Pipedrive

Owned by Alex | Ringotel Team
Last updated: Sept 30, 2024
2 min read

Pipedrive is an easy and effective sales CRM that drives small business growth.

Ringotel has out-of-the-box integration with the Pipedrive CRM. The integration provides the following features:

  • Identifies contacts on incoming call and outgoing calls;

  • Automatically creates Phone Call entity on incoming or outgoing calls;

  • Sync call recording, call subject, and call comment with the call activity record in CRM;

  • Provides the link to a Phone Call and Contact entity to open it from the Ringotel app;

  • Create contacts in CRM via the Ringotel mobile or desktop app;

  • Imports contacts from CRM into the Contact lists of the Ringotel users;

https://youtu.be/3FbeYwjjNJs

Get started

Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab

Click “Set up Integration” on the Pipedrive integration card and check the permissions for the Ringotel connected users' accounts.

Click Save & Continue. You will then be redirected to the CRM webpage for authentication.

After the successful authentication, accept requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel Shell portal to finalize the integration.

In the Ringotel Shell portal map your Pipedrive users with the once created in Ringotel. Users with the same email address in both systems will be mapped automatically.

Click Save changes. Now the integration should be configured for the mapped users.

Import CRM contacts

The integration provides automatic contacts identification on incoming calls. Additionally, you can import existing CRM contacts into contact lists of the Ringotel users.

Navigate to your Organisation -> Contacts, then click Import button.

Switch to the Pipedrive tab which should appear if the integration is successfully configured.

Click the Next button to pull the list of CRM contacts.

Once the contacts are loaded, click the Import button to start the import. It may take some time to finish, depending on the number of contacts in your CRM. You may close the window as the process will be finished on the background.