Pipedrive is a popular customer relationship management (CRM) software that helps businesses manage their sales process. JustCall is a cloud-based phone system that can be integrated with Pipedrive to provide a seamless communication experience for businesses. In this blog post, we will discuss how JustCall can be integrated with Pipedrive and the benefits of using both tools together.
Step-by-Step Guide to Integrating JustCall with Pipedrive
Sign up for a JustCall account: To integrate JustCall with Pipedrive, you must first sign up for a JustCall account. Once you have signed up, you will receive a welcome email that will contain your JustCall account credentials.
Connect JustCall with Pipedrive: Log in to your JustCall account, and go to the Integrations tab. Click on the Pipedrive icon and then click on the ‘Connect’ button. You will be asked to enter your Pipedrive API key to authorize the integration.
Set up call forwarding: Once the integration is complete, you can set up call forwarding from JustCall to Pipedrive. This means that whenever someone calls your JustCall number, the call will be forwarded to your Pipedrive account.
Sync your contacts: You can also sync your Pipedrive contacts with JustCall. This means that all your Pipedrive contacts will be available in JustCall, and you can call them directly from JustCall.
Use JustCall in Pipedrive: After completing the integration, you can use JustCall within Pipedrive. You can make calls directly from Pipedrive, and all call logs will be automatically recorded in Pipedrive.
Benefits of Integrating JustCall with Pipedrive
Streamlined Communication: Integrating JustCall with Pipedrive provides a streamlined communication experience for businesses. All calls can be made and received from within Pipedrive, reducing the need to switch between different tools.
Increased Productivity: By integrating JustCall with Pipedrive, businesses can save time and increase productivity. All call logs are automatically recorded in Pipedrive, eliminating the need for manual data entry.
Better Customer Experience: By using JustCall within Pipedrive, businesses can provide a better customer experience. All customer information is available in one place, making it easier to provide personalized service.
Cost Savings: JustCall offers competitive pricing, which can help businesses save on their communication costs. By integrating JustCall with Pipedrive, businesses can further reduce their communication costs.
In conclusion, integrating JustCall with Pipedrive provides businesses with a seamless communication experience. It streamlines communication, increases productivity, improves customer experience, and saves costs. If you are using Pipedrive, we highly recommend integrating JustCall to enhance your sales process.