freeinteractive features

Genesys Cloud for Pipedrive

by Keyboard Logic

In Communicate with leads, Automate my pipeline and data, Manage my accounts

Description Features How to set up Reviews (1)

freeinteractive features

An app extension for agents to control customer interactions within Genesys Cloud directly in Pipedrive

In Communicate with leads, Automate my pipeline and data, Manage my accounts

Description

An app extension for agents to control customer interactions within Genesys Cloud directly in Pipedrive

Features

Customizable app extension to control Genesys Cloud CX interactions.
Search for a specific Pipedrive contact from Genesys Cloud.
Click to Call functionality in Pipedrive to create a new Genesys Cloud voice interaction.
Inbound calls associated with contacts in Pipedrive
Pipedrive call log updated from within Genesys Cloud interaction log.
Screen pop for associated record in Pipedrive based on the Genesys Cloud interaction.

Features

Quick access

Easily access Genesys Cloud for Pipedrive and their customized floating window anywhere in Pipedrive via the top bar.

Genesys Cloud

Locations:Top barPhone numbers

Seamlessly combines the capabilities of Genesys Cloud and Pipedrive. Features include click-to-dial, inbound screen pops, contact search and more.

Installation instructions

Click Install Now to begin the installation process.

Review the required scopes and select Allow and Install.

Once the installation is successful, return to Pipedrive and select Tools and Integrations from your profile menu.

Select Marketplace apps in the left sidebar.

Under Genesys Cloud for Pipedrive, select Settings.

Ensure the correct region is selected for your Genesys Cloud environment and save the settings if needed.

Refresh Pipedrive and access the softphone in your My Apps toolbar. Once logged into Genesys Cloud, you can easily search for Pipedrive contacts when creating a new voice interaction or enable click-to-call by selecting Genesys Cloud for Pipedrive as your calling method.