You can easily enable your Pipedrive phone integration with Toky following this tutorial.
- Go to the integrations menu in your Toky's Dashboard.
- Click on Connect to start the integration.
- Enter your Pipedrive subdomain
You can find the sub-domain in the URL of your Pipedrive account.
- Call events to notify
Select which call events you would like Toky to log into your Pipedrive account.
- Other actions
Add unknown callers as persons: this will create contacts automatically if they don't exist in Pipedrive.
Search in custom fields: If you have a custom phone field you added to the Deal/Organization (besides the one that exists by default), it will be used to search for phone numbers.
- Notification Language
The language you prefer to use for creating the logs in Pipedrive.
- Map the agents
Make sure you link an agent from Toky with a User from Pipedrive. Each agent needs to have an account linked so the activities can be logged in their profiles.
- Install the click to call Chrome Extension
This extension will make it possible to have the Toky Logo next to the contact number to be able to make a call just by clicking on it.
You can install it here.
- Enable the Pipedrive integration
Once you finish this, you are all ready to go and start the syncing process 😁.