- Your Pipedrive users must have the same user email address as in Slack or Gsuite.
- Your Pipedrive contacts must have a phone number format with international prefix like 16503600914 for a USA number or 33186651737 for a French number.
Activate the Pipedrive integration :
Please note: This integration has to be done by the Pipedrive Admin and is activated for all of your Ottspott team.
- Once connected to Ottspott, please go to the "Integrations" section
- Click on the "Connect with Pipedrive" button
- A Pipedrive page will automatically open. Please enter your Pipedrive ID credentials and submit to authorize the integration.(Optional)
- A last Pipedrive chat window will appear. Please authorize the integration between Ottspott and Pipedrive.
- if you would like to log your calls in Contact Pipedrive Activity you will need to create a webhook. Click on the Pipedrive logo when the integration is done and checked each call action and each Ottspott number you would like to log the activities in Pipedrive.
How does it look now with Pipedrive?
Now that the Ottspott desktop app is active, when you place or receive a call from a Pipedrive contact, you will see in the Ottspott app all the information about the contact who is calling, just by clicking on the Pipedrive logo.
Now in Pipedrive you call is logged in your Pipedrive activities and in the Pipedrive contact activities.
Pipedrive contact activities: