Ody+

Pipeline CRM people in Ody. New callers back in Pipeline.

Import Pipeline CRM people as Ody contacts so callers show up by name. When Astra takes a call from someone new, she can create the Pipeline person with name, email, and phone.

API key·Kasama sa bawat plano·Kategorya: CRM
Pipeline CRM
CRM
Contact import/sync
Pulls the workspace's existing contacts into Ody automatically, and keeps importing on a schedule.
Create contact
Create a Pipeline CRM person from a caller (name, email, phone).

Ano ang ginagawa nito

Two things Ody can do in Pipeline CRM.

Magagamit din ito ni Astra sa isang live na tawag.

Contact import/sync

Pulls the workspace's existing contacts into Ody automatically, and keeps importing on a schedule.

Create contact

Create a Pipeline CRM person from a caller (name, email, phone).

Gumagana at tumatakbo sa loob ng wala pang dalawang minuto.

1

Paste your API key

Grab a key from Pipeline CRM's settings and paste it into Ody's Connect window. The form tells you exactly where to look.

2

Pick your options if needed

Most connections need nothing else. When they do (a channel, an audience, a board) the options appear right after you connect.

3

It runs on its own

Imports stay on a schedule. Tickets, tasks, logs, and alerts fire when the call ends. Astra can use Pipeline CRM on a live call, too.

Bakit ito mahalaga

Ang telepono ay hindi na trabaho ng isang tao.

Callers show up by name

Import Pipeline CRM people as Ody contacts so the inbox and Astra already know who's on the line.

Every call leaves a trace

Completed calls and notes write back to Pipeline CRM, on the right person, so the CRM is the system of record for the phone too.

Astra can create the record

A first-time caller doesn't wait on a human to open Pipeline CRM. Astra can add the person while she's still on the call.

Mga tanong tungkol kay Pipeline CRM.

Naiipit pa rin? Kausapin kami. Isang tao ang sumasagot.

Ody never sees your Pipeline CRM password. You paste an API key into a secure form. Credentials live in an encrypted connection store; Astra and the rest of the product never read them. Disconnect anytime and access is revoked immediately.

Keep Pipeline CRM fed from the phone.

Kumonekta sa isang click, walang developer na kailangan. Bawat plano ay kasama ang bawat integrasyon.