Pipedrive offers a native Caller tool and supports multiple phone integrations to help your sales team make, log, and track calls without switching apps. This guide explains how to use Pipedrive Caller, set it up, and integrate third-party calling solutions for enhanced functionality.

---

🚀 Why Use Pipedrive for Calls?

• 📲 Make calls directly from the CRM
• 📋 Automatically log call activity
• 🗣 Record notes and outcomes in real time
• 🔗 Sync calls with deals, contacts, and organizations
• 📈 Improve call tracking, reporting, and follow-ups

---

☎️ Using Pipedrive Caller

🧾 Requirements

• Available on Advanced, Professional, and Power plans
• Supported on Chrome and the Pipedrive mobile app
• Requires a valid phone number

🔧 How to Set Up Pipedrive Caller

1. Go to Tools and apps > Click Caller.
2. Enable the Caller feature.
3. Verify your phone number (Pipedrive sends an SMS verification).
4. Set default calling preferences:
   • Call logging
   • Follow-up reminders

📲 Making a Call with Caller

1. Open a Contact, Deal, or Organization.
2. Click the Call icon next to the phone number.
3. Pipedrive will dial the number using your default phone or VoIP provider.
4. After the call, you’ll be prompted to:
   • Log the call
   • Select outcome (e.g., successful, voicemail)
   • Add notes
   • Schedule follow-up

📌 Note: Caller uses your connected device (mobile or desktop softphone) to place the call.

---

🔁 Integrating with Third-Party Phone Systems

For advanced call features (e.g., call recording, auto-dialers, analytics), Pipedrive integrates with several VoIP providers.

🔌 Popular Phone Integrations

Provider	Features
JustCall	Click-to-call, SMS, call recording, call routing
Aircall	Power dialing, analytics, call assignments, team collaboration
CloudTalk	Call tagging, CRM sync, call center tools
Twilio	Programmable calls/SMS, webhook support
RingCentral	Unified communications, video, SMS, analytics

🛠 How to Set Up a Phone Integration

1. Go to Tools and apps > Marketplace.
2. Search for your preferred phone provider.
3. Click Install and follow the provider’s authorization process.
4. Configure call behavior:
   • Which users have access
   • Call logging preferences
   • Which fields and activities sync

🔐 Most integrations allow two-way sync between your phone system and Pipedrive, logging all calls and recordings automatically.

📍 Viewing and Managing Logged Calls

In the Contact or Deal View

• Go to any Person, Deal, or Organization.
• Scroll to the Activity timeline.
• View details: direction, time, duration, notes, and outcome.

In the Activities Tab

• Filter by Activity Type = Call to see all completed and scheduled calls.

---

🧠 FAQs

Can I record calls using Pipedrive Caller?

No, the native Caller tool does not support call recording. Use an integrated VoIP service for this feature.

Are international calls supported?

Yes, but standard call rates from your phone provider or VoIP service apply.

Can I receive calls in Pipedrive?

No, Pipedrive Caller only supports outgoing calls. Use a VoIP provider like Aircall for inbound call capabilities.

---

🛠 Troubleshooting

• Ensure your browser microphone permissions are enabled (for Caller).
• Double-check that your phone number is verified.
• If using an integration, confirm that:
  • It’s installed from the Marketplace
  • You’ve authorized it correctly with both services
  • Contact phone numbers are formatted correctly

---

💡 Pro Tips

• Combine Caller with workflow automation to schedule follow-ups after calls.
• Use custom activity fields to track call reasons or outcomes.
• Enable email and SMS automation alongside calls for a full communication workflow.