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General CRM · Pipedrive

Pipedrive

MacStandardPlus Client Add-In
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Published feature support

What this configuration supports

Address Book Search
Supported
Caller details preview
Supported
Pop contact in edit mode
Supported
Live Mode
Supported
Click to dial via Telogix
Supported
Manual screen pop
Supported
Automatic call activity logging
Supported
Integration with Notes
Not marked supported
Cached Mode
Not marked supported
Click to dial via business application
Not marked supported
Auto screen pop
Supported
Manual call activity logging
Supported
Add contact
Supported
Additional features
Not marked supported

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.

References & walkthroughs

Original Telogix listing