In this article, you can see how Pipedrive works together with CloudTalk to initiate calls and access customer information.
Calls Logged as an Activity
Once you have set up our Pipedrive CTI, all numbers in your Pipedrive account will be converted into a clickable format, allowing you to easily initiate calls. your CloudTalk Phone app will open when you click a number, and that number will be pasted in, ready to dial.
Either before the call or when the call is initiated, you can learn more about your customer by clicking the caller's Pipedrive profile. You can also add tags or notes during or after the call to evaluate the customer's mood, call quality, or important call details for later.
After you've finished adding the necessary information after the call and click Done, the call will be logged as an activity in Pipedrive. Select Activity detail to see all the call information, including call date, duration, and the call recording.
Easily open a caller's Pipedrive profile before picking up the call
When receiving a call, you can access the customer's Pipedrive profile with a single click even before picking up the call. Based on the information stored like notes, files and previous calls, agents can provide a better and more accurate service.
Just as with outbound calls, agents are able to categorize inbound calls and leads using customized tags and notes during or after the call. All calls get automatically logged into the customer profile.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!