How can I integrate my Yay phone system with Pipedrive CRM?

Harmonize Pipedrive CRM with your business VoIP system with this easy setup. 


Pipedrive sales management tool allows you to make your business sales more efficient through pipeline management, email integration, sales reporting and sales forecasting as well as integrating with mobile apps. 


By integrating your Business VoIP system with Pipedrive, you can take advantage of features such as click to dial, auto-logging of calls as well as syncing your Pipedrive contacts for seamless enterprise-level communications. 


Integrating with Pipedrive CRM is very simple, just follow the steps below: 



Step 1


Inside the dashboard, navigate to Your Account > Integrations. From here select "Install integration" and click on Pipedrive. 



Step 2


Logging in to Pipedrive CRM

You'll then need to log in with either your Pipedrive login credentials, your Google login or SSO (Single Sign-On) details, or you can create a Pipedrive account here too. 



Step 3


Allowing permissions for the Pipedrive installation

Once logged in, read through the permissions allowed and click the "Allow and Install" button. 



Step 4


Syncing phonebooks

You'll need to select the users this applies to, and then you can then choose to either sync an existing phonebook, or create an entirely new one which will be created in your account under the name "Imported from Pipedrive". These settings can be changed later on too. 



Step 5


Selecting Pipedrive permissions from the Yay dashboard

Once confirmed you'll be taken back to the Integrations page in your dashboard with the integration added! You can then choose to Upload Call Recordings, Upload Voicemails, Upload Voicemail Transcriptions and enable Two Way Contact Sync, as well as change which SIP user is assigned to the system. 


If you wanted to be able to call your contacts at the click of a button from Pipedrive, you'll need to install our Click-to-Dial chrome extension! We have an FAQ on setting up Click to Dial for Pipedrive.


Pipedrive integration is a feature of our Enterprise plan and you can take a look at all the other business VoIP features we offer on our Compare Plans Page.


If you need any further help today, please don't hesitate to contact our friendly support team on 0330 122 6000 or by email!

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