Vitecall
CRM
Vitecall and Pipedrive
Every call made in Vitecall is added as an activity on the Pipedrive person, with its duration, outcome, and the rep's note.
What is synced
- Connection for the entire workspace: a single Pipedrive account is linked for the team.
- La fiche personne Pipedrive est retrouvée par numéro de téléphone, puis par email.
- If no record matches, Vitecall creates one (workspace setting enabled by default, modifiable by an admin).
- Vitecall never modifies fields of an existing record.
- If multiple records match, nothing is sent for that call.
- Each call is added as a call-type activity on the person, with duration, outcome, rep note, and a link to the Vitecall recording.
- The outcome and note are updated on the same activity if entered later.
- Do not call: a dedicated field on the person, synced both ways.
Setup
- 1Dans Vitecall, ouvrez Configuration puis Intégrations et cliquez sur Connecter à côté de Pipedrive. Un administrateur connecte le compte pour tout l'espace.
- 2Autorisez l'accès dans la fenêtre Pipedrive qui s'ouvre, puis revenez dans Vitecall.
- 3An administrator chooses if Vitecall can create a record when no match is found (enabled by default).
- 4Lancez vos appels : chacun est ajouté sur la fiche Pipedrive à la fin de l'appel.
- 5Pour vous déconnecter, cliquez sur Déconnecter dans Vitecall, puis retirez l'application Vitecall dans les réglages de Pipedrive.
Exchanged data
- Read: persons (name, phone, email) and person fields.
- Write: persons created when no match is found, call activities, Do not call field.
- Permissions requested: full access to contacts, full access to activities, read search, full access to contact fields.
Question about this integration? Email us at bonjour@vitecall.fr.
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