With Pipedrive integration, all your incoming calls will get logged into Pipedrive under the respective contacts. If the call is coming from a new contact (lead), CallRoot will create a new contact and then log the call details under the same.
To get started, you must have-
- CallRoot account (Not registered yet? Sign up for CallRoot)
- Pipedrive account
Follow the following integration steps:
Step1- Login to your CallRoot account as an Administrator.
Step2- Click on the Integrations tab on the sidebar.
Step3- Look for the Pipedrive Integration from the list of Integrations.
Step4- Click on the “Connect” button to install and activate CallRoot app for your Pipedrive account.
Step5-That’s all. Now, all your incoming calls will get logged in your Pipedrive account