Phone solutions

add a deal with automations and avoid duplicate deals at the same time
Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from…
Integration - OpenPhone App
We really need a solid native integration with the OpenPhone app.
Dialpad Voip Phone Integration
Request: Integration with Dialpad phone service to sync voicemails, texts, call recordings to relevant contact records within Pipedrive.
Send WhatsApp messages, documents, quotes etc. directly from within Pipedrive
Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
Sorry if this a repeat- Can someone advice a Newby on a dialer for Pipedrive?
I am new to Pipedrive.. A lot to learn. We use a cloud based VOIP system called Fonial in Germany and it is pretty good. I am looking how to integrate it into Pipedrive if at all possible. I would prefer to continue using Fonial as we have many desk phones connected to it. Fonial does not unfortunately have their own…
Phone number validation
We have partners whose sales teams are inputting digits other than just numbers into phone number fields. This not only effects data quality but it prevents VOIP phones from calling the number. It would seem sensible to add some verification to the phone number field that it is, in fact a phone number. As a starter we…
JustCall SMS Automations
Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
What phone apps are best for use with Pipedrive for multiple team members
Hello! Our team is expanding and I'm looking for the most effective phone app/integration that can be used from Pipedrive, with the ability to call from one mobile number. Basically our workplace has a phone number which is a mobile number. I'd like new team members to be able to make calls in Pipedrive while they're…
Phone Integration with Vodafone?
Can we link our phone system 'One NZ' AKA 'Vodafone' with Pipedrive? So we can track all inbound calls that our customer service team gets. Any ideas here? Thanks,
SMS sending with Zapier and Twilio
I have been trying to find a decent way to send SMS messages with Pipedrive, but Im not satisfied with the pricing for the tools that allow you to send texts and the price per text I've used Twilio a lot and I love Twilio Studio. So I figured out a clever way to user Pipedrive activities, Activity Filters, Twilio and…
Syntax for MS Teams
Morning! Has anyone successfully linked MS Teams for their calling device? I can link Skype, but I don't use that anymore, I have also got Skype for Business working, although that's now devoid, but I can't get MS Teams to work. I have phone license and International Call Plan from MS. MS Support have no clue when I ask…
Phone format number
Get the list of all the international phone format and be able to select the one we want when creating or updating a contact. (eg. "+33 6 .... or +351 ...). Could also be activated or not by an admin as currencies.
Auto country code / time zone identifier
It would be convenient if once a phone number is given by a client, the program identifies the country of origin of the phone number and the time zone it is found in.
Has anyone been able to set up a google voice VOIP number to work with pipedrive calling function on
The only options i see so far are facetime, Skype for business and microsoft teams...all of which are overkill. I'd rather not pay for a weighty integration, when all i need is a voip number...
Is There an Alternative to the Caller App?
While creating a new Pipedrive account, I'm looking for a feature similar to the Caller app, which unfortunately no longer exists for new accounts. I want the ability to make calls from my computer while using my personal phone number, just like I used to do with Caller. Do you know of any alternative that allows this…
3CX Integration
Hi, Can the 3CX system be integrated with Pipedrive.
3CX telephone integration.,.anyone?
Help needed since there is no integration from PD to 3CX yet I wonder if anyone here has managed to do that manually? If so, please share how to set it up with PD. #integrations #3CX #telco #Asking for advice
Can Grasshopper (phone call app) be connected to Pipedrive???
Hello, I currently have a 1-800# through grasshopper that I use to to call prospects. Right now I pull up the deal in pipedrive and then manually dial it into the grasshopper app. can grasshopper be integrated into pipedrive so that I don't have to manually dial anymore?
Calling Apps
Hello All! Does anyone know of a calling app that integrates with pipedrive that will allow my to use my own number as the caller id? Thank you ahead of time for any help!
SDR Phone Calls / Email Automation?
Hi Everyone, I'm currently using Apollo.io for email marketing and helping facilitate SDR phone calls; however, their pricing for the phone is VERY expensive and their data is really bad. We're going to transition to using Zoominfo or SalesIntel for data but I need a better way to set up email / phone tasks that are more…
Pipedrive Call Feature no longer working with US number format
We've been using the PIpedrive "Call" feature since it came out. Our phone numbers are formatted for US Format, i.e. 515-555-1234. However, the system will no longer accept this format! And our entire phone integration setup is dependant on hone numbers being formatted this way. This is a huge problem! Any comments from…
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…
What is the best phone dialer that integrates with Pipedrive
Hi everyone, INHO what's the best phone dialer to use with Pipedrive? We want to be able to manage a high volume of incoming calls during a upcoming busy period. Any feedback you could provide would be greatly appreciated.
Do you use any Cold Calling apps that are integrated with Pipedrive?
Looking for recommendations on call automation software that integrates with PipeDrive. Ideal Requirements: * Integrates to the CRM to log calls and conversations, * Auto-dialing, preferably across a list of accounts/deals/organizations, * Call Recording, * Bonus if it automatically leaves pre-recorded voicemails!
[CLOSED] Sales calls & contact management: Looking to speak with customers for research
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hello, members of the Pipedrive community! * Do you make sales calls on the go? * Do you find it a tad difficult to make sure that all the necessary information about your contacts is updated? * Do you sometimes…
VOIP Phone Integration recommendations please.
Hello, I am new to Pipedrive and like it a lot. I'd like to ask the community for recommendations on a VOIP phone integration. We are a small team and need the basics. I've looked at Kixie and it seems a little pricey. Any other recommendations?
It's all about data. Calling data in this case. Recently I received several questions regarding the
It's all about data. Calling data in this case. Recently I received several questions regarding the reporting options when using the one-click calls and call tracking functionality within Pipedrive. Both from within the community and from some of my clients. On the one hand, people are not aware that calls can be monitored…
Telemarketing Software with Pipedrive Integration
What is the best telemarketing software which integrates with Pipedrive? Looking to coordinate outbound phone campaigns. Glad of any recommendations :)
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…
What is the best phone solution?
Hi guys, Right now, I linked Cloudtalk to Pipedrive and everything works fine. An important KPI on which we direct our sales representatives is the number of customer contacts they have. But... Problem: the integration between Cloudtalk and Pipedrive is build in such a way that every call made (including voicemail) is…

Phone solutions

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