Click here to find out how to get in touch!
Status:

Support Center

iOS: Calling from the mobile app

Calling a contact person for a deal from the Pipedrive mobile app couldn't be easier! When you have a deal or the contact person's page open, just press the green phone in the menu at the bottom and you're on your way.

Once the call is over, the app will then automatically create a completed activity for you with a note where you can write down the outcome of the call.

There are a couple of things to keep in mind though. Mainly, the app only tracks outgoing calls made from within the Pipedrive app. If a contact calls you, or if you just call them from your phone outside the app, then it won't be added as an activity.

Secondly, please note that this only works with the default phone number added to the contact, and will not automatically call any phone number that might be in any custom fields or notes you may have on that contact's page. Your standard network charge will also be applied to the call.

For Pipedrive customers who use WhatsApp, the Pipedrive mobile app can also be configured to make phone calls from within the WhatsApp application. To enable, go to More > Preferences > Call Integrations and enable the WhatsApp option found there.
The option to enable WhatsApp will only appear if WhatsApp is installed on the mobile device in question.