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 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.
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.
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:
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.
There could be a number of reasons why you see an error message when trying to make a call.
Download the mobile app
You can only use this feature if you have the Pipedrive mobile app installed and up to date.
Update to latest version of app
Enable mobile notifications
You can learn how to enable mobile notifications in this article.
Enable mobile calling (Android)
You can learn how to enable calling for android devices in this article.