Steps to Integrate

Steps to Integrate
with Pipedrive

Step 1

Signing in to Acefone

  • Log in to your Acefone account
  • Click on the Services tab on the side navigation bar
  • Click on Integrations
  • Enable the Pipedrive CRM integration by clicking the toggle button
  • Click on Instructions
  • Once the window opens, click Enable on the top-right corner of the screen
  • Select the user from the dropdown menu and click on Save
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Step 2

Setting up the softphone

  • Click on Download on the left navigation panel to get Acefone softphone
  • Select the platform that you wish to install the softphone on
  • Install the softphone and log in with your Acefone credentials
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Step 3

Authorising Acefone Chrome Extension

  • Log in to your Pipedrive account and add the Acefone application from the marketplace
  • Log in to Acefone with your user credentials
  • Select the Click Here button
  • Add the Acefone extension for Pipedrive to Google Chrome
  • Log in with your user credentials again to make the calls directly from your CRM
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