<div class="support-note success primary"><strong>Note:</strong> Only admin users can set up the <a href="https://www.pipedrive.com/marketplace/app/aircall/9e22c78e800871e6" target="_blank" rel="noreferrer noopener">Pipedrive Aircall integration</a> in a Pipedrive company account.<br> </div>
<p>Aircall can be used to set up and manage phone operations for your company, and <a href="https://www.pipedrive.com/marketplace/app/aircall/9e22c78e800871e6" target="_blank" rel="noreferrer noopener">Pipedrive Aircall integration</a> lets you make phone calls from Pipedrive using Aircall’s functions, so you can stay productive without switching back and forth.</p>
<p>This integration logs all inbound/outbound calls and voicemails as activities in Pipedrive and automatically generates new Pipedrive contacts whenever you call a phone number that does not match an existing contact phone number in your Pipedrive database.<br>
</p>
<hr>
<h2>Installing the integration</h2>
<div class="support-note success primary"><strong>Note: </strong>To install the Aircall integration through Pipedrive’s Marketplace, check out <a href="https://www.pipedrive.com/en/marketplace/app/aircall/9e22c78e800871e6" target="_blank" rel="noreferrer noopener">this page. </a></div>
<p>First, you need an Aircall account. To create one: </p>
<ul>
<li>Go to the <a href="https://aircall.io/" target="_blank" rel="noreferrer noopener">Aircall website</a>.</li>
<li>Register for a new account by providing an email address.</li>
<li>Confirm your new account via email at the provided email address.</li>
<li>Add a company phone number in the Aircall web app.</li></ul>
<p>Once your account is registered, you can connect Aircall to Pipedrive.</p>
<ul>
<li>Follow <a href="https://aircall.io/call-center-software-integrations/pipedrive/" target="_blank" rel="noreferrer noopener">this link</a> to connect your Aircall account to Pipedrive</li>
<li>Click <strong>Connect &gt; Install integration</strong></li>
<li>Select your desired phone number, your Pipedrive URL and Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/207344545-How-can-I-find-my-personal-API-key-" target="_blank" rel="noreferrer noopener">API token</a> when prompted.</li>
<li>Confirm that Pipedrive is now displayed as an active integration.</li>
</ul>
<hr>
<h2>Setting up the integration</h2>
<p>To set up a click-to-dial system in Pipedrive:</p>
<ul><li>Go to <strong>Tools and apps &gt; Phone calls &gt; <a href="https://app.pipedrive.com/settings/caller" target="_blank" rel="noreferrer noopener">Personal</a></strong> </li><li>Set up the default calling method to "<strong>web+aircall:[number]</strong>", as shown below</li><li>Click <strong>“Save settings“ </strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/aircall%201_2024-01-02-144343_dsov.jpg" alt=""></figure>
<p>When you click on a phone number in Pipedrive, you’ll be prompted by your browser to allow Aircall to be your default calling program.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-06_at_2.11.41_PM.png" alt="Screen_Shot_2019-06-06_at_2.11.41_PM.png" width="400" height="120"></figure>
<p>Once you confirm, you can make calls seamlessly in Pipedrive with Aircall.</p>
<hr>
<h2>Additional features</h2>
<div class="support-note success primary"><strong>Note: </strong>For an overview of Aircall's capabilities in Pipedrive, check out <a href="https://support.aircall.io/hc/en-gb/articles/10375353781149-How-Does-the-Pipedrive-Integration-Work-" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p>The integration also lets you log phone calls as completed or in-progress activities in Pipedrive. </p>
<p>If you click on the Pipedrive Integration in the Aircall web app, you can set the <a href="https://support.pipedrive.com/article/activities" target="_blank" rel="noreferrer noopener">type of activities</a> you want each type of call to create. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-06_at_4.18.58_PM.png" alt="Screen_Shot_2019-06-06_at_4.18.58_PM.png" width="699" height="256"></figure>
<p><strong>Inviting team members</strong><br></p>
<p>You can invite your Pipedrive users to the same Aircall account and let everyone in your company use Aircall to receive and make phone calls. </p>
<p>To invite additional users to Aircall:</p>
<ul><li>go to the <strong>Teams</strong> section in Aircall </li><li>click on <strong>“Create Team or User”</strong></li></ul>
<p>These users will be sent an email and be prompted to install the <a href="https://aircall.io/download" target="_blank" rel="noreferrer noopener">Aircall desktop app</a> to start receiving and making phone calls using your company phone number.</p>

