Onoff Business is revolutionizing professional telephony. Log all mobile interactions (calls, SMS, VM) automatically in Pipedrive! Plus:

In Communicate with leads, Manage my accounts

Description

With Onoff Business, there's no need for a second device, SIM card or yet another mobile contract. Make and receive calls, send SMS, receive voicemails and synchronize your contacts from the Onoff Business mobile or web application.

Set up the Pipedrive <> Onoff integration to:

Automatically log all interactions with your users (calls, SMS, VM) in Pipedrive
Never be caught off guard with the enhanced callerID: Sync your CRM contacts with Onoff Business and always know who is calling. Provide the best customer experience from the get-go!
Get more from Pipedrive reports: Use call outcomes, SMS, notes and activities to have more insights into your team's performance.

Installation instructions

Our quick installation process:

*You will need to have admin rights both for Onoff and Pipedrive. Alternatively, you can provide the email of the CRM admin in your organization.

For new accounts:

Subscribe to Onoff Business here
Validate your account
Create and assign numbers to your employees
Follow the following steps to setup the integration

For existing accounts:

Log in to your Onoff Business admin account and click the "Integrate" button in the integrations page
You will be redirected to the Pipedrive login screen. Use your admin credentials and grant the permissions for Onoff Business to be able to sync with Pipedrive. Note: If you don't have admin rights to grant the necessary permissions, reach out to our support team and provide the contact info of the person in your organization who does. You will be notified once the permissions are granted.
You will then be redirected to the integrations list. To choose the Onoff numbers that will be part of the integration, go back to the Pipedrive integration page and click "Manage." Click the "Integrate numbers" and select the numbers you wish to integrate with.

And that is it! The integration is now up and running. For more details, check our FAQ