Your service provider may be supplying an earlier release and the level of features supported may vary.

Pipedrive

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Go Integrator for Webex Calling license

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Pipedrive

Application:

Pipedrive

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator Webex:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Pop contact in edit mode:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Add contact:

Live Mode:

Cached Mode:

Notes / Advisories

API Access Must be avaliable to each use who wants the integration

The method of integration we use for Pipedrive is to periodically (daily/hourly) 'cache' the contact data which would then be available to identify the caller. This 'cached' contact data is used to identify callers therefore would not be 'live' data.

Please note: Customised data fields are not supported, only default data fields are supported.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

Go Integrator for Webex Calling v4

References

  1. Pipedrive (Product Website)
  2. Pipedrive (Manufacturer Website)