Pipedrive

Connect Pipedriveto Afterdial

Yes. Afterdial connects directly to Pipedrive. After every call, the prospect is found or created in Pipedrive and a note is added with the outcome, summary, next step and any meeting or callback time.

What it does

Triggers and actionsfor Pipedrive.

Call analyzed

Sent straight to Pipedrive after every call.

Trigger
Create or update the contact

Match by phone or email and keep Pipedrive current.

Action
Log the call with its summary

Outcome, length and next step on the record.

Action
Create a deal or task

A deal when a meeting is booked, a task when a callback is due.

Action
Mark do-not-call

Flag the contact so nobody on the team calls again.

Action

Popular workflows

Popular Pipedrive workflowsready in minutes.

CRM

Log every call in Pipedrive with its outcome and summary

After each Aircall call, the outcome, summary and next step are written to the Pipedrive contact automatically.

  1. Call ends in Aircall
  2. Afterdial writes the summary
  3. Afterdial updates Pipedrive
Use this workflow →
Pipeline

Create a Pipedrive deal when a meeting is booked

Booked meetings go to Google Calendar and create a deal or record in Pipedrive, so your pipeline matches your calendar.

  1. Meeting booked on the call
  2. Event added to Google Calendar
  3. Deal created in Pipedrive
Use this workflow →
Callbacks

Turn callbacks into Pipedrive tasks

When a prospect asks to be called back, a task is added in Pipedrive for the exact time.

  1. Prospect asks for a callback
  2. Afterdial reads the time
  3. Task created in Pipedrive
Use this workflow →
Compliance

Flag do-not-call requests in Pipedrive

When someone asks not to be called, the contact is flagged in Pipedrive and removed from Afterdial's queue.

  1. Prospect asks to be removed
  2. Afterdial adds them to do-not-call
  3. Pipedrive contact is flagged
Use this workflow →

Setup

How to connectPipedrive.

  1. 1Sign up for Afterdial (free, no credit card).
  2. 2Open Settings → Your CRM and team chat and find Pipedrive.
  3. 3Paste your Pipedrive access token and click Connect. Afterdial checks it right away.
  4. 4Make a test call and check Pipedrive.

Why connect them

Spend less time afterevery Pipedrive call.

Pipedrive is a pipeline-focused CRM for small sales teams. For small teams working deals in Pipedrive, the slow part isn't the call itself. It's everything after: typing notes, booking the meeting, sending reminders and remembering callbacks.

Afterdial keeps Pipedrive accurate without manual data entry. Each call's outcome, summary, booked meeting and callback is written straight to the right record.

Your pipeline in Pipedrive then reflects what actually happened on the phone, not what someone remembered to log.

Works great with

Pair Pipedrive withthe rest of your stack.

SalesforceCRMs & databasesHubSpotCRMs & databasesAttioCRMs & databasesGmailMessages & emailRingCentralDialers & phone systemsZoom PhoneDialers & phone systems

See all 31 integrations →

Questions

Pipedrive and Afterdial,answered.

Does Afterdial integrate with Pipedrive?

Yes. Afterdial connects directly to Pipedrive. After every call, the prospect is found or created in Pipedrive and a note is added with the outcome, summary, next step and any meeting or callback time.

Is the Pipedrive integration direct or through Zapier?

Direct connection, built and maintained by Afterdial.

What does Afterdial send to Pipedrive?

The call's outcome, a short summary, next step, prospect name, phone and email when known, and any meeting or callback time. Call transcripts are never included in what Afterdial sends out.

How long does it take to connect Pipedrive?

About two minutes for a direct connection.

Is there a free trial?

Yes. Every plan starts with a 14-day free trial, and no credit card is required to sign up.

Connect Pipedrive today.Start free in two minutes.

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