PIPEDRIVE INTEGRATION

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.

CONNECTING PIPEDRIVE TO THE INTULSE APP

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.

1. Click the More icon on the menu
2. Click Pipedrive in the More menu
3. Enter your Pipedrive API Token
4. Click the Save button
   • If your Pipedrive API Token is valid you will see a green "Valid" badge

If you are an Admin you have access to additional settings:

• You are required to select a Time Zone for your organization if you wish call logging to function.
• You are required to enter a Default API Token which is used to retrieve a the list of contacts to be able to start calls on the My Phone screen.
• You can turn automatic call logging on/off. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.

For more information about Pipedrive, check out their website!