Pipedrive is a CRM system designed specifically for sales management and enhancing team productivity. It helps companies automate processes, track deals, manage contacts, and predictably guide clients through the sales funnel. Pipedrive also offers analytical tools to assess performance and integrates with popular business applications to optimize workflows.
Integration Capabilities:
Call Log: Access to all incoming and outgoing calls.
Call Recording Playback: Listen to recorded calls directly in the CRM.
Missed Call Tracking: Monitor and manage missed calls efficiently.
Setting up integration with ZohoCRM
Click on Integrations.
Go to Pipedrive.
Active integration.
In the API token field, enter the Pipedrive API access key that identifies your account. How do I generate an API Key?
Click Save.
How to generate an API key?
Log in to your Pipedrive account.
Click on your account avatar in the upper right corner.
Select Personal preferences.
Go to the API tab.
Paste the copied key into the API token field on the Integration with Pipedrive page.
Click Save.
The integration has been successfully set up.