If you are looking to activate your Pipedrive integration with CallHippo, here are the steps you need to follow.
Step 1: Login to your CallHippo account
Step 2: Go to the "Integrations" section of your dashboard and click on the "Connect" button of Pipedrive Integration.
Step 3: Then click on the "Connect Now" button and it will take you to the login page of Pipedrive
Step 4: Login using your Pipedrive credentials and you will be redirected to the CallHippo dashboard to continue the other steps of integration
Step 5: After the successful Login in Pipedrive you’ll be directed to the permissions page. Click on the Allow and Install button to provide required access for integration.
Hurray!!! You have now successfully integrated Pipedrive with CallHippo.
Integration status will show "Integrated".
Integration Settings:
Now your CallHippo account is successfully integrated with Pipedrive and you will be redirected to the CallHippo with Integration Settings popup. In which you can customize the functionality of Pipedrive through CallHippo.
Configuration:
Call Activities performed with a Pipedrive Contact Reflected in your Pipedrive - If you have enabled this toggle, All the activities that are performed on a Pipedrive contact through CallHippo will reflect in Pipedrive and you can select or deselect the checkbox next to the activity statuses in the integration settings to choose which activities you want to sync with Pipedrive.
After Call Work activity is reflected in Pipedrive
After Call Work activity reflects in Pipedrive, If you have a plan with CallHippo's Call tags and disposition service and the same has been enabled, than the activity being pushed in Pipedrive contains the tags and disposition data being added after the Call in the ACW screen.
Note: This sync only when the same has been performed on the After Call Work screen, In case if tags and disposition have been added later on using the Call logs or other feed than the same wont sync in the Pipedrive.
Show the Activities of SMS sent in the activity section - If you have enabled this toggle, All the SMS activity will log in the Pipedrive Activity section.
Sync contact from CallHippo to Pipedrive - Contact you add/update in CallHippo will also add/update in Pipedrive if this toggle is enabled.
Record Call and Text Activity for Deals associated with Pipedrive contacts - If you have enabled this toggle, All the Call and SMS Activity for the Deals associated with Pipedrive contacts will be Synced to respective Deals.
Create People in Pipedrive for unsaved calling contacts - Incoming/Outgoing calls made to unsaved contacts will create a new contact in Pipedrive with the name “New Lead from CallHippo” and a call log will be sent to that contact.
Connected Numbers: You can select or deselect the numbers you want to connect with the Pipedrive Call and SMS activities will be logged in Pipedrive for the selected numbers.
Click To Call Functionality:
You have to first install the CallHippo extension on your web browser to use this functionality.
Link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci
1. Go to profile section and Click on Tools and Apps from drop menu
2. Click on Phone call
3. Select "Default calling app" As - (Default "callto" handler")
4. Click on Save Settings button
Now in Pipedrive you can use Click to call to directly call from Leads, Deals and Contacts.
Leads
Deals
Contacts
Adding Labels
In order to add custom labels with icon in the activities list like shown in the below image follow the steps.
Go to company settings under the profile tab.
Inside company settings navigate to activities tab.
here you can create a activity type by clicking the Add Activity type button. You can select the suitable icon to the activity name.
After creating the activity type (Label) it will appear on the list. And all the activities related to the label by default get attached to it. You can check it by navigating to activities module.
Features provided with Pipedrive integration:
Your all existing contacts (with at least one phone number) will be synced with CallHippo when click to call takes place.
Whenever you add new contact or update existing contacts in CallHippo it will also add/update in Pipedrive.
Whenever you update or add a new contact in Pipedrive. it will automatically sync to CallHippo when click to call takes place.
When you create any new deal with the associate to contact. It will be synchronized with CallHippo when click to call takes place.
Whenever a call is made to Pipedrive contact with CallHippo dialer, Call log activity will be synced to your Pipedrive contact detail page. If there is a new deal created for that contact, Call activity will be shown on the deal detail page as well.
Whenever an SMS is sent to Pipedrive contact with CallHippo dialer SMS log will be synced to your Pipedrive contact detail page.
FAQ:
1. If the user is registered with [email protected] in CallHippo and with [email protected] in Pipedrive, what will happen?
Ans - When a user is logged in with [email protected] in CallHippo and with [email protected] in Pipedrive, then all contact information will be synced with the CallHippo account. Hence it does not matter if the admin emails are different in Pipedrive and CallHippo.
2. If the user has 4 users in CallHippo with email IDs: [email protected], [email protected], [email protected], [email protected], and 3 users in Pipedrive with email IDs: [email protected], [email protected], [email protected].What will happen if [email protected] calls with one of the CallHippo’s number which is registered with Pipedrive? Will the logs come in Pipedrive? With what agent name?
Ans - Yes, logs will come in Pipedrive with the admin name.
3. If [email protected] calls through Pipedrive, that user’s name will come in the logs or the admin’s name will come?
Ans - User name will come in logs of Pipedrive.
4. If a new user is added in CallHippo ([email protected]) and that user with the same email ID already exists in a Pipedrive account, Is syncing not required?
Ans - when CallHippo users provide integration rights to their sub-user ([email protected]). Syncing is not required.
5. If the NAME or EMAIL of the user is changed in Pipedrive, when will it change in CallHippo?
Ans - Yes.
6. If the above user details are changed in CallHippo, will it change in Pipedrive?
Ans - Yes.
7. What will happen if [email protected] is deleted from Pipedrive, will the integration of [email protected] in CH and Pipedrive be unsynced? When will it happen?
Ans - Data will not be removed from CallHippo if a user is removed from Pipedrive.
8. If the contact information is changed from Pipedrive, when will it reflect in CallHippo?
Ans - First, ensure that the your account is integrated with CallHippo. The updated contact information will be reflected in CallHippo when the user performs a click-to-call action on that contact in Pipedrive.
9. If the Pipedrive integration is removed, the Pipedrive contacts from CallHippo will be deleted?
Ans - Yes, all Pipedrive contacts will be deleted from Callhippo when the Pipedrive integration is removed.
10. What versions/plans/packages of Pipedrive do we support for integration?
Ans - All versions.
11. In which cases the contacts in Pipedrive will not be added in CallHippo?
Ans - If the CallHippo account is not connected with Pipedrive, contacts will not be added to CallHippo and also when a user creates a contact in Pipedrive without performing a click-to-call action on that contact, the contact will not be added to CallHippo.
12. Will the incoming calls be visible in the deal?
Ans - Yes, incoming calls will be visible in the deal.
13. If the user has Deal-1 and Deal-2 for the same contact.
a. Will all the outgoing calls done to the contact be visible in both the deals?
Ans - No, the outgoing calls done from a particular deal will be visible in the ACTIVITIES section of that DEAL
ONLY .
b. Will all the outgoing calls to the contact be visible in ACTIVITIES?
Ans - Yes, all the outgoing, as well as incoming calls, done to a contact will be visible in Pipedrive’s ACTIVITIES
section. It will also show whether the call was made from a deal or not.
14. If a contact has multiple numbers in Pipedrive, all the numbers will be added in CallHippo?
Ans - Yes, contact will be added with multiple phone numbers in CallHippo.
Enable Click to Call: Install the CallHippo Click-to-Call Chrome extension from the below link:
https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci
Once the click to call extension is installed it will appear in front of all numbers and as soon you click on the icon the call will be made.