Pipedrive integration: Aircall

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Android devices and is currently in beta. <span>The minimum Android version required to install the mobile app is 9.0+.</span></div>
<p style="text-align: justify">Despite advancements in digital communication, business cards continue to be widely used in professional networking.<br></p>
<p style="text-align: justify">However, manually entering the information from these cards can be time-consuming. Scanning business cards through your phone with the Pipedrive app significantly accelerates the process of recording and organizing contact details.</p>
<hr>
<h2 style="text-align: justify">Where can I find the card scanner?<a name="where-can-i-find-the-card-scanner"></a></h2>
<p style="text-align: justify">Tap on the main <strong>”➕”</strong> button. Then, tap on <strong>”Contact scanner”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scanner%20button.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">How does the scanner work?<a name="how-does-the-scanner-work"></a></h2>
<p style="text-align: justify">Once you tap on <strong>”Contact scanner”</strong>, your phone camera will open. Capture the business card you want to scan.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scanner%20camera.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> While it’s possible to scan a few cards simultaneously, we recommend scanning one by one for the best performance.<br></div>
<p style="text-align: justify">The scanner will recognize the information on the cards. You’ll need to review the scanned card and the information that you want to import to Pipedrive.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scanner%20camera%20contact.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">How can I import contacts from scanned cards?<a name="how-can-i-import-contacts-from-scanned-cards"></a></h2>
<p style="text-align: justify">From the <strong>review scans</strong> screen, select the contact you want to import. Here, you’ll be able to edit and confirm the contact information.</p>
<p style="text-align: justify">If everything looks good, tap on <strong>“Save”</strong> at the top-right of the screen.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20scan.png" alt=""></figure>
<p style="text-align: justify">At the bottom, you’ll also have the option to delete or rescan the card.</p>
<p style="text-align: justify">Once the contacts have been saved, you’ll see the option to add them as leads at the bottom of the screen.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/import%20scan.png" alt=""></figure>
<p style="text-align: justify">In this screen, you can select the contacts that you want to add as leads.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/lead%20created%20from%20scan.png" alt=""></figure>
<p style="text-align: justify">Finally, you’ll see the new lead created. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20lead%20from%20scan.png" alt=""></figure>

Business card scanner on mobile

where-can-i-find-the-card-scanner

Where can I find the card scanner?

how-does-the-scanner-work

How does the scanner work?

how-can-i-import-contacts-from-scanned-cards

How can I import contacts from scanned cards?

