Call Connector | Pipedrive Integration

Pipedrive

Connecting Pipedrive to CallConnector.ai 

  • From the Integrations page, locate the Pipedrive card and click "Connect"
  • A Pipedrive OAuth authorization pop-up will open titled "Authorize application"
  • The pop-up will show that CallConnector.ai is requesting access to your Pipedrive company and user account
  • If the app is already installed on your account, you will see an "App already installed" message — click "Continue to the App" to proceed
  • A confirmation pop-up will appear: "App Connected" — your Pipedrive account has been successfully connected to Call Connector
  • Click "Close Window"
  • Pipedrive will now appear under Connected Integrations on the Integrations page with a green "Connected" badge

How Events Are Logged

Call

Calls are logged as Activities ("Call") in Pipedrive. The call will be associated with a contact if one could be found with the external phone number from the call event.
Call logged as an Activity in Pipedrive.
Call in Pipedrive, associated with a user and a contact.

SMS

In Pipedrive, SMS events are also logged as Activities ("SMS"). If your Pipedrive account doesn't contain an "SMS" Activity type, one will automatically be created by Call Connector.
SMS logged as an Activity in Pipedrive.

Fax

Faxes are logged as Files in Pipedrive, and must be associated with a contact. This means if a contact was not found with the same phone number from the fax event, the fax will not be logged.
Fax logged as a File to a Pipedrive contact.

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