CallSphere + Pipedrive
Integrate CallSphere AI agents with Pipedrive CRM. AI agents create deals, log activities, advance pipeline stages, and schedule follow-ups -- keeping your sales process running on autopilot. Every phone conversation feeds directly into your Pipedrive pipeline with structured data, so reps focus on selling instead of updating records.
What the Pipedrive integration enables
Deal Creation & Management
AI agents create new Deals in Pipedrive during qualifying calls, setting the correct pipeline, stage, expected value, and close date based on information gathered in the conversation.
Activity Logging
Every call is logged as an Activity on the associated Person, Organization, and Deal. Logs include call duration, AI-generated summary, outcome classification, and key discussion points.
Pipeline Stage Advancement
Deals move through pipeline stages automatically based on call outcomes. A successful demo call advances the Deal to 'Proposal Sent'. A signed agreement moves it to 'Won'. No manual dragging required.
Contact Sync
New callers become Persons in Pipedrive with phone number, email, company, and any custom fields populated during the call. Existing contacts are matched and enriched with every interaction.
Smart Scheduling
The AI agent schedules follow-up Activities in Pipedrive after each call -- next call, email reminder, proposal deadline -- so nothing falls through the cracks and reps always know their next action.
Revenue Tracking
Deal values are updated in real time as pricing discussions happen on calls. Weighted pipeline reports in Pipedrive reflect the latest numbers without waiting for reps to update manually.
How to connect Pipedrive
Get up and running in four simple steps. Most teams go live in under 30 minutes.
Connect Pipedrive
Authorize CallSphere with your Pipedrive account using an API token or OAuth. We connect to your instance and import your pipelines, stages, and custom fields.
Configure Pipeline Mapping
Map AI agent call outcomes to Pipedrive pipeline stages. Define which outcomes advance a Deal, which create new Deals, and which trigger follow-up Activities.
Set Automation Rules
Configure rules for deal assignment, activity scheduling, and notification triggers. Set ownership rules so Deals are assigned to the right rep based on territory, round-robin, or caller intent.
Launch
Run a test call to verify Deals are created, stages advance, and Activities are logged correctly. Then activate and let every call power your Pipedrive pipeline.
Why teams choose this integration
Deals Advance Automatically
AI agents update pipeline stages based on call outcomes. Deals move forward in real time without reps manually dragging cards between columns.
Complete Activity History
Every call, voicemail, and follow-up is logged as a Pipedrive Activity with full context. Reps see the complete interaction history before picking up the phone.
Faster Follow-Ups
The AI agent schedules next-step Activities immediately after each call. Reps start every day with a clear action list -- no deals go cold because someone forgot to follow up.
Explore more integrations
CallSphere connects to the tools your team already uses.
Ready to connect Pipedrive?
See how CallSphere AI agents integrate with Pipedrive to automate your workflows. Live demo available -- no signup required.