Your service provider may be supplying an earlier release and the level of features supported may vary.

PipeDrive

Integration Type

Client Add-in

Add-in Classification

Standard Pre-Release

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Pipedrive Inc

Application:

PipeDrive

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via ReachUC Connector:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

API Access Must be avaliable to each use who wants the integrationThe method of integration we use for Pipedrive is to periodically (daily/hourly) 'cache' the contact data which would then be available to identify the caller. This 'cached' contact data is used to identify callers therefore would not be 'live' data.Please note: Customised data fields are not supported, only default data fields are supported.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Mandatory remote installation required.

References

  1. PipeDrive (Product Website)
  2. Pipedrive Inc (Manufacturer Website)