How to Integrate Your Pipeline Account with KrispCall?
Navigating through multiple applications while trying to interact with teams and clients can be overwhelming. Constantly switching tabs not only disrupts your focus but also hampers your productivity.
The integration of KrispCall with Pipeline offers an effortless solution to enhance your workflow. By combining these two powerful tools, you can automate processes, improve collaboration, and foster more effective conversations.
In this guide, we'll delve into the benefits and features of this integration and provide you with easy steps to connect your Pipeline CRM account with KrispCall.
Integrating Pipeline CRM with KrispCall brings many great benefits for businesses. Here are some key advantages of this integration:
With KrispCall and Pipeline working together, you can see important caller details, like their name and past calls, before you answer. This helps agents know who they’re talking to and handle calls better.
Agents can also make calls right from the Pipeline dashboard. This means they don’t have to jump between different apps, saving time and making their work easier. Plus, they can record calls and add notes during the conversation for future reference.
When you connect KrispCall with Pipeline, agents can see the complete history of each customer in one place. This includes all previous interactions, which helps them understand what the customer needs.
Having this information helps agents provide more personal service. This way, customers feel valued, which can lead to happier customers who stick around longer.
Combining Pipeline with KrispCall gives you useful information about calls, like how long they last and notes from conversations. This data helps businesses understand what customers like and make better choices based on facts.
You can also use this information to create special marketing campaigns for different groups of customers. Plus, it shows how well agents are performing, helping to find ways to improve their work.
KrispCall automatically saves call details in your Pipeline account. This makes it easy to see which leads are interested and how to turn them into loyal customers.
After calls, the system can even create new leads for you. By listening to call recordings and checking notes, you can find out which leads are most interested in your products and focus on them.
The integration of KrispCall and Pipeline logs all call details, call recordings, and notes automatically. This means your team won’t have to enter data by hand, allowing them to concentrate on more important tasks.
By automating data entry, you reduce mistakes and ensure all information is correctly recorded in your Pipeline CRM. This helps keep your team organized and efficient.
Step 1: Log in to your KrispCall account and navigate to the Settings.
Step 2: In the Settings menu, find Integrations under App Settings and click on it.
Step 3: This will display a list of various business tools and CRM software available for integration. To connect KrispCall with Pipeline, click on the Connect → button located just below Pipeline.
Step 4: When you click the Connect → button, a new pop-up window will appear, prompting you to enter your API token and Pipeline email associated with your Pipeline account.
Step 5: To retrieve your API token and email, log in to your Pipeline account. Once logged in, click on your profile icon on the right side and select Account Settings.
Step 6: In the left sidebar, scroll down and choose API Integration from the list of options.
Step 7: Within the API Integration section, go to API Keys. Here, you will find your API key and email ID.
Note: Ensure that API access is enabled for these keys to integrate Pipeline with KrispCall.
Step 8: Copy the API key and email ID, then paste them into the pop-up window you opened earlier in KrispCall. After entering the details, click the Next button.
Step 9: Finally, click the Submit option to complete the integration process.
Step 10: A message will appear confirming that the integration was successful, as long as the information you entered is valid.
After integrating Pipeline with KrispCall, users can enable or disable various settings. Let’s first explore the General Settings.
Important Note: All setting options for general and workflow settings will be enabled by default after the initial integration.
In the settings menu, you’ll find two options for managing your integration: Edit and Delete, accessible through the three-dot menu.
Edit: When you click Edit, a window will open showing the general settings. Here, you will find three different options available:
Create New Contacts for Calls: This option allows you to create new contacts in Pipeline’s address book. If you turn this toggle on, any new contact created in KrispCall will automatically sync to Pipeline.
Contacts 2-Way Sync: When this toggle is on, Pipeline will sync with KrispCall whenever contacts are added or updated. This means if you add or change a contact in KrispCall, it will also update in Pipeline, and vice versa. Remember, after enabling this option, the initial contact sync will occur.
