CallRail Pipedrive integrationCalls that turn into deals, with the source on them
CallRail has a native Pipedrive integration. We set it up and extend it with CallRail webhooks and the Pipedrive API, so callers become persons and deals in the right stage, every call is logged as an activity, and the campaign stays on the deal.
- Native integration set up, then extended
- Callers matched or created as persons, with a deal in your pipeline
- Source, campaign and keyword on the deal
900+ integrations completed
- • New caller
- • Repeat caller
- • Each call
- • Recording link and call summary
Calls that do not become deals
When CallRail and Pipedrive are not working together, reps type callers in by hand or not at all. Deals show up without a source, repeat callers get a second deal, and nobody can see which campaigns fill the pipeline.
What it does
What the CallRail Pipedrive integration handles
Native integration, extended
We set up the native CallRail integration, then build what your pipeline needs beyond it.
Persons from callers
Each caller is matched by phone or email to an existing person, or created as a new one.
Deals in the right stage
A new caller can open a deal in the pipeline and stage you pick, so calls show on the Kanban board.
Calls as activities
Each call is logged as a call activity on the deal and person, with the date, duration and tracking number.
Call details as notes
The recording link and call details saved as a note, and the CallRail AI summary when your plan includes it.
Source on the deal
Source, campaign, keyword and landing page written to fields on the deal, so you can filter and report by them.
Texts too
CallRail texts matched to the same person and logged next to the calls.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect CallRail to Pipedrive.
AimingData that flows
CallRail Pipedrive integration: what gets sent, field by field
- New callerCreated as a person, with a deal in the stage you pick
- Repeat callerMatched by phone or email to the existing person
- Each callA call activity with date, duration and tracking number
- Recording link and call summarySaved as a note
- Source, campaign, keyword and landing pageFields on the deal
- TextsLogged on the same person
Five hidden tracking fields on every form, chat and call
First and last click, so you can see what started the journey and what closed it, plus the page the lead converted on.
- Landing page URLFirst click
- Landing page URLLast click
- Referring domainFirst click
- Referring domainLast click
- Converting page URLWhere the lead came in
See your own CallRail + Pipedrive map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
CallRail Pipedrive integration: the hard parts, already solved
Open deal already there
A call from someone with an open deal is logged on that deal, not used to open a new one.
Same caller, different formats
Phone numbers are normalized before matching, so one caller stays one person.
Short and spam calls
Rules can skip deals for calls under a set length or numbers you block, so the pipeline stays clean.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the CallRail Pipedrive integration goes live
- 1
Book a free call
We look at how leads come in today and what your team needs to see in the CRM.
- 2
Mapping
Which records are matched or created, which fields carry over, and where activity is logged, agreed first.
- 3
Set up and test
Configured and tested with real chats or calls before your team relies on it.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the CallRail Pipedrive integration is for
- Teams using CallRail for call tracking and Pipedrive for deals
- Sales teams that work inbound calls from the Kanban board
- Marketing teams that need to see which campaigns fill the pipeline
CallRail Pipedrive integration FAQ
Does CallRail connect to Pipedrive out of the box?
Yes. CallRail has a native Pipedrive integration. We set it up properly, and build custom pieces where it does not cover your process.
Will every call open a new deal?
No. Callers are matched to the existing person first, and calls from someone with an open deal are logged on that deal.
Do deals keep their source?
Yes. Source, campaign and keyword are written to fields on the deal.
Have you done this before?
We have built CallRail integrations with other CRMs, and we have completed 900+ integrations in total.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.