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Integrate Phone Call Tracking with Pipedrive

Integrate Phone Call Tracking with Pipedrive

March 20, 2018 By Deepali

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

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Filed Under: Integrations Tagged With: callroot integration, pipedrive call tracking, pipedrive integration

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