General CRM
Pipedrive – Windows Plus Client Add-In Telephony Integration
Connect Pipedrive with Xinix telephony. View supported features, system requirements, and integration details.
System Characteristics
Application Information:
| Manufacturer: | Pipedrive |
|---|---|
| Application: | Pipedrive |
| Market: | General CRM |
Other Information:
| Operating System: | Windows |
|---|---|
| Installation Options: | Optional. |
| Product: | Go Integrator Nava |
Supported Features (related to latest supported release)
Address Book Search
Click to dial via Communicator for Xinix
Click to dial via business application
Caller details preview
Manual screen pop
Auto screen pop
Pop contact in edit mode
Automatic call activity logging
Manual call activity logging
Additional features
Integration with Notes
Add contact
Live Mode
Cached Mode
Related data
Note/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.
Plus Client Add-In
Standard
Unite
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