Do you own a PipelineDeals CRM and wish to call your customer and send custom SMS from your CRM itself? Want an incoming call notification whenever a customer is calling for a new or existing lead?We have solution to your problems in the form of PipelineDeals CRM CTI.
Business Communication IFTTT Flows for PipelineDeals CRM CTI.
IF you receive an inbound call from the customer in PipelineDeals CRM 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 PipelineDeals CRM 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 PipelineDeals CRM 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
PipelineDeals Telephony provides best CRM Telephony Integration for managing your customer information and the communications with them.
Easy Lead Creation on calls
Incoming calls to your number can be automatically converted into a new leads in PipelineDeals CRM CTI.
Incoming call Notification
The agent gets popup notification of an incoming call in the CRM itself.
Integration with your App or Website Portal
New leads can be created into PipelineDeals CRM as soon as new user signs up or places an order through your app or website portal.
Messages can be broadcasted from PipelineDeals CRM CTI to Slack Messenger or can be sent to a specific user within Slack.
Records your call history
Inbound and Outbound calls get updated within the Call History section.
Integrate with Type Form
By integrating with Type Form we can pull leads added through Type Form within PipelineDeals CRM CTI.
Number of Leads converted by the agents can be tracked
Admin can keep a track of Leads converted by all agents and can also monitor payments received from all the converted Leads.