Pipedrive has a lot to offer by helping you to prioritize deals, track performance, and predict revenue. Let's take a look at how to configure your integration.
Installing Your Microsoft Dynamics 365 V2 Integration
To begin, please ensure that you have Admin rights in both Aircall and Pipedrive.
Log in to your Dashboard
Select Integrations & API in the left sidebar menu
Select the Discover integrations tab
Select Pipedrive and click on Install
Choose the Numbers you want to add to Pipedrive and click on Next
Log in to your Pipedrive account
Please note: Pipedrive does not currently allow Aircall to be installed more than once. If you are needing multiple Aircall - Pipedrive integrations, that is possible, and each integration after the first will be connected via a Pipedrive token instead of logging in. You will have the exact same features for each integration
You can get the API token manually from the Pipedrive web app by going to Settings > Personal Preferences > API or by clicking here (in case you have multiple companies open at the same time, this link will redirect you to the API token of the last opened company)
Click on Allow and Install (or Create for integrations after your first) to give Aircall access to the requested permissions
That's it! Now your integration is active. 🎉
Making Calls from Pipedrive
You can easily set up a click-to-dial via Aircall's browser extensions in order to start a call in Aircall when clicking on a number in Pipedrive.
Make sure you have removed any other provider's phone integrations or Chrome extensions before setting up the Aircall click-to-dial. You'll need to choose Aircall as the default program.
Configuring your Integration Settings
You are able to Activate/Deactivate your integration at any time. When the integration is Inactive, call logging and other functionality will be paused, but the integration will remain installed. Making your integration Inactive is a great way to temporarily pause the integration without having to uninstall and reinstall it, but please note any calls not logged during the time it is inactive will not retroactively log after it has been reactivated. Additionally, you are able to give your integration a custom name to make it easier to find/organize. Finally, can add or remove the numbers connected to the integration. Any numbers connected will log calls based on your other settings, and any numbers not connected will not.
You can choose how Activities are logged by updating the Call Workflow section. For outbound answered, outbound unanswered, inbound answered, and inbound missed calls or voicemails, admins will be able to select if the call should be logged as an in-progress activity, a completed activity, or nothing (where no Activity is created for the call).
In the Pipedrive Settings section, admins will be able to:
Choose if calls should log only during business hours or even when numbers are closed
Choose if calls to/from numbers not already saved in Pipedrive should create a new user (Contact/Person) in Pipedrive or not
Choose if calls to/from numbers saved in Pipedrive, but not already saved in Aircall, should create an Aircall contact or not
⚠️ Please note that there are currently issues with the Display contact history when call rings setting. Choosing either option for this setting will not change or impact any integration behaviors.
Now that your integration configuration is complete, you can begin to use Aircall with Pipedrive. 🎉
Still in need of assistance? Please feel free to reach out to the Support Team and we will be happy to assist!