to meet client needs without spending hours on repetitive tasks. Accept inbound calls immediatel and reach 3x more prospects every day via our Pipedrive power dialer for maximum efficiency. Share data between your CRM and the CloudTalk Pipedrive calling integration in real-time and cut down task resolution by directly feeding it into your workflow with custom rules for logging data and automatically creating follow-up tasks.
What Is Pipedrive?
Cloud-based CRM built for sales teams, used by 100,000 teams worldwide. Manage deals, track communications, and automate follow-ups to boost agent productivity pipeline velocity, and ultimately create more secure revenue streams.
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Pipedrive Call Integration Benefits
Speed up Sales Calls
Stop your team from having to switch tabs constantly. Populate your Pipedrive dialer queue with contact lists from your CRM and kick off sales campaigns, or follow up on previous conversations immediately, thanks to our click-to-call and callback capabilities.
Automate Activity Logging
Clean up your CRM by preventing duplicate listings and mistakes from manual data entry with seamless 2-way synchronization. Share call details, voicemails, SMS messages, outcomes, durations, and call tags instantly via the VoIP Pipedrive integration.
Streamline Work with Workflows
Define which, when, and how calls and SMS messages are logged by the Pipedrive caller. Set custom working hours to accurately showcase your team’s availability and streamline follow-up efforts by assigning missed calls to specific agents.
Improve Decision-Making
Access up-to-date contact information and data insights refreshed every 10 minutes directly inside Pipedrive. Assess shared call center analytics, including call tags, notes, topics, trends, and customer sentiments, to fuel your sales efforts and close more deals.
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How to Integrate Pipedrive with CloudTalk?
- Ensure you have Admin permissions for both CloudTalk and Pipedrive.
- Double-check that you have an active CloudTalk Expert subscription.
- Search for and select Pipedrive from the integration list.
- Follow the prompts to authenticate and connect your Pipedrive account.
- Configure synchronization, call logging, and workflow automation rules.
- Click “Save” and start making and receiving calls directly in Pipedrive!
How to Create Custom Setups CloudTalk CTI for Pipedrive?
- Ensure custom fields are created for “People” or “Organizations” in Pipedrive.
- Log into CloudTalk and navigate to Settings > Integrations > Pipedrive.
- Ensure the custom fields have matching names in both platforms for accurate syncs.
- Enable or disable logging activity for SMS and inbound, outbound, and missed calls.
- Specify which numbers should log activities in Pipedrive to match your team.
- Choose to log activities during/outside business hours or at all times.
- Set rules to not assign missed calls or assign them to specific agents or the account owner.
- Log into Pipedrive and enable Click-to-Call in Tools > Phone Calls.
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Why Choose CloudTalk for Your Pipedrive Calling
Integration?
Find out why our customers love us
FAQs
Can you call from Pipedrive?
Yes, with CloudTalk’s integration, you can make and receive calls directly within Pipedrive.
Does Pipedrive have a dialer?
Yes, CloudTalk’s integration provides a power dialer for efficient outbound campaigns.
How does Pipedrive VoIP integration work?
It syncs contacts, logs calls, and enables seamless calling within Pipedrive.
Is Pipedrive SMS integration available?
Yes, send and log SMS messages directly in Pipedrive as activities.
What are the best Pipedrive integrations?
CloudTalk’s integration offers advanced calling, SMS, and data synchronization.
What are Pipedrive’s plans and prices?
Pipedrive offers four plans: Basic for $14/user/month, Advanced for $34/user/month, Professional for $49/user/month, and Power for $64/user/month. All prices are billed annually.
Does Pipedrive CRM offer a demo?
Pipedrive provides a 14-day free trial so you can evaluate its features before making a decision.
Is Pipedrive free?
Pipedrive does not offer a permanent free version, but you can try all its features with a 14-day free trial.
How does Pipedrive work?
Pipedrive is a CRM that centralizes customer and sales data in an intuitive platform, making it easier to manage and automate business processes.
How to log calls in Pipedrive?
To log calls in Pipedrive, open a contact, tap the phone icon, and enable call logging in the app settings. On iOS, only outgoing calls from the app are recorded, while Android allows logging both incoming and outgoing calls. You can also use tools like CloudTalk for automatic call logging. Make sure your device meets the system requirements.