In this article, we will show you how to use Pipedrive together with CloudTalk to easily initiate calls and access customer information.

If you prefer video setups, here's an instruction video on Pipedrive + CloudTalk - Integration Overview:

Outbound call with click to call feature logged as an activity

When logged in your Pipedrive account, all numbers will be converted into a clickable format and you can easily initiate calls with a single click. At CloudTalk, we call this the Click-to-Call feature.

After the call is initiated, you can learn more about your customer by accessing the caller's Pipedrive profile with a single click.

During or after the call, you can add different tags according to your needs. You can write down a note and evaluate the customer's mood or call quality.

After you add necessary information and click "Done", the call will be logged as an activity in Pipedrive.

By clicking the "Activity" detail, you can see all additional information such as call date, duration, and even access the recording.

Easily open 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, you can provide better and more accurate service.

To categorise your inbound calls and leads, you are able to add customised tags during or after the call. All the calls get automatically logged into the customer profile that includes:

  • call recording

  • call date

  • duration

  • agent's name

If you need further assistance or have any questions, you can contact our Support Team. We are always here to help you!

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