Pipedrive has a lot to offer by helping you to prioritize deals, track performance, and predict revenue. Let's take a look at how to configure your integration.
Installing Your Pipedrive Integration
Before begining, please ensure that:
You have Admin rights in both Aircall and Pipedrive, and that you have at least 2 custom fields available in Pipedrive (see this Pipedrive article).
Additionally, insure that you have access to managing Pipedrive Account Settings:
- Log in to Pipedrive
- Go to Company Overview → Company Settings → Manage users
- View all users and check if you have Account Settings access granted for your account
Once you are ready to start installation, follow these steps:
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Log in to your Aircall Dashboard
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Select Integrations & API in the left sidebar menu
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Select the Discover integrations tab
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Select Pipedrive and click on Install
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Choose the Numbers you want to add to Pipedrive and click on Next
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Log in to your Pipedrive account
Making Calls from Pipedrive
You can easily set up a click-to-dial via Aircall's browser extensions in order to start a call in Aircall when clicking on a number in Pipedrive.
Make sure you have removed any other provider's phone integrations or Chrome extensions before setting up the Aircall click-to-dial. You'll need to choose Aircall as the default program.
Configuring your Integration Settings
General
You are able to Activate/Deactivate your integration at any time. When the integration is Inactive, call logging and other functionality will be paused, but the integration will remain installed. Making your integration Inactive is a great way to temporarily pause the integration without having to uninstall and reinstall it, but please note any calls not logged during the time it is inactive will not retroactively log after it has been reactivated. Additionally, you are able to give your integration a custom name to make it easier to find/organize. Finally, can add or remove the numbers connected to the integration. Any numbers connected will log calls based on your other settings, and any numbers not connected will not.
Settings
You can choose how Activities are logged by updating the Call Workflow section. For outbound answered, outbound unanswered, inbound answered, and inbound missed calls or voicemails, admins will be able to select if the call should be logged as an in-progress activity, a completed activity, or nothing (where no Activity is created for the call).
In the Pipedrive Settings section, admins will be able to:
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Choose if calls should log only during business hours or even when numbers are closed
⚠️ Please note: This setting only applies to calls and will not apply to messages sent or received outside of business hours.
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Choose if calls to/from numbers not already saved in Pipedrive should create a new user (Contact/Person) in Pipedrive or not
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Choose if calls to/from numbers saved in Pipedrive, but not already saved in Aircall, should create an Aircall contact or not
⚠️ Please note that there are currently issues with the Display contact history when call rings setting. Choosing either option for this setting will not change or impact any integration behaviors.
Also note that the calls will be assigned to the agent who took the call only if Aircall is able to locate the agent in Pipedrive. Searching is done based on user email. Make sure that the agent has the same email address in Aircall and Pipedrive to avoid issues with call assignment.
⚠️ Important Note: Managing Custom Field Limits in Pipedrive
When configuring your Aircall and Pipedrive integration, it’s crucial to ensure that there is enough room for new custom fields in your Pipedrive account. The Aircall-Pipedrive integration will add 2 custom fields to Pipedrive when installed, so it is necessary for at least 2 custom fields to be available before installing.
Steps to check and manage custom fields:
- Log in to your Pipedrive account
- Navigate to Settings > Company Overview > Data Fields > Custom fields
You can find more details in this useful article from Pipedrive: Custom Fields.
Custom Field Limit:
- By default, Pipedrive accounts have a limit of 100 custom fields.
- We recommend keeping your usage at most 98/100 to ensure seamless integration.
- If your account shows 99/100 or 100/100, please delete unused fields to free up space, or reach out to Pipedrive Support to request an increase in the custom field limit.
Keeping track of your custom field limit ensures that the Aircall integration functions without disruptions.
Now that your integration configuration is complete, you can begin to use Aircall with Pipedrive 🎉