Pipedrive Integration With VoIP Business

Pipedrive is a powerful CRM solution designed to help sales teams to manage leads and close sales efficiently.

VoIP Business Integration in Pipedrive allows you to:

Keep your Pipedrive and VoIP app contacts synchronized to avoid duplicate entries.
Log all your calls, messages, and voicemails directly in Pipedrive.
Make calls directly from Pipedrive with a single click.
Access call recordings, notes, and analytics to understand customer interactions better.

Prerequisites

Steps To Enable Pipedrive Integration

Follow the steps below to integrate Pipedrive with our communication dashboard:

Log in to your Pipedrive CRM account when prompted.
With successful authentication, your accounts will be connected.
Set appropriate permissions for users who need access to the integration.
Make a test call to verify the data sync and call logging functionality.

What Can You Do By Integrating Pipedrive With VoIP Business?

Making Calls

Once your integration is complete you can use the Click-to-Call feature directly from Pipedrive. Click on any contact’s phone number to initiate a call through your VoIP app.

Call Logging

After each call, the integration will automatically log details such as:
- Call duration
- Time and date
- Notes
- Tags
- Links to call recordings

Managing Activities

Calls are logged as activities in Pipedrive, which can be used to set follow-ups or reminders.

Syncing Contacts

New contacts added in your VoIP app or Pipedrive will automatically sync to the other platform, keeping your databases up-to-date.

Analyzing Call Data

Access detailed reports on call duration, frequency, and outcomes directly within Pipedrive’s reporting tools.