Table of Contents


Overview

When Aloware and Pipedrive integrate, Aloware provide actions to Pipedrive that will allow Pipedrive users to

  • Enroll contacts to Aloware Sequence

  • Add contacts in Power Dialer

Screenshot of Aloware App actions in Pipedrive:


How to Enroll Contacts from Pipedrive to Alo Sequence

  • In your Pipedrive account, go to the Contacts tab

  • Select the contacts that you want to enroll to Aloware Sequence

  • Click the three-dot menu icon on the right side of the screen

  • Click the Enroll to Sequence under the App Action

  • A new Aloware tab will display:

    • Select from the list of Active Sequence to enroll the contact

    • If a sequence is paused, you have to enable it first from your Aloware account

  • Click the refresh list to display the contacts enrolled


How to Add Contacts from Pipedrive to Power Dialer

  • In your Pipedrive account, go to the Contacts tab

  • Select the contacts that you want to add to Power Dialer

  • Click the three-dot menu icon on the right side of the screen

  • Click the Add to Power Dialer under the App Actions section

  • A new Aloware tab will display to set

    • Push contacts to - this is where newly added contacts (tasks) will be placed in the queue: bottom or top

    • Select if user want to:

      • Add multiple phone numbers

      • Prevent duplicate task creation

      • Future scheduled tasks?

      • Allow international phone numbers

  • Click the Proceed to Power Dialer button to add the contact as a task

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