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CloudTalk’s Pipedrive integration brings full call-center functionality into your Pipedrive account. Once connected, you can place and receive calls, send SMS messages, log conversations and access AI-generated insights all without leaving Pipedrive.

With two-way sync, call data is automatically linked to your contacts and deals, and all activity is kept up to date.

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Install the CloudTalk integration

To install the integration, ensure:

• You have admin permissions in both CloudTalk and Pipedrive
• You’re on an active CloudTalk Essential or Expert plan
• The same email address is used in both platforms

Then:

• In your CloudTalk dashboard, go to Account > Integrations
• Hover over the Pipedrive tile and click “+ Add”
• Follow the prompts to connect your account
• Toggle the integration to Active and click “Save“ to enable two-way sync

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Set CloudTalk as your default calling app

After the installation, you can place calls directly from Pipedrive without needing a browser extension.

To set CloudTalk as your default dialer:

• In Pipedrive, click your profile icon and go to Tools and apps > Phone calls > Personal
• Under Default calling app, select CloudTalk
• Click “Save settings”

Your browser will prompt you to confirm CloudTalk as the calling method. Once accepted, the CloudTalk softphone (CTI) panel will launch with the number pre-filled.

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Customize your contact sync

During setup, you can control how contacts and activities sync between platforms.

1. Default fields in Pipedrive:

• Contact people in Pipedrive already have fields for phone and email. If you want to have these fields for your organizations, go to Company settings > Data fields > Organization
• Add custom fields for phone and email

2. Map fields in CloudTalk:

• Under General Settings, match the Pipedrive fields for phone numbers and emails
• Click “Save” once the mapping is done

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Customize call logging and workflows

CloudTalk offers flexibility in how calls are tracked what is logged into Pipedrive:

• Choose call types to log (inbound, outbound, missed, voicemails)
• Set connected numbers to filter logs by specific company lines
• Define business-hour rules (e.g., log only during working hours)
• Assign tags to new contacts and import Pipedrive activities back into CloudTalk
• Enable VoiceAgent call logging to track AI-handled conversations in Pipedrive

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Use CloudTalk inside Pipedrive

Outbound calls

• Click-to-Call: All phone numbers in Pipedrive are clickable. Clicking opens the CloudTalk CTI panel with the number filled in.

• Manual dial: Click the CloudTalk icon at the top of your screen to open the dialer manually. Enter or paste a number to call.

• Power dialer: Use CloudTalk’s Power Dialer to queue contact lists from Pipedrive and run outbound campaigns efficiently

Inbound calls

When a customer calls:

• The CloudTalk CTI panel appears within your active Pipedrive tab
• You can preview the caller’s details (notes, history, deals)
• After the call, tag and log the interaction from the same panel

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Call logging and contact sync

Once a call ends and you click “Done”, CloudTalk automatically logs the call to Pipedrive.

Logged data includes:

• Call time, date and duration
• Any tags and notes you added
• A link to the recording (if enabled)

To sync activities back to CloudTalk, enable “Import activities” in your integration settings.

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Conversation Intelligence and VoiceAgent

If you’re using CloudTalk’s Conversation Intelligence (CI) add-on, AI insights will be pushed to Pipedrive. These include:

• A summary and detected action items
• Speaker-separated transcript
• Recording link

VoiceAgent calls appear as “VoiceAgent call” activities, with:

• Call outcome (connected or failed)
• Issue summary and notes
• Duration, timestamp, and CloudTalk number used

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Additional features and best practices

Automate your workflow

• Choose which calls and SMS messages trigger activities.
• Set custom business hours for logging.
• Assign missed calls to specific agents.
• Automatically create follow-up tasks.

Scale with your team

• Add users in your CloudTalk Dashboard.
• Each team member can access the CTI panel from inside Pipedrive.
• CloudTalk supports large call volumes and offers local numbers in 160+ countries.