Do not forget you can also configure a Click to Call from Pipedrive by using the tel: protocol!To set it up, please follow these steps.
Then make sure you change your Company settings to the one below in Pipedrive:
Please follow these steps if you want to create also activities on your Pipedrive account for every call answered or launched from your Aircall account.
- Login to your Pipedrive account here: https://www.pipedrive.com
- Go to settings page
- Click on "API"
- Copy your personal API token (characters with green background)
- Login to your Aircall account here: dashboard.aircall.io/login
- Go to "Company" > "Integrations" and click on "Add an integration"
- Select "Pipedrive"
- In the token section, enter the token you got from your Pipedrive account
- If everything is OK, you should be able to click on "Add this integration"
To make a call from Pipedrive
You can easily set up a click-to-dial in order to start a call in Aircall when clicking on a number in Pipedrive.
To do so, please follow these steps.
Make sure you have removed other provider's phone integrations or Chrome extensions, before setting up the Aircall click-to-dial.