All Collections
Integrating Convolo Dialer with Pipedrive CRM
Integrating Convolo Dialer with Pipedrive CRM

A Step-by-Step guide on how connect Convolo Dialer and Pipedrive

Updated over a week ago

Convolo Dialer + Pipedrive CRM integration lets you to log all call activities, lead info and more into the Pipedrive CRM.

With Pipedrive CRM + Convolo Dialer integration, you get:

  • Automation - Your leads are created/updated automatically within the Pipedrive CRM.

  • Call logs - After the call via Convolo, a call log is created, including Call Recording, Outcome Tag, and Agent's Comment.

  • Auto-assignment - After the call via Convolo, the agent who talked with the lead is automatically assigned as a Contact owner in Pipedrive.

  • Custom fields - All of your custom fields filled in by the agents within the Dialer after the call are saved and mapped in Pipedrive according to the provided requirements.

How to set up ?

In order to set up integration with Pipedrive CRM you can click here. Once you clicked you will be redirected to a page where you will need to authorize into your Pipedrive account.

If you are having trouble integrating Pipedrive or you have any questions, feel free to drop us an email at [email protected]

Did this answer your question?