Un1ty x Pipedrive: turn your customer conversations into a powerful sales driver
Un1ty is the communication platform that connects your business telephony directly to your CRM.
With the Pipedrive integration, Un1ty allows you to access all your customer communications directly within your CRM, ensuring you never miss critical information and helping you capitalize on the right signals.
Key features of the Pipedrive x Un1ty integration
- Seamless integration with your existing communication solution: Connect your current communication platform to Pipedrive. Compatible with Microsoft Teams, Cisco, Webex, 3CX, Google Voice, and Asterisk.
- All your customer conversations centralized: Un1ty is an omnichannel communication platform that centralizes all customer interactions in your CRM (calls, SMS, WhatsApp, and Messenger).
- AI-powered features designed to boost sales: AI-generated call summaries and sentiment analysis dashboards are available directly in Pipedrive activity notes to improve the efficiency of your sales teams.
- Native SIM card and international calling at no extra cost: Guaranteed superior call quality for your field teams, with no additional charges in France or internationally.
Benefits of the Pipedrive x Un1ty integration
- Communicate easisly with your customers: Use all your channels with consistent call quality and no risk of data loss (calls, sms, whatsApp, Teams).
- Boost team productivity: All customer conversations are logged and stored, promoting data transparency across departments. With AI features, reduce time-consuming tasks and manual data entry for your teams.
- Manage your activity and enhance the customer experience: The Un1ty x Pipedrive integration provides access to comprehensive customer conversation data, along with reporting and sentiment analysis, enabling you to be more responsive and to anticipate risks and opportunities in your customer relationships.
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How to install the Pipedrive x Un1ty integration
The installation process is quick and easy—just 6 steps.
- Log in to your Un1ty account. Don’t have an account yet? Click here.
- From your Un1ty dashboard, click on “Plan”, then “All integrations” at the bottom of the page.
- Select the Pipedrive integration and click “Add” to start the installation.
- You will be redirected to Pipedrive to authorize the connection. Once authorized, you will be redirected back to Un1ty.
- Your integration is ready! All that’s left is to customize the configuration by selecting the phone numbers you want to connect to your Pipedrive account.
- Finally, click “Save” to activate the integration and start logging your calls and communications in your CRM.
Using multiple Pipedrive accounts? You can easily connect different accounts to different phone numbers.
How the Pipedrive x Un1ty integration works
The connection between Un1ty and Pipedrive is powered by an OAuth 2.0 API. This API is secure and GDPR-compliant, and it is hosted in EU-certified data centers.
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