The integration offers enhanced experience while embedding communications onto CRM software without losing features of the individual products. Key features of integrating contact center with Pipedrive include:

Click-to-dial: Place a call by clicking on any contact within Pipedrive CRM record improving efficiency.

**Easy call management: ** Make, take and transfer calls without toggling between the windows.

Personalized customer experience: Window pop-ups with single match caller details to understand the purpose of the call before even connecting.

**Auto logging: ** Call and chat logs after every interaction added to the Pipedrive CRM record.

Integrated search: One tab to search contacts and organizations.

Install & Uninstall flows:

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

Login access to a Pipedrive account and 8x8 Virtual Office extension. 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:

• Open the Chrome web store and search for <8x8>
• 8x8 Virtual Office for Integrations appears in the list.
• Click Add to Chrome.
• Click Add Extension to confirm.
• 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

• Log in to your Pipedrive account. In the bottom-right corner of your home screen, click the 8x8 integration icon.
• The application launches in a floating browser window. At the prompt, enter your user ID and password to log in to Virtual Office Consult your supervisor for credentials. Ensure the Integration is Activated In order for your integration to function, ensure that the integration is connected with Pipedrive via your settings.

To activate the integration: Click the Settings icon in your integration panel. Go to Integrations > Pipedrive > Connect. You see a message summary once connected.