Note: Webhook is not provided for two-way sync, so it is not implemented for now
Notes Logging: This option lets you save notes in call details to Pipeline. If the toggle is on, notes will sync to Pipeline whenever you add them during a call.
The Workflow Settings can be accessed after the General Settings. By clicking on this section, you will find various options to customize how your call logs are handled. Currently, there are five settings available:
Log Outgoing Answered Calls: You can choose to log outgoing answered calls as Calls (Engagements) or Disabled. If you set this to Disabled, the logs for outgoing answered calls won’t be saved or synced. If you select Calls (Engagements), those logs will be saved and synced.
Log Outgoing Unanswered Calls: Similar to the previous setting, and you can log outgoing unanswered calls as Calls (Engagements) or Disabled. Selecting Disabled means that logs for unanswered calls will not be saved or synced, while choosing Calls (Engagements) will ensure that these logs are recorded.
Log Incoming Answered Calls: This setting allows you to log incoming answered calls as Calls (Engagements) or Disabled. If you choose Disabled, the logs for incoming answered calls won’t be saved. If you opt for Calls (Engagements), those logs will be saved and synced.
Log Incoming Unanswered Calls: For incoming unanswered calls, you can also choose between Calls (Engagements) or Disabled. If set to Disabled, logs won’t be saved. By selecting Calls (Engagements), incoming unanswered call logs will be recorded.
Log Voicemails: Finally, you can log voicemails as Calls (Engagements) or Disabled. If you set this to Disabled, the voicemail logs will not be saved or synced. Choosing Calls (Engagements) will ensure that voicemails are logged accordingly.
The Connected Numbers setting is located right next to the Workflow Settings. By clicking on this option, you can manage which phone numbers are connected.
Currently, there is one available option:
Log Phone Calls for These Phone Numbers: This setting shows a list of all the phone numbers available in your workspace. When you use this option, only the call logs from the selected numbers will be saved in Pipeline.
Note: If you don’t select any numbers, call logs will not be synced to the CRM.
The integration of KrispCall with Pipeline offers an effortless solution to enhance your workflow. By combining these two powerful tools, you can automate processes, improve collaboration, and foster more effective conversations.
In this guide, we'll delve into the benefits and features of this integration and provide you with easy steps to connect your Pipeline CRM account with KrispCall.
Benefits of Integrating Pipeline CRM with KrispCall
Integrating Pipeline CRM with KrispCall brings many great benefits for businesses. Here are some key advantages of this integration:
1. Easy Call Management
With KrispCall and Pipeline working together, you can see important caller details, like their name and past calls, before you answer. This helps agents know who they’re talking to and handle calls better.
Agents can also make calls right from the Pipeline dashboard. This means they don’t have to jump between different apps, saving time and making their work easier. Plus, they can record calls and add notes during the conversation for future reference.
2. Better Customer Experience
When you connect KrispCall with Pipeline, agents can see the complete history of each customer in one place. This includes all previous interactions, which helps them understand what the customer needs.
Having this information helps agents provide more personal service. This way, customers feel valued, which can lead to happier customers who stick around longer.
3. Detailed Reports and Analytics
Combining Pipeline with KrispCall gives you useful information about calls, like how long they last and notes from conversations. This data helps businesses understand what customers like and make better choices based on facts.
You can also use this information to create special marketing campaigns for different groups of customers. Plus, it shows how well agents are performing, helping to find ways to improve their work.
4. Better Lead Tracking
KrispCall automatically saves call details in your Pipeline account. This makes it easy to see which leads are interested and how to turn them into loyal customers.
After calls, the system can even create new leads for you. By listening to call recordings and checking notes, you can find out which leads are most interested in your products and focus on them.
5. Automating Repetitive Tasks
The integration of KrispCall and Pipeline logs all call details, call recordings, and notes automatically. This means your team won’t have to enter data by hand, allowing them to concentrate on more important tasks.
By automating data entry, you reduce mistakes and ensure all information is correctly recorded in your Pipeline CRM. This helps keep your team organized and efficient.
How to Integrate Pipeline CRM with KrispCall?
