# Connect Pipedrive Every call as a Pipedrive call log, with the recording. - Role: Manager - Team and Business plans - Duration: 2 min - On: Web - Learning Centre: https://callizy.ca/en/apprendre/pipedrive - Integrations path · Lesson 2 - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=integrations-marketplace&app=pipedrive - The page on callizy.ca: https://callizy.ca/en/integrations/pipedrive ## What the integration does Callizy connects your phone to Pipedrive. Every call becomes a native call log on the person: outcome, duration, a note with the summary and transcript, and a recording you can play in Pipedrive. Voicemails and texts follow. People go both ways. A Callizy panel in the record shows the latest exchanges, and the “Call with Callizy” action starts the call. ## Before you start - Be a manager on the Callizy account. - A Pipedrive admin account. - The Team or Business plan. ## Step by step 5 steps, about 2 min. Screenshots show Callizy in French. Button names are given in English. **Connect Pipedrive** ### 1. Open Callizy integrations (30 s) In Callizy, open **Administration**, then **Settings** and **Integrations**. Click the **Pipedrive** card, then **Connect Pipedrive**. Menu: Administration › Settings › Integrations ### 2. Accept in Pipedrive (30 s) The Pipedrive screen opens. Sign in with an admin account and accept. You come back to Callizy and see “Connected to …”. ### 3. That’s it (10 s) One person connects, for the whole company. After that, every call from every team member is logged. The settings at the bottom of the panel can be changed at any time. **The panel and the call action** ### 4. The “Callizy” panel (30 s) Nothing to set up, they come with the Callizy app in Pipedrive. Left column of a person’s record. If it does not show: **Customize sidebar**, turn on **Callizy**. ### 5. The “Call with Callizy” action (30 s) **⋯** menu at the top right of the record. One click opens the softphone on the number. ## What you’ll see ![A person’s record in Pipedrive: the “Callizy” panel with a call summary and the “Call with Callizy” button, then the call history on the right.](https://callizy.ca/images/apprendre/integrations/pipedrive-1.webp) The Callizy panel in the record, and the call with its summary in the history. ![A person’s record in Pipedrive: on the left, the "Callizy" panel and its "Call with Callizy" button, on the right, each call with its recording to play.](https://callizy.ca/images/apprendre/integrations/pipedrive-2.webp) Every call with its recording, playable in Pipedrive. ## Key points - One person connects Pipedrive, for the whole company. - Callizy looks up the number in Pipedrive before writing: no duplicates. - The summary, transcript and recording follow the call within a minute. ## Settings - **Calls and voicemails on the record**: Every completed or missed call and every voicemail, with the duration, summary, transcript and recording. - **Texts on the record**: Texts received and sent. - **Create unknown people**: A missing caller becomes a person, with the name from the Callizy address book if it is there. - **Import people**: A person created or edited in the tool reaches the Callizy address book within seconds. A deleted person is archived. ## Not working? ### The Callizy panel does not show 1. On a person’s record: **Customize sidebar**, then turn on **Callizy**. ### Texts arrive as tasks 1. Create a “Text message” or “SMS” activity type in Pipedrive: they will go there. ### A call has no summary 1. A call of a few seconds has none. 2. Otherwise, wait a minute: the summary, transcript and recording follow the call. ## Frequently asked questions ### Does it create duplicates in Pipedrive? No. Callizy looks up the number in Pipedrive before writing: the call lands on the existing record. A contact is created only if the number is unknown, and only if the setting is on. ### When do the summary and recording arrive? The call shows up as soon as it ends. The summary, transcript and recording follow within a minute. A call of a few seconds has no summary. ### What does the call button open? The Callizy web softphone, on the contact’s number, in a new tab. You need to be signed in to Callizy in that browser. ### Is it included in my subscription? Yes, in the Team and Business plans, at no extra cost. The Solo plan does not include it. ### What about texts? They become an activity on the person. Create a “Text message” or “SMS” activity type in Pipedrive to tell them apart; otherwise they arrive as tasks. Updated October 27, 2026.