Superscribe for Pipedrive
Hang up.
The Pipedrive entry is done.
Calls on your own number and meetings you record in the room become Pipedrive activities, written for you after you hang up. No bot on the line.
How it works
One call. One activity. Nothing typed.
Superscribe listens on the number you already have. When you hang up, it writes the Pipedrive entry you would have typed later, and usually did not.
Your number, or the room
Calls on your own iPhone number and meetings you record in the room are transcribed and summarised. Nobody sees a bot join.
The person is found by phone number
Superscribe looks the caller up in Pipedrive by number, and creates the person when they are new.
A completed activity on the person
Summary, decisions, next steps and the follow-up you agreed on. It sits on the deal too when one is linked.
The recording on the call log
Call logs can carry the recording, if you want it there.
Follow-ups you approve with one tap
A call back, a meeting or a reminder suggested from the call becomes an activity when you say so. For contacts you have approved, Automatically files them for you.
What stays in your hands
You decide what lands in Pipedrive.
- After I approve
- Nothing is written until you approve it in the review queue.
- Automatically
- Call notes for people already in Pipedrive are written on their own, and so are follow-ups for contacts you have approved. The rest waits for your approval.
- Deals stay yours
- Superscribe adds activities and notes. It never changes deal values or stages.
- Disconnect any time
- Tokens are revoked and Superscribe deletes its saved connection. Entries already filed stay in Pipedrive.
Setup
Five steps. Set up once.
Meetings follow the same path: start one from the Superscribe menu on Mac or Windows, or put the phone on the table, and the minutes go to Pipedrive once you approve them.
Install from the Marketplace
Press Install now and allow the permissions: basic information, contacts, search, activities, call logs and read access to deals. Nothing else.
Sign in to Superscribe
Sign in, or create a free account, when the browser sends you there. The connection completes on its own.
Put Superscribe Phone on your iPhone
Install it from the App Store, sign in with the same account and verify your number under Settings. Calls on your own number are recorded and transcribed from then on.
Pick a mode
In Superscribe, open Integrations, then Templates, and set Send to Pipedrive to Automatically or After I approve.
Make a call
When you hang up, the notes appear in Superscribe, usually within a minute. The Pipedrive entries follow as activities on the person, and on the deal when one is linked, on their own or once you approve them, as you set in step 4.
- Permissions
- Basic information, contacts, search, activities and call logs, plus read access to deals so an activity can sit on the right deal. Superscribe asks only for what it uses, and it never edits a deal.
- Pricing
- Superscribe Phone is free to download from the App Store. Writing into Pipedrive is part of every paid plan, from Solo up. Details on the pricing page.
- Support
- hello@superscribe.io. Terms and privacy.