CRM
CallTracker + Pipedrive integration
The Pipedrive integration turns inbound calls into pipeline. CallTracker finds the caller as a Person by phone number, creates the Person and a new Deal when the caller is new, and logs the call as an activity — on the open deal if the person already has one.
- How it connects
- OAuth (connect your Pipedrive company from Settings → CRM)
- Included in
- CallTracker Pro, no extra charge
- Best for
- Small sales teams that want every new caller to appear as a deal in Pipedrive automatically.
What happens when a call comes in
- Searches Persons by the caller's phone number.
- Creates a Person (named after the phone number) and a Deal when the caller is new.
- Logs a call activity with duration, status, placement and traffic source — attached to the person's open deal if one exists.
Data sent to Pipedrive
- Caller phone number
- Call duration, status and timestamp
- Placement name and traffic source
How to set it up
- Open Settings → CRM in CallTracker.
- Click Connect on the Pipedrive card and approve access in Pipedrive.
- Choose which events sync: completed calls (on by default), missed calls, and an optional minimum call duration so very short calls are skipped.
- Make a test call and check the Person and Deal in Pipedrive.
Limitations
- New persons are named after their phone number until you rename them.
- Deals are only created for callers who were not already in Pipedrive.
- Syncing is one-way.
Related integrations
Send your calls to Pipedrive
Create a CallTracker account, add a tracking number and connect the integration from Settings.