Will it create duplicates in Pipedrive?

No. Callizy looks the number up in Pipedrive before writing: the call lands on the existing record. A contact is created only when 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 plan?

Yes, in the Team and Business plans, at no extra cost. The Solo plan does not include it.

They become an activity on the person. Create a “Texto” or “SMS” activity type in Pipedrive to tell them apart; otherwise they arrive as tasks.

Callizy

+1 (438) 533-8446

Pipedrive

Official integration, by Callizy

Every call as a Pipedrive call log, with the recording

Callizy connects your phone to Pipedrive. Every call becomes a native call log on the person: outcome, duration, note with summary and transcript, recording playable in Pipedrive. Voicemails and texts follow.

Connect Pipedrive Try for free

Plans: Team and Business, included
Category: CRM
Tool: Pipedrive

Pipedrive/People

Chloé Martin

Studio Martin Design

Phone: (438) 555-0129
Stage: Demo scheduled

HistoryNotesActivities

Outbound call · 6 min 03 s

Today, 2:05 p.m. · outcome: connected

Note

Chloé agrees to the demo on Thursday at 10 a.m. She wants to add five colleagues.

6:03

Follow-up email · Monday

Call with Chloé Martin

Today, 2:05 p.m. · 6 min 03 s

Call log with the recording

Logged in Pipedrive

Both ways, nothing to type

People go both ways. A Callizy panel in the record shows the latest exchanges, and the “Call with Callizy” action starts the call.

Fiche personne Pipedrive avec le panneau Callizy

The Callizy panel in the record, and the call with its summary in the history.

A manager connects the tool once

After that, every team call is logged on its own.

Connect Pipedrive

1
Open Callizy integrations
In Callizy, Configuration menu, then Integrations. Click the Pipedrive card, then Connect Pipedrive.
2
Accept in Pipedrive
The Pipedrive screen opens. Sign in with an admin account and accept. You come back to Callizy and see “Connected to …”.
3
That is it
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

Nothing to set up, they come with the Callizy app in Pipedrive.

1
The “Callizy” panel
Left column of a person’s record. If it is missing: Customize sidebar, enable Callizy.
2
The “Call with Callizy” action
⋯ menu at the top right of the record. One click opens the softphone on the number.