our call center is using contactmax and we would like to have the data/records directly imported into our pipedrive account.
they have asked us the following questions
Does pipedrive allows records to be fetched within an iframe using a unique url?
- Investigate whether pipedrive allows records to be fetched within an iFrame using a unique URL
- If it is possible, we need to import all raw data into pipedrive
- This raw data needs to be exported with either a full URL for the CRM record or a unique reference number we can append to a URL to fetch the record
- We import this into Dialler system and use our script to put the CRM within an iFrame
let me know