How to Connect Your Pipedrive Account to

Crystal Field Updated by Crystal Field

When your Pipedrive account is connected to, after each call is handled by one of our receptionists, the following will automatically occur:

  • A new contact is created with the name, phone, and email address (or an existing contact is updated)
  • A new activity is logged for each call
  • Post-call summary notes appear in each "call" activity

New contact records will appear within Contacts, like this (white-outs are intentional to protect personal data):

After a call is completed, the call details and post-call summary will appear on the contact's record as a new activity, like this:

The call will also appear on the Activity log, like this:

How to connect your Pipedrive account to

If you're already a Pipedrive user, getting started is simple: 

  1. Request your Pipedrive URL from, and click on the hyperlink received in return. This connects the first part of the integration.
  2. Then, log in to your account, click on your name at the top, and go to "Settings."
  1. Under the heading "Other," click on "API."
  1. Copy your personal API token and email it to us at with the subject line, "Pipedrive CRM Integration."
  2. That's it! We'll let you know as soon as the integration setup is complete, typically within 1 business day. Once your accounts are linked, you'll see Pipedrive contacts and activities added and updated by your receptionists after each call.
Please note: Each plan includes one free integration. CRM integrations are not available for Essential plans. View current pricing.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

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