We’ve just released our new LeadBooster add-on. If you have any questions, please contact our support team .

Knowledge Base

Web-to-mobile calling

Note: The Web-to-mobile calling feature is one of the many useful features of Pipedrive’s Advanced, Professional, and Enterprise plans.


If your workday consists of using Pipedrive on a computer but making phone calls to customers from a mobile device, an efficient way to quickly start phone calls is extremely important. The Web to mobile calling allows you to start a call on your mobile device directly from your Pipedrive web app, with just a few clicks.

The calls you make will be charged on your usual phone bill. 

 


Before you call 

Before you call there are a few steps to configure: 

  • To use the Web-to-mobile calling feature, you will first have to make sure you have the mobile app installed and updated to the latest version. To do this, go to the Apple App store  or Google Play store from your mobile device and check to see that the Pipedrive app is downloaded and up to date.
  • You will also need to make sure mobile notifications is enabled on your device. You can learn about how to do this in this article
  • Android users will also need to enable calling in their device. You can learn about how to do this in this article.

 


Accessing the web-to-mobile feature

To initiate calling in your Pipedrive account, you can click on any phone number saved under a contact in the List view or Detail view. You will see a window appear that will allow you to configure the settings of your call. 

Make sure you have the Phone tab selected and click on Start the call from Pipedrive mobile app before clicking on Start call.

Note: the Caller call transferred to a connected device option refers to our Caller feature, another method of calling from Pipedrive. 


Screen_Shot_2020-06-18_at_11.06.04_AM.png

Once you initiate the call, you will receive a notification from the Pipedrive mobile app on your mobile device telling you that the call has been initiated from your web-app. Once you click on the notification, you will see the option to continue the call on your mobile device. 

Below is the full flow for your web-app and mobile device:   Screen_Capture_on_2020-06-16_at_17-30-18.gif

Once call is completed, you will be automatically prompted in the web-app to write any notes, schedule a follow up call if needed, and log it as an activity.

 


Why can't I make calls? 

There could be a number of reasons why you see an error message when trying to make a call. 

Download the mobile app

Screen_Shot_2020-06-17_at_12.06.09_PM.png

You can only use this feature if you have the Pipedrive mobile app installed and up to date. 

 

Update to latest version of app

Screen_Shot_2020-06-17_at_12.20.48_PM.png

To make sure your app is updated to the latest version, go to the Apple App store or Google Play store from your mobile device and check to see that the Pipedrive app is downloaded and up to date.

 

Enable mobile notifications 

Screen_Shot_2020-06-17_at_12.05.37_PM.png

You can learn how to enable mobile notifications in this article

 

Enable mobile calling (Android)

Screenshot_2020-06-08_at_13.14.55.png

You can learn how to enable calling for android devices in this article

Questions?    Get in touch