Short answer: Provide your Pipedrive API token and MyOperator service number to Support for backend enablement, then validate call logging (deals/activities) and sync users by email when team changes occur. • Applies to: Pipedrive (latest), ...
? Table of Contents Overview Logic at a glance Decision flow (incoming vs outgoing) User mapping requirements Verify the behavior (steps) Edge notes & clarifications FAQs Related articles ? Overview The integration automates deal and activity ...
Scope: This article lists the requirements called out for enabling the Pipedrive ↔ MyOperator integration and the coordination needed to complete it. ? Table of Contents Overview Requirements Prepare & share Troubleshooting & changes Notes & ...
Steps: Provide API key and service number to tech support team Note: In case the client changes any user or adds any user in MyOperator and Pipedrive. Raise a request with email ID to tech support to sync the users.
Logic: Incoming calls: Myoperator will check if an open deal exists in the Pipedrive panel or not. If deal does not exist, we will create a new deal if deal exists, we add the call as activity. Outgoing Calls: Only activity will be saved against open ...
Requirement: API (https://support.myoperator.com/portal/en/kb/articles/what-information-do-i-need-to-provide-to-sync-myoperator%E2%80%99s-data-into-pipedrive) token from Pipedrive MyOperator number Email ID of users on Pipedrive should be same as on ...