Capture contact details
Ask for the name and contact information needed to follow up the caller’s enquiry.
A potential customer calls while your sales team is busy. Your assistant collects the contact details and registers the enquiry in Pipedrive, ready for follow-up.
Plan your integration
Your assistant. Your software.
Ask for the name and contact information needed to follow up the caller’s enquiry.

Register a person and an associated deal, using the information your sales process needs.

Agree who follows up and which additional notes, fields or tasks should be included.
Connect your Pipedrive account and choose the information your assistant should collect. We test a sample enquiry and check the resulting contact and deal. Existing-contact checks, custom fields, pipelines and follow-up actions are configured around your sales process.
About the Pipedrive integration.