Pipedrive
App details
First Release
August 2026
Pipedrive price
Starts at $14/mo. per seat
Pipedrive integration overview
Pipedrive is an easy to use sales CRM built to help small businesses grow. The CallRail integration connects your call tracking data directly to your Pipedrive account, giving your team full attribution on every inbound lead without adding to their busywork.
Every time a lead calls or texts, CallRail manages the data entry behind the scenes by checking Pipedrive for a matching phone number or email. It seamlessly updates existing records or creates a new record on the spot, automatically logging a note on the record that captures the marketing source, medium, campaign, and landing page—alongside an AI-generated call summary if you have Premium Conversation Intelligence enabled.
This real-time sync also powers Voice Assist. When a call comes in, your AI agent instantly references your CRM records, recognizing exactly who is calling before the conversation even starts.
Integration Features
- Automated Contact Management: CallRail automatically creates or updates your records for every tracked call and text, keeping your records up to date without the need for manual data entry.
- Detailed Marketing Attribution: CallRail automatically posts a note to the contact’s record with the source, medium, campaign, and landing page details. This gives your team full visibility into exactly which marketing efforts are driving inbound leads.
- AI-Generated Call Summaries: For accounts with Premium Conversation Intelligence enabled, CallRail automatically includes a concise, AI-generated call summary within each record in Pipedrive. This allows your team to quickly understand the context of each without needing to listen to the entire recording.
- Personalized Caller Recognition: Voice Assist integrates with Pipedrive to recognize existing contacts instantly, allowing your AI agent to greet known leads by name and skip redundant intake questions.
