Integration · Pipedrive

Pipedrive — Caller ID from your pipeline, logged automatically

Your WiseCloud cloud phone system connects to Pipedrive so inbound calls show the right contact name, and every call is logged straight to the deal or contact record.

What you get

Pipedrive + WiseCloud, working together

Caller ID to contact name

Inbound calls trigger a Pipedrive contact lookup, so you see who's calling, not just a number.

Search Pipedrive from your phone client

Look up a Pipedrive contact by name, number or email directly from the 3CX Web Client.

Call & chat journaling

Calls and chats are logged on the Pipedrive Contact Card automatically.

Auto-create new contacts

A new Pipedrive contact can be created automatically for calls from numbers that aren't on file.

Click-to-call from Pipedrive

Launch calls straight from Pipedrive using the 3CX Click2Call browser extension for Chrome or Edge.

FAQ

Pipedrive integration — quick answers

Will we see the caller's name for Pipedrive contacts?

Yes — inbound calls trigger a Pipedrive lookup so the contact's name displays instead of just their number.

Are calls logged against the right deal or contact?

Yes, Call & Chat Journalling logs calls on the Pipedrive Contact Card automatically.

What's needed to set up the Pipedrive integration?

Pipedrive requires OAuth2 authorisation via a private app — WiseCloud handles this as part of setup.

See all integrations, or the full Cloud Phone System feature set.

Connect Pipedrive to your phone system

We'll set up the integration as part of your cloud phone system install — no extra hassle.