Note: The configuration of this action is only available to Admin Users.
Pipedrive has the ability to choose which app is the default when you click on a phone number in Pipedrive. For example, you can use a provider such as Skype for calls or SMS, Lync, or a number of SIP-based phone systems.
Admin Users of the Pipedrive account can specify the protocol syntax they would like to use for the call-to links within their Pipedrive account. Once configured, you will be able to click on any phone number in Pipedrive, and have it begin a call to that number via your chosen service.
To program this syntax, go to Settings > Caller > Personal.
The most commonly-used syntaxes can be found in the dropdown. If your preferred option is listed there, simply select it from the dropdown and click Save. The options found in that dropdown are listed below, for your convenience.
- Skype call: skype:[number]?call
- Skype SMS: skype:[number]?chat
- SIP phone handler: sip:[number]@gateway.com
- Apple FaceTime call: facetime://[number]
- Default phone call handler: tel:[number]
- Default 'callto' handler: callto:[number]
- Default SMS handler: sms:[number]
If your option is not found there, we suggest choosing the 'Custom' option, and providing the callto syntax of the provider you wish to use. Once finished, click Save.
If you find that these options do not line up with your needs, you may also browse the Pipedrive Marketplace for a third-party solution.
Note: The [number] function is used as a placeholder for any phone number found in Pipedrive. As long as the syntax contains that function, the syntax will know that the number is a phone number, and be able to begin the phone call (or SMS) accordingly.