What happens if the contact does not exist in Pipedrive?

You can enable the option to automatically create the person from the phone number. Otherwise, the event is skipped until the contact exists.

New CRM · Cloud PBX

Pipedrive Integration

Your VoIP phone system automatically feeds your contacts' timeline in Pipedrive: call activities for calls, recordings and voicemail, notes for SMS/MMS — no copy-paste.

Every event can be attached to the person's open deal, so the full history shows up right inside the deal.

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In Pipedrive

Contact timeline

☎ Inbound call — from 514… · 2m 14s · linked to the open deal

Recording — 14-day audio link + transcription, merged into the activity

SMS received — note with the message content

Activities and notes · visible to your team

What is it?

Clemento's Pipedrive integration connects your Cloud PBX to your Pipedrive account. Each call becomes a completed call activity on the person matching the number; the recording and its transcription are added to the same activity — one clean entry per call. SMS/MMS are posted as notes.

Everything is configured in the client portal (personal Pipedrive API token), with per-event toggles. No Zapier or custom scripts required.

Synced capabilities

Enable only what you need. Calls as activities, messages as notes.

Inbound and outbound calls

Completed call activity on the person: number, extension, duration and status, at the exact call time.

Call recordings

Secure audio link (14 days) and transcription added right into the call's activity — no duplicates.

Voicemail

Call activity with the 14-day listen link and the transcription when the mailbox is set up for it.

SMS / MMS

Inbound and outbound messages as notes, with the text and secure links to each MMS media file.

Open deal linking

Each activity or note can be attached to the person's most recently updated open deal.

Missing contacts

Option to automatically create the person in Pipedrive from the phone number if they don't exist yet.

How it works

Three steps — from setup to the activity showing up in Pipedrive.

Connect Pipedrive

In the portal: Integrations → Pipedrive. Paste your personal API token (Pipedrive: Settings → Personal preferences → API).

Pick your events

Enable recordings, voicemail, inbound/outbound calls and/or SMS, plus open deal linking. Test the connection in one click.

Follow up in Pipedrive

Each call appears as a completed activity on the person — and in the deal — with audio and transcription. Texts follow as notes.

Why sync VoIP and Pipedrive?

✓ History inside the deal — your sales team sees calls and texts right in the deal they're working, not in another tool.
✓ One activity per call — the recording and transcription enrich the existing activity instead of creating duplicates.
✓ Less manual entry — no more logging a call or pasting a number after every conversation.
✓ Granular control — turn each event type on or off without touching the rest of the PBX.

Frequently asked questions

What is the Pipedrive integration?

A Clemento portal module that automatically logs your telephony events in Pipedrive: calls, recordings and voicemail become call activities on the person, and SMS/MMS become notes.

Are events linked to my deals?

Yes, optionally: each activity or note can be attached to the person's most recently updated open deal, in addition to their contact record.

How do I connect my Pipedrive account?

Portal → Integrations → Pipedrive: paste your personal API token (Pipedrive: Settings → Personal preferences → API), then enable the events you want.

What happens if the contact doesn't exist?

You can enable automatic creation of the person from the phone number. Otherwise, the event is skipped until the contact exists in Pipedrive.

Can I listen to recordings from Pipedrive?

Yes. Each activity contains a secure audio link valid for 14 days, no login required, plus a permanent link to the client portal for after it expires.

Do I need Zapier or Make?

Not for this native integration. Events go straight from the PBX to the Pipedrive API. You can still combine it with your Pipedrive automations afterwards.

Contact our team

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PBX + Pipedrive for your team

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Related solutions: Business VoIP, Cloud PBX, GoHighLevel integration.