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Invoco's Integration with Pipedrive

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.

So what does Invoco’s Call Tracking and Hosted PBX integrations into Pipedrive do? Well, some pretty cool stuff actually…

Creating new contacts and updating existing contact records

So when you receive a call to one of your numbers we’ll do a real-time lookup to your Pipedrive database and:

So now, as well as all of the online and email tracking that Pipedrive does so well, you’ll now also have the contact’s call history integrated into Pipedrive’s lovely contact timeline view.

Automatic deal creation

You can configure calls to automatically create new deals in Pipedrive if required. This is particularly useful when receiving inbound sales enquiries from new leads.

Desktop call notifications with real-time lookups into your Pipedrive system

See who’s calling you in real-time with desktop notifications linked to your Pipedrive system. Clicking on the notification will take you straight into the contact record as well!

And if you’re using the Invoco Hosted PBX system, we’ll even send the caller information straight to your Invoco VoIP phone.

How to set up the integration between Invoco and Pipedrive

Still unsure about how it all works or just need some advice?

Request a call back from one of our friendly sales team!

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Freshsales

Frehsales is a cloud-based CRM for your sales and marketing teams, helping businesses scale faster and puts refreshing business software in the hands of small businesses, as well as enterprises.

Zoho WorkDrive

The Invoco Wallboard provides you with a great way of seeing your real-time call statistics for your Invoco Hosted Phone System. At a glance you can see if your call handling team is missing any calls, if your telesales team are making as many calls as they’re supposed to be and who are the best performers in your team.

The Invoco Wallboard

The Invoco Wallboard provides you with a great way of seeing your real-time call statistics for your Invoco Hosted Phone System. At a glance you can see if your call handling team is missing any calls, if your telesales team are making as many calls as they’re supposed to be and who are the best performers in your team.