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Pipedrive VoIP Integration
Call Center
for Pipedrive
Streamline your sales and combine your call center and CRM platforms with CloudTalk’s Pipedrive VoIP integration. Make and receive calls, send SMS messages, and access up-to-date contact information and call logs without switching tabs, thanks to seamless 2-way synchronization.
Made by
CloudTalk
Category
CRM
Use for
Collaboration
Productivity
Lead Gen
Sales
Support
Users
Agents
Supervisors
Trusted by Thousands
1,100 Reviews on G2
4,000+
Satisfied customers
160+
international numbers
300%
More calls per day
50%
Lower wait times
Why Integrate Pipedrive with CloudTalk?
Give your agents the means to meet client needs without spending hours on repetitive tasks. Accept inbound calls immediatel and reach 3x more prospects every day via our Pipedrive power dialer for maximum efficiency. Share data between your CRM and the CloudTalk Pipedrive calling integration in real-time and cut down task resolution by directly feeding it into your workflow with custom rules for logging data and automatically creating follow-up tasks.
What Is Pipedrive?
Cloud-based CRM built for sales teams, used by 100,000 teams worldwide. Manage deals, track communications, and automate follow-ups to boost agent productivity pipeline velocity, and ultimately create more secure revenue streams.
Pipedrive Call Integration Benefits
Speed up Sales Calls
Stop your team from having to switch tabs constantly. Populate your Pipedrive dialer queue with contact lists from your CRM and kick off sales campaigns, or follow up on previous conversations immediately, thanks to our click-to-call and callback capabilities.
Automate Activity Logging
Clean up your CRM by preventing duplicate listings and mistakes from manual data entry with seamless 2-way synchronization. Share call details, voicemails, SMS messages, outcomes, durations, and call tags instantly via the VoIP Pipedrive integration.
Streamline Work with Workflows
Define which, when, and how calls and SMS messages are logged by the Pipedrive caller. Set custom working hours to accurately showcase your team’s availability and streamline follow-up efforts by assigning missed calls to specific agents.
Improve Decision-Making
Access up-to-date contact information and data insights refreshed every 10 minutes directly inside Pipedrive. Assess shared call center analytics, including call tags, notes, topics, trends, and customer sentiments, to fuel your sales efforts and close more deals.
How to Integrate Pipedrive with CloudTalk?
- Ensure you have Admin permissions for both CloudTalk and Pipedrive.
- Double-check that you have an active CloudTalk Expert subscription.
- Search for and select Pipedrive from the integration list.
- Follow the prompts to authenticate and connect your Pipedrive account.
- Configure synchronization, call logging, and workflow automation rules.
- Click “Save” and start making and receiving calls directly in Pipedrive!
How to Create Custom Setups CloudTalk CTI for Pipedrive?
- Ensure custom fields are created for “People” or “Organizations” in Pipedrive.
- Log into CloudTalk and navigate to Settings > Integrations > Pipedrive.
- Ensure the custom fields have matching names in both platforms for accurate syncs.
- Enable or disable logging activity for SMS and inbound, outbound, and missed calls.
- Specify which numbers should log activities in Pipedrive to match your team.
- Choose to log activities during/outside business hours or at all times.
- Set rules to not assign missed calls or assign them to specific agents or the account owner.
- Log into Pipedrive and enable Click-to-Call in Tools > Phone Calls.
What Data Does the Pipedrive Integration
Share?
Pipedrive
CloudTalk
CloudTalk receives
Contact Information:
Names, emails, phone numbers, and companies.
Contact Details
Pipedrive & CloudTalk exchange
Call Logs:
Missed and answered calls, durations, and outcomes.
Call Details
SMS Logs:
Sent and received messages.
SMS Data
Pipedrive receives
Workflow Actions:
Logging calls, initiating follow-ups, sending SMS.
Workflow Triggers
Why Choose CloudTalk for Your Pipedrive Calling
Integration?
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.
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.
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.
Find out why our customers love us
Learn how Swille reduced Support Tickets by 50%
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.
Learn how Dentakay grew call volume by 2.5X
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.
Learn how Capitalo boosted efficiency by 83.3% with AI
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.
FAQs
Can you call from Pipedrive?
Yes, with CloudTalk’s integration, you can make and receive calls directly within Pipedrive.
Does Pipedrive have a dialer?
Yes, CloudTalk’s integration provides a power dialer for efficient outbound campaigns.
How does Pipedrive VoIP integration work?
It syncs contacts, logs calls, and enables seamless calling within Pipedrive.
Is Pipedrive SMS integration available?
Yes, send and log SMS messages directly in Pipedrive as activities.
What are the best Pipedrive integrations?
CloudTalk’s integration offers advanced calling, SMS, and data synchronization.
