Integration provides relevant Pipedrive information of a customer to agent while on a call.
Free
40 installs
Verified by Freshworks
App has been reviewed by Freshworks and found to be compliant with our Marketplace coding and security guidelines
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewReviewsHow to install?Privacy & SecurityNew
The Pipedrive app allows you to view complete customer information including details of caller, associated deals, leads, and activities (Today’s & Future). Call details would also be passed back to Pipedrive by creating activities based on configured mapping rules.
The primary features of the app are:
- Configure Pipedrive Activity creation rules for Incoming and Outgoing calls.
- Create Activity with relevant call details like Caller ID, Notes, Duration, Agent Details, Recording link (if present), call transfer details(if transferred)
- Automatically create a contact in Pipedrive when contact does not exist.
- Create a new Deal, Lead, Organization from Freshcaller.
- Make the most of the Pipedrive app to gather all customer information and provide personalized and targeted customer support.
- Increases agent productivity.
No reviews available for this app.
Refer to the solution article for app installation instructions:
https://artissol.freshdesk.com/en/support/solutions/articles/32000030153-pipedrivev2-for-freshcaller
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
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Version History
Version 2.0
Released on Sep 15, 2021
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