Pipedrive sharing with phone.

Jason Stuart
Jason Stuart Member Posts: 1
edited July 2022 in Sales CRM #1

Hi Can I have my Pipedrive names and numbers linked to my phone? So I know if one of my leads are calling without adding them all into my contacts on my phone .Does that make any sense ? Is this such a thing?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,353
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited July 2022 #2

    Check Contact Sync in your phone app settings and Pipedrive Contacts Sync settings in the web app.

  • Andre Vill
    Andre Vill Member Posts: 137
    Third Anniversary 100 Comments Name Dropper 5 Likes
    edited July 2022 #3

    Hi Jason!

    If you are using an Android phone, you can just activate the "Caller ID for incoming calls" in the settings. This means, that if any of the contact people on your Pipedrive database calls you, you will be shown a name.

    Best Regards,

    Andre V
    Dominate Sales

  • Shlomo Braun
    Shlomo Braun Member Posts: 1
    Second Anniversary Photogenic
    edited July 2022 #4
    Andre Vill said:

    Hi Jason!

    If you are using an Android phone, you can just activate the "Caller ID for incoming calls" in the settings. This means, that if any of the contact people on your Pipedrive database calls you, you will be shown a name.

    Best Regards,

    Andre V
    Dominate Sales

    What if I'm using an iPhone?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,353
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited July 2022 #5
    Andre Vill said:

    Hi Jason!

    If you are using an Android phone, you can just activate the "Caller ID for incoming calls" in the settings. This means, that if any of the contact people on your Pipedrive database calls you, you will be shown a name.

    Best Regards,

    Andre V
    Dominate Sales

    iPhone has similar settings.

  • Stephan Steinbach
    Stephan Steinbach Member Posts: 14
    10 Comments First Anniversary 5 Likes Name Dropper
    edited July 2022 #6
    Andre Vill said:

    Hi Jason!

    If you are using an Android phone, you can just activate the "Caller ID for incoming calls" in the settings. This means, that if any of the contact people on your Pipedrive database calls you, you will be shown a name.

    Best Regards,

    Andre V
    Dominate Sales

    Hey @Shlomo Braun in that case just open your Pipedrive App and go to More > Preferences > Call logging.

  • Tone
    Tone Member Posts: 1
    First Comment
    #7

    Hi Can I have my Pipedrive names and numbers linked to my iphone so that when a pipedrive client calls me, their name comes up on my iphone???

  • Amanda_72863
    Amanda_72863 Member Posts: 1
    First Comment Photogenic
    #8

    I have had the same issues with my Android phone, I have tried all suggestions, uninstalling, doing updates etc and still not working does not show contact info when someone calls is extremely frustrating.

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