Connect Microsoft Teams Telephony with Pipedrive so you always know who is calling and bring your customer support process to the next level.

With echo you get information on incoming calls and always know who is calling and what they want from you. By integrating seamlessly with Pipedrive, echo helps you improving your productivity. Discover how echo can add value to your daily communication by offering relevant context right when you need it.

Key Features:

• Identify incoming calls based on your Pipedrive contacts
• Central search on all your data sources (Pipedrive, M365 and others)
• Clever cockpit to get a quick overview on the most relevant contact data
• See your Teams call history with resolved names from your Pipedrive contacts (including call queues and missed calls)
• Quickly jump to your Pipedrive entities with deep links for more intensive work

You can try echo for Microsoft Teams for free for 30 days, to make sure it works for you and your business' workflow. After that, a paid subscription is required.

• Click "Install now" button
• You will be redirected to the Pipedrive integration setup page in echo. You need to authenticate with your Microsoft Account.
• Click "Connect" button on Pipedrive integration card
• Click "Allow and Install" button to grant Guideflow access to your Pipedrive account
• Follow the link to open the echo Teams App
• If not already done: Finish the onboarding process directly in the Teams app
  • Grant consent on M365 permissions
  • Install the client application for call recognition (optional)
• Choose your plan and create a subscription

Done!