Pipedrive setup and support

Guided setup. Our team connects it with you, usually within 1-2 business days. Connect opens a short form: what you want it to do, the best time to reach you, and who your Pipedrive admin is. We schedule the setup with you, test it on your account, and then turn it on for callers.

Saving messages to Pipedrive turns on with the AI receptionist. We connect Pipedrive now; until that is switched on for your line, the receptionist takes a message instead.

Setup steps

Choose Connect. A short guided-setup form opens, and our team takes it from there.
On a short call, an admin signs in to Pipedrive to approve the connection. We never see the password.
Tell us who calls should be assigned to and which lead source to use.
We test with you, then turn on logging and confirm on your ticket.

Permissions we ask for, and why

Read persons: So the AI recognises a known caller.
Write activities, notes and leads: So each call is logged and new callers become leads.

What the AI receptionist will do

Will look the caller up by phone number in Pipedrive.
Will log the call on the contact with a short summary and callback number.
Will create a new contact or lead for a first-time caller, after reading their details back.

What it can't do, and limits

Guided setup: our team connects it with you and tests it on your account before callers rely on it.
Works on every Pipedrive plan.

The AI says something is booked or ordered only when Pipedrive confirms it. If Pipedrive doesn't answer in time, the AI takes a message instead and tells the caller someone will follow up.

Troubleshooting

Where do calls show up?

As call activities and notes on the person, and new callers as leads.

Who gets the follow-up?

The owner you choose on setup, or the person's existing owner.

Disconnecting, and the data we keep

An owner or admin can disconnect at any time from Phone, then Connectors, in the app. Disconnecting stops TimberSwitch using Pipedrive straight away.

Your Pipedrive account id and the settings you chose.
A log of each note or lead: time, Pipedrive record id and a masked caller number.
Disconnecting removes our access straight away.

Still stuck?

Get help: it opens an Integration support ticket. Include the time of the call and what you expected to happen.

Pipedrive is a trademark of its owner; TimberSwitch is not affiliated.