Step 1: Log in to your KrispCall account and navigate to the Settings.
Step 2: In the Settings menu, find Integrations under App Settings and click on it.
Step 3: This will display a list of various business tools and CRM software available for integration. To connect KrispCall with Pipeline, click on the Connect → button located just below Pipeline.
Step 4: When you click the Connect → button, a new pop-up window will appear, prompting you to enter your API token and Pipeline email associated with your Pipeline account.
Step 5: To retrieve your API token and email, log in to your Pipeline account. Once logged in, click on your profile icon on the right side and select Account Settings.
Step 6: In the left sidebar, scroll down and choose API Integration from the list of options.
Step 7: Within the API Integration section, go to API Keys. Here, you will find your API key and email ID.
Note: Ensure that API access is enabled for these keys to integrate Pipeline with KrispCall.
Step 8: Copy the API key and email ID, then paste them into the pop-up window you opened earlier in KrispCall. After entering the details, click the Next button.
Step 9: Finally, click the Submit option to complete the integration process.
Step 10: A message will appear confirming that the integration was successful, as long as the information you entered is valid.
Integration Setting
After integrating Pipeline with KrispCall, users can enable or disable various settings. Let’s first explore the General Settings.
Important Note: All setting options for general and workflow settings will be enabled by default after the initial integration.
General Settings
In the settings menu, you’ll find two options for managing your integration: Edit and Delete, accessible through the three-dot menu.
Edit: When you click Edit, a window will open showing the general settings. Here, you will find three different options available:
Create New Contacts for Calls: This option allows you to create new contacts in Pipeline’s address book. If you turn this toggle on, any new contact created in KrispCall will automatically sync to Pipeline.
Contacts 2-Way Sync: When this toggle is on, Pipeline will sync with KrispCall whenever contacts are added or updated. This means if you add or change a contact in KrispCall, it will also update in Pipeline, and vice versa. Remember, after enabling this option, the initial contact sync will occur.
Note: Webhook is not provided for two-way sync, so it is not implemented for now
Notes Logging: This option lets you save notes in call details to Pipeline. If the toggle is on, notes will sync to Pipeline whenever you add them during a call.
Workflow Settings
The Workflow Settings can be accessed after the General Settings. By clicking on this section, you will find various options to customize how your call logs are handled. Currently, there are five settings available:
Log Outgoing Answered Calls: You can choose to log outgoing answered calls as Calls (Engagements) or Disabled. If you set this to Disabled, the logs for outgoing answered calls won’t be saved or synced. If you select Calls (Engagements), those logs will be saved and synced.
Log Outgoing Unanswered Calls: Similar to the previous setting, and you can log outgoing unanswered calls as Calls (Engagements) or Disabled. Selecting Disabled means that logs for unanswered calls will not be saved or synced, while choosing Calls (Engagements) will ensure that these logs are recorded.
Log Incoming Answered Calls: This setting allows you to log incoming answered calls as Calls (Engagements) or Disabled. If you choose Disabled, the logs for incoming answered calls won’t be saved. If you opt for Calls (Engagements), those logs will be saved and synced.
Log Incoming Unanswered Calls: For incoming unanswered calls, you can also choose between Calls (Engagements) or Disabled. If set to Disabled, logs won’t be saved. By selecting Calls (Engagements), incoming unanswered call logs will be recorded.
Log Voicemails: Finally, you can log voicemails as Calls (Engagements) or Disabled. If you set this to Disabled, the voicemail logs will not be saved or synced. Choosing Calls (Engagements) will ensure that voicemails are logged accordingly.
Connected Numbers
The Connected Numbers setting is located right next to the Workflow Settings. By clicking on this option, you can manage which phone numbers are connected.
Currently, there is one available option:
Log Phone Calls for These Phone Numbers: This setting shows a list of all the phone numbers available in your workspace. When you use this option, only the call logs from the selected numbers will be saved in Pipeline.
Note: If you don’t select any numbers, call logs will not be synced to the CRM.
Updated on: 20/11/2024
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