Overview
The integration provides relevant Pipedrive information of a customer to an agent while on a call.
Description
The Pipedrive app allows you to view complete customer information including details of caller, associated deals, leads, and activities (Today’s & Future). Call details would also be passed back to Pipedrive by creating activities based on configured mapping rules.
The primary features of the app are:
- Configure Pipedrive Activity creation rules for Incoming and Outgoing calls.
- Create Activity with relevant call details like Caller ID, Notes, Duration, Agent Details, Recording link (if present), call transfer details(if transferred)
- Automatically create a contact in Pipedrive when contact does not exist.
- Create a new Deal, Lead, Organization from Freshcaller.
- Make the most of the Pipedrive app to gather all customer information and provide personalized and targeted customer support.
- Increases agent productivity.
Installation Instructions
- Log into your Pipedrive account.
- Click on the user info icon present at the top right-hand side. Then click on "Tools and apps"
- Click on Settings > Personal Preferences > API tab as shown below
- Now log in to the Freshcaller account using Admin credentials.
- Go to Admin Settings>Apps and search for the Pipedrive app and click on Install.
- Enter your Freshcaller Domain and API token as shown below and click on Authenticate button
- Now enter your Pipedrive domain and API token from step 3 as below and click on Authenticate button
- Now configure required Mapping Rules as shown below and click on Install/Save button
- Now when an incoming/outgoing call is received/dialed if contact is present in Pipedrive then the below information is displayed in the notification as well as after the call is answered
