Onpipeline CRM Phone System Integration

Call Center for Onpipeline CRM

Combine the strength of your lead management tool and powerful calling features with CloudTalk’s Onpipeline CRM VoIP Integration. Make and receive calls, send SMS messages, and save time on manual tasks with 2-way synchronization.

Made by

CloudTalk

Category

CRM

Use for

Sales Management

Call Automation

Lead Tracking

Workflow Synchronization

Users

Sales Representatives

Support Teams

Supervisors

Trusted by Thousands

1,150 Reviews on G2

1200

Companies across the world

82%

Increase of call volume

23%

Less missed calls

1326€

Save per year

Onpipeline CRM Phone Integration Benefits

Click-to-Call for Faster Outreach

Eliminate manual dialing with Click-to-Call in Onpipeline. Call leads instantly from their profiles, reducing response time and improving efficiency. Increase sales productivity by streamlining communication without switching between platforms.

Automatic Call Logging & Tracking

Every inbound and outbound call is logged in Onpipeline with details, call outcomes, and notes. Sync call recordings automatically to ensure full visibility, track sales interactions, and improve follow-ups with seamless data access for your team.

Seamless Contact & Deal Sync

Keep contact details and deals up-to-date with real-time sync between CloudTalk and Onpipeline. Avoid duplicate entries, ensure your sales team always works with accurate lead data, and maintain a smooth workflow without manual data entry.

Smarter Sales with Call Analytics

Monitor call performance with real-time analytics and reporting. Track key metrics like call duration, agent activity, and conversion rates to optimize sales strategies, improve customer engagement, and enhance decision-making with actionable insights.

Why Integrate Onpipeline CRM with CloudTalk?

Set up the Onpipeline CRM phone integration in just a few clicks and enhance your sales and customer support processes. Gain instant access to calls, SMS, and call insights without leaving your CRM. Automate workflows with triggers and ensure data accuracy with seamless two-way synchronization.

Sync contact details, log call outcomes, access recordings, and assign call notes automatically. Boost team productivity by reducing manual data entry, tracking real-time interactions, and improving sales efficiency with actionable call analytics.

What Is Onpipeline CRM?

Onpipeline CRM is a cloud-based sales and pipeline management tool designed to help businesses organize and close deals more effectively.

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What Data Does CloudTalk & Onpipeline CRM Share?

Onpipeline CRM

CloudTalk

Onpipeline CRM receives

Call Data:
Missed calls, call recordings, and call tags are synced to Onpipeline CRM.

Call Data

Lead Activity Tracking:
Updates lead interactions with call notes and timestamps.

Lead Activity Tracking

CloudTalk processes

Workflow Actions:
Automate call logging, initiating calls, and sending SMS messages.

Workflow Actions

Onpipeline CRM & CloudTalk exchange

Contact Information:
Syncs lead names, phone numbers, and email addresses.

Contact Information

Call Events:
Logs call details, durations, and outcomes automatically.

Call Events

How to integrate Onpipeline CRM with CloudTalk

  1. Ensure you have a CloudTalk Essential plan and admin access for both tools.
  2. Log into your CloudTalk account and navigate to Settings > Integrations.
  3. Select Onpipeline CRM from the integration list and click “Add Integration”.
  4. Sign into your Onpipeline CRM account when prompted and authorize data access.
  5. Configure your settings for workflows, call logging, and synchronization rules.
  6. Map custom fields by matching Onpipeline CRM and CloudTalk naming conventions.
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Find out why our customers love us

Learn how Swille reduced Support Tickets by 50%
Read Story

CloudTalk allowed our CRM team to move from firefighting technical issues to making strategic improvements. Now, tickets are about configurations, not dropped calls or connectivity problems.

Mariana R.

Product Manager

Learn how Dentakay grew call volume by 2.5X
Read Story

The power dialer has been a game-changer for managing our call volume. Since we implemented the feature, about 90% of our agents are using it to automate dialing, saving time. The power dialer makes handling both new and old leads easier. It’s been crucial for our growth—our call volume has seen a 2.5X increase in just 8 months.

Ahmed A.

Data Management and Reporting Specialist

Learn how Capitalo boosted efficiency by 83.3% with AI
Read Story

CloudTalk’s AI conversation intelligence drastically improved our efficiency. We’ve cut call quality analysis time from 2 hours to 20 minutes a day and reduced wrongly targeted leads by 24%, enabling us to focus on strategic growth while maintaining consistency across markets.

