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Pipedrive

Integration provides relevant Pipedrive information of a customer to agent while on a call.
Free
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41 installs
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OverviewReviews How to install?
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.
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Refer to the solution article for app installation instructions: https://artissol.freshdesk.com/en/support/solutions/articles/32000030153-pipedrivev2-for-freshcaller

App Info

Published by Artis
about over 4 years ago
Version: 2.0 Version History

Works with

Supported for

Categories

Agent Productivity  CRM, Sales & Marketing

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