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3CX + Pipedrive
3CX for sales teams that live in Pipedrive
Pipedrive is built around the deal, and so is this integration. Callers are matched to people and organisations, the open deal pops, and every call is logged as an activity — so the pipeline reflects what actually happened on the phone.
- People and organisations matched on inbound calls
- Calls logged as Pipedrive activities
- Click-to-dial from deals and people
- Unknown callers created as people
What it does
3CX and Pipedrive, call by call
Lookup
Inbound numbers are matched against people and organisations and shown on every device.
Deal pop
The person and their open deals open as the call rings.
Activities
Calls are logged as completed call activities with direction, duration and owner. Pipedrive reports pick them up.
Click-to-dial
Dial from any Pipedrive record through the browser extension.
Lead capture
Unknown callers can be created as people so the deal starts from the first call.
No Pipedrive calling seats
Calls run on your 3CX lines, not on Pipedrive's per-user caller add-on.
Setup
A Pipedrive API token from a scoped user, connected to 3CX. We map lookup and logging and roll out per rep. Same-day for most teams.
How it is set up
Four steps, usually inside a day
You keep the keys. We do the mapping, the rollout and the looking-after.
Token
From a scoped Pipedrive user.
Map
What is searched and logged.
Roll out
Browser extension per rep.
Support
Monitored and maintained by us.
Common questions about the Pipedrive integration
Do logged calls count towards Pipedrive activity goals?
Yes. They are ordinary call activities and count like any other.
Still have questions? Talk to a local specialist — no call centre, no scripts. Contact us
Industries
Where Pipedrive and 3CX usually turn up
HubSpot
Caller ID from HubSpot contacts, calls logged as HubSpot call activities, click-to-dial — without paying for HubSpot calling minutes.
3CX + HubSpotSalesforce
Leads, contacts and accounts looked up as calls ring, calls logged as Salesforce tasks, click-to-dial from Lightning.
3CX + SalesforceZoho CRM
Contacts and leads matched from Zoho CRM, calls logged to the Calls module, click-to-dial — including Zoho One and Bigin.
3CX + Zoho CRMGet a quote
Ready to connect Pipedrive to 3CX?
Tell us which edition you run and what should happen when the phone rings. We will confirm whether it is a template, middleware or custom work, and quote it.
Prefer to talk?
1300 718 857Monday to Friday, 8:30am – 5:30pm ACST. 24/7 support for managed customers. Existing customer with a fault? Go to support.
- Written, itemised quote within one business day
- No obligation — we will say if you should stay put
- Titanium 3CX Partner, one of six in Australia