About Vonage
Vonage is a powerful sales dialer all rolled into one seamless voice product. Using Vonage and Pipeline you can easily automate the activity tracking and you will no longer manually enter the activity updates.
Integration Setup
The integration setup involves the following steps:
1. All Pipeline Users must update their phone numbers to match with the Vonage number that they are using.
2. Admin on Pipeline CRM & Vonage needs to set up the integration.
Pipeline User Setup- for all users
Please navigate to Profile>My profile> Phone number and enter the same number that you use on Vonage. Hit "Save" once you're done.
Call Logging
When you install and configure Pipeline's Vonage Integration, activities will be logged on people or companies when phone calls are made and received:
- Completed calls (incoming and outgoing)
- Missed (unanswered) calls (incoming and outgoing)
- Voice messages (incoming)
In addition, if a voice message is left (for incoming calls), the activity will include the audio file (if available) for the message left.
If your Vonage account has call recording enabled, then after calls are completed, the recording will also be added to the activity.