Pipedrive Integration

Turn Pipedrive into a phone

Pipedrive click-to-call, a power dialer over your filters, and two-way SMS, with every call, recording and text logged straight to the deal. No tab-switching, no manual notes.

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  • Same-day setup
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  • US-based support
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  • No contracts
What you get

A full phone system inside Pipedrive

Everything your reps need to call and text lives on the record they're already working, so nothing falls through the cracks of a busy pipeline.

Click-to-call in Pipedrive

Click any phone number on a deal, person or organization to dial instantly. No desk phone, no copy-pasting, a browser extension makes every number in Pipedrive callable in one tap.

Power dial your filters

Point a power dialer at any Pipedrive filter or list view and work the queue back-to-back. Reps have more conversations per hour without ever leaving the deal pipeline.

Two-way SMS on 10DLC

Text a lead straight from their Pipedrive record and see replies in the same thread. Messages send on US 10DLC-registered numbers, so they actually reach the inbox.

Auto-logged to the deal

Every call, its duration, disposition, recording and text is written back to the matching person and logged as a Pipedrive activity, clean deal history with zero manual note-taking.

Screen pop on inbound

When a known contact calls, their Pipedrive record opens the instant the phone rings. Reps greet by name and see the open deal before they say hello.

Local presence dialing

Show a caller ID that matches the prospect's area code to lift answer rates, with numbers available in 70+ countries, all managed from one Dialerportal account.
How it works

Live in Pipedrive the same day

Three steps from sign-up to your first click-to-call. No new tools to learn, your team keeps working exactly where they do today.

1. Connect Pipedrive

Add the Dialerportal browser extension and authorize your Pipedrive account. We map your people, organizations and deal fields so calls and texts land on the right record.

2. Pick your numbers

Choose local or toll-free numbers and register your 10DLC brand and campaign for SMS, we handle the paperwork. Same-day setup means you can start calling the same day you sign up.

3. Call, text, and sync

Click-to-call, power dial a filter, or send an SMS from any record. Calls, recordings and messages log back to Pipedrive automatically, with US-based support a ~30-second call away.
Why Dialerportal

Built for SMB sales teams, not enterprise IT

Transparent, month-to-month pricing. Add or remove seats whenever your team changes size, no long contracts and no surprise line items.

Cloud PBX starts at $19/seat/mo, and every plan includes all the dialer modes, screen pop and two-way SMS you see on this page. You get US-based support that answers the phone in about 30 seconds and handles your 10DLC registration for you, so the whole thing just works inside Pipedrive from day one.

Pipedrive is one of several CRMs we plug into, browse all CRM integrations, scale your outbound with a cloud call center, or check our transparent pricing.

FAQ

Pipedrive dialer & SMS questions

Yes. With the Dialerportal browser extension, every phone number in Pipedrive, on a deal, person or organization, becomes a one-click call. There's no separate softphone window and no desk phone required; you dial straight from the record you're already looking at.

Yes. Point the power dialer at any Pipedrive filter or list view and it calls through the queue back-to-back, popping each person's record as it connects. Your reps spend their time talking instead of clicking, and every outcome is logged automatically.

See our call center dialer

Yes. You can text a lead directly from their Pipedrive record and see their replies threaded in the same conversation. Two-way SMS sends on 10DLC-registered US numbers so your messages deliver reliably rather than getting filtered as spam.

About business SMS

Yes. Sending business SMS to US numbers requires 10DLC brand and campaign registration, and we handle that registration for you as part of setup. You get compliant, high-deliverability texting from your Pipedrive numbers without wrestling with carrier paperwork.

Every call is written back to the matching person and logged as a Pipedrive activity, complete with duration, disposition and recording. Texts thread onto the same record too, so your deal timeline stays complete and your pipeline reporting stays accurate, no manual note-taking.

Put a dialer inside Pipedrive today

Get click-to-call, power dialing and two-way SMS wired into your pipeline, with same-day setup and US-based support.