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Pipedrive CRM Integration With Ultatel

Enhance your Pipedrive experience with seamless integration between your ULTATEL cloud phone system and your Pipedrive platform, improving workflow and increasing productivity.

With ULTATEL activated on your Pipedrive account, you can place calls by simply clicking on contact or account records. Your incoming calls trigger a notification panel with the caller’s account information. And you can attach call notes and accurately track call duration on specific contact records.

Cloud Based Phone System

Features

  •   Complete cloud-based app: no software to install.
  •   Access from anywhere on both Windows and Mac using any popular browser.
  •   Easy click-to-dial from within Pipedrive by clicking on any contact, saving time and improving call efficiency.
  •   Instant screen notification panel with caller’s account records automatically displayed on incoming & outgoing calls.
  •   Multiple-browser tabs enabling multiple interactions across multiple tabs.
  •   Real-time call logs saved to corresponding Pipedrive record with accurate call duration.
  •   New records—accounts, contacts, leads–can be easily created while on a call.
Cloud Based Phone System

Key Benefits

Consolidate Knowledge

Store the phone calls and share these records across the company.

Increase Quality

Provide each client with the contact they require, fix missed calls to follow up with every caller.

Cut Costs

Automate the forwarding of incoming calls. Let your sales specialists focus on more critical tasks

Shorten Sales Cycle

Make your business more productive by providing the agent handling the call with helpful information.

How it Works

Cloud Based Phone System

Once ULTATEL has been activated, it will appear inside your Pipedrive’s account. That means you will be able to call leads and customers from within the platform, using the dial pad or simply clicking the contact phone icon to dial out—saving time per dial

and eliminating misdials. Your ULTATEL system rings one of your devices based on your assigned routing rules, so you can answer the call while using Pipedrive.

PBX Integration

ULTATEL Pipedrive intgeration

We accommodate businesses of all sizes

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