Salespeople rely heavily on phone calls to keep their workflow moving smoothly. Whether it’s following up with leads, closing deals, or keeping clients updated, being able to make and track calls efficiently is crucial.
With Pipedrive CRM, you can easily manage calls right from the web app or while you’re on the go with their mobile app. This means no matter where you are, you can stay connected and keep your sales process running seamlessly.
In this blog, we will understand how to make and log calls using Pipedrive and explore some powerful telephony integrations that can further enhance your sales process.
Calling from the Pipedrive Mobile App
Whether you’re using an iOS or Android whatsapp blasting device, Pipedrive’s mobile app is designed to keep things simple and efficient so you can manage your calls while staying organized.
Calling from the iOS App
Here’s how it works:
- Open the deal or contact person’s page, then tap the green phone icon next to their number or at the bottom of the screen to start the call.
- To track your calls, go to More > Preferences > Call logging and turn on this option. This way, your calls are logged automatically as an activity.
- After each call, you’ll get a prompt asking if you want to log the call as an activity. This saves time and keeps your records up to date.
- After your call, you can quickly add activity details, notes, and even schedule follow-up tasks in the Call Summary view to keep everything organized.
Caller ID on iOS
The iOS app also includes a Caller ID feature, which displays the caller’s name along with the linked organization as long as their number exists in Pipedrive 7 ways to make money for webmasters and bloggers with affiliate marketing
under an existing contact.
It’s important to note that Caller ID will only work for numbers that include country codes. Due to iOS system restrictions, the app can only display the Pipedrive contact name during incoming calls.
Notes:
- To install the Pipedrive mobile app, you must have an iOS device running version 15 or higher.
- Due to iOS system limitations, only outgoing calls made directly from the Pipedrive app will be logged. This means you won’t be prompted to log incoming calls or any calls made outside the app.
- Call logging only works with the phone number saved in the default phone number field of the contact. Any calls made to numbers saved in notes or custom fields won’t be logged.
Calling from the Android App
Here’s how it works:
- Open the deal or contact’s detail page and tap crawler data the phone icon at the top to make a call.
- You can also tap the phone icon on the right-hand side of the screen in the people list view to start a call.
- Unlike iOS, the Android app can log both incoming and outgoing calls, giving you a complete record of all your interactions. Go to “…” > Preferences > Log calls options to turn on the call logging feature. You will find the following options:
- Log outgoing calls on Pipedrive: This option lets you log outgoing calls made directly from the Pipedrive app as activities.
- Log outgoing calls outside Pipedrive: With this option, you can log outgoing calls made outside of the app as activities.
- Log incoming calls: This feature allows you to log incoming calls from your Pipedrive contacts.
- Caller ID for incoming calls: When you get an incoming call, this option shows the contact’s name, along with any linked organization and deal names.
Enable the options as needed to keep track of your calls.
Note: To install the Pipedrive mobile app, your Android device must be running Android version 9+ or higher.
Calling with WhatsApp
If you prefer using WhatsApp for your sales calls, you can set up the Pipedrive mobile app to make calls directly through the WhatsApp application.
Go to More > Preferences > Call Integrations and choose WhatsApp to set it as your default calling method.
Make sure WhatsApp is already installed on your device so you can use this feature to make calls.
Calling with JustCall
For Pipedrive users on Android who use JustCall for their phone calls, you can easily set up the Pipedrive mobile app to make calls through JustCall.
Go to More > Preferences > Calling and select JustCall to enable it as your calling method.
Make sure the JustCall app is already installed on your device so you can use this integration smoothly.
This setup allows you to manage your calls using JustCall while still keeping everything connected within Pipedrive.
Web-to-Mobile Calling with Pipedrive
If you work on a computer but make calls from your mobile device, Pipedrive’s web-to-mobile calling feature makes it easy to initiate calls directly from your web app. Here’s how you can use this feature:
- While in your Pipedrive account, click on any phone number saved under contact in either the list view or detail view.
