Pipedrive Integration

Pipedrive Voice AI Integration

Pipedrive connects through Edesy workflow integrations. After each call, a workflow CRM update step writes the outcome, summary and extracted fields to Pipedrive. A CRM webhook trigger can start calls from Pipedrive events. There is no Pipedrive Marketplace app.

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Workflow

CRM update

CRM

Webhook trigger

Extracted

Fields

HTTP

Functions

Pipedrive + AI Voice

Built with Edesy workflow integrations

Workflow CRM Update

A workflow step pushes the call outcome, summary and extracted fields to Pipedrive.

Calls From Pipedrive Events

A CRM webhook trigger starts a workflow, and its voice call step calls the person.

Activity Logging

Log the call with its summary and transcript link through the workflow.

Deal Follow-ups

Use workflow conditions on the call outcome to decide the next step for the deal.

Workflow Automation

Add SMS, WhatsApp, email or a callback after the call in the same workflow.

Mid-Call Lookups

Add a custom HTTP function to the Pipedrive API if the agent needs live deal data.

What We Integrate With

What workflow integrations can do with Pipedrive

Persons

  • Sync contact data
  • Update custom fields
  • Log activities
  • Add notes

Organizations

  • Pull company info
  • Update records
  • Link persons

Deals

  • Update stages
  • Modify values
  • Add notes
  • Mark won/lost

Activities

  • Create activities
  • Log calls
  • Schedule follow-ups

Why Pipedrive + Our AI

Better together

For Sales Reps

  • Auto-Logged Calls

    Every call in activity feed

  • Deal Automation

    Updated by workflows

  • Full Context

    AI knows lead history

  • Less Admin

    Focus on closing deals

For Sales Managers

  • Complete Visibility

    All calls logged

  • Accurate Forecasts

    Outcomes logged after each call

  • Team Efficiency

    More calls, less admin

  • Quality Insights

    Call transcripts available

How the Integration Works

Through Edesy workflow integrations

  1. Step 1 of 4: Connect Pipedrive

    Add it from the CRM integrations catalog

  2. Step 2 of 4: Build a Workflow

    Trigger on call ended or data extracted

  3. Step 3 of 4: Map Fields

    Choose which call data goes to Pipedrive

  4. Step 4 of 4: Test

    Run a test call and check the record

How it connects

What is real today, in one table

ItemDetails
Connection typeEdesy workflow integrations (CRM update step, CRM webhook trigger)
After the callOutcome, summary and extracted fields pushed to Pipedrive
Starting callsCRM webhook trigger, REST API, Zapier or n8n
During the callOptional custom HTTP function to the Pipedrive API
Marketplace appNone

Pipedrive Integration FAQ

Common questions about connecting Pipedrive

How does the Pipedrive integration work?

Through Edesy workflow integrations. A workflow CRM update step writes call results to Pipedrive, and a CRM webhook trigger can start calls. Mid-call lookups need a custom HTTP function.

Can I trigger calls based on deal stage?

Yes, if Pipedrive sends a webhook on the stage change. The CRM webhook trigger starts an Edesy workflow that places the call.

Does it work with Pipedrive's built-in calling?

No. Calls run on Edesy telephony (Twilio, Exotel, Plivo, Vobiz, SIP trunk or Edesy-managed numbers).

Can I update deal values from call outcomes?

Yes, by mapping an extracted field to the deal in the workflow CRM update step.

What about custom fields?

Extracted fields can be mapped to the Pipedrive fields your workflow integration exposes.

Is there a Pipedrive Marketplace listing?

No. Pipedrive is connected from the Edesy dashboard through workflow integrations, not a Marketplace app.

Other CRM Integrations

Other CRMs Edesy connects with

Ready to Connect Pipedrive?

Send call results to Pipedrive with Edesy workflow integrations.

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