Integrate Pipedrive CRM
How Cytrack Integrates with Pipedrive CRM
Pipedrive CRM Supported Version: Web version
Cytrack software is deeply integrated with Pipedrive for unparalleled enrichment of the customer experience.
As well as turning Pipedrive CRM into a powerful communications platform, you can instantly and automatically update with things like voice recordings, notes and history.
If you use Pipedrive CRM, you should see the Pipedrive CRM integration feature list below for more information. We'll be delighted to answer any further questions you may have simply get in touch using your preferred contact method (details under the feature list.)
About Pipedrive CRM
Pipedrive CRM is a customer relationship management platform that seeks to lure small to midsized businesses (SMBs) new to CRM by prioritizing ease of use over features. This is a nice-looking tool, which we found easy to set up and use. So, if it has the features your organization needs, then Pipedrive is a fine choice. It has also expanded its offerings to accommodate large companies. By adding Cytrack’s software into the mix, you get an immediate uplift in customer experience.
Features of Cytrack's integration with Pipedrive CRM
Click to dial
Allows user to click on a number in the Pipedrive CRM contact fields and CyDesk will dial the number.
Caller lookup
CyDesk can lookup the Pipedrive CRM database based on the Caller ID and can show the Pipedrive CRM contact details (& account/company if applicable) in CyDesk.
Pop contact
CyDesk can tell Pipedrive CRM to display a contact record from either the name or number search.
Pop account
CyDesk can tell Pipedrive CRM to display an account record from either the name or number search.
Name search
User can select search in CyDesk and enter name details and CyDesk will search Pipedrive CRM and display a list of matches, the user can select the contact from the list and pop the record, dial one of the contact phone numbers as listed in the Pipedrive CRM contact record, and also optionally send an SMS if CySMS is installed.
Log call history
CyDesk can optionally store details of the call in the Pipedrive CRM contact history – includes the date, time, call type (incoming or outgoing), Caller ID and call duration.
Attach voice recordings
CyDesk can optionally store a URL to the location of the voice recording file in Pipedrive CRM. Note the user has to enter a username and password to play the recording and access can be controlled by the Cytrack security manager.
Outbound call campaigns
Pipedrive CRM integration is compatible with CyCall outbound call centre module and allows marketing campaigns from Pipedrive CRM to be accessed directly from CyCall. If this is not available then the user can export CSV files from within Zoho and import into CyCall, or utilise our Business Process Manager that can automate this process and create a real-time feed of contact records from an external file and feed directly into CyCall campaigns.
Log call notes
Notes entered into CyDesk during the call can be stored in the Pipedrive CRM contact history together with the call history.
Log completion code
CyDesk allows for calls to be categorised by completion codes at the end of each call, optionally the completion code selected can update a designated field in the Pipedrive CRM contact record with a defined entry.
Want to know more about Cytrack's integration with Pipedrive CRM?
Get in touch using your preferred contact method below, and one of our friendly team will be delighted to answer all your Pipedrive CRM integration questions...