Pipedrive

CRM 提供元: Pipedrive OÜ コミュニティ

Connect Cliqtel to Pipedrive to automatically log calls as activities on deals and contacts. Match callers to existing persons, track call outcomes, and associate calls with active deals for better pipeline visibility.

対応: Advanced, Professional, Power, Enterprise。
OAuth で接続 アクセス Pipedrive OÜ →

機能

接続方法

1
Connect your Pipedrive account
Click Connect below to authorize Cliqtel with your Pipedrive account via OAuth.
2
Configure activity defaults
Set default activity type and deal association rules for logged calls.
3
Test with a call
Make a test call and verify the Activity appears in Pipedrive linked to the correct person.

要件

API 連携

この連携は OAuth 経由で接続します。SIP トランク設定は不要です。

認証方式
oauth
タイプ
API / Webhook

セットアップ後チェックリスト

  • OAuth connection shows Connected in Cliqtel portal
  • Test call creates an Activity in Pipedrive
  • Person matching works for known numbers

Pipedrive + Cliqtel: ユースケース

Click-to-call from Pipedrive

Turn any phone number in Pipedrive into a clickable call button. Cliqtel originates the call through your SIP phone and logs it automatically to the contact record.

Inbound screen pop

When a customer calls your Cliqtel number, their Pipedrive record opens automatically for your agents — no lookup, no delay.

Automatic call logging

Every call is logged back to Pipedrive with call direction, duration, outcome, and recording URL (if enabled). No manual data entry.

Frequently asked

Pipedrive 連携 — FAQ

How do I connect Cliqtel to Pipedrive?
Click Connect on this page, authorize Cliqtel in Pipedrive via OAuth, and pick which users should have calling enabled. Setup takes under 5 minutes.
Does Cliqtel work with my version of Pipedrive?
Cliqtel supports all current and recent versions of Pipedrive. Check the supported versions list above or contact support if you're running an older release.
How much does it cost to use Cliqtel with Pipedrive?
Cliqtel has no setup fees, no monthly platform fees, and no channel limits. You pay only for the DID numbers you rent (from EUR 1.49/mo) and the minutes you use. See our pricing page for details.
Can I use my existing phone numbers?
Yes. Cliqtel supports porting for most countries. Contact support with your existing numbers and we'll check portability and timelines (typically 5-10 business days).
Will call events automatically log to Pipedrive?
Yes. Every inbound and outbound call is logged as a Call/Task/Activity in Pipedrive with duration, direction, and outcome. Recordings (if enabled) are linked to the record automatically.

他の CRM 連携

Salesforce
Salesforce
Log calls automatically to Salesforce and get screen pops with caller details.
 HubSpot
HubSpot
Sync Cliqtel calls to HubSpot as engagements with automatic contact matching.
 Zoho CRM
Zoho CRM
Connect Cliqtel to Zoho CRM for automatic call logging and click-to-call.
 Dynamics 365
Dynamics 365
Sync Cliqtel calls to Microsoft Dynamics 365 as Phone Call activities.

Pipedrive に接続する準備はできましたか？

OAuth で Pipedrive アカウントを数秒で接続できます。通話データは自動的に同期されます。

OAuth で接続 すべての連携をブラウズ