Integration provides relevant Pipedrive information of a customer to agent while on a call.
The Pipedrive app allows you to view complete customer information including details of caller, associated deals, leads, and activities (Today’s & Future). Call details would also be passed back to Pipedrive by creating activities based on configured mapping rules.
The primary features of the app are:
- Configure Pipedrive Activity creation rules for Incoming and Outgoing calls.
- Create Activity with relevant call details like Caller ID, Notes, Duration, Agent Details, Recording link (if present), call transfer details(if transferred)
- Automatically create a contact in Pipedrive when contact does not exist.
- Create a new Deal, Lead, Organization from Freshcaller.
- Make the most of the Pipedrive app to gather all customer information and provide personalized and targeted customer support.
- Increases agent productivity.
Refer to the solution article for app installation instructions: