How do I set a default phone number for calling in Pipedrive?
To set a default phone number for calling in Pipedrive, follow the following steps:
Step 1: Go to the Tools and Apps section in Pipedrive portal,
Step 2: Select Phone, and change the settings to Default phone calling handler as the Default Phone Calling App.
Step 3: Insert the phone number that was assigned to your account by Maqsam.
This will be the default phone number which was assigned to you by Maqsam.
To learn more about Pipedrive integration read the integration manual here.
Related Articles
Can I use the Pipedrive integration on any web browser?
Yes, you need to enable the Tel Link feature on your browser in order to be able to make calls using Pipedrive. Make sure you click "Allow" once your browser asks for permission to use the Tel Links. Or navigate to Protocol Handlers in your browser ...How do I retrieve the Domain and API token for my Pipedrive account?
To retrieve the Domain, look for the URL which looks like Name-of-company.pipedrive.com. To retrieve the API token, click on your image icon, then select Personal Preferences. Then click on APIs and click on Copy to copy the token.What is the process to authorize Maqsam in HubSpot?
To authorize Maqsam in HubSpot, follow these steps: Log in to your HubSpot account and navigate to the Integrations tab underneath the Settings section. Click on HubSpot and then click on Authorize Maqsam. You will be redirected to the login page of ...How do I associate my users with Maqsam?
You can mass associate users by selecting the user permissions you want your agents to have and clicking on "Automatically Associate Users" in the integration used after following the integration guide steps in Account Settings under General in the ...Can I transfer a call to an external phone number using Maqsam?
No, you can only transfer a call to one agent or department who are users on Maqsam.