Pipedrive is one of the most popular CRM systems. It is a sales management tool for complicated or long-term sales processes. Pipedrive offers a clean and simple user interface that lets users start adding information and managing deals almost immediately.
Integration possibilities
With the Pipedrive-Ringostat integration, you can automatically configure creating leads, contacts, deals, and organizations in the CRM system in one click.
The integration allows you to track, log, and record important sales-related events. It also sends data such as traffic sources and customer keywords directly to Pipedrive.
Ringostat & Pipedrive integration allows you to:
Customise call analytics in the sales pipeline interface.
Automatically create deals and contacts during a phone call.
Plan your calling activities while you proceed with deals.
Control the performance of each sales agent
Assign responsible employees for deal processing.
Automatically attach call recordings to appropriate deals or contacts.
Leave a task for your agent for any missed call
Forward calls to the responsible managers.
Transfer deals to the sales pipeline.
Transfer data from the fields of your website forms to Pipedrive.
Send data received from messengers.
Create a stop list of numbers for which calls will not be transferred to the CRM.
Transfer call AI analytics parameters to the deal or lead comments.
Log in to Ringostat's account with administrator access and select the necessary project (if you have several). Then go to the "App Marketplace" section and follow the next steps:
Step 1
Select Pipedrive from the list of integrations:
Step 2:
In the next window, set: integration language, task processing time and then click "Activate integration":
We recommend that you choose the same language in the integration settings as the one you installed in Pipedrive.
The entities will be created in the CRM system depending on this choice.
Step 3:
Establish access for Ringostat to your CRM account.
Click the "Activate integration" button, and a Pipedrive window will appear.
You need to log in to the CRM system from your account with admin access:
You will be automatically redirected to the Pipedrive project selection page. Here you need to click "Allow and install":
