# Pipedrive and phone.systems(TM) Integration Connecting **phone.systems(TM)** with **Pipedrive CRM** allows you to manage customer calls and track important information. The integration includes the following features: - **Sync contacts automatically**: Keep contacts and company details updated in phone.systems(TM) and Pipedrive. - **Call journaling**: All incoming and outgoing calls are logged in Pipedrive for tracking and reference. - **Create new contacts automatically**: When an unknown number calls, a new contact or company is created in Pipedrive automatically. - **Store call recordings**: Call recordings are uploaded to Pipedrive for easy access and review. - **User association for call journaling**: Associating users enables call journaling between phone.systems(TM) and Pipedrive. Unassociated users will not receive call details in Pipedrive. --- ## Connecting phone.systems(TM) with Pipedrive This guide provides detailed steps for integrating **phone.systems(TM)** with **Pipedrive** using a Pipedrive developer account. Follow the instructions below to complete the setup process. Note To connect phone.systems(TM) with Pipedrive, you will need the **Client ID** and **Client Secret**, which can be obtained from the **Pipedrive developer account**. ### Step 1: Log in or request a Pipedrive developer account To get started, go to the [Pipedrive Developer Account page](https://developers.pipedrive.com/) and **Sign In** to access an existing account or create a new one. ### Step 2: Create an app in Pipedrive Once you're logged in, click on the account settings button in the top-right corner to open the dropdown menu. Then, select **Developer Hub**. On the Developer Hub page, click the **Create an app** button. [![Create an app in Pipedrive](../../../_images/1_create_an_app.png)](../../../_images/1_create_an_app.png) **Fig. 1.** Create an app in Pipedrive A pop-up screen will appear. Select private app type and click **Create private app**. [![Select create private app](../../../_images/2_create_private_app.png)](../../../_images/2_create_private_app.png) **Fig. 2.** Select create private app ### Step 3: Enter app basic information In the **Basic info** section, enter your **App name**. [![Enter app name](../../../_images/3_enter_app_name.png)](../../../_images/3_enter_app_name.png) **Fig. 3.** Enter app name ### Step 4: Launch phone.systems(TM) and create Pipedrive connection After entering the app name, you will need to enter the **Callback URL**, which can be retrieved from the phone.systems(TM) Pipedrive connection page. > 1. Open a new browser tab, log in to your DIDWW account, and launch [phone.systems(TM)](https://my.didww.com/#/phone_systems). > 2. In phone.systems(TM), go to Settings > CRM Integrations. > 3. Click **Connect** to link Pipedrive app with phone.systems(TM). [![Create Pipedrive connection in phone.systems(TM)](../../../_images/5_create_pipedrive_connection_in_phone_systems.png)](../../../_images/5_create_pipedrive_connection_in_phone_systems.png) **Fig. 4.** Create Pipedrive connection in phone.systems(TM) ### Step 5: Copy the Redirect URL from phone.systems(TM) and paste it in your Pipedrive app On the phone.systems(TM) Pipedrive connection page, copy the **Redirect URL**. [![Copy the redirect URL](../../../_images/6_copy_redirect_url.png)](../../../_images/6_copy_redirect_url.png) **Fig. 5.** Copy the redirect URL Open the Pipedrive app creation page, paste the **Redirect URL** into the **Callback URL** input field, and click **Save** [![Paste the redirect URL](../../../_images/7_paste_the_redirect_url.png)](../../../_images/7_paste_the_redirect_url.png) **Fig. 6.** Paste the redirect URL ### Step 6: Add the required scopes to define app permissions After saving the basic information, the **OAuth & Access Scopes** section opens. Configure permissions to allow phone.systems(TM) read data from your Pipedrive app. Note This setup is essential for establishing the connection and synchronizing data between both systems. Enable the following access scopes: 1. **Activities** - Enable and select **Full access**. 2. **Contacts** - Enable and select **Full access**. 3. **Read users data** - Enable. 4. **Leads** - Enable and select **Full access**. 5. **Call logs** - Enable and select **Full access**. 6. **Webhooks** - Enable and select **Full access**. [![Enabled access scopes in Pipedrive](../../../_images/8_access_scopes_selected.png)](../../../_images/8_access_scopes_selected.png) **Fig. 7.** Enabled access scopes in Pipedrive ### Step 7: Copy the Client ID and Client secret from Pipedrive and paste it in phone.systems(TM) After you have enabled the required permissions, scroll down the page to find and copy the generated app credentials (**Client ID** and **Client Secret**). > [![Copy the Client ID and Client secret](../../../_images/9_copy_client_id_client_secret.png)](../../../_images/9_copy_client_id_client_secret.png) > > > **Fig. 8.