CallTrackingMetrics Pipedrive integrationCalls and texts on the right deal, with the source attached
CallTrackingMetrics has a native Pipedrive integration. We set it up and extend it with CTM webhooks and the Pipedrive API, so calls and texts land on the right person and deal, new callers enter your pipeline, and the source of every call stays on the deal.
- Native integration set up, then extended
- Calls and texts logged as activities on the person and deal
- New callers added as persons, with a deal in your pipeline
900+ integrations completed
- • Inbound and outbound calls
- • Texts sent and received
- • Recording link, AI summary and transcript
- • New caller
Calls and texts that stay in the call tracker
When CallTrackingMetrics and Pipedrive are not working together, reps copy calls by hand or skip them. Texts sit in another inbox, the same caller ends up with two deals, and the source behind the call does not reach the pipeline.
What it does
What the CallTrackingMetrics Pipedrive integration handles
Native integration, extended
We set up the native CallTrackingMetrics integration, then build what your pipeline needs beyond it.
Calls as activities
Inbound and outbound calls logged as call activities on the person and deal, with direction, duration and agent.
Texts on the same record
CTM texts, sent and received, logged next to the calls.
Call details as notes
The recording link and call notes saved as a note on the deal, plus the CTM AI summary and transcript when your account has them.
Persons and deals from new callers
A call from a new number creates a person and a deal in the pipeline and stage you pick.
Phone normalization
Numbers cleaned to one format before matching, so a caller finds the person you already have.
Source on the deal
Tracking number, source, campaign and landing page written to fields on the deal, for filters and reports.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect CallTrackingMetrics to Pipedrive.
AimingData that flows
CallTrackingMetrics Pipedrive integration: what gets sent, field by field
- Inbound and outbound callsCall activities on the person and deal
- Texts sent and receivedLogged next to the calls
- Recording link, AI summary and transcriptSaved as a note
- New callerA person and a deal in the stage you pick
- Tracking number, source and campaignFields on the deal
- Landing page and referrerThe page the caller came from
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 CallTrackingMetrics + 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
CallTrackingMetrics Pipedrive integration: the hard parts, already solved
Open deal first
When a caller already has an open deal, calls and texts are logged on that deal instead of opening a new one.
Same caller, different formats
Numbers are normalized before matching, so one caller stays one person.
Missed calls
A missed call can create a follow-up activity for the deal owner, so the callback is on the list.
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 CallTrackingMetrics 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 CallTrackingMetrics Pipedrive integration is for
- Teams using CallTrackingMetrics and Pipedrive
- Sales teams that call and text leads and work deals on the Kanban board
- Marketing teams that need every call tied to its source
CallTrackingMetrics Pipedrive integration FAQ
Does CallTrackingMetrics connect to Pipedrive natively?
Yes. We set up the native integration, then extend it with what your team needs, such as deals in the right stage and the source on the deal.
Do texts come over too?
Yes. CTM texts, sent and received, are logged on the same person as the calls.
What if the caller is already in Pipedrive?
The number is normalized and matched to the existing person, and the call is logged on their open deal.
Have you done this before?
We have built CallTrackingMetrics 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.