Pipedrive
OpenPhone

Pipedrive and Openphone Integration

Seamlessly connect your Pipedrive CRM with OpenPhone to streamline communication and boost sales productivity.

Explore Triggers and Actions

New Deal (Instant)
Trigger new event when a new deal is created.
New Person (Instant)
Trigger new event when a new person is created.
Deal Updated (Instant)
Trigger new event when a deal is updated.
Lead Updated (Instant)
Trigger new event when a lead is updated.
Person Updated (Instant)
Trigger new event when a person is updated.
List Phone Numbers
Retrieve the list of phone numbers and users associated with your OpenPhone workspace.
Create Contact
Create a new contact in OpenPhone.
Send a Text Message
Send a text message from your OpenPhone number to a recipient.
Update Contact
Update an existing contact on OpenPhone.

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.

Popular App Usecases

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What can Ayudo do with Pipedrive and Openphone?

The Pipedrive and OpenPhone integration empowers sales teams to manage calls, texts, and contacts directly within Pipedrive. Automatically log calls and messages, sync contacts, and access communication history without switching apps. This integration ensures your sales pipeline stays up-to-date while enhancing team collaboration and customer engagement.

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

Frequently asked questions

How does the Pipedrive and OpenPhone integration work?

Once connected, your OpenPhone calls and texts are automatically logged in Pipedrive, linked to the relevant contacts and deals. You can make and receive calls or send texts directly from Pipedrive, keeping all communication centralized.

Can I sync contacts between Pipedrive and OpenPhone?

Yes, the integration allows bidirectional syncing of contacts, ensuring your contact lists are consistent and up-to-date across both platforms.

Does the integration support call recording and notes?

Call recordings and notes taken during calls in OpenPhone are automatically attached to the corresponding Pipedrive contact or deal, making follow-ups and record-keeping effortless.

Is the integration secure and compliant with data privacy standards?

Absolutely. The integration uses encrypted connections and adheres to industry-standard security protocols to protect your data and maintain compliance with privacy regulations.

How do I set up the Pipedrive and OpenPhone integration?

Simply connect your OpenPhone account within Pipedrive’s integrations settings. Follow the step-by-step prompts to authorize access, sync contacts, and customize your communication preferences.

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