By integrating Pipedrive with CloudTalk, you'll get call center capabilities in Pipedrive. Agents will have a comprehensive understanding of the customer in a single interface. It will make you more productive.
To configure your Pipedrive integration, follow the steps bellow:
Login to CloudTalk Dashboard account here
Click on Account -> Integrations in the left sidebar menu
Select Pipedrive integration and click on +Add button to install the integration
You will be redirected to Pipedrive, then follow the authorization flow and you will be redirected back to CloudTalk.
Once you have completed these quick steps, your integration is ready. Now you can customize your integration according to your business needs.
Finally click on the Save button to activate the integration.
What you can customize here:
Which calls will be logged to Pipedrive: missed calls, voicemails, other inbound calls, outbound calls. The call will be logged as Pipedrive's activity. You can choose to log each type as in-progress or completed activity.
Pick which CloudTalk numbers should get linked to your Pipedrive integration. It will help you better organize your data.
Whether you want to log all calls or only calls made during business hours or when your lines are closed.
How to tag your contacts in CloudTalk.
Once the integration with Pipedrive is running, your data will always be up-to-date. For every phone call logged in Pipedrive, the following data will be logged: the client’s phone number, date, time and length of the call, link to call recording etc.
Pipedrive - CloudTalk integration is fully customizable, allowing you to set up different automations to increase you call center's efficiency.
Get high-quality personalized experience
Make calls directly from Pipedrive via CloudTalk Click-to-Call Extension
First, make sure you have our Click-to-Call extension installed and set up properly.
Secondly, you need to disable the Pipedrive default calling method, so that it's not conflicting with the extension.
Go to your Pipedrive settings
Click on Calling in the left sidebar menu and click Personal
Select Default calling method "Custom" and set the value to # (as shown on the screenshot below)
Click on the Save button to confirm the changes.
Make calls directly from Pipedrive without Click-to-Call
There are two options, how to dial a number from Pipedrive easily.
You can use Pipedrive Calling "Default calling method" feature in order to start a call directly from your Chrome browser just by clicking on a number in Pipedrive.
Go to your Pipedrive settings
Click on Calling in the left sidebar menu and click Personal
Select Default calling method "Custom" and copy+paste this text "ct+tel://[number]" (don't change it) to the empty window right next to it. See screenshot below as a reference.
Click on the Save button to confirm the changes.
Tip: We recommend to remove all other Chrome extensions or other telco providers which may interfere with the click-to-call feature.
Important Note: Chrome no longer supports setting an app as default handler so this method asks you if you want to open the CloudTalk Phone app every time you click a number. Therefor we strongly recommend using our Click-To-Call extension instead.
If you need further assistance or have any questions, you can always contact our Support Team. We are always here to help you!