Dialpad
Pipedrive

Dialpad and Pipedrive Integration

Seamlessly connect your calls and CRM to boost sales efficiency and customer engagement.

Explore Triggers and Actions

New Contact Event (Instant)
Trigger new contact event subscription. See
New SMS Event (Instant)
Trigger new SMS event subscription.
Update Contact Event (Instant)
Trigger update contact event subscription.
New Call Event (Instant)
Trigger new call event subscription. See
Add or update multiple records
Add or update multiple records.
Append to record
Append to a record in your data store
Add or update a single record
Add or update a single record.
Get all records
Get all records in your
Delete All Records
Delete all records in your
Get Difference
Get the difference between two data stores. Result contains key/value pairs where the key exists in one data store, but not the other.
Get Record Keys
Get all record keys in your
Check for existence of key
Check if a key exists in your
List keys
List all keys in your

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Dialpad and Pipedrive?

The Dialpad and Pipedrive integration empowers sales teams to unify communication and customer relationship management. Automatically sync calls, voicemails, and call notes directly into Pipedrive, ensuring your sales pipeline stays up-to-date without manual data entry. With real-time call logging and click-to-dial capabilities, your team can focus on closing deals faster and nurturing stronger customer relationships.

Connect
Dialpad
and
Pipedrive
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the Dialpad and Pipedrive integration improve my sales workflow?

By automatically logging calls, voicemails, and notes into Pipedrive, the integration eliminates manual data entry, allowing your sales team to spend more time engaging with prospects and less time on administrative tasks.

Can I make calls directly from Pipedrive using Dialpad?

Yes! The integration enables click-to-dial functionality within Pipedrive, so you can initiate calls instantly without switching apps, streamlining your communication process.

Are call recordings and transcripts available in Pipedrive?

Absolutely. Call recordings and AI-generated transcripts from Dialpad are automatically attached to the relevant Pipedrive contact or deal, providing valuable context for follow-ups and team collaboration.

Is the integration easy to set up and use?

Yes, the integration is designed for quick setup with guided steps. Once connected, it runs seamlessly in the background, syncing data in real time without disrupting your existing workflow.

Does the integration support team collaboration and reporting?

Yes, by centralizing call data and CRM information, teams gain better visibility into customer interactions and sales performance, enabling more informed decision-making and improved collaboration.

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