Pipedrive integration

The Pipedrive integration logs every call you make or take in CallForges as a completed Call activity on the matching Pipedrive person, or as a note. It also lets you browse your Pipedrive people inside CallForges and import them as contacts to call.

Written by CallForges Support · Updated 22 October 2026

Before you start

• You need a CallForges owner or admin role to connect, configure or disconnect Pipedrive. Other users don't see the integration settings, but their calls are logged once they are mapped.
• Connect as a Pipedrive admin, so calls can be logged for every user in the company.
• One CallForges workspace connects to one Pipedrive company.

Connect Pipedrive

1. In CallForges, open Integrations and choose Pipedrive.
2. Click Connect. Pipedrive opens in the same tab.
3. Sign in to Pipedrive if asked, choose the company, review the permissions and click Allow and install.
4. You come back to the Connection tab, which shows the Pipedrive company, who connected it and when.

If the Pipedrive company is already connected to another CallForges workspace, CallForges asks before moving it. That other workspace then stops logging calls to Pipedrive.

If Pipedrive later asks CallForges to sign in again (for example, after the app was uninstalled in Pipedrive), the Connection tab shows Reconnect. Calls made in the meantime wait and are sent once you reconnect.

Map users

Calls are logged only for CallForges users who are matched to a Pipedrive user. That Pipedrive user becomes the owner of the Call activity. Open the Map users tab:

1. Click Auto-map by e-mail to match every user whose e-mail address is the same in both products.
2. For anyone left, choose their Pipedrive user from the list, or leave them on Not mapped.
3. Click Save.

Calls by an unmapped user are skipped, and each skip shows up in Activity with the reason. Use Show unmapped only to find the users who still need a match. After you map them, you can send their skipped calls from Activity.

Call logging settings

Open the Settings tab, change what you need and click Save changes.

Workflow: what each call becomes

Choose separately for outbound answered calls, outbound unanswered calls, inbound answered calls, missed calls and voicemails:

What each call activity includes

• Link to the recording adds a link to the call's page in CallForges, where the recording plays.
• Link to the transcript adds a link to the call's page in CallForges, where the transcript is read.

Recordings and transcripts stay in CallForges. They are not copied into Pipedrive, and only signed-in users of your CallForges workspace can open the links.

Connected numbers

Leave Log calls on all numbers on to log calls on every number your workspace owns, including numbers bought later. Turn it off to pick the numbers to log. Calls on numbers that aren't picked are skipped.

When calls are logged

A call is written to Pipedrive within a few minutes of ending, so the disposition and notes the user adds after the call are included. If the call is changed later, for example a new disposition, the same Call activity is updated.

Unknown numbers

CallForges finds the Pipedrive person by phone number, with or without the country code. In Settings → General:

• Create a Pipedrive person if the number isn't found: when no person in Pipedrive has the number, CallForges creates one so the call is still logged. When this is off, the call isn't logged and Activity shows that the person wasn't found.
• Use the phone number as the new person's name: used when CallForges has no name for the caller. When this is off, the new person is named "Unknown caller". This applies only while creating people is on.
• Add Pipedrive people to CallForges Contacts: when a call reaches someone who is in Pipedrive but not in your CallForges Contacts, CallForges adds them to Contacts and links the two. Off by default.

Import contacts

The Contacts tab lists the people in your Pipedrive company who have a phone number, read live from Pipedrive. Each row shows the person's organization and whether they are already in CallForges, with a link to open them in Pipedrive.

1. Search, or filter by one of your saved Pipedrive people filters with All lists.
2. Select people, or import everyone in the chosen filter.
3. Click Import and choose an existing CallForges list or name a new one.

Imported people become CallForges contacts linked to their Pipedrive records, ready to call from a campaign or the dialer. Click Sync now to bring in later changes. CallForges doesn't copy your Pipedrive data on a schedule; it reads Pipedrive only when you open the tab, import or sync.

Log past calls

Connecting logs the calls that happen from then on. To send calls your workspace made before you connected, use Settings → Log past calls:

1. Under How far back, pick a date range. It reaches back up to 1 year.
2. Click Log past calls. CallForges counts the calls first and shows how many would be logged, and which users' calls would be skipped because they aren't mapped.
3. Confirm. A progress bar shows the calls being sent.

Past calls are sent in the background and never delay the logging of new calls. To stop a run, open Activity, go to the Queued tab and click Stop queued.

Activity

The Activity tab lists every call and what happened to it in Pipedrive: logged (and whether as a Call activity or a note), queued, failed or skipped, with the reason. You can retry one call, or use Retry all for every failed or skipped call that matches your filters. Never logged lists calls that were never sent to Pipedrive.

If Pipedrive can't be reached or its API limit is used up, CallForges pauses and shows how many calls are waiting. They are sent automatically once Pipedrive accepts requests again. Nothing is lost.

Disconnect

1. Open Integrations → Pipedrive.
2. Click Disconnect and confirm.

Calls stop being logged to Pipedrive and the user mapping is cleared. CallForges gives up its access to your Pipedrive company. Call activities and notes already written stay in Pipedrive, and your logging settings are kept in case you reconnect. You can also uninstall the app from Pipedrive (Tools and apps → Marketplace apps) at any time; CallForges then shows Reconnect.

What CallForges can access

When you connect, CallForges asks Pipedrive for these permissions on your company:

Your Pipedrive access is stored encrypted and used only for the features above. See our Privacy Policy.