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 Person
Adds a new person.
Get Lead by ID
Get a lead by its ID.
Get person details
Get details of a person by their ID.
Remove Duplicate Notes
Remove duplicate notes from an object in Pipedrive. for.
Search Leads
Search for leads by name or email.
Search Notes
Search for notes in Pipedrive.
Search persons
Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs
Update Deal
Updates the properties of a deal.
Update Person
Updates an existing person in Pipedrive.

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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