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In this guide, you will learn how to automatically trigger a CloudTalk VoiceAgent call from Pipedrive using the Automations feature.
User level: Admin

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Before you start

You will need:
  • A CloudTalk VoiceAgent already created (note the VoiceAgent ID)
  • CloudTalk API credentials (API Key ID and API Key Secret)
  • Pipedrive Advanced plan or above (Automations with webhook actions require Advanced+)
  • A phone number available on Person or Deal records

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Set up the integration

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Create the Automation Webhook

Note: Only global admin users can create webhooks. Existing regular webhooks cannot be reused for Automations, so you must create an Automation webhook specifically.
1. In Pipedrive, click your profile icon and select Tools and Apps
2. Click + Webhook and select Automation webhook
3. Configure the webhook:
  • Name: CloudTalk VoiceAgent
  • Endpoint URL: https://api.cloudtalk.io/v1/voice-agent/calls?
  • Authentication, Username: your CloudTalk API Key ID
  • Authentication, Password: your CloudTalk API Key Secret
Why does the URL end with ?? Pipedrive requires Automation webhook URLs to end with /, &, ?, or =. The ? is the only one the CloudTalk API accepts. It opens an empty query string that CloudTalk ignores, so the call still reaches the correct endpoint. The other characters get treated as part of the URL path, which breaks the request.
4. Click Save

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Create the Automation

1. Go to Tools and Apps > Automations 2. Click + Automation 3. Select a trigger, for example:
  • Deal stage changed
  • Person created or updated
  • Activity completed
4. Add any conditions needed (e.g. only run for a specific pipeline stage) 5. Click + Add action and select Webhook

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Configure the Webhook action

1. In the Webhook field, select CloudTalk VoiceAgent (the webhook you created in Step 1) 2. Set Method to POST 3. In the Body section, switch to Raw and enter:
For call_number, use the field-picker button to select Person > Phones. Enter your VoiceAgent ID as the value for voice_agent_id.
call_number and voice_agent_id are the only mandatory fields. You can also pass optional call_properties such as system prompt variables and output variables, depending on your VoiceAgent configuration. Learn what to includeMake sure the phone number is stored in E.164 format (+1234567890), or CloudTalk will reject the request.
Contacts with multiple phone numbers: Pipedrive’s Person Phones field can hold several numbers. When a contact has more than one, the field passes all of them to CloudTalk instead of a single number, making the request invalid and causing the call to fail. Workaround: create a dedicated single-value phone custom field (Settings > Data fields > Person), store just the number to dial in E.164 format, and map that field into call_number instead.

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Activate and test

  1. Save and activate the automation
  2. Manually trigger the condition using a test record (e.g. move a deal to the target stage)
  3. Go to Automations > History and confirm the action ran with status SUCCESS
  4. Verify in CloudTalk that the VoiceAgent call was initiated
You’re all set! 🚀 Your Pipedrive automation will now trigger a CloudTalk VoiceAgent call whenever a record meets your chosen conditions.
💡 API Limits to Keep in MindTo avoid failures or throttling, make sure your automation handles call distribution carefully. Use delays or scheduling logic where needed, as the standard API rate limit (60 requests per minute) applies to the VoiceAgent endpoint.

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Troubleshooting

If the VoiceAgent call was not initiated:
  1. Go to Automations > History
  2. Select the Failed filter
  3. Open the failed run to see which step failed
Need help or have a question? Reach out through our Support portal. We’re here for you.