Intulse's Pipedrive CRM integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within Pipedrive and returns any contact or organization records that match.
When someone calls you instead of displaying the Caller ID you'll see the name of the person as it appears in Pipedrive and can click on the name to launch their account within Pipedrive. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording. You will be able to start calls to Pipedrive contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.
To experience the integration between Intulse and Pipedrive you will need to use the Intulse App.
If you would like to have Pipedrive integration enabled for your account please contact Intulse support and we would be happy to turn it on for you.
This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the Intulse App click here to learn more.
If you are an Admin you have access to additional settings:
For more information about Pipedrive, check out their website!