How does Callizy connect to Pipedrive?

A native integration. A manager connects Pipedrive from Callizy’s integrations, in two clicks, no developer needed. After that, contacts sync and every call logs itself.

Will it create duplicates in Pipedrive?

No. Callizy looks the number up in Pipedrive before writing anything: the call lands on the existing record. A contact is created only when the number is unknown, and only if the “Create unknown contacts” setting is on.

A Callizy manager who is also a Pipedrive admin. Once for the whole company. Agents have nothing to do.

What does the call button open?

The Callizy web softphone, on the contact’s number, in a new tab. The person needs to be signed in to Callizy in that browser. The call goes out from their line, like from the dashboard.

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, once Callizy has produced them. A call of a few seconds has no summary.

Two contacts share a number?

Callizy looks the number up in Pipedrive. The first match receives the call. Keep one number per contact so everything lands in the right place.

Pipedrive card in Callizy, Disconnect link at the bottom of the panel. What was already written in Pipedrive stays there. Nothing flows after that.

Is it included in my plan?

Yes, in every plan, at no extra cost.

Callizy

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Integrations/Pipedrive

Every call logged on the right Pipedrive person

Callizy connects your phone to Pipedrive: every call, text and voicemail lands on the right person, as a native call log, with the AI-written summary and the recording. Nothing to type after a call.

Native integrationTwo-way contact syncLive in two minutesIncluded in every plan

Connect Pipedrive Try for free

What flows, and where

Calls

Every call becomes a Pipedrive call log on the person: outcome (connected, no answer, busy), duration, note with summary and transcript, recording playable in Pipedrive.

Voicemails

A “left voicemail” call log, transcript in the note.

Texts

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

People, both ways

A Pipedrive person reaches Callizy within seconds. A new caller becomes a person.

What syncs with Pipedrive

Everything that happens on the phone, on the matching person record, automatically.

Callizy	Pipedrive	Direction
People	Matched by number, or created	Two-way
Calls	Inbound, outbound and missed, with duration	Auto-logged
Summary and transcript	Written by Callizy’s AI, on the call	Auto-logged
Recordings	Playable in Pipedrive	Auto-logged
Voicemails	With the transcript	Auto-logged
Texts (SMS)	Received and sent, on the record	Auto-logged

Contact sync runs continuously. Calls, texts and summaries log the moment they finish.

Logging by hand, or with Callizy

By hand

Typing a note after every call, or forgetting
Records already out of date by end of day
What was said stays in the agent’s head
The manager has no view of the conversations

With Callizy

Every call written on the record the moment you hang up
Pipedrive and Callizy always in step
Recording, transcript and summary on the record
The manager reads every conversation, without asking

Connect Pipedrive

One person connects, once, for the whole company: a Callizy manager who is also an admin of the CRM. After that, every call from every team member is logged.

1
Open the integrations catalogue
In Callizy, Configuration menu, then Integrations. Click the Pipedrive card.
2
Click “Connect Pipedrive”
The Pipedrive screen opens. Sign in with an admin account and accept. You come back to Callizy and see “Connected to …”.
3
Done
Calls, voicemails and texts start flowing right away. The four settings at the bottom of the panel can be changed at any time.

The panel and the call button in the record

Nothing to set up: they come with the Callizy app in Pipedrive when you connect.

1
The “Callizy” panel
On a person’s record, in the left column. It shows the latest calls and texts with this person. If it is not there, click Customize sidebar at the bottom of the column and enable Callizy.
2
The “Call with Callizy” action
⋯ menu at the top right of the person’s record. One click opens the Callizy softphone on their number.

The four settings

In the Callizy Pipedrive panel, under the connection status. All on by default. A manager changes them at any time, the effect is immediate.

Calls and voicemails on the record

Every completed or missed call and every voicemail, with duration, summary, transcript and recording.

Texts on the record

Texts received and sent.

Create unknown people

A caller missing from the CRM becomes a person, with the name from your Callizy address book when it is there. Uncheck to only log people that already exist.

Import people

A person created or edited in the CRM is created or updated in the Callizy address book within seconds. A deleted person is archived in Callizy.