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Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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Call logging - Desktop
I was wondering if anyone could help. We use Microsoft teams as our VOIP and can make calls direct from Pipedrive as all set up as the default phone call handler for VOIP. However, when you make a call on the desktop it doesn't give any options to log the call. I've seen this is possible on the mobile app but can't see it…
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Caller Function
Would really be great if you guys could make the pipedrive- caller function to recieve inbound calls. If you guys do this, make sure to have it function in Norway. I have tried out a lot of the caller apps in pipedrive, and nobody got inbound call function for norway. Its only outbound, so as a total sale CRM system, the…
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Good App for Outbound Calling?
I'm looking for a good caller app! We are using Pipedrive to make calls to prospects and it would be nice to get some data on those calls aswell, and maybe some more features around call logging and connecting inbound calls to the right Deal, etc. I still want to use the hardphone and we have a software that connects to…
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Calls outcomes
Hi, is it possible or will you plan to enable track "outcomes" from call activity? I know that if using caller there are option to choose outcome but it is not possible to see results in dashboard.:? thanks Roman
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All call outcomes not showing up after the calls
We have set up a few call outcomes in caller settings, but they do not show up after the call is closed. I am attaching the image screenshot of how it should be as per the Pipedrive knowledgebase. We are just not able to see these outcomes. Is there any setting to make them appear like this screenshot?
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Pipedrive and beyond
Hi everyone! We are Pipedrive elite partner SaaShop Inc. / Oy based on USA and Finland. If you need any help or want ideas on how to achieve your goals/needs feel free to ask. In our marketplace is multiple SaaS that already has integration for Pipedrive. So if you need solutions for leads, prospecting, calling, marketing…
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Caller reporting
Hello any idea when we would have reporting features for caller.
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Activities (call & emails) reports in Insights
Hello, Does anybody know how to report on calls done through Pipedrive caller? There used to be a dashboard with number of calls and duration per person but it's no more available in the new navigation tool. And also, we used to report on emails linked to deals or contacts (instead of the full amount of emails sent), which…
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Automatically add "+1" in front of all numbers in pipedrive
It is annoying to have to type in "+1" every time my reps use Caller. This should be something that Pipedrive can do automatically. Also, when I type it in the dialer, it doesn't save the change to the number in the organization or the person phone field. Seems like a great fix that will help the Caller user experience…
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Pipedrive Caller: Feedback on usage, Insights, Reporting
The support staff in the team are calling customers on behalf of the deal owners using Pipedrive Caller. The call log says who called the customer, but the activity is still assigned to the person who the outstanding was assigned to. There is no option to edit this call log and assign it to the person who made the call,…
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Pipedrive App for cold calling - India - Redmi 8 A dual mobile app
Hi i am using the Pipedrive app from India on my Android Redmi 8 A dual mobile and the app does not log the cold calls i make. Cold calls = Numbers not saved on my phone or Pipedrive CRM / Pipe Drive Mobile app. I remember a few years ago PD did offer this feature where in you would get a call summary after each incoming…
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How to hold better discovery calls and create profitable lead relationships
Review call recordings First, analyze recent calls and note dodgy approaches or missed opportunities. For example, you may discover that a particular tone or line of questioning wasn’t well received and needs to be adjusted. Test new strategies With these insights, you can test and optimize new strategies, discovery call…
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Caller Outcome stats?
hi there, Is there a way to get insights/stats on the Caller outcome results? Would be interesting to see this in the Insights or Reports section.
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CALLER & SCRIPT MANAGEMENT
Has anyone figured out how to install or add scripts to pipedrive so you can follow a call script and data while on a call?
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Is it possible to trigger automation based on a call outcome?
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Is it possible to get call recording URL in API response?
I see there is a field in call log API response that tell whether the call was recorded or not, for recorded call is it possible to send recording URL along with the response. We (Wingman, https://www.trywingman.com/) can build integration with Pipedrive calling system too if that is available. I'm requesting this as it…
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Calling from phillipines to england
Can someone tell me the cheapest and best ways of someone in the Phillipines calling customers in London. Thanks!
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Calling Insights - make the call outcome visible on the activity
Understand that Calling is still a Beta feature, but the inability to see which call outcome was selected on a call by call basis is a huge barrier for us adopting this part of the product. It would be great if the call outcome selected appears as a seperate field against the activity, so that this data can be viewed in…
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Caller Improvements
I'm echoing a few of the requests below. I like Caller, but there is room for improvement. Some things I'd like to see are: * the ability to report by call outcome * more detailed time reporting (down to the second) * the option to make recording mandatory for certain users, but not others * call outcomes as an option in…
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Call outcome - extremely needed
Hi guys! Do you use call outcomes in the automation? Are there any viable workarounds for this to work?
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New: Caller for Leads ☎️
What: The Caller tool now functions in the Leads inbox much the same way it does in a Contact or Deal. There are two ways you can access a phone number and make a call through a Lead: * Linked Person's number * Phone type Lead/Deal custom field For both examples, all you would need to do is have a phone number value…
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Caller Quality Issues
Hi - We seem to be having a lot of issues with the quality through caller - A lot of dropped calls, or spotty calls, we have tried to resolve this many times with support. Is anyone else seeing this?
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Insights from Caller
We're loving the Caller feature in the Premium plan. It's great to instantly log that a call has taken place along with some outcomes and to have a recording where permitted to review the conversation with customers and leads. However, we really need to be able to report on the caller info, from a management perspective.…
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Create Invite after phone call
In the phone App, after I make or receive a call the program prompts for create note or recording and at the bottom it has a schedule next activity. How do i turn this feature off? It is grayed out on my screen and will not allow me to turn this function off. I have searched for a setting to change, but could not locate in…
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Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
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Caller / Gong integration
Any chance Pipedrive can integrate with gong.io so that we can get a transcription of the call when using caller?
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Feature Request: Add Caller to Lead Inbox (+ note / activity syncing with contact page)
We would love to be able to use the caller directly from the lead inbox flyout after clicking on a lead. Right now you need to click on the contact and go to the contact page. And Because our team saves notes and activities in the contact page, that data is not syncing up in the lead inbox. So the more functionality in the…
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🧐 Question about the caller function inside Leads.
Hello guys I really like the caller function however not been able to use it in leads is a very important setback in leads. Please do not take it bad, leads have improved a lot, but at the time the use of the caller inside the leads tab is not available and I think is a strong reason why in my team we don't use it. Can you…