Overview: Virtual Office for Pipedrive

8x8 Virtual Office for Pipedrive brings phone communication through a dialer to your Pipedrive environment. The application launches conveniently from your Pipedrive dashboard, allowing you to combine the benefits of Pipedrive with the capabilities of Virtual Office, and interact with your customers via phone without having to switch to another app.

Upon receiving an inbound call, the app tracks if the caller has an existing record by searching your Pipedrive accounts and People records. It pops the matching record for you to preview and prepare for the call. This way, you gain full insight into communications with any returning caller. You can be better informed and prepared to answer calls by previewing relevant caller record details before accepting a call.

Audience

This guide is intended for Pipedrive agents who use version 1.0 of Virtual Office integration with Pipedrive.

Availability

8x8 integration with Pipedrive is currently available in the United States and the United Kingdom.

Features

Using Virtual Office for Pipedrive, you can:

Limitations

The Pipedrive integration can only be launched in a floating window.

Browser Requirements

We recommend using Google Chrome to ensure a smooth experience.

Supported CRM Objects

Virtual Office for Pipedrive supports the People object in Pipedrive.