Pipedrive Integration

Overview

Connect Pipedrive to automatically import deals into OutCallerAI campaigns and sync call outcomes back to Pipedrive activities and pipeline stages.

Capabilities

• Deal-triggered import: Deals that move to a configured trigger stage are automatically imported as leads.
• Phone validation: Phone numbers are normalized to E.164 format for reliable dialing.
• Duplicate prevention: Already-imported deals are skipped to avoid duplicate lead entries.
• Call activity logging: Completed call summaries, ratings, and recording links are written back as Pipedrive activities.
• Pipeline stage movement: Optionally move a deal to a different stage when a call succeeds or fails.

Prerequisites

• A Pipedrive account with permission to authorize integrations.
• A Pipedrive pipeline stage ID and an OutCallerAI campaign.
• Deal contacts with phone numbers that include a supported country code.

Setup

1. Open Integrations: Go to the Integrations Dashboard and select Pipedrive.

2. Connect Pipedrive: Click Connect with OAuth and approve access from your Pipedrive account.

3. Stage ID mapping: Enter the Pipedrive Stage ID that triggers an OutCallerAI call when a deal arrives. Deals entering this stage are automatically imported as leads.

4. Choose a campaign: Select the OutCallerAI campaign where leads from Pipedrive deals should be added.

5. Set outcome mappings (optional): Configure stage IDs for successful and failed call outcomes. When set, Pipedrive deals automatically move to these stages after calls complete.

   Leave these fields empty if you do not want stage progression.

6. Save configuration: Save the settings. A webhook is registered in your Pipedrive account to listen for deal stage changes.

How it works

When a deal in Pipedrive moves to the trigger stage you configured, OutCallerAI:

1. Fetches the deal and linked person details from Pipedrive.
2. Validates the phone number and creates a lead in the selected campaign.
3. The lead is ready for immediate or scheduled calling by your AI agent.

When a call completes, OutCallerAI can:

• Log a call activity on the Pipedrive deal with the summary, rating, and recording link.
• Move the deal to a different pipeline stage based on the call outcome.

Verify the integration

• Move a test deal into the configured trigger stage.
• Confirm that a lead appears in the selected OutCallerAI campaign.
• Complete a test call and confirm the activity and optional stage update in Pipedrive.

Troubleshooting

• Only deals entering the trigger stage for the first time will create leads. Subsequent stage changes are ignored.
• Phone numbers must have a supported country code for the lead to be imported.
• The webhook is automatically created when you connect Pipedrive and removed when you disconnect.

Disconnect

• Disconnect Pipedrive from the same integration drawer if you need to change accounts or reconfigure.