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PIPEDRIVE PHONE INTEGRATION

Integrate your company’s telephony with Pipedrive. Increase productivity and improve customer service.

WHAT IS PIPEDRIVE?

 

Pipedrive is a sales CRM application that enables the management of sales funnels. With Pipedrive you can manage your contacts and control where each of your potential deals are in the sales process. It also includes the management of sending and receiving emails. You can read about the benefits of using integrated telephony with an application like Pipedrive in this article on our blog.

WHAT ARE THE ADVANTAGES OF FONEMA INTEGRATION WITH PIPEDRIVE?

 

By integrating Fonema virtual PBX with Pipedrive you will save time as call activities will be created automatically, you will know who is calling you before you answer the call and you will have a record of the call with the call recording. In short, you will improve productivity and optimize the sales process.

Call your contacts by clicking on their phone number from Pipedrive. You will not have to dial the number on your terminal and you will save time and mistakes.

For this functionality you will need the Fonema Chrome extension.

Every time you make or receive a call, a pop-up window will appear in Chrome, indicating which contact is associated with the phone number.

When you answer it, you can write down the contents of the call conversation associated with the contact for future reference.

Requires Fonema Chrome extension.

Every call you make or receive will be recorded as an activity associated with the Pipedrive contact or organization.

In addition, if you have chosen to activate call recording you will also be able to listen to or download the audio of the call.

By activating Pipedrive integration, every time you receive a call the caller’s phone number will be searched for among the accounts and contacts.

If you receive the call on your computer with Phonip Plus (or other softphone) or an IP phone, you will be able to see the name of the associated contact.

And on your mobile, with the Fonema app, you will receive a PUSH notification with the name of the contact.

HOW DO I ENABLE FONEMA INTEGRATION WITH PIPEDRIVE?

 

Setup is very simple and can be done in a few minutes. If you are not a Fonema customer, you can request a free trial.

For more information on how to set up Pipedrive integration, see this article from our help center.

Some of the features require the Fonema Chrome extension. You can find out how to install it in this help center article.

Try Fonema for free during 7 days without commitment

VIRTUAL PBX FONEMA

Use it from any device: iOS, Android, your computer or an IP phone

Make calls with the company number on your mobile

Get new phone numbers from over 50 countries or have your numbers ported

Recording calls in the cloud

Call Center modules for supervisor, advanced reports, etc. are available.

And much more: ring groups, call forwarding, transfers, click2call button for your web.

Integrated with CRMs and other services

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