Pipedrive and Ringostat integration

Manage customer relations and sales based on calls data.

Benefits of integration:

1
Automate the sales department and control the performance of each sales manager. The system creates deals and contacts when receiving the phone call.
2
Transfer data on advertising sources of calls to CRM. You may include calls to sales funnel and reports.
3
Track the advertising source of call which is automatically attached to the deal card.

Pipedrive and Ringostat integration allows to:

Automate and optimize the work of sales department.

Pipedrive is a sales management tool for work with complicated or long-term sales process. Ringostat transfers to Pipedrive the call recordings, data about duration, status and advertising source of each call etc. Pipedrive automatically creates contacts and deals when receiving the phone call.

Track the advertising sources of each phone call down to the keyword.

You can track in a CRM which advertising generates calls and sales. The data on advertising source, campaign and keywords of calls are attached to deals.

Work with missed calls and lost deals.

If your company missed a call, the task "Connect a client" is automatically created in a CRM. In this way, you won’t lose any prospects. Listen to call recordings and analyze the reasons for losing deals. Determine which scripts lead to sales.

How Pipedrive and Ringostat integration works

Enable integration

Automatically send call data from Ringostat

Analyze calls in Pipedrive

How to set up integration

Copy the API in your Pipedrive account: Pipedrive — Settings — Profile — API.
Paste into Ringostat, Integrations — Pipedrive and click Enable.
Choose the language and parameters which you want to create in CRM after the call.
Determine if you need to turn on Consider closed deals. If you turned on this and don’t have an active deal, the call will be added to the last closed deal. If you didn’t, when receiving the call from client the new deal will be created.
Create profiles of managers who have Pipedrives accounts in Ringostat, Settings — Agents.
Activate automatic assignment of deal to responsible manager in Pipedrive. Click the button counts in Ringostat Get data from Pipedrive.