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Every call logged. Every contact updated. No switching tabs.
Connect PBX.IM to Pipedrive for more than just business calling. Handle calls, SMS, and WhatsApp from one place, automate post-call work with AI summaries, monitor call performance through built-in analytics, and expand globally with affordable calling across 150+ countries.
Connect Pipedrive to your phone system with a simple, one-time setup that securely syncs calls, SMS, voicemails, recordings, and contact activity. Once connected, communication data is captured automatically and kept up to date without manual imports or ongoing maintenance.
Call any contact directly from Pipedrive, no copy-pasting numbers, no switching apps. One click on any contact record starts the call through PBX.IM.
Send and receive SMS and WhatsApp messages without leaving Pipedrive. Every conversation lands in one unified inbox so your team always has the full thread in view, across both channels, against the right contact record. No shared phones, no lost threads, no switching between apps.
Set up exactly how incoming calls from Pipedrive contacts are handled by team, skill, time of day, or priority. PBX Studio's drag-and-drop canvas lets you design, connect, and publish the entire call flow in one place, without navigating nested menus or writing a single line of code. No missed calls, no wrong transfers, no manual routing decisions.
Every call made through Pipedrive converts into an accurate, searchable transcript automatically. Get AI-generated summaries, action items, and speaker-separated text from every conversation in multiple languages so your team always knows what was said, what was agreed, and what happens next.
Your CRM should reflect every conversation, not just the ones your team remembered to log.
Built for teams that run on connected workflows. PBX.IM adds calls, SMS, and WhatsApp to any automation without extra tools or extra steps.
When a lead reaches a certain score, a deal moves to a new stage, or a form is submitted - PBX.IM fires a call automatically through Pipedrive. No manual handoff, no missed follow-up.
Add WhatsApp to workflows that previously only had email or SMS. Reach contacts on the channel they respond to fastest - and log every reply back to the right record through Pipedrive.
Send automated SMS messages at any point in your workflow. Appointment reminders, payment confirmations, delivery updates - any trigger in Pipedrive can kick off a text through PBX.IM instantly.
Every PBX.IM call can write data back through Pipedrive to any connected platform - CRM, helpdesk, project management, or spreadsheet. One call, automatically logged everywhere it needs to be.
When a call is missed, goes unanswered, or exceeds a set duration - trigger an alert, create a task, or escalate to a manager automatically through Pipedrive. Nothing falls through without someone knowing.
Build sequences that combine calls, SMS, and WhatsApp across multiple tools - all orchestrated through Pipedrive. No switching platforms, no manual steps between touchpoints.
PBX.IM connects with the platforms your team already relies on - so you can add powerful calling without replacing anything.
PBX.IM connects with Pipedrive and any other platform your team uses. If you don’t see your tool in the list, contact us and we’ll set it up for you.
Does Pipedrive have a telephony system?
Pipedrive does not include a native phone system. To make and receive calls, send SMS, and manage WhatsApp directly from Pipedrive, you need to connect it to a business phone system like PBX.IM.
Does Pipedrive have a VoIP?
Pipedrive does not have built-in VoIP. By connecting PBX.IM to Pipedrive, your team gets full VoIP calling, SMS, and WhatsApp without leaving the platform they already work in.
Can you make phone calls through Pipedrive?
Yes - once you connect PBX.IM to Pipedrive, you can make and receive calls directly from any contact record using Click-to-Call. No switching apps, no manual dialing.
How to integrate telephony with Pipedrive?
Connect PBX.IM to Pipedrive through the PBX.IM integrations dashboard:
Once connected, your team can call, text, and message contacts directly from Pipedrive, with all activity synced automatically.
Does PBX.IM log calls automatically to Pipedrive?
Yes. Every inbound and outbound call is logged to the relevant contact record in Pipedrive automatically, including duration, outcome, and any notes added during the call. Each call also generates an AI transcript with a summary and action items, so your team has the full picture of every conversation without listening back to recordings.
Can I send SMS from Pipedrive using PBX.IM?
Yes. Once PBX.IM is connected, you can send and receive SMS messages directly from Pipedrive. All message threads are stored against the contact record and visible to your whole team.
Does the integration support WhatsApp?
Yes. PBX.IM includes WhatsApp Business messaging, which means your team can send and receive WhatsApp messages from within Pipedrive. Every conversation is logged to the contact record automatically.
