Pipedrive CRM Integration guide

First interaction with SipSim

If you already have your SipSim account you go to section "How to connect the integration". If you have never used SipSim, start by sending a connection request or contact the manager on the SipSim website: www.sipsim.fr
 

There are many options for how you can contact the manager through the landing page. You can click on the "Book a demo" button, on the chat icon, or the "Chat to sales" button.

After that you can book a demo through the calendar or submit your application to get the consultation

Our manager will guide you through the entire process from creating your personal account to connecting and setting up integration with Pipedrive.

To login into your account, just click on "Log in" button. This button can be found at the top of any page on the site.

Activate SipSim SIM card

After successful registration and payment for services, a SIM card will be delivered to you. As soon as you insert it into your phone, you can use all the functions of SipSim: make calls, use integrations and much more.

General information about integration

SipSim.fr and Pipedrive CRM integration allows you to automate part of your business processes. The following options are available for incoming and outgoing calls via SipSim SIM cards:

• Deals creation

• Contacts creation

• Tasks about missed calls creation

• Calls and call recordings creation 

• Linking entities to pre-defined owners

• Using different pipelines for different managers

How to connect the integration

    At the start, you must have an active SipSim and Pipedrive CRM accounts. To set up the integration, you must complete the following steps:

In your SipSim personal account, go to the "Integrations" tab in the left menu;

In "Available Integrations", find the integration with Pipedrive CRM and click "Connect"

In the pop-up window, you have to enter the login and password for your Pipedrive CRM account (If you are already logged in, you may not need to enter your login and password). During the authorization process, you will need to click on the "Allow and Install" button to grant access to data from your Pipedrive CRM account.

Note: 

To ensure improved security, we use only the minimum permission scope required for the integration to work correctly.

This includes the following permissions:

• Access to basic information

• Deals: Full access

• Activities: Full access

• Contact: Full access

• Read users data

• See recent account activity

• Search for all data

• Phone calls integration
  
  

After successful authorization, you will be able to see the integration with Pipedrive CRM in the list of "Connected integrations" and begin setting up the rules for the integration.

Integration settings

        Pipedrive CRM and SipSim integration includes a wide range of settings to make interaction between systems flexible. The default settings are quite universal, but you can change them to suit your business processes. After checking all the settings, click “save”.

There are 5 tabs in the integration settings:

• Managers;

• Pipelines;

• Contacts;

• Deals;

• Tasks and notifications.

Managers

In this tab, SipSim numbers are assigned to specific managers (users in Pipedrive CRM).

On the right there is a "Default User" selection. When you select a default owner in the entity creation settings, the created entities will be assigned exactly the user you select here. (in cases where the Pipedrive CRM manager is not specified for the SipSim number in the table, the default manager will be used)

If necessary, it is possible to block a specific SipSim number so that entities are not created if this number is involved in calls. You can do this by selecting the "Ignore in CRM" option next to the number you want to block.

Pipelines

    In this tab you can choose which pipelines deals will fall into.
    If the “One Pipeline for All Managers” setting is enabled, all deals will be created in the same pipeline with the same statuses for all the managers. You have to select the required Pipeline and Stage of the pipeline. 

If the “Specific pipelines for each manager” setting is enabled, then it becomes possible to select the required Pipeline and Stage of the pipeline for each manager separately.

Contacts

        The “Create contact if it doesn't exist in the CRM” setting is responsible for creating contacts. When this setting is enabled, a contact will be created during a call if there is no contact in the CRM that can be associated with this call.

Deals

Regarding the creation of transactions, there are 4 scenarios for creating transactions:

• Never - We never create a deal under any circumstances;

• Always – we create a deal with every call;

• If there are no any deals – create a deal only if there are no deals at all;

• If there are no active deals – the deal will be created if there are no open deals 

Tasks

The “Create task for missed calls” setting is responsible for creating tasks (call activities) in case of missed calls. When the setting is enabled, regardless of whether you missed a call or did not reach someone, a call activity will be created with information that the call was not made.

Note: 

Setting “Show call card” is not added in the integration yet.