Pipedrive

Connect Pipedrive to automatically log calls, create contacts, and manage your sales pipeline from phone conversations.

What It Does

• Creates contacts — New callers are added to Pipedrive as Persons
• Logs calls — Every call is logged as an Activity with duration, outcome, and notes
• Creates deals — Optionally create deals from qualified calls
• Searches contacts — Looks up existing contacts by phone or email during calls
• Syncs both ways — Pull contact data from Pipedrive to enrich calls

How to Connect

What Happens After a Call

1. Akol searches Pipedrive for the caller’s phone number
2. If not found, a new Person is created with the caller’s details
3. The call is logged as an Activity with summary, duration, and outcome
4. Optionally, a new Deal is created in your pipeline

Settings

Troubleshooting

Contacts Not Syncing

1. Verify your API token is still valid in Pipedrive settings
2. Check that the “Create contacts” setting is enabled
3. Try disconnecting and reconnecting

Duplicate Contacts

1. Akol searches by phone number first — duplicates may occur if the number format differs
2. Ensure phone numbers in Pipedrive use consistent formatting

API Token Expired

1. Generate a new API token in Pipedrive settings
2. Update the token in Dashboard > Integrations > Pipedrive

Tips

1. Use consistent phone formatting — E.164 format reduces duplicates
2. Enable deal creation for sales — Automatically create pipeline deals from qualified calls
3. Review call logs — Check your Pipedrive activities to see how calls are being logged