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CRM Integration
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Pipedrive Integration

Keep your Pipedrive pipeline perfectly up to date. Every call automatically creates persons, organisations, deals, and activities in Pipedrive β€” with full intake notes ready for your sales team.

βœ“ Person & deal creationβœ“ Activity loggingβœ“ Pipeline stage syncβœ“ Live in 2–3 days
How it works ↓
What's Included

Everything this integration does for you.

Configured by our team. No code. No manual work. Working from your first call.

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Person and organisation creation

New callers become Pipedrive persons linked to their organisation β€” no manual data entry.

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Deal creation with intake data

Qualified callers create Pipedrive deals with budget, timeline, and project details from the call.

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Activity logging

Every call becomes a Pipedrive activity with full notes and outcome tracking.

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Pipeline stage assignment

Deals are placed in the correct pipeline stage based on lead score and qualification outcome.

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Existing contact enrichment

Returning callers' Pipedrive records are enriched with new call notes and next action.

Setup Process

Live in 2–3 business days.

You share your API key β€” we configure and test everything. No developer needed.

1

Share your API key

During onboarding you provide your tool's credentials. Our team handles the connection β€” no developer required on your end.

2

We configure everything

We map your fields, set up your workflows, and test the integration end-to-end before your agent goes live.

3

Your agent goes live

Agent IA Vocal handles every inbound call and syncs the data to your tool in real time β€” automatically, reliably.

4

Track results instantly

Every call, lead, and booking appears in your tool's dashboard. Your team works from complete, real-time data.

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Keep your Pipedrive pipeline current from every call

Share your Pipedrive API key and our team configures the sync. Contacts, deals, and activities populate automatically.

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