Pipedrive integration
This is how you connect Pipedrive CRM with the sipgate app for automatic contact and call activity synchronization.
Pipedrive is a sales pipeline management tool. It organizes leads so that you always have a clear overview of sales.
With sipgate, you call directly in Pipedrive and use your contacts in the sipgate app. This way you always see who is calling and do not have to switch between different tools.
After you have connected sipgate and Pipedrive, your contacts are automatically synchronized. All changes or new contacts that you add in the sipgate app during or after the call are automatically saved in Pipedrive. In addition, sipgate updates all call activities for your contacts in Pipedrive. This way you are always up to date and know when you called which of your contacts and what you noted about your conversation.
Integrating Pipedrive in the sipgate app:
Select integration
In the sipgate app, click the gear icon on the left and select the "Integrations" item.
Under the item Integrations search for the entry Pipedrive and click the button Connect with Pipedrive. 
Log in to Pipedrive
Log in to your Pipedrive instance.
Confirm connection
Then agree to the exchange between the apps. You have now successfully connected Pipedrive and the sipgate app.
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How can I set up Click2Dial between the sipgate app and Pipedrive?
Click the three-dot menu in the bottom left of Pipedrive and then click Automations. Then click on Calls / Phone Calls. As the default app for calling, choose Default call handler - tel:[number]. Only this method can start the call via the sipgate app. In the operating system settings, specify that the sipgate app should be used for such calls by click.
Set up Click2Dial for Windows Go to Settings and follow the path: Default Apps ➔ Defaults by link type ➔ URL:tel ➔ sipgate.
Set up Click2Dial for Mac Follow the path: Facetime ➔ Settings ➔ General ➔ Default for calls ➔ sipgate.
Log notes on a contact and/or deal
In principle, users can log notes about a conversation in Pipedrive during the call or within 10 seconds after the call via the call list.
Important: A subsequent creation of notes via the call list is not possible.
Call logging during the call (recommended) Answer a call in the sipgate app and go to the call log.
Write a note and use the plus symbol to select whether it should be logged on a contact and/or a deal.
In the next step, you can choose whether you want to add this note to a contact and/or a deal.
If you want to access this note in Pipedrive, go to Contacts ➔ Notes or Deals ➔ Open note or deal ➔ History.
Important: If you want to attach the notes to the deals, only open deals are displayed.
Call logging without note
If an incoming call was missed or an outgoing call was rejected, it can also be automatically logged in Pipedrive without a note. To do this, change the following settings in the sipgate app:
Open sipgate app ➔ settings ➔ Integrations ➔ Pipedrive: Set logging to 0s
Errors and solutions
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