** Copy the Client ID and Client secret Open the phone.systems(TM) Pipedrive connection page, and paste the **Client ID** and **Client secret** into the corresponding fields. > [![Paste the Client ID and Client secret](../../../_images/10_paste_client_id_client_secret.png)](../../../_images/10_paste_client_id_client_secret.png) > > > **Fig. 9.** Paste the Client ID and Client secret ### Step 8: Save the application and change to live mode Note To link the main (non-sandbox) Pipedrive account with phone.systems(TM), you must switch the app status to "Live". This step establishes a connection with the main Pipedrive account and grants the necessary permissions for synchronization between Pipedrive and phone.systems(TM). 1. On the Pipedrive app settings page, save the configuration by clicking **Save** in the top-right corner. 2. Click **Change to live** to transition the draft app from Sandbox to Live mode. [![Save and change the draft app from Sandbox to Live mode](../../../_images/11_save_and_change_to_live_pipedrive_app.png)](../../../_images/11_save_and_change_to_live_pipedrive_app.png) **Fig. 10.** Save and change the draft app from Sandbox to Live mode ### Step 9: Connect the phone.systems(TM) Pipedrive app To complete the connection between phone.systems(TM) and Pipedrive, open the **phone.systems(TM)** page and click **Connect**. When the access permissions page appears, select your main Pipedrive account and click **Allow and Install**. [![Select Pipedrive account](../../../_images/12_1_select_the_main_pipedrive_account.png)](../../../_images/12_1_select_the_main_pipedrive_account.png) **Fig. 11.** Select Pipedrive account After clicking **Allow and Install**, access will be granted and you will return back to the **phone.systems(TM) CRM Integrations** page, where Pipedrive will appear under **Active Integrations** with the status **Connected**. Note phone.systems(TM) will automatically synchronize data and establish a connection with your main Pipedrive account. The app will also be installed in Pipedrive CRM. [![Active Pipedrive connection in phone.systems(TM)](../../../_images/12_2_pipedrive_connected.png)](../../../_images/12_2_pipedrive_connected.png) **Fig. 12.** Active Pipedrive connection in phone.systems(TM) --- ## Configuring Pipedrive Settings Once the integration is active, you can customize its behavior. To access these options, navigate to **Settings > CRM Integrations** and click the **Settings** icon next to your Pipedrive connection. [![Pipedrive integration settings button.](../../../_images/13_settings_button.png)](../../../_images/13_settings_button.png) **Fig. 13.** Pipedrive integration settings button. Important The following settings apply **only** to numbers with **Call journaling** enabled. Call journaling must be configured separately for each number on the [Edit phone numbers page](../../Numbers/phone-numbers.html#ps3-edit-phone-numbers). [![Pipedrive integration settings in phone.systems(TM)](../../../_images/14_pipedrive_settings.png)](../../../_images/14_pipedrive_settings.png) **Fig. 14.** Pipedrive integration settings. ### Auto Contact Creation This feature automatically creates a new contact in Pipedrive when a call is handled from a number that does not match an existing contact in your CRM. | **Setting** | **Description** | | --- | --- | | **Inbound calls** | When enabled, a new contact will be created in Pipedrive for all inbound calls from unknown numbers. | | **Outbound calls** | When enabled, a new contact will be created in Pipedrive for all outbound calls to unknown numbers. | ### Other Settings These settings control what additional call-related data is automatically uploaded to your Pipedrive contacts' activity timelines. | **Setting** | **Description** | | --- | --- | | **Upload call recordings to CRM** | When enabled, a link to the call recording will be automatically added to the call log in Pipedrive. Note To utilize this feature, call recording must be enabled for your [contact method](../../Contact-methods/index.html#ps3-contact-methods). | | **Upload AI call insights results** | When enabled, detailed analytics from our AI engine will be added to the call log. This can include: - **Key topics:** A summary of the main topics discussed. - **Call summary:** A concise, AI-generated summary of the conversation. - **Talk to listen ratio:** A breakdown of how much each party spoke. - **Sentiment analysis:** An analysis of the emotional tone of the call. - **Transcription:** A full, written transcript of the call. Note To utilize the AI features, [AI Call Insights](../../ai/ai-settings.html#ps3-ai-settings-enable) must be enabled. | After configuring these options, click **Save** to apply your changes. On this page