PIPEDRIVE INTEGRATION

Intulse's Pipedrive integration merges your phone system with your Pipedrive account. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search the caller ID within Pipedrive and return any contact or organization records that match.

When you receive an incoming call, instead of displaying the caller ID, your phone system will display the name of the caller as it appears in your Pipedrive records. You can click on the caller’s name to open their records within Pipedrive. You can quickly add your own commentary to the call log, which will automatically contain basic information about the call, such as the user and extension on your system with whom the call was connected, the date and start time of the call, the duration of the call, whether the call was inbound or outbound, and the external phone number. A copy of the call recording is also attached to the call log if it was recorded.

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.

Furthermore, if you have the Intulse Companion App installed in your browser, you will be able to start calls and text message conversations directly inside Pipedrive by simply clicking on a phone number.

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 have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

All Users

1. Open the Intulse App and select the More menu tab.
2. Select Pipedrive from the More menu.
3. Enter your Pipedrive API Token.
   • You can find your API Token by logging into Pipedrive and going to your account name. Click on Company Settings > Personal Preferences > API.
4. Click the Save button.
   • If your Pipedrive API Token is valid you will see a green "Valid" badge.

System Administrators

1. You are required to select a Time Zone for your organization if you wish call logging to function.
2. You are required to enter a Default API Token, which is used to retrieve a the list of contacts for any user who has not specified their own API token.
3. Choose whether you want to Enable automatic call logging. 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!