Automatic user synchronization.
When you integrate your Pipedrive and PhoneHQ accounts, all users with matching information (first and last name, email address) are automatically synced. Calls they make from now on will be added to the Pipedrive contact history.
Please note, that all listed information (first and last name, e-mail address) needs to be exactly the same. If your team is using e-mail aliases, make sure that both accounts are created with the same one.
New user’s synchronization.
Adding a new team member? As long as their first name, last name, and email address match in both systems, PhoneHQ will automatically sync their profile. All their calls will be logged in Pipedrive from day one!
Admin permissions must be assigned separately in each system. PhoneHQ will not automatically assign the role to newly integrated users based on their role in Pipedrive. You can manage users roles in PhoneHQ Admin Panel.
Found a mistake or missing article? Contact PhoneHQ Support and let us know!