CloudTalk’s native integration with Pipedrive allows your team to handle calls directly from the Pipedrive interface, while automatically logging relevant call data to the right contacts or deals.
Once the integration is set up, your team can make and receive calls using the embedded CloudTalk CTI panel, track conversations in real time, and access full call activity history—all without leaving your CRM.
Integration Setup
If you haven’t connected Pipedrive to CloudTalk yet, follow the steps in this article:
How to configure Pipedrive
Once the integration is active:
All phone numbers in your Pipedrive account will become clickable (click-to-call).
The CloudTalk CTI panel will appear inside the Pipedrive interface.
Call logs, notes, tags, and recordings will sync automatically to the relevant contact or deal.
Making and Receiving Calls
Outbound Calls
You can make calls directly from Pipedrive using either of the following methods:
Click-to-Call
Once CTI is enabled, all phone numbers become clickable.
Clicking a number will open the CloudTalk CTI with the number pre-filled and ready to dial.
2. 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 tabs
CloudTalk CTI will only stay online in one active tab at a time—usually the last one opened or the last one used to make a call.
Examples:
You open Contact A, then open Contact B → Contact B tab will ring.
You open Contacts A and B, then make a call from Contact A → Contact A tab will ring next time.
Call Logging & Contact Sync
Once a call ends and the agent clicks Done, the call will be automatically logged in Pipedrive as an Activity under the relevant contact or deal.
Logged call details include:
Call date and time
Duration
Tags (if added)
Notes
Recording link (if enabled)
Conversation Intelligence and Pipedrive
If you're using Conversation Intelligence, CloudTalk will export AI-generated insights directly to Pipedrive.
CI data includes:
AI call summary
Speaker-separated transcript
Detected action items
Recording link
This information will appear directly in the relevant deal or contact, giving your team rich context without having to re-listen to the call.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!