How to find the deal automatically on the computer screen, when there is a inbound call to my phone.
We integreted to outbound call to pipedrive from our crm system. When we click the call button on the deal cart, it send to call to our own crm system and start the call.
My questions is, let say we called someone and the person did not answer the phone. 10 minutes later the person called back. When the call comes, I want to open automaticly the deal card on the seller computer screen. How can I do this? As I checked Justcall and Cloudcall app's can already do it. I believe there is a popup link, when there a call comes and the link make us to find the deal on the computer screen right?
Answers
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Our developing team suggested me to ask something like this link as an example;
https://meet2talk.pipedrive.com/Customer.aspx?PhoneNumber={ani}&AgentID={CTI.Agent.Current.UserName}
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Hi @Meet2Talk_
Do I understand correctly that you are trying to set up your own integration? In this case, I suggest you check directly in our Developer's Community where these topics are discussed. They are able to further help with more technical questions like this one.
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