- A window will appear where you can adjust call settings. Ensure the Phone tab is selected.
- Then click “Start the call from Pipedrive mobile app” and hit “Start call.”
- You’ll receive a notification on your mobile device from the Pipedrive app once the call is initiated.
- Tap on the notification on your phone to continue the call from your mobile device.
- After the call is finished, the web app will prompt you to add notes, schedule follow-ups, and log it as an activity.
Why Can’t I Make Calls?
If you’re seeing an error message when trying to make a call, there could be a few reasons. Here are some common issues and how to resolve them:
- Download the Mobile App
Ensure you have the Pipedrive mobile app installed on your device. This feature only works if the app is installed and up to date. - Update to the Latest Version
If you have the app but still encounter issues, make sure you’re using the latest version of the Pipedrive app. - Enable Mobile Notifications
To receive alerts for calls, make sure notifications are turned on. - Enable Mobile Calling (Android)
For Android users, make sure mobile calling is enabled in the app’s settings.
By addressing these potential issues, you should be able to resolve any errors and successfully make calls using Pipedrive.
Keep in mind that any calls made using the web-to-mobile feature will be charged to your usual phone bill.
Pipedrive’s Calling Integrations: Boost Your Sales Efficiency
Pipedrive offers over 30 powerful calling integrations through its Marketplace, designed to streamline your sales calls and help your team stay focused on building relationships.
With these integrations, you can automatically record and log calls, store contact details, and update lead positions in your sales funnel, all while keeping the conversation flowing smoothly. Here’s a quick overview:
- Make Sales Calls Directly from Pipedrive: Sales reps can call directly from Pipedrive, saving time on searching and dialing. With web-to-mobile calling, you can transfer contacts to your phone and call them on the go.
- Record and Store Calls: Integrations like Kixie and Aircall let you record calls automatically. This helps you revisit conversations, catch important details, and improve your sales techniques.
- Automatic Call Tracking: Integrated apps automatically log calls as activities, helping you keep track of when and how often prospects were contacted so no opportunity is missed.
- Make Data-Driven Decisions: Call tracking and analytics provide insights into successful calls, helping you refine your strategy and make more informed decisions.
- Efficient Call Routing and Alerts: Intelligent call routing ensures calls go to the right rep, while real-time alerts for missed calls help you respond before leads move on.
Popular Call Integrations for Pipedrive
Some of the popular call-tracking integrations from Pipedrive’s Marketplace include— Aircall, Kixie, JustCall, Ring.io, CloudTalk, and CallHippo. These tools provide advanced VoIP, call tracking, and meeting solutions that help your team work smarter and stay connected.
Maximizing Productivity with Call Center CRM Integrations
Pipedrive’s call center CRM integrations simplify communication by automating tasks like call logging, contact management, and lead tracking.
These integrations also help you handle calls directly within Pipedrive, capture every call, and log it automatically, and track all call activities and their impact on your sales funnel.
Pipedrive integrates with a variety of telephony, live chat platforms, and other tools to expand your CRM’s capabilities. You can connect with key integrations like Live Chat, Microsoft Teams, Front, LinkPort, and EasyCalendar.
How to Start Logging Calls with Pipedrive?
Logging your calls in Pipedrive helps you keep track of all communication and follow-up tasks efficiently. Here’s how it works:
- Start by enabling the call logging feature to capture details and notes after every call.
- After each call, Pipedrive will automatically prompt you to log it, making it easy to update your records without missing any details.
- You can add important activity details, notes, and schedule any follow-up tasks in the Call Summary to ensure you stay on top of next steps.
Keep in mind that standard network charges apply to any calls made through the Pipedrive mobile app.
Conclusion
Pipedrive makes managing and logging calls simple and efficient, helping you keep your sales process running smoothly. With automatic call logging, you can maintain detailed records of every interaction and schedule follow-ups effortlessly.
The flexibility to customize calling settings and integrate with your preferred telephony tools ensures that your communication is always organized, no matter which method you choose to connect with your clients.