Pipedrive Phone System Integration with Yodel

Seamlessly integrate Yodel’s cloud-based phone system with Pipedrive, giving you the ability to streamline your calling workflow and improve your customer relationships.

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Centralize Your Communication in Pipedrive

If your team loves taking advantage of Pipedrive, they will love being able to integrate their phone communication into it! Your inbound and outbound calls can be handled directly in Pipedrive, making phone communication that much easier. Streamlining your calling workflow allows you to increase productivity, foster stronger relationships, and synchronize important data. Yodel can help you create more centralized communication, setting your team up for customer service success.

Integrate Yodel Phone System with Pipedrive

Contact Center Features at Your Fingertips

Next-generation contact center features have never been more accessible than with Yodel. Handling large volumes of inbound and outbound customer communications in real time has never been easier.

Personalized and Quick Response

A cloud-based phone system like Yodel allows you to streamline your calling workflow, giving you access to relevant customer information across tools with every incoming call. This will help you give more personalized, and efficient customer service.

Real-time Call Transcription

Yodel’s phone solution can help you keep track of important information, and eliminate the need to take notes during calls with our voice transcription feature.

Call Forwarding and Handling

Yodel gives you access to call handling options within Pipedrive that unlock superior call handling. Keep your agents connected with the ability to collaborate on calls in real-time.

Access Call Recordings and Voicemails

With a cloud-based phone system, you are able to automatically log important call recordings and voicemails, in an easy-to-access way.

Synchronized Data

Create a more centralized workspace by managing customer communication in one easy-to-access place. Integrating Yodel into Pipedrive makes data easier to manage, saving your team time and eliminating workflow pain points.

Explore more features

Most robust business phone system out there

  • Intelligent Voice IVR

    Route your callers based on what they are saying in real-time, ensuring they go where they should right from the start

    Intelligent Voice IVR
    Intelligent Voice IVR

  • Text Messages

    Send your callers a text (SMS) message from your business phone number

    Text Messages
    Text Messages

  • Voicemail Transcriptions

    Have your voicemail messages automatically transcribed, allowing you to read any voicemail messages as text

    Voicemail Transcription
    Voicemail Transcription

  • Contact Synchronization

    Quickly sync contacts from other lists and platforms, creating more unified communications.

  • Call Queueing

    If your lines are currently busy Yodel will automatically add calls to a queue with customizable settings

  • International Coverage

    Working with trusted local carriers gives you access to unparalleled phone quality across the globe

Get a Free Trial

How to setup Yodel with Pipedrive

  1. Start your free trial, and create your Yodel account
  2. Head to manage.yodel.io and select “Integrations” and connect to Zapier
  3. In your Zapier account choose the actions that you would like to integrate between Pipedrive and Yodel
  4. Customize actions to best fit your team’s workflow, or use Yodel’s premade templates

Learn more about Yodel features with 14-day free trial

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“I can do a phone call, similar to talking to someone in person and it is clear and our clients can hear us. Another feature that I love about Yodel is how easy it is to block solicitation. Portability of the system from the desktop to the mobile phone through Slack is great as well. Taking the best of communication with Slack and giving it a phone integration. Yodel is basically communication of the future if you ask me.”

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