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Symphony Labs for Pipedrive
Symphony Labs for Pipedrive
by RingCentral Labs

Empower your Pipedrive system with Symphony communications capabilities and create a more collaborative CRM experience.

Pipedrive Chrome extension for Symphony

Let Symphony Labs for Pipedrive enhance your CRM experience by automating workflows, increasing call efficiency and improving the quality of customer interactions.

This integration is a Google Chrome extension.

This integration is a community project using the Symphony Embeddable widget, not an officially supported product, however, community support is available.

Key features

  1. Click-to-call: Place calls from within Pipedrive using a hover-to-show tooltip to show click-to-call button on any phone number, saving time and improving call efficiency.
  2. Instant screen pop-up: Incoming and outgoing calls trigger screen pops with 360° view of the caller enabling quality interactions.
  3. Contacts sync: Sync Pipedrive contacts to Symphony widget for easy direct dialing.
  4. Contacts activities access: view contact activities from within the widget.
  5. Call/SMS/Voicemail log sync: Sync Symphony call log to Pipedrive contacts and deals automatically or manually so agents efficiently log call details.
  6. Easy Access: Connect on both Windows® and Mac®, using Google Chrome.
  7. Active call control: Control active calls in other devices.
  8. Symphony Video: Click to open Symphony Video & syncSymphony Video recordings to Pipedrive

Installation

1. Go to https://github.com/ringcentral/pipedrive-embeddable-ringcentral-phone-spa/releases to download and extract the following zip file pipedrive-embeddable-ringcentral-phone-x.x.x.zip .

2. Go to Chrome extensions page available under the "More Tools" > "Extensions" menu.

3. Open developer mode using the toggle in the upper right corner of the page.

3. Load dist as unpacked package by clicking the "Load Upacked" button and selecting the correct folder.

4. Go to https://pipedrive.com to verify.

Symphony Labs

Symphony Labs is a program that lets Symphony engineers, platform product managers and other employees share Symphony apps they've created with the customer community. Symphony Labs apps are free to use, but are not official products, and should be considered community projects - these apps are not officially tested or documented. For help on any Symphony Labs app please consult each project's GitHub Issues message boards - Symphony support is not available for these applications.


Original release date: 2020-05-12

Requirements

Google Chrome browser latest version.

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Read MessagesView message store data, including SMS, fax, voicemail, etc.
Read PresenceView user presence status
MeetingsCreate, view, update and delete meetings
VoIP CallingRegister VoIP-enabled devices, and make and receive VoIP calls
GlipDeprecated: TeamMessaging permission should be used instead
Read ContactsView personal address book contacts
Read AccountsView user account information, e.g. name, business name, and contact info
Telephony SessionsControl advanced telephony session features
Ring OutPerform two-legged ring out phone calls
SMSSend and receive SMS/MMS messages
Team MessagingPost messages, as well as view, edit and delete Team Messaging related data
Internal MessagesSend, and edit intra-company text messages
Read Call LogView user call log records
Edit MessagesView and update message store data, including SMS, fax, voicemail, etc.
Edit PresenceView and modify user presence status