Sara Konickova

Sales Ops Manager

How to Set Up Calling in Onpipeline CRM?

  1. Ensure you have an active CloudTalk account with an appropriate plan for integrations.
  2. Log into your Onpipeline CRM account and navigate to Settings > Integrations.
  3. Find and enable the CloudTalk integration from the list of available phone providers.
  4. Authorize CloudTalk to access Onpipeline CRM data, allowing call logging and synchronization.
  5. Configure CloudTalk as your default calling provider within Onpipeline CRM settings.
  6. Open any contact, lead, or deal record in Onpipeline CRM to access the CloudTalk dialer.
  7. Use the Click-to-Call feature to initiate calls directly from Onpipeline CRM.
  8. Start making calls and logging call data automatically for improved tracking and reporting.
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An Overview of Onpipeline CRM Integration and CloudTalk

AI-Powered

Make Smarter Calls with Conversational Intelligence

Remove the guesswork and rage-inducing repetition from your operations with Automatic Call Recording and Transcription. Gain clarity for all your calls with Topic Extraction and Sentiment Analysis and coach agents with actionable insights.

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Infinitely Scalable

Enter 160+ International Markets Instantly

Go global and expand your company’s reach with one of the largest offers of international, local, and toll-free numbers available on the market today. Scale your call center solution alongside your strategies and ensure your success for years to come.

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Customer-Focused

Sell, Support, Satisfy Customers & Succeed

Put the people at the center of everything you do with call center features designed to turn customer success into your greatest competitive advantage. Decrease wait times by <80% and increase your outbound success rate by <250% the easy way.

Explore Features

What Do Our World-Class Customers Say?

Customer focus is a foundational pillar for everything we do. Whether you’re helping your clients, or reaching out to close a deal, we help ensure you have all the tools and support you need to succeed. But don’t take it from us. Here’s what CloudTalk’s happy customers have to say!

1,150 Reviews on G2

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I love the smart dialer as it removes procrastination from cold calling business development time. I also recently trialled the AI notetaker and will be purchasing that as it removes the need to write notes manually. It was very accurate as well!

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Craig H.
Co-Founder

We needed the lines for our business with a lot of urgency and the team resolved it for us in just one business day. Everything was integrated and set up immediately, ready for our team to deliver support right away.

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Carlotta B.
Project Manager

Easy to use. I love that support quickly and clearly helped me understand the more difficult mechanisms. The integration via API with our inhousing application also allowed for automations like SMS reminders.

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Daniel S.
Customer Support Specialist

It’s simple to use, has a clean interface, and offers many options for using numbers from many parts of the world. It’s also a great tool to use for opening accounts on messaging platforms like WhatsApp and Telegram.

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Ivan M.
Revenue System Specialist

The calling dashboard and the reporting structure is flawless as it supports campaign-wise reporting as well. We can allocate caller IDs to ISDRs, making it easier to use them whenever required in real-time…

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Arun S
Senior Manager

For us the main upside of using CloudTalk is saving of contacts. We’re a business thousands of people contact, so seeing who’s calling prior to taking the calls is a big boost. It also has detailed analytics for tracking.

Read More

Joe P.
Account Manager

FAQs

What is Onpipeline CRM used for?

Onpipeline CRM helps businesses manage leads, sales pipelines, and customer interactions with automation, reporting, and seamless communication tools.

Can I make and receive calls directly from Onpipeline CRM using CloudTalk?

Yes, with the Onpipeline CRM Cloud Phone System Integration, you can initiate and receive calls directly within Onpipeline CRM using CloudTalk’s VoIP features.

Is there a limit to the number of calls I can make or receive through the Onpipeline CRM-CloudTalk integration?

Call limits depend on your CloudTalk plan. Unlimited inbound and outbound calls may be available based on your subscription and usage terms.

How long does it take to integrate Onpipeline CRM with CloudTalk?

The integration takes just a few minutes. Enable CloudTalk in Onpipeline CRM, authorize access, and configure settings for seamless call management.

Is the Onpipeline CRM-CloudTalk integration free?

Onpipeline CRM’s integration with CloudTalk may be included in your plan, but additional charges can apply based on CloudTalk’s pricing and features.

Is your existing phone system more drama than dial tone? Book a chat with CloudTalk – we make calls fun again!

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