Pipedrive CRM Integration

1. Open Integration - Pipedrive CRM settings section:

Pipedrive CRM integration

2. Copy app ID from integration settings:

Copy ID from integration settings

3. Click Enable:

Enable Pipedrive CRM integration

4. If you're not logged in Pipedrive CRM you'll see the Pipedrive authorization window. Enter your Pipedrive login and password.

5. Pipedrive CRM will ask you to authorize Softphone.Pro. Make sure correct user (1) and company (2) are selected:

Installing Softphone.Pro app in Pipedrive CRM

6. Click Allow and install:

Click Allow and install

7. You'll be redirected to Pipedrive CRM Authorization page. Paste app ID you copied during step 2 into the textbox and press Send:

Paste ID into textbox

8. Integration status in settings will change to Account enabled. Click Save.

Account enabled

9. You can see Pipedrive CRM info in incoming call pop-up window.

First line is Contact's name, next line is Company name.

You can click Contact's name to open their Pipedrive CRM page.

Incoming call Pipedrive info

10. You can see Pipedrive CRM info in Active Calls window.

First line is Contact's name, next line is Company name.

You can click Contact's name to open their Pipedrive CRM page.

Active calls Pipedrive info

9. You can see Contact's Pipedrive CRM info in Call Log.

Call log Pipedrive info