ScriptCaller - Build & Call Scripts
interactive features

ScriptCaller - Build & Call Scripts

by ScriptCaller

interactive features
interactive features

Create call scripts in ScriptCaller app with automatic data insertion from Pipedrive CRM and manage client information seamlessly during conversation.

Nurture my leads, Communicate with leads, Support my customers

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

đź’Ľ What is ScriptCaller?

ScriptCaller is a powerful visual script builder integrated into your Pipedrive CRM. Data from CRM cards is instantly available while working through the script — no distractions or screen-switching.

🔥 Why ScriptCaller is perfect for Pipedrive?

  • Create powerful scripts effortlessly: Use our intuitive visual editor to build scripts of any complexity. Import necessary Pipedrive fields directly into your script for maximum flexibility.

  • Work seamlessly with Pipedrive during calls:

  1. All info at your fingertips: Automatically pull in person, deal, and organization data into the script.
  2. Edit on the fly: Update card fields, change deal stages, and create tasks/comments right during the conversation.
  3. Create new records instantly: No client in the database? Create new cards directly from the script.
  4. Adjust CRM fields dynamically depending on the client’s responses, making communication scenarios as adaptive and convenient as possible.
  • Ensure stability and control:
  1. Reliable versioning: Test and refine scripts in drafts, and roll back to one of 10 previous versions if needed.
  2. Flexible access management: Manage permissions clearly, with user groups for easy access control.
  • Simplified administration: Employees are automatically added upon first login — no manual registration. Centrally manage access rights and team structure.

🚀 ScriptCaller — automation that works with you in Pipedrive CRM!

Features

Pop-up windows

Pop-up windows

Tackle complex tasks in ScriptCaller - Build & Call Scripts without leaving Pipedrive via their customized pop-up windows.

ScriptCaller: Existing Card

Locations:deal detailsdeal listorganization detailsorganization listperson detailsPeople list

Create call scripts in ScriptCaller app with automatic data insertion from Pipedrive CRM and manage client information seamlessly during conversation

ScriptCaller: New Card

Locations:deal detailsdeal listorganization detailsorganization listperson detailsPeople list

Automatically create CRM cards for incoming calls — capture data and communicate with clients seamlessly.

Quick access

Quick access

Easily access ScriptCaller - Build & Call Scripts and their customized floating window anywhere in Pipedrive via the top bar.

ScriptCaller:New Card

Locations:Top bar

Create new CRM records during incoming calls when no existing person/deal is found.

Installation instructions

How to Install the ScriptCaller App into Pipedrive CRM

Installing the ScriptCaller app in Pipedrive takes just a few minutes. Follow these simple steps:

  1. Log in to your Pipedrive account.

  2. Go to the Marketplace section and search for the ScriptCaller app.

  3. Click the Install button on the app page and agree to the requested access permissions.

  4. You will then be redirected to the ScriptCaller authorization page. If you already have an account, simply log in. If not, create a new one.

  5. After successful authorization, you will receive a message confirming that the integration is complete.

You can now access the app directly from the lists of persons, organizations, and deals, as well as from their detail pages in your Pipedrive CRM.

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