Connect by Ottspott

Connect by Ottspott

by Marketplace Team

Supercharge your sales and support phone conversation, know who is calling and log everything to your CRM with Connect by Ottspott

Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot
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Description

Want to supercharge your sales and support phone conversation?

Ottspott Connect helps your sales and support teams hold seamless phone calls with customers by connecting your phone system with your business apps, giving reps immediate access to customers' data.

Know who Is calling and log everything to your CRM

Phone conversation workflow All inbound calls appear as notifications via the Ottspott Connect Chrome extension. Call activity is then logged in to your CRM automatically.

Sales dialer Ottspott Connect offers you a click-to-call feature, allowing you to make calls directly from your Chrome extension.

Make it your own Ottspott Connect allows you to display any selected CRM fields in the Chrome extension.

Update your CRM without leaving your Chrome extension Use the Chrome extension to create deals, update company and contact information and take notes during and after the calls.

Beautiful dashboards Track your team's phone performance through detailed dashboards and statistics.

Note that Ottspott Connect is not a cloud phone system; rather, it connects your CRM or helpdesk app to an existing phone system. You can add multiple integrations and view all customer interactions in one place.

Installation instructions

For new accounts :

  1. Sign up for Ottspott Connect (URL)
  2. Enter your email and click on the "get started" button
  3. Start the onboarding process for a new company

For existing accounts :

  1. Sign in on https://app-connect.ottspott.co.
  2. Head to the integration section
  3. Click on the "connect" button for the Pipedrive integration
  4. Next, enter your Pipedrive credentials
  5. Authorize the integration
  6. Head to the "Users" section to invite Pipedrive users to Ottspott Connect
  7. Add the users to a new/existing team and set rules

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