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For sales teams (pipeline)OneVOIPlanet telephony integration with Pipedrive
Move deals through the pipeline faster — calls and recordings right in the Pipedrive deal card.
- No hardware
- Setup assistance
What the integration gives you
- Calls from the customer card in one click (click-to-call)
- A screen-pop customer card on incoming calls
- Calls, history and recordings saved to the CRM automatically
- Auto-creation of leads or deals from new calls
- Call analytics inside the CRM
Pipedrive
Pipedrive is an international sales CRM with a visual deal pipeline. The OneVOIPlanet telephony integration lets you call from the deal card and keep call history at every pipeline stage.
Who it fits
- Sales teams working by pipeline / deals
- International teams
How to connect
Connect OneVOIPlanet telephony, enable the CRM integration and call straight from customer cards. Our support helps with onboarding and setup for your processes.
Get help with setupFAQ
How to call from a deal card in Pipedrive?
One-click calls work straight from the deal card, so a manager calls without leaving the pipeline. Yes, with our support we connect it all.
Is the call history saved in the deal?
Yes, calls and recordings are saved in the deal card, so all communication is visible at every pipeline stage.
Is there analytics?
Yes, calls and their history are saved in the CRM, so basic call analytics is available inside Pipedrive. Our support helps set up the details.