Pipedrive 集成—

功能

Automatic call logging as Pipedrive Activities
Deal and contact association
Caller matching by phone number
Call outcome tracking (answered, missed, voicemail)
Call notes and recording links
Works with all Pipedrive plans

如何接入

Connect your Pipedrive account

Click Connect below to authorize Cliqtel with your Pipedrive account via OAuth.

Configure activity defaults

Set default activity type and deal association rules for logged calls.

Test with a call

Make a test call and verify the Activity appears in Pipedrive linked to the correct person.

前置要求

Pipedrive Advanced plan or higher
Pipedrive admin access for OAuth authorization
At least one active Cliqtel SIP trunk
Cliqtel numbers with active call routing

API 集成

此集成通过 OAuth 连接。无需配置 SIP 中继。

鉴权方式

oauth

类型

API / Webhook

接入后核对清单

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

Pipedrive + Cliqtel：应用场景

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.

Pipedrive 集成——常见问题

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.

Pipedrive

功能