Pipedrive Integration

Igontek Phone for Pipedrive

Make and receive calls from Pipedrive with the IGONTEK cloud PBX. Calls are made in the browser and each call is logged when you hang up, with its recording when recorded.

  • Calls from the browser, with no physical phone.
  • The name appears when the number belongs to a Pipedrive person.
  • The call is logged automatically when you hang up.
  • Available to IGONTEK customers with a cloud PBX extension.
Install in PipedriveInstallation guide

Your phone in Pipedrive

  • A floating window that stays open while you browse.
  • Incoming calls with an alert and contact name.
  • Recordings attached to the call record.

What is included

Igontek Phone features for handling calls from Pipedrive.

Call from Pipedrive

Click the call button next to a person or organisation’s number; the call goes through the IGONTEK PBX. With Igontek Phone set as the default calling app, it calls directly.

Receive calls

The window opens automatically, alerts you in the dock and shows the name when the number belongs to a Pipedrive person.

Automatic logging

When you hang up, Pipedrive stores the outcome, duration, numbers and relationship with the person, organisation or deal.

Recording

Click Record during the call, or record every call, and listen to it from the record in Pipedrive.

Installation

1

Open the link

Open the installation link while signed in to the Pipedrive account where you want Igontek Phone, then click Install in Pipedrive.

2

Allow the installation

Pipedrive shows the permissions: click Allow and Install, then return to Pipedrive.

3

Choose the calling app

In Tools and apps > Phone calls, select Igontek Phone as the Default calling app and click Save settings. Each user does this in their own account.

4

Open Igontek Phone

Open the app from the top-bar icon and sign in with the extension email magic link, or with your extension and password.

5

Test a call

Open a person with a phone number and click the call button next to it (the first time, Pipedrive may ask you to choose Open app). When you hang up, the call appears in the history.

Requirements

To use Igontek Phone you need the following:

IGONTEK customer

Be an IGONTEK customer with a cloud PBX extension.

Browser and audio

A current version of Chrome, Edge or Firefox, headphones or a microphone, and microphone permission for the Igontek Phone window.

Pipedrive permissions

Basic information, read-only contacts to display names, and call logs. It does not modify contacts or deals.

To uninstall: Pipedrive > Settings > Installed apps > Igontek Phone > Uninstall. For help, email info@igontek.com.

Frequently asked questions

Pipedrive is a trademark of Pipedrive OÜ. Igontek Phone is an IGONTEK application.

Start using Igontek Phone in Pipedrive

Install the application or contact IGONTEK at info@igontek.com if you have questions.

Contact IGONTEK