Connect Dialpad and Pipedrive to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Dialpad to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dialpad with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Call State Changed" from Dialpad.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Dialpad and Pipedrive, automating your workflow.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about Dialpad + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dialpad and Pipedrive
How do I set up the Dialpad and Pipedrive integration?
To set up the integration, you need to connect both your Dialpad and Pipedrive accounts through our platform. Once connected, you can configure triggers and actions such as creating a contact in Pipedrive when a call is made in Dialpad.
What triggers are available in the Dialpad and Pipedrive integration?
The available triggers include when a call is made, received, or missed in Dialpad. These can initiate actions like updating a deal or task in Pipedrive.
Can I automatically create tasks in Pipedrive from Dialpad calls?
Yes, you can set triggers for when a call ends or is missed in Dialpad to automatically create tasks or notes in your Pipedrive account.
Is it possible to update existing contacts in Pipedrive with information from Dialpad?
Absolutely. When a call is logged or voicemail received in Dialpad, you can trigger updates to existing contacts’ details within your Pipedrive account.
How do I handle missed calls from Dialpad using Pipedrive integration?
You can configure an automatic trigger that creates an activity or follow-up task for any missed calls from Dialpad directly into your Pipedrive account.
Can I log my call details from Dialpad into my CRM system automatically with this integration?
Yes, one of the key functions of the integration is to log call details such as duration, caller ID, and time directly into your CRM system using actions based on triggers from your call activity.
Are there any limitations on the number of actions I can automate between Dialpad and Pipedrive?
While there isn't a strict limit on the number of actions you can automate, it's essential to optimize workflows to avoid creating unnecessary loops that could confuse data tracking.
Practical ways you can use Dialpad and Pipedrive
Log SMS communications in CRM
When a new SMS is created in Dialpad, Zapier logs the message in Pipedrive as a note. This integration provides business owners with a centralized history of communications, ensuring no interaction is overlooked and improving visibility across team activities.
Business OwnerCreate new CRM contact from Dialpad
When a new contact is created in Dialpad, Zapier automatically adds the contact to Pipedrive. This automation provides marketing teams with up-to-date audience data, making follow-ups and targeted campaigns more efficient.
Marketing & Marketing OpsTrack call outcomes in CRM
When a call state changes in Dialpad, Zapier updates or creates a matching activity in Pipedrive. This automation helps sales operations teams keep records accurate and ensures easy tracking of call outcomes, saving time and reducing manual data entry.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Call StatesRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling
- SMS directionRequired
Try ItTriggerInstant- Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
ActionWrite - New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
