PIPEDRIVE

Integrate Calilio with Pipedrive CRM for Smarter Sales Calls

Integrate Calilio with Pipedrive CRM and unlock the full potential of your sales and customer service teams. Enhance productivity and maximize sales performance with better workflows.

Log calls in Pipedrive with no manual data entry.

Fast and direct dialing from within Pipedrive.

Access Pipedrive contacts from Calilio.

Keep all call details, voicemails, and call notes in one place.

Calilio-Pipedrive Integration Overview

Call Logging

Automatically log all calls made through Calilio into Pipedrive. Accurate and up-to-date records.

Unified Contact Management

Keep all your customer interactions, from calls to SMS, synced in one place across Calilio and Pipedrive.

Bi-directional Contact Syncing

Automatically sync customer details between Calilio and Pipedrive. Save time managing contact information.

Call Directly from Pipedrive

Make and receive calls directly from Pipedrive. All call activities are automatically logged for better tracking and follow-up.

Calilio AI-powered business phone system website on mobile

Click-to-Call

Instantly call any contacts within Pipedrive. It ensures your sales team quickly reaches out to leads with minimal effort.

Supercharge Your Team with Calilio-Pipedrive Integration

Combine Calilio’s AI-powered phone system with Pipedrive’s dynamic CRM. Sign up today for automated data syncing and drive faster results.

Calilio communication platform integrating with PipeDrive CRM

Explore More Features

Customizable Call Tags and Notes

Add context to every call with customizable tags and notes that get automatically attached to the relevant records. It helps your team stay organized and ensure all customer interactions are properly documented.

Synced Call Recording

Record and store calls made through Calilio for training and quality assurance, with easy access within Pipedrive. Call recordings are automatically linked to the corresponding records.

Access Call History

Quickly view past calls, call outcomes, and related notes within Pipedrive. It lets your team easily track previous interactions and follow up with the right context, improving customer engagement.

Manage Workflow Efficiently with Calilio and Pipedrive

Integrating Calilio with Pipedrive helps you automate tasks to optimize workflow management. It enhances productivity and ensures your team can focus on what matters most: driving sales and delivering service.

Set tasks and reminders based on customer interactions.

Track calls and SMS in one system.

Automate follow-up actions after calls or meetings.

Get instant updates on task statuses and call activities.

Access all customer and sales data in one place.

man with headset managing campaigns on a computer

two professionals smiling in an office, with a sidebar listing associated team members and roles

Benefits of Calilio-Pipedrive Integration

Calilio and Pipedrive integration improves efficiency and provides better customer interaction tracking. It helps sales and support teams deliver more timely and personalized service.

Improved Call Management

Make and receive calls directly from Pipedrive, ensuring all interactions are tracked and logged automatically. It reduces manual entry and improves overall efficiency.

Data Synchronization

Enhanced Collaboration

Optimized Workflow and Sales Process

USE CASES

Maximizing the Calilio-Pipedrive Integration

The Calilio-Pipedrive integration supports multiple teams across an organization. Whether it’s sales, support, or marketing teams, it helps them automate tasks, improve collaboration, and deliver better service.

Calilio VoIP integration with PipeDrive CRM for seamless customer communication

Sales Teams

Sales teams can call leads directly from Pipedrive and log every interaction automatically. It helps them manage follow-ups efficiently, track deal progress, and close more sales with less manual work.

Calilio team collaboration with multiple users connected

Marketing Teams

Advertising and marketing teams can gather insights from call data, including notes and tags, to refine campaigns. By aligning call outcomes with lead information in Pipedrive, they can target prospects more effectively.

Calilio support team integrated customer service with US contact number

Support Teams

Support teams can access complete call histories and notes in one place. They can resolve issues faster by reviewing past conversations in Pipedrive, ensuring consistent and accurate customer service.

How to Integrate Calilio with Pipedrive?

Sign Up for Calilio

Create your Calilio account with a plan that suits your business needs.

Go to Settings

In your Calilio dashboard, open Settings> Pipedrive to begin the integration.

Log In to Pipedrive

Enter your Pipedrive credentials when prompted to connect your account.

Allow and Install

Confirm the required permissions and complete the installation process.

You’re Good to Go

Start using Calilio features directly from your Pipedrive account.

TESTIMONIALS

What Our Customers Are Saying

Discover how businesses are transforming customer service with Calilio’s innovative call center software. Our clients have shared their success stories and the impact our tool has made on their customer interactions.

1/6

Best VoIP Platform with 24/7 Service and Support

Calilio has been incredibly useful for managing communication with clients during SEO campaigns. The virtual phone number features allows us to make contact with the clients at cheap call rates. Also Calilio provides a free local number and a 1$ complementary credit.

Finn E.

Great Assist In Professional Work

Calilio has been a game changer for me to manage all my clients. The AI-generated call transcription feature has been really good use for me in order to track the client queries. Also the unified call box feature has helped me so that all messages, calls, transcripts, recording of a specific client can be seen through one message box.

Harrison T

An Essential Tool for Streamlining Communication in the Travel Industry

Setting up and using Calilio has been seamless for our team. No technical expertise is needed to get started. The pricing of Calilio has been very budget-friendly. Also there is 24/7 support from Calilio to solve any issues quickly.

Lukas M.

1/6

Transform Your Business Communication with Calilio

Step into the future of seamless connectivity with Calilio. Choose our advanced business phone system and revolutionize your business communication today.