What is Pipedrive Phone System Integration?
Pipedrive phone system integration connects your VoIP or PBX phone system with Pipedrive CRM, enabling your team to track calls, log interactions, and automate workflows, all from within the Pipedrive platform.
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Automation
at Its Best
Automate routine tasks, boost productivity, and stay focused on what matters most
Experience the power of automation as your phone system seamlessly integrates with Pipedrive. From call logging to task creation and reporting, every step is optimized to save time and reduce errors. With smart workflows, your team can focus on high-value activities while the system handles the rest.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Supported Phone Systems and Providers
We support integrations with a wide range of phone systems, including:
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RingCentral
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Zoom Phone
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Twilio
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8x8
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Dialpad
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Aircall
Custom Integrations Available: If your phone system is not listed, our team can build a custom integration to meet your needs.
Key Features of Pipedrive Integration
Automatic Call Logging
- Automatically log all inbound and outbound calls in Pipedrive, complete with timestamps, durations, and notes.
Click-to-Call Functionality
- Make calls directly from Pipedrive with just a click, saving time and improving productivity.
Contact and Deal Linking
- Associate call records with the right contacts, leads, or deals, ensuring seamless tracking throughout the sales pipeline.
Task Creation from Calls
- Create follow-up tasks and reminders during or after calls, linked directly to deals or leads.
Call Recording and Notes
- Attach call recordings and notes to deals or contacts for easy reference and better team collaboration.
How It Works?
1
Initial Assessment
We evaluate your current phone system and NetSuite setup to understand your needs.
2
Integration & Configuration
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Connect your VoIP provider (e.g., RingCentral, Twilio, 8x8) or PBX system with NetSuite.
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Configure call logging, click-to-call, and reporting features.
3
Testing & Training
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Conduct comprehensive testing to ensure smooth operation.
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Train your team on how to use the integrated system efficiently.
4
Ongoing Support
Train your team on using the integration effectively.
Provide ongoing support and updates to ensure long-term success.
Voice
The complete business phone system
Set up new phone lines and custom call routing in minutes for teams around the world. All you need is the app.
Video
Powered video meetings
Meet in HD and never take notes again. Intouch’s video meetings have HD call and video quality with the ability to record meetings .
Messaging
Unlimited team messaging
Collaborate 1:1 or get organised in messaging channels for any project, topic or team.
Where work comes together