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CRM Integration - Pipedrive

  • Updated

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

mceclip0.png

 

 

3. In Aline's admin portal, enable CRM Integration and select PipeDrive.

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  • API URL
(E.g. https://{companydomain}.pipedrive.com/v1)
  • Page URL
(E.g. https://{companydomain}.pipedrive.com)

 

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.