---
title: "Get started with 8x8 Work for Pipedrive"
slug: "get-started-with-8x8-work-for-pipedrive"
updated: 2026-07-23T10:07:25Z
published: 2026-07-23T10:07:25Z
canonical: "help.8x8.com/get-started-with-8x8-work-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 Work for Pipedrive

Once you have access to **8x8 Work for Pipedrive**, go through the following steps to get started:

- [Gather your credentials](/documentation/docs/get-started-with-8x8-work-for-pipedrive#gather-your-credentials).
- [Add the Chrome extension](/documentation/docs/get-started-with-8x8-work-for-pipedrive#add-the-chrome-extension).
- [Log in to the integration](/documentation/docs/get-started-with-8x8-work-for-pipedrive#log-in-to-the-integration).
- [Ensure the integration is activated](/documentation/docs/get-started-with-8x8-work-for-pipedrive#ensure-the-integration-is-activated).
- [Tour the interface](/documentation/docs/get-started-with-8x8-work-for-pipedrive#tour-the-interface).
- [Access People records](/documentation/docs/get-started-with-8x8-work-for-pipedrive#access-people-records).

## Gather your credentials

In order to use **8x8 Work for Pipedrive**, you need:

- Login access to a **Pipedrive** account.
- Login access to an **8x8 Work** extension.

**8x8 Work for Pipedrive** is dependent on your **8x8 Work** extension also being logged in to either on your desktop or a mobile device.

## 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. [**8x8 Virtual Office for Integrations**](https://chromewebstore.google.com/detail/8x8-virtual-office-for-in/ofmkcokdnmjmnhfnbjecafgppgadljnh) appears in the list.
3. Click **Add to Chrome**.
4. Click **Add Extension** to confirm.
5. In the Chrome browser, click the three vertical dot ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-more-chrome_18x18(2).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) icon and select **Extensions > Manage extensions**. **8x8 Virtual Office for Integrations** now shows up, and is enabled by default.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/add-chrome-extension.gif?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)

## Log in to the integration

**Single Sign-On** is not supported for **Pipedrive**; log in to the integration using individual system sign-on.

**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. From the navigation menu, select **Contacts**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/contacts.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)
4. In the bottom-right corner of your home screen, click the **8x8 integration** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-integration_32x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) icon. The application launches in a floating browser window.

> [!NOTE]
> Notes
> 
> - If the ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-integration_32x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) icon doesn't display on the Contacts page, you must install the **8x8 Virtual Office for Integrations** extension. See [Add the Chrome extension](/documentation/docs/get-started-with-8x8-work-for-pipedrive#add-the-chrome-extension). - The first time you access the integration, the browse may block the integration from showing notifications. Enable pop-up notifications from the address bar or from your browser's settings.
5. In the **Setup** screen, select **Virtual Office** from the **8x8 Product** drop-down menu and click **Save**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/setup-screen.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)
6. The OAuth page displays in a new browser tab. Check that the correct user and company are displayed, then click **Continue with the app**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/continue-with-app.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)
7. A blank page displays on screen. Close this page to view the prompt that requests confirmation to launch the login page.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/confirm-launch-login.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)
8. Click **OK**.
9. Locate the 8x8 integration login panel on your screen and enter your user ID and password to log in to **8x8 Work for Pipedrive**. Consult your supervisor for credentials.

> [!NOTE]
> Note:
> 
> Multiple invalid login attempts may lock you out.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/login.gif?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)

## 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 enabled by default.

**To activate the integration:**

1. Click the **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_18x18(4).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) icon in your integration panel.
2. Go to **Integrations > Pipedrive > Connect**. When connected, the **Connect** button is replaced by the **Disconnect** option.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/connect-integration.gif?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)
3. If prompted to confirm the user and company, click **Continue to the App**.
4. Click **X** to return to the main screen of the integration. Your integration is now active.

## Tour the interface

The **8x8 Work for Pipedrive** interface consists of a navigation menu with the following menu items.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/work-tab.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/call-log-tab.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)

- **Work** tab: Access the primary features of the integration.
  - **Phone** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-phone_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) : Access your dial pad, view your active calls, and take notes to log calls.
  - **Call Log** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-call-log_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) : Access all historic inbound and outbound calls to the extension. From here, you can also access notes that you have created for each of your calls in **Pipedrive**.
  - **Contacts** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-contacts_18x18(2).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) : Access People records from **Pipedrive** and contacts from the **8x8 Work** contact directory.
  - **More** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-more_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) : Click to access the option to log out of the app.
- **Search** tab: Assign People records to active calls with unknown numbers or numbers that have multiple People record matches. If the call is from an unknown number but an existing record, you can look up existing People records and assign the call to the correct record.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/search-tab.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)
- **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_18x18(5).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) : Customize your app settings.
  - **Integrations > Pipedrive**: Manage your **Pipedrive** integration settings for call logging.
  - **Locale**: Specify your locale.
  - **About**: View details on your user extension and the app.

## Access People records

From the **Contacts** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-contacts_18x18(2).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D) tab, browse or search for **People** records from **Pipedrive**, or for contacts from your **8x8 Work contact directory**, to make calls. Simply hover over the desired record, and click the icon to call.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/contacts-app.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A01Z&se=2026-11-03T23%3A19%3A01Z&sr=c&sp=r&sig=GrIecxHqn67j9AV100BmNv%2FvUZGjNJAVyB9UDuoHsHA%3D)