# Enable the Pipedrive Integration

### Why integrate with Pipedrive? <a href="#why-integrate-with-pipedrive" id="why-integrate-with-pipedrive"></a>

Automatically log inbound and outbound calls, record them and click to call inside Pipedrive.

**Key Features:**

* Call leads and contacts, with a single click and without leaving Pipedrive
* Automatically log inbound and outbound calls, text messages, voicemails and missed calls with all the details you need for reporting and monitoring of your agents

**Before you start, you need to take into account the following points:**

* The synchronization time will depend on the number of contacts you have in Pipedrive
* Every 10 minutes a synchronization process is performed for new contacts/leads

You can learn more about how to setup your Pipedrive account and sync it with Toky on [this blog post](https://blog.toky.co/pipedrive-crm-quick-tutorial-guide/).

### Enable the Pipedrive Integration

You can easily enable your Pipedrive phone integration with Toky following this tutorial.

* Go to the [**integrations**](https://app.toky.co/business/tools/pipedrive) menu in your Toky's Dashboard.
* Click on **Connect** to start the integration.

<figure><img src="https://766977813-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMgClsjsTSlUrSU2WhwDe%2Fuploads%2Fgit-blob-80d971848c9a7f0f5e077ba1bc3d62eafa4dc14f%2Fpipedrive_1.png?alt=media" alt=""><figcaption></figcaption></figure>

* **Enter your Pipedrive subdomain**

You can find the sub-domain in the URL of your Pipedrive account.

<figure><img src="https://766977813-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMgClsjsTSlUrSU2WhwDe%2Fuploads%2Fgit-blob-ffb69993f9e1c978bcf5f00a7c461f403ff2ef79%2Fpipedrive_2.png?alt=media" alt=""><figcaption></figcaption></figure>

* **Call events to notify**

Select which call events you would like Toky to log into your Pipedrive account.

<figure><img src="https://766977813-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMgClsjsTSlUrSU2WhwDe%2Fuploads%2Fgit-blob-41fbd8fbfa38939023d1a0975ee1f0bc067aa199%2Fpipedrive_3.png?alt=media" alt=""><figcaption></figcaption></figure>

* **Other actions**

<figure><img src="https://766977813-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMgClsjsTSlUrSU2WhwDe%2Fuploads%2Fgit-blob-a4197fe82194f81423d560c892d53ac700a7e8dd%2Fpipedrive_4.png?alt=media" alt=""><figcaption></figcaption></figure>

**Add unknown callers as persons:** this will create contacts automatically if they don't exist in Pipedrive.

**Search in custom fields:** If you have a custom phone field you added to the Deal/Organization (besides the one that exists by default), it will be used to search for phone numbers.

* **Notification Language**

The language you prefer to use for creating the logs in Pipedrive.

<figure><img src="https://766977813-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMgClsjsTSlUrSU2WhwDe%2Fuploads%2Fgit-blob-0e6a0548a440d5e16e9d93e1d35a2d7ddc2f387f%2Fpipedrive_5.png?alt=media" alt=""><figcaption></figcaption></figure>

* **Map the agents**

Make sure you link an agent from Toky with a User from Pipedrive. Each agent needs to have an account linked so the activities can be logged in their profiles.

<figure><img src="https://766977813-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMgClsjsTSlUrSU2WhwDe%2Fuploads%2Fgit-blob-2a97d95719425e4664fd43f4d3b641e7a3b37f00%2Fpipedrive_6.png?alt=media" alt=""><figcaption></figcaption></figure>

* **Install the click to call Chrome Extension**

This extension will make it possible to have the Toky Logo next to the contact number to be able to make a call just by clicking on it.

You can install it [here](https://app.toky.co/business/tools/click-to-call).

<figure><img src="https://766977813-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMgClsjsTSlUrSU2WhwDe%2Fuploads%2Fgit-blob-fe4508e99f8e2aadcf230a01ec3d6b456880304f%2Fpipedrive_7.png?alt=media" alt=""><figcaption></figcaption></figure>

* **Enable the Pipedrive integration**

Once you finish this, you are all ready to go and start the syncing process 😁.

<figure><img src="https://766977813-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMgClsjsTSlUrSU2WhwDe%2Fuploads%2Fgit-blob-c1b76a0e180dd38d8456311bc92835c40b57eb43%2Fpipedrive_8.png?alt=media" alt=""><figcaption></figcaption></figure>
