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Zapier makes it easy to integrate Dialpad with Pipedrive - no code necessary. See how you can get setup in minutes.
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Dialpad
Dialpad
1. Choose trigger event
Pipedrive
Pipedrive
2. Choose action
1. Select the event
Setup
Test
Dialpad
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Call State Changed" from Dialpad.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Dialpad and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Product ID
Required
Product Variation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Follower User ID
Required
Choose where to add the follower
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content
Required
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project Template
Project Board
Required
Project Phase
Required
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Remove All Existing Labels?
Labels to Remove
Labels to Add
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Deal ID
Required
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization to Update
Required
Organization Name
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Product ID
Required
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Project ID
Description
Done
Due Date
Assignee
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Type ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Person ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Stage ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search for an Exact Match?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Project ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Term
Required
Exact Match?
Assignee
Project
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Product Name
Required
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Term
Required
Exact Match?
Assignee
Project ID
Required
Done
Title
Required
Description
Due Date
Parent Task ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Dialpad and Pipedrive with AI agents and code
Beyond Zap workflows. Call Dialpad and Pipedrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Dialpad and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
API Request (Beta)
Add Discount to Deal
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Dialpad and Pipedrive
Log SMS communications in CRM
When a new SMS is created in Dialpad, Zapier logs the message in Pipedrive as a note. This integration provides business owners with a centralized history of communications, ensuring no interaction is overlooked and improving visibility across team activities.
When a new contact is created in Dialpad, Zapier automatically adds the contact to Pipedrive. This automation provides marketing teams with up-to-date audience data, making follow-ups and targeted campaigns more efficient.
When a call state changes in Dialpad, Zapier updates or creates a matching activity in Pipedrive. This automation helps sales operations teams keep records accurate and ensures easy tracking of call outcomes, saving time and reducing manual data entry.
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your Dialpad to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Dialpad + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dialpad and Pipedrive
How do I set up the Dialpad and Pipedrive integration?
To set up the integration, you need to connect both your Dialpad and Pipedrive accounts through our platform. Once connected, you can configure triggers and actions such as creating a contact in Pipedrive when a call is made in Dialpad.
What triggers are available in the Dialpad and Pipedrive integration?
The available triggers include when a call is made, received, or missed in Dialpad. These can initiate actions like updating a deal or task in Pipedrive.
Can I automatically create tasks in Pipedrive from Dialpad calls?
Yes, you can set triggers for when a call ends or is missed in Dialpad to automatically create tasks or notes in your Pipedrive account.
Is it possible to update existing contacts in Pipedrive with information from Dialpad?
Absolutely. When a call is logged or voicemail received in Dialpad, you can trigger updates to existing contacts’ details within your Pipedrive account.
How do I handle missed calls from Dialpad using Pipedrive integration?
You can configure an automatic trigger that creates an activity or follow-up task for any missed calls from Dialpad directly into your Pipedrive account.
Can I log my call details from Dialpad into my CRM system automatically with this integration?
Yes, one of the key functions of the integration is to log call details such as duration, caller ID, and time directly into your CRM system using actions based on triggers from your call activity.
Are there any limitations on the number of actions I can automate between Dialpad and Pipedrive?
While there isn't a strict limit on the number of actions you can automate, it's essential to optimize workflows to avoid creating unnecessary loops that could confuse data tracking.
About Dialpad
Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.