By integrating netelip’s virtual PBX with Pipedrive, we avoid the loss of customer information that is not subject to any type of follow-up.

Communicate with leads, Automate my pipeline and data, Manage my accounts

App screenshot
App screenshot
App screenshot

Description

  • Make and receive calls from Pipedrive: You will be able to make or receive calls directly from your web browser.
  • One-click dialing: Call your contacts from Pipedrive with a single click from the “Call icon” by clicking on the phone number.
  • Receive pop-up messages: Identify who is on the other end of the line.
  • Direct and indirect forwarding to phone numbers: Forward all calls directed to your phone to a different number, previously programmed, inside the national territory or to international numbers.
  • Compatible with call queues and IVR: Automatically routes calls and receives calls according to a defined strategy. Inbound calls will be "queued" listening to on-hold music and a customizable voice-over.
  • Inbound Call popups: When you receive a call in Pipedrive you will identify the name of the contact with their customer file.
  • Inbound event identification: Note all the conversations of your contact while you are attending a call. Update the status of calls in real time and save all the information of each inbound call.

Installation instructions

With these simple steps, you will have both tools integrated in a matter of minutes.

  • Log in with your customer account
  • Activate the Virtual PBX from netelip's private customer panel
  • Configure the extension on your IP device
  • Authorize the Pipedrive integration
  • Assign a Pipedrive user to the Virtual PBX
  • Install "netelip Dialer Extension for Pipedrive" in Google Chrome on each workstation or extension

To use the "netelip Dialer Extension for Pipedrive" plugin correctly, it is necessary to enter the username and password of the netelip SIP account.

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