Pipedrive is a CRM software system created for managing client relationships. It collects customer data together, to help analyze your company performance and determine what it means to the business. It helps to gather the relevant information you need to find prospects, nurture leads, close deals and retain customers.
CallPage and Pipedrive: what do you gain?
If you integrate CallPage with Pipedrive, your leads will be automatically redirected from CallPage panel to Pipedrive. You will no longer have to log in to CallPage panel so you will save a lot of time!
Step 1: Go to customer panel in CallPage, choose integrations >>
Create new integrations. Pick app, which you want to integrate with your account.
Step 2: Choose Pipedrive from the list of available integrations, and select the widgets, on which you want to install the integration.
Step 3: Add a description (an alias) which will help you to recognize your new integration.
Step 3: To create this integration, you will have to log into your Pipedrive account. You will find all necessary data in Pipedrive panel Settings >> Other >> API
Step 4: Return to CallPage panel, fulfill necessary data nad click "SAVE".
All leads you receive will be automatically redirected from your CallPage account to Pipedrive.
We hope that you will enjoy working with our widget!
If you have any questions regarding CallPage don't hesitate to contact us.