Do you own a Pipedrive CRM and want an easy way to call and send SMS to your customer directly from the CRM? Want incoming call notifications in the CRM when a new lead or an existing customer calls you? We have a solution to your problems in the form of Pipedrive CTI.
Business Communication IFTTT Flows for Pipedrive CTI
IF you receive an inbound call from the customer in Pipedrive CTI THEN a popup notification is shown in the CRM and the CRM/Google Apps Integration captures the call data into the Google Sheet/CRM & create a new lead in case of new caller
IF an agent clicks on click to call button in the Pipedrive CTI THEN the CRM dialler triggers the call automatically from the agent’s phone and the CRM/Google Apps Integration captures call data in the Google Sheet/CRM.
IF an agent clicks on click to SMS button in the Pipedrive CTI THEN SMS is sent to the customer and CRM/Google Apps Integration captures SMS data in the Google Sheet/CRM.
Best CRM Phone Integration
Pipedrive Telephony provides best CRM Telephony Integration for managing your customer information and the communications with them.
Call and SMS history
The history of all the inbound calls and outbound calls as well as the SMS sent is maintained and can be referred as and when required
All notifications and records at one place
Get all the notifications and records from both the platforms at one place. Notifications in the form of popup or email
Lead generation based on calls
Create new leads, automatically in your CRM when a customer calls on your number using this Pipedrive Telephony
Integrate with Website portal or App
New lead can be created in the CRM as soon as a user signs up on your website or on your app.