--- title: "Get started with 8x8 Contact Center for Pipedrive" slug: "get-started-with-8x8-contact-center-for-pipedrive" updated: 2026-07-23T10:06:43Z published: 2026-07-23T10:06:43Z canonical: "help.8x8.com/get-started-with-8x8-contact-center-for-pipedrive" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.8x8.com/llms.txt > Use this file to discover all available pages before exploring further. # Get started with 8x8 Contact Center for Pipedrive Once you have access to **8x8 Contact Center for Pipedrive**, go through the following steps to get started: - [Gather your credentials](/documentation/docs/get-started-with-8x8-contact-center-for-pipedrive#gather-your-credentials). - [Add the Chrome extension](/documentation/docs/get-started-with-8x8-contact-center-for-pipedrive#add-the-chrome-extension). - [Log in to the integration](/documentation/docs/get-started-with-8x8-contact-center-for-pipedrive#log-in-to-the-integration). - [Ensure the integration is activated](/documentation/docs/get-started-with-8x8-contact-center-for-pipedrive#ensure-the-integration-is-activated). - [Tour the interface](/documentation/docs/get-started-with-8x8-contact-center-for-pipedrive#tour-the-interface). - [Set up a phone to receive calls](/documentation/docs/get-started-with-8x8-contact-center-for-pipedrive#set-up-a-phone-to-receive-calls). - [Check queue assignments](/documentation/docs/get-started-with-8x8-contact-center-for-pipedrive#check-queue-assignments). ## Gather your credentials In order to use **8x8 Contact Center for Pipedrive**, you need: - Login access to a **Pipedrive** account. - Login access to an 8x8 **8x8 Contact Center for Pipedrive** agent account. ## Add the Chrome extension As an agent, you must add a Google Chrome extension for integration with 8x8. **To add the 8x8 Integration Chrome extension:** 1. Open the Chrome web store. 2. Search for <8x8> in the Chrome web store. 3. **8x8 Virtual Office for Integrations** appears in the list. 4. Click **Add to Chrome**. 5. Click **Add Extension** to confirm. 6. In the Chrome browser, click the **More** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(123).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D) icon and go to **More Tools > Extensions**. 8x8 Integrations now shows up, and is enabled by default. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/add-chrome-extension01.gif?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D) ## Log in to the integration **Single Sign-On** is not supported in **8x8 Contact Center for Pipedrive**; you must also log in to 8x8 integration after you log in to **Pipedrive**. **To install and log in to the integration:** 1. Install the **Pipedrive** CRM app from [its marketplace page](https://marketplace.pipedrive.com/app/8-x-8-for-pipedrive/58eee2e47116f6ac). 2. Log in to your **Pipedrive** account. 3. On the **Pipedrive** top menu, go to **Contacts > People**. 4. In the bottom-right corner of the **People** screen, click the **8x8 integration**![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(124).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D) icon. The application **Advanced** screen launches in a floating browser window. > [!NOTE] > Note: > > The **Advanced** screen only displays when the agent logs in to **Pipedrive** for the first time. 5. In the **Advanced** setup screen: - Enter your **VCC domain** link (such as ), which is required to connect to your **8x8 Contact Center for Pipedrive** tenant. - Enter the **VCC CM Integration Data Request Token** required to access the recorded calls. The token is generated and communicated to you by your supervisor. The **Advanced** setup screen appears the first time you log in and after clearing your browser cache. You can access it under **Settings > Advanced**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/advanced-screen.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D) 6. Click **Save**. The **8x8 Login** floating screen displays. **Single Sign-On** is not supported. 7. Enter your username and password in **8x8 Contact Center for Pipedrive**. > [!NOTE] > Note: > > Consult your supervisor for your **8x8 Contact Center for Pipedrive** domain, token, and login credentials. 8. You are now logged in to the app. The application launches and places you in the **On Break** status. > [!NOTE] > Note: > > You must change your status to **Available** to be able to handle interactions. 9. Click **Available** or **Work Offline** to change your status. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/log-in(1).gif?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D) For more information on agent status and an overview of **8x8 Agent Workspace**, refer to the [User Guide](/documentation/docs/check-queue-and-agent-status). **8x8 Agent Workspace** enables agents to manage customer interactions across all channels. ## Ensure the integration is activated In order for your integration to function, ensure that the integration is connected with **Pipedrive** via your settings. The integration is activated by default. **To activate the integration:** 1. Click the **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(125).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D) icon in your integration panel. 2. Go to **Integrations > Pipedrive > Connect**. 3. If connected successfully, a message shows **Connected**. 4. Click **X** to return to the main screen of the integration. Your integration is now active. ## Tour the interface The **8x8 Contact Center for Pipedrive** interface consists of a navigation menu with the following menu items. - **VCC** tab: Access the complete functionality of **(Undefined variable: 8x8VariablesSet.AgtConsole )** to manage customer interactions across all channels. - **Search** tab: Assign people to active calls with unknown numbers or numbers that have multiple people record matches. - **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(126).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D): Customize your app settings. - **Integrations > Pipedrive**: Manage your **Pipedrive** integration settings for call logging. Under **Settings**, you see: - **Auto Call Log**: Enable this option to automatically update the **Pipedrive** Activity list, which logs all phone calls, chats, and voicemails. The the most recent log entry is at the top of the Activity list. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/auto-call-log.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D) - **Locale**: View the language or location of this integration. This integration is currently supported only in the US and UK. - **Report a Problem**: Send feedback on an issue or suggest an improvement. - **Advanced**: View your **VCC domain** and **VCC CM Integration Data Request Token** values. These details are provided by your administrator. > [!NOTE] > Note: > > Consult your supervisor for the domain and token credentials. - **About**: View details on your user extension and the app. ## Set up a phone to receive calls To handle interactions with your callers, you need to set up a phone. You can set up a softphone or a desk phone from the agent profile in **8x8 Contact Center for Pipedrive** to receive calls. **To set up a phone to receive calls:** 1. From the **Menu** drop-down in the integration, select **Profile**. 2. In your **Personal** settings, enter a **Workplace Phone** number or a **Workplace SIP** (Session Initiation Protocol) **URI**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/personal-settings.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D) 3. Click **Make Verification Call** to verify the phone number. 4. Make sure the phone number is in the correct format. For example, you may need to add <1> before your area code. Check with your administrator for the correct format. 5. Click **Save**. ## Check queue assignments To process phone, chat, and voicemail interactions in **8x8 Contact Center for Pipedrive**, you must be a member of phone, chat, and voicemail queues. > [!NOTE] > Note: > > Phone queues are separately defined for inbound and outbound communications. **To check your queue assignments:** 1. From the **Menu** drop-down in the integration, select **Profile**. 2. In your **Assigned Queues** settings, click the tab you want for inbound phone, outbound phone, chat, or voicemail queues. 3. Make sure your queue assignment is active. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/profile-assigned-queue.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A06Z&se=2026-11-03T23%3A20%3A06Z&sr=c&sp=r&sig=fxcZf6uAad3whrCWcJl50p%2Bfp6gOw7fBdRF2rySGZuQ%3D)