In this article, you’ll learn how to get the most out of CloudTalk once your Pipedrive integration is up and running, including how to log calls, use advanced contact insights, and streamline team workflows with practical tips and real-world use cases.

User level: Admin, Agent, Supervisor

Ready to configure the CloudTalk + Pipedrive integration?
Follow the step-by-step instructions in our Configure Pipedrive guide.

Watch how it works

To see the CloudTalk + Pipedrive integration in action, watch this short overview:

Calling from Pipedrive

Outbound Calls

You can make calls directly from Pipedrive using either of the following methods:

CTI (Recommended)

Once CTI is installed, all phone numbers in Pipedrive become clickable.

Click a phone number.
The CloudTalk CTI opens with the number pre-filled.
Click Call to start the conversation.

You can edit the outbound number before placing the call if needed.

Manual Dial

Click the CloudTalk icon in the top-right of the screen to open the dialer manually.
Enter the number or copy-paste it as needed.

You can edit the outbound number before calling, if necessary.

Inbound Calls

When an incoming call arrives:

The CTI panel pops up in your active Pipedrive tab.
Agents can view the caller’s profile, including past notes, deals, and call history, before answering.
Once the call ends, it can be tagged, noted, and saved right from the same panel.

Using Multiple Browser Tabs

When you work with Pipedrive in more than one browser tab, CloudTalk CTI can only stay active in one tab at a time. This means only that tab will ring for incoming calls.

You are always "online" in the last CTI-enabled tab you opened or in the tab where you last made a call.
If you have multiple tabs open and aren’t sure which one is active, you may miss calls if you’re looking at a different tab.

Example 1

User opens contact A
User opens contact B
A call comes in
Contact B tab will ring

Example 2

User opens contact A
User opens contact B
User makes an outbound call from contact A.
A call comes in
Contact A tab will ring

Best practices

Keep one Pipedrive tab open when expecting calls, so you always know where the CTI panel will appear.
If you switch between tabs often, refresh the one you want to stay active in before handling calls.
Close unused Pipedrive tabs to avoid confusion.

This way you’ll always know exactly where your calls are coming in, and you won’t risk missing them.

Contact Sync

People as Contacts

New Contact

* = required field

CloudTalk Contact	Sync Direction	Pipedrive Person
Full name*	⬅➡	Name* (does not separate first and last name)
Phone number(s)* – all numbers	⬅➡	Phone – all phone numbers
Email – all addresses	⬅➡	Email – all email addresses
Favorite agent	⬅	Person owner (only existing CloudTalk agents by email)
Company	🚫	Organization – linked organizations
Address	🚫	—
City	🚫	—
Zip	🚫	—
State	🚫	—
Tags	🚫	—
—	🚫	Custom fields

Updating a Person in Pipedrive

* = required field

CloudTalk Contact	Sync Direction	Pipedrive Person
Full name*	⬅	Name* (does not update first or last name separately)
Phone* – adds another number, keeps existing numbers	⬅	Phone – all phone numbers
Email – adds another email, keeps existing emails	⬅	Email – all email addresses
Favorite agent	🚫	Person owner
Company	🚫	Organization – linked organizations
Address	🚫	—
City	🚫	—
Zip	🚫	—
State	🚫	—
Tags	🚫	—
—	🚫	Custom fields

Updating a Contact in CloudTalk

* = required field

CloudTalk Contact	Sync Direction	Pipedrive Person
Full name*	➡	Name* (does not update first or last name separately)
Phone* – update number or add numbers	➡	Phone – all phone numbers
Email – update address or add addresses	➡	Email – all email addresses
Favorite agent	🚫	Person owner
Company	🚫	Organization – linked organizations
Address	🚫	—
City	🚫	—
Zip	🚫	—
State	🚫	—
Tags	🚫	—
—	🚫	Custom fields

Organizations as Contacts

New Organization

* = required field

CloudTalk Contact	Sync Direction	Pipedrive Organization
Full name*	⬅➡	Organization name
Phone* – adds another number, keeps existing numbers	⬅➡	Custom field (configured in CloudTalk integration, supports 1 number)
Email – adds another email, keeps existing emails	⬅➡	Email – supports 1 email address
Favorite agent	⬅	Organization owner
Address	🚫	Street address
City	🚫	City
Zip	🚫	Postal code
State	🚫	State/region
Tags	🚫	—
—	🚫	Custom fields

Updating an Organization in Pipedrive

* = required field

CloudTalk Contact	Sync Direction	Pipedrive Organization
Full name*	⬅➡	Organization name
Phone* – adds another number, keeps existing numbers	⬅➡	Custom field mapped in CloudTalk
Email – adds another email, keeps existing emails	⬅➡	Email – only 1 email address
Favorite agent	⬅	Organization owner
Address	🚫	Street address
City	🚫	City
Zip	🚫	Postal code
State	🚫	State/region
Tags	🚫	—
—	🚫	Custom fields

Updating an Organization in CloudTalk

* = required field

CloudTalk Contact	Sync Direction	Pipedrive Organization
Full name*	⬅➡	Organization name
Phone* – adds another number, keeps existing numbers	⬅➡	Custom field mapped in CloudTalk (only 1 number supported)
Email – adds another email, keeps existing emails	⬅➡	Email – only 1 email supported
Favorite agent	🚫	Organization owner
Address	🚫	Street address
City	🚫	City
Zip	🚫	Postal code
State	🚫	State/region
Tags	🚫	—
—	🚫	Custom fields

Call Logging & Export

Once a call ends and the agent clicks Done, CloudTalk automatically logs the call in Pipedrive as an Activity under the relevant contact or deal.

Logged call details include:

Call date and time
Duration
Call direction (inbound/outbound)
Tags (if added)
Notes
Recording link (if enabled)

Calls to Unassociated Numbers

If a call is made to or received from a number that does not exist in Pipedrive:

The call can still be logged.
A new contact may be created depending on your integration settings.
If no matching contact is found, the call will not be associated with a deal.

SMS Logging

CloudTalk CTI also supports SMS messaging inside Pipedrive.

You can:

Open the CTI panel
Navigate to the Messages section
View existing conversations
Send and receive SMS directly from Pipedrive

Message activities are logged under the relevant contact.

Conversation Intelligence Data Export

If Conversation Intelligence (CI) is enabled, CloudTalk exports AI-generated insights directly into Pipedrive.

Exported CI data includes:

AI call summary
Speaker-separated transcript
Detected action items
Recording link

This information appears inside the relevant contact or deal activity, giving your team full conversation context without re-listening to the call.

VoiceAgent Call Logging

CloudTalk VoiceAgent calls are also logged in Pipedrive, just like agent-handled calls. These entries are labeled "VoiceAgent call" in the activity title for easy identification.

In the call analysis prompt, you can specify what information the VoiceAgent should extract during the call. CloudTalk will then automatically capture and log the requested details, such as the customer’s issue, a summary of the conversation, or custom data like an order number or preferred subscription plan.