The Pipedrive Integration allows for the following features:
- Automatic Call Logging: All calls are automatically time and date stamped within the customer lead. A recording of the discussion is available for automatic posting within the lead as well.
- Call Popup: When a client calls in, the customer lead will automatically populate.
1. Login to the web portal at sip.alinephonesystems.com with an admin account
2. Navigate to CRM -> Integration
3. In Aline's admin portal, enable CRM Integration and select PipeDrive.
- API URL
- Page URL
4. Open the Communicator app. Navigate to Tools -> Preferences -> Modules -> CRM
5. Enable CRM integration. Enable the options you prefer. Finally, enter the username and personal API token for your Pipedrive account.