CallHippo + Pipedrive Integration

Manage Your Sales & Support With Our Pipedrive Integration

With CallHippo’s Pipedrive integration, you can make & receive client calls seamlessly, directly from Pipedrive without having to toggle between applications. This helps in keeping a tab on all your call activities directly from Pipedrive. Get all your call activities, texts, call recordings, and voicemails logged automatically under "Contacts and Deals".

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Pipedrive Integration Features

Interaction
Personalize Every Interaction

CallHippo instantly displays a customer’s Pipedrive contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.

Productivity
Boost Agent Productivity

Save agents the inefficiency of switching between two applications by giving them the option to perform CallHippo's actions within Pipedrive. Agents will be able to create activities and update notes without ever leaving Pipedrive.

Workflow
Streamline Agent Workflow

CallHippo’s automated workflows eliminate the need to manually enter data in two different systems. Save agents time by configuring certain CallHippo events to automatically trigger Pipedrive actions.

Data Synchronization
Data Synchronization

CallHippo automatically synchronizes contacts and activities between Pipedrive and CallHippo in real-time. When agents have up-to-date information, they can serve your customers’ needs more efficiently.

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Make calls from Pipedrive

Use Click-to-Dial within Pipedrive to reach out faster and start talking right away. Track any assignment changes made via CallHippo directly in Pipedrive.

Use callback requests to ensure a missed call never means a lost lead.

Power Dial through sales leads after loading a list from Pipedrive. It enables your sales agents to call a long list of customers or prospects promptly.

Pipedrive
Pipedrive

Track all your call activities on Pipedrive

With Pipedrive’s integration, you can keep a tab on all your call activities directly from Pipedrive. All call logs, messages, and every other activity is tracked and automatically registered in the activity section of that particular contact.

Thus, it eliminates the need to swap between different windows.

Access Call Recording and Voicemail

You can record calls to analyze the productivity of employees, review data, train team members, and most importantly, it’s a way to take a step back to see what better can be accomplished over a good business call. Get freedom from the hassles of searching for specific recordings or voicemail. Access all features right from Pipedrive to ease the work.

Call Recording and Voicemail

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Published by Nishita

Last updated: October 26, 2021