Pipedrive Call Tracking

With our Pipedrive Integration, you can easily create new contacts/deals for first-time callers and also, create activities for the inbound calls under these contacts. Through this post, we will take you through two things:

1. How does this Integration work?
2. How to Integrate Pipedrive with your CallRoot account?

Call Tracking For Pipedrive (Never miss a lead)

Just when you enable this integration, you can track all your CallRoot activities directly from Pipedrive. After a caller ends the call, an activity is created- wherein details of whether the call was received or missed is fed to Pipedrive. The activity will also contain the source of the caller which will tell you about the specific ad campaign that drove the call to you. In that activity, call recording link is always available so that you can easily play & listen to the call again.

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.

Integration works in two different ways for following cases:

1. When call comes in from a new contact (random person saw your ad at the airport and dialed in): In such cases, we will first create a new contact in Pipedrive, use our lead data fetching service to fetch details of the calls like name to enrich the lead. And, then under that contact, we will add an activity related to the call.
2. When call comes in from an existing contact: In such cases, we will create an activity under that contact itself.

This is how a call activity looks like in Pipedrive.

How to integrate Pipedrive with CallRoot?

Follow the following integration steps:

1.  Login to your CallRoot account
2.  Click on the Integrations tab on the sidebar.

3.  Look for the Pipedrive Integration from the list of Integrations.

4.  Click on the “Connect” button to install and activate CallRoot app for your Pipedrive account.

That’s all. Now, all your incoming calls will get logged in your Pipedrive account and we will make sure that you never miss a new lead ever again 🙂