By integrating Pipedrive with CloudTalk, you'll get call center capabilities in Pipedrive. Agents will have a comprehensive understanding of the customer in a single interface. It will make you more productive.

To configure your Pipedrive integration, follow the steps bellow:

  • Login to CloudTalk Dashboard account here

  • Click on Account -> Integrations in the left sidebar menu

  • Select Pipedrive integration and click on +Add button to install the integration

You will be redirected to Pipedrive, then follow the authorization flow and you will be redirected back to CloudTalk.

  • Once you have completed these quick steps, your integration is ready. Now you can customize your integration according to your business needs.

  • Finally click on the Save button to activate the integration.

What you can customize here:

  • Which calls will be logged to Pipedrive: missed calls, voicemails, other inbound calls, outbound calls. The call will be logged as Pipedrive's activity. You can choose to log each type as in-progress or completed activity.

  • Pick which CloudTalk numbers should get linked to your Pipedrive integration. It will help you better organize your data.

  • Whether you want to log all calls or only calls made during business hours or when your lines are closed.

  • How to tag your contacts in CloudTalk.

Once the integration with Pipedrive is running, your data will always be up-to-date. For every phone call logged in Pipedrive, the following data will be logged: the client’s phone number, date, time and length of the call, link to call recording etc.

Pipedrive - CloudTalk integration is fully customizable, allowing you to set up different automations to increase you call center's efficiency.

Get high-quality personalized experience

Make calls directly from Pipedrive via CloudTalk Click-to-Call Extension

First, make sure you have our Click-to-Call extension installed and set up properly.
Secondly, you need to disable the Pipedrive default calling method, so that it's not conflicting with the extension.

  • Go to your Pipedrive settings

  • Click on Calling in the left sidebar menu and click Personal

  • Select Default calling method "Custom" and set the value to # (as shown on the screenshot below)

  • Click on the Save button to confirm the changes.

Make calls directly from Pipedrive without Click-to-Call

There are two options, how to dial a number from Pipedrive easily.

You can use Pipedrive Calling "Default calling method" feature in order to start a call directly from your Chrome browser just by clicking on a number in Pipedrive.

  • Go to your Pipedrive settings

  • Click on Calling in the left sidebar menu and click Personal

  • Select Default calling method "Custom" and copy+paste this text "ct+tel://[number]" (don't change it) to the empty window right next to it. See screenshot below as a reference.

  • Click on the Save button to confirm the changes.

Tip: We recommend to remove all other Chrome extensions or other telco providers which may interfere with the click-to-call feature.

Important Note: Chrome no longer supports setting an app as default handler so this method asks you if you want to open the CloudTalk Phone app every time you click a number. Therefor we strongly recommend using our Click-To-Call extension instead.

If you need further assistance or have any questions, you can always contact our Support Team. We are always here to help you!

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