Skip to main content
System Status    

Enable the Pipedrive Integration

  • Updated

Why integrate with Pipedrive? 

Automatically log inbound and outbound calls, record them and click to call inside Pipedrive.

Key Features:

  • Call leads and contacts, with a single click and without leaving Pipedrive

  • Automatically log inbound and outbound calls, text messages, voicemails and missed calls with all the details you need for reporting and monitoring of your agents 

  • Toky automatically syncs with Pipedrive's phone records so every time you receive a call, you will know who is calling 

Before you start, you need to take into account the following points:

  • The synchronization time will depend on the number of contacts you have in Pipedrive 

  • Every 10 minutes a synchronization process is performed for new contacts/leads 

  • If a contact was recently added and a call is made to that contact, the call record will appear in the contact's profile after the next synchronization

You can learn more about how to setup your Pipedrive account and sync it with Toky on this blog post.

Enable the Pipedrive Integration

You can easily enable your Pipedrive phone integration with Toky following this tutorial.

  • Click on Connect to start the integration.

pipedrive_1.png

  • Enter your Pipedrive subdomain

You can find the sub-domain in the URL of your Pipedrive account.

pipedrive_2.png

  • Call events to notify

Select which call events you would like Toky to log into your Pipedrive account.

pipedrive_3.png

  • Other actions

pipedrive_4.png

Add unknown callers as persons: this will create contacts automatically if they don't exist in Pipedrive.

Search in custom fields: If you have a custom phone field you added to the Deal/Organization (besides the one that exists by default), it will be used to search for phone numbers.

  • Notification Language

The language you prefer to use for creating the logs in Pipedrive.

pipedrive_5.png

  • Map the agents

Make sure you link an agent from Toky with a User from Pipedrive. Each agent needs to have an account linked so the activities can be logged in their profiles.

pipedrive_6.png

  • Install the click to call Chrome Extension

This extension will make it possible to have the Toky Logo next to the contact number to be able to make a call just by clicking on it.

You can install it here.

pipedrive_7.png

  • Enable the Pipedrive integration

Once you finish this, you are all ready to go and start the syncing process 😁.

pipedrive_8.png

Related articles