Once the Pipedrive integration is installed, Onoff automatically logs your calls, SMS and voicemails in Pipedrive and syncs your contacts both ways. For installation, see "Connect your CRM to Onoff Business".
Logging conditions
An activity is logged in Pipedrive if:
- the integration is active and your Onoff number is one of the synced numbers;
- the contact exists in Pipedrive (person or lead), or the contact creation options are on (see below);
- their number is saved in a phone field of the person record, in international (+33 6 12 34 56 78) or national (06 12 34 56 78) format.
Activities are logged wherever you call from: mobile app, web app or Chrome extension.
What is sent to Pipedrive
| Type | Information |
|---|---|
| Calls | Direction, status (answered, missed, voicemail), member and contact, date, time and duration, notes and tags, summary and action items (if transcription is on), recording (if on), voicemail |
| SMS | Direction, member and contact, date and time, full content |
Activities appear immediately; recordings arrive shortly after. To send recordings, recording must be on in Onoff, as well as the integration's Send call recordings option.
Where activities appear
| Pipedrive record | Rule |
|---|---|
| Person | All activities appear on the person's timeline. |
| Organization | If the person is linked to an organization (the default one if there are several). If the number only exists on an organization, with no matching person, nothing is sent. |
| Deal | The most recently updated open deal (neither won nor lost). |
Who the activity is assigned to
If the Onoff member's email matches a Pipedrive user, the activity is assigned to them. Otherwise, it stays unassigned. Use the same email address in Onoff and Pipedrive.
Sync contacts
- Pipedrive → Onoff: turn on Create contacts automatically to create Pipedrive persons in Onoff when a call or SMS occurs.
- Onoff → Pipedrive: turn on Export Onoff contacts automatically to create in Pipedrive, during a call or SMS, Onoff contacts that aren't there yet.
- Unknown numbers: turn on Create unknown contacts to create in Pipedrive numbers that are in neither.
- These options are off by default. Without them, a call with a number not in Pipedrive isn't logged there. See "Connect your CRM to Onoff Business".
- Manual export: open the contact in Onoff, click the three dots (⋮) then Export to CRM > Pipedrive.
Pipedrive inside Onoff
In the web app and during calls, Onoff shows the contact's Pipedrive information (organization, deals, notes, history) with a link to their record. The Synchronize button updates the data. A search by name or number shows Onoff and Pipedrive results separately.
Related articles
- Connect your CRM to Onoff Business
- CRM integration: troubleshooting
Comments
0 comments
Please sign in to leave a comment.