Get Started

Once you have access to Virtual Office for Pipedrive, go through the following steps to get started:

Gather Your Credentials

In order to use Virtual Office for Pipedrive, you need:

Virtual Office for Pipedrive is dependent on your Virtual Office extension also being logged in to either on your desktop or a mobile device.

Add the Chrome Extension

As an agent, you must add a Google Chrome extension for integration with 8x8.

To add the 8x8 Integration Chrome extension:

  1. Open the Chrome web store.
  2. Search for <8x8> in the Chrome web store. 8x8 Virtual Office for Integrations appears in the list.
  3. Click Add to Chrome.
  4. Click Add Extension to confirm.
  5. In the Chrome browser, click the More icon and go to More Tools > Extensions. 8x8 Integrations now shows up, and is enabled by default.

Log in to the Integration

Single Sign-On is not supported for Pipedrive; log in to the integration using individual system sign-on.

To install and log in to the integration:

  1. Install the Pipedrive CRM app from its marketplace page.
  1. Log in to your Pipedrive account.
  2. In the bottom-right corner of your home screen, click the 8x8 integration icon. The application launches in a floating browser window.
  3. Select Virtual Office from the 8x8 Product drop-down menu and click Save.
  4. At the prompt, enter your user ID and password to log in to Virtual Office for Pipedrive. Consult your supervisor for credentials.

Note: Multiple invalid login attempts may lock you out.

Ensure the Integration is Activated

In order for your integration to function, ensure that the integration is connected with Pipedrive via your settings. The integration is enabled by default.

To activate the integration:

  1. Click the Settings icon in your integration panel.
  2. Go to Integrations > Pipedrive > Connect. If connected successfully, you see a message summary.
  3. Click X to return to the main screen of the integration. Your integration is now active.

Tour the Interface

The Virtual Office for Pipedrive interface consists of a navigation menu with the following menu items.

Access People Records

From the Contacts tab, browse or search for People records from Pipedrive, or for contacts from your Virtual Office contact directory, to make calls. Simply hover over the desired record, and click the icon to call.