pipedrive crm

  1. 3CX Contacts - CRM Integration

    Hi All, Customer wants to integrate their CRM into 3CX. One requisite they are after is that for certain extensions on the system, they want to be able to limit what contacts they are able to see in the contacts tab. For example, the accounts on ext 1001 should be able to search the CRM...

  2. For CRM Integration with PipeDrive

    Dear Support Team, Please provide information about CRM Integration with PipeDrive. The CRM integration is already set up with PipeDrive. CRM Integration with PipeDrive: Caller Screen Display: Currently, the caller screen displays "Last Name, First Name (Organization Name)". Can this be...
    • yono
    • Thread
    • crm crm integration pipedrive pipedrive crm
    • Replies: 11
    • Forum: Other

  3. Issue with pipeDrive XML file in V20 environment

    Dear Support Team, I am experiencing an issue with using the same pipeDrive XML file that was working fine in V18 in the V20 environment. Specifically, CRM information that was previously displayed on the incoming call screen when using 3CX is no longer being displayed in V20. I have not made...
    • yono
    • Thread
    • pipedrive pipedrive crm xml files
    • Replies: 7
    • Forum: Other

  4. PipeDrive integration showing incorrect caller ID.

    We have just setup the PipeDrive integration, and although it mostly functions correctly, occasionally the caller ID function shows the wrong name. Double checking PipeDrive they are definitely not duplicate phone numbers. As far as I can tell, the integration is set up properly, is this a known...
    • EmmaBarrett
    • Thread
    • integration crm integrations pipedrive pipedrive crm
    • Replies: 3
    • Forum: Other

  5. 3CX to Pipedrive intergration V18

    So this seams to be a revolving door based on the comments, Credit to mark philips who made the original CRM intergration for Pipedrive, I had the following issue, User calls in, CRM gets polled, Number Not Found New Contact created (number type was blank) Call Proceeds normally Call 2 (same...
    • Sparky Bear
    • Thread
    • custom crm pipedrive pipedrive crm
    • Replies: 0
    • Forum: Other

  6. 3CX / Pipedrive - Mark Phillips Integration

    hi All, has anyone got the call journaling working with the community integration that mark kindly put together for us? i've created a "contact" in Pipedrive with the telephone number as "AgentExtension-145" - but i'm muddled in how 3CX then has to be set, i can't see journalling taking place...
    • CFP
    • Thread
    • pipedrive pipedrive crm
    • Replies: 2
    • Forum: Other

  7. Pipedrive integration

    Hi - request for you to provide Pipedrive CRM integration into 3CX

  8. Is 3CX integrated with PIPEDRIVE CRM ?

    Does anyone integrae 3CX with PIPEDRIVE CRM ? What type of integration ?
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