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Android devices.<strong> </strong><span>The minimum Android version required to install the mobile app is 9.0+.</span></div>
<p style="text-align: justify">Efficient <a href="https://support.pipedrive.com/article/calling-and-logging-calls-in-the-mobile-app" target="_blank" rel="noreferrer noopener">call logging</a> is crucial for maintaining accurate records in the Pipedrive app. To enhance this capability, we’re introducing a seamless integration with <strong>JustCall</strong>, allowing you to effortlessly log calls made from your mobile phone.</p>
<p style="text-align: justify">This integration simplifies the call logging process, ensuring all interactions are consistently recorded and easily accessible.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/DNoRDW7oDBdc44whVnzGfW.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> If you want to make and receive phone calls and SMS messages from Pipedrive web, you can install the JustCall app for the web from the <a href="https://www.pipedrive.com/en/marketplace/app/just-call/" target="_blank" rel="noreferrer noopener">Pipedrive Marketplace</a>.</div>
<hr>
<h2 style="text-align: justify">Where is the option to enable JustCall located?<a name="where-is-the-option-to-enable-just-call-located"></a></h2>
<p style="text-align: justify">In your Pipedrive mobile app, tap the <strong>“More...”</strong> option. Then, scroll down to tap <strong>Preferences &gt; Calling</strong>.</p>
<p style="text-align: justify">Finally, enable the <strong>JustCall</strong> option.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/enable%20just%20call.png" alt=""></figure>
<p style="text-align: justify">You’ll also need to enable the option to log outgoing and outside calls to the Pipedrive app. You can learn more in <a href="https://support.pipedrive.com/article/calling-and-logging-calls-in-the-mobile-app" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<div class="support-note success primary"><strong>Note:</strong> The option to enable JustCall will only appear if JustCall is installed on the mobile device in question.</div>
<hr>
<h2 style="text-align: justify">How can I log calls with JustCall?<a name="how-can-i-log-calls-with-just-call"></a></h2>
<p style="text-align: justify">Once the JustCall option is enabled, you can start a call by simply tapping on the contact’s phone number and selecting the JustCall option.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/call%20justcall%20contact.png" alt=""></figure>
<p style="text-align: justify">You’ll see JustCall’s dialer prompted, where the phone number will be pre-filled with the existing contact information.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/justcall%20dialer.png" alt=""></figure>
<p style="text-align: justify">As soon as you finish your call, you’ll see the option to log in to the Pipedrive app.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/log%20call.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Your standard network charge will be applied to any calls made from the Pipedrive mobile app. </div>

Mobile app integration: JustCall

where-is-the-option-to-enable-just-call-located

Where is the option to enable JustCall located?

how-can-i-log-calls-with-just-call

How can I log calls with JustCall?

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Android devices.<strong> </strong>The minimum Android version required to install the mobile app is 9.0+.</div>
<p style="text-align: justify">Recognizing the importance of having customers’ information readily accessible, we designed our mobile app to display <a href="https://support.pipedrive.com/article/custom-fields">custom fields</a> replicating the data from the Pipedrive web interface.</p>
<p style="text-align: justify">This ensures you always have critical information at your fingertips, even when working from your phone.</p><div class="support-note success primary"><strong>Note:</strong> Setting up custom fields is only possible from the web app by <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">global permissions admins</a>.</div>
<hr>
<h2 style="text-align: justify">Declutter “Add” views<a name="declutter-add-views"></a></h2>
<p style="text-align: justify">Streamline the <strong>“Add”</strong> views for deals, leads, and contacts by hiding default and non-required fields.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20240717-144643.png" alt=""></figure>
<p style="text-align: justify">This declutters the interface, making focusing on the most relevant information easier.</p>
<hr>
<h2 style="text-align: justify">Field descriptions<a name="field-descriptions"></a></h2>
<p style="text-align: justify">View descriptions for deal and lead custom fields while entering data in the detail view.</p>
<p>When opening a field, tap on the <strong>”Info”</strong> icon at the top-right of the screen.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20240717-145423.png" alt=""></figure>
<p>Then, you’ll be able to see the field description.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20240717-145037.png" alt=""></figure>
<p style="text-align: justify">This feature ensures you understand the context and purpose of each field, enhancing data accuracy.</p>
<hr>
<h2 style="text-align: justify">Field groups<a name="field-groups"></a></h2>
<p style="text-align: justify">Admins can declutter the detail view by organizing deal, lead and contact custom fields into a hierarchy.</p>
<p>In the mobile app, you can expand and collapse field groups by tapping the field group name.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_20240717-145641.png" alt=""></figure>
<p style="text-align: justify">This organization simplifies the interface, making navigating and managing information easier.</p>

Knowledge Base

Mobile app features

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