Every user, not just the admin
Each rep connects their own RingCentral login. We check every user is connected and logging, or calls simply go missing for that person.
Integration · RingCentral to Pipedrive
RingCentral and Pipedrive integration
RingCentral has an app for Pipedrive, and installing it takes minutes. Getting it to log every call on the right person and deal, for every user, without duplicates, is the part that usually goes wrong. We set it up properly, fill the gaps it leaves, and test it on real calls. One-time setup, no monthly fee from us.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
RingCentral
Pipedrive
One call ends in RingCentral. In Pipedrive:
- Call made or taken in RingCentralDesk phone, app or browser
- Logged in PipedriveOn the person and the open deal
- Next step scheduledAn activity for whoever owns the deal
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Installed is not the same as working
Most teams that search for this already have the RingCentral app in Pipedrive. Then they notice that some calls never appear, that calls land on the person but not the deal, or that a rep who made forty calls has an empty activity list. The usual causes are dull: each user has to connect their own account, numbers are stored in different formats, and calls made from a desk phone behave differently from calls clicked in the browser.
Call logging in Pipedrive is only useful if it is complete. A manager looking at a deal needs to trust that "no calls" means no calls. So we start by finding out which calls are missing today and why, then make every user, number and device log the same way.
- Sales teams on RingCentral desk phonesCalls from the handset are logged too, not only the ones clicked in Pipedrive.
- Managers reviewing dealsEvery call on the deal timeline, with the outcome and a recording link.
- Teams with shared or ring-group numbersInbound calls land on the person who answered, not a shared mailbox.
What we connect between RingCentral and Pipedrive
A typical setup. We adjust each line to how your team uses RingCentral and Pipedrive.
When this happensThis is what you get
An outbound or inbound call endsA call activity on the Pipedrive person, linked to their open deal
The call recordingLinked from the activity, where your RingCentral plan records calls
A missed inbound callA call-back activity for the deal owner
Click to callAny number in Pipedrive dials through the rep’s RingCentral line
A caller not in PipedriveA new person, checked against existing numbers first
Field mapping, event by event
Each RingCentral event and exactly what it writes in Pipedrive. Pick an event to see its fields.
1. Trigger · RingCentral
When a call ends
Every call made or received in RingCentral
2. Action · Pipedrive
Log the call activity
In Pipedrive, on the person — Where your team already works
Pipedrive field
Mapped from
What happens
Call length
Call length3 min 04 s
Stored the way Pipedrive expects
Call length3 min 04 s
Stored the way Pipedrive expects
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
Call outcome
ResultInterested
Matched to your own list of outcomes
ResultInterested
Matched to your own list of outcomes
Recording
Recording idPlayable audio
Added once the file is ready
Recording idPlayable audio
Added once the file is ready
Person
Matched by phone number+1 415 555 0142
A new person is created only if none match
1. Trigger · RingCentral
When an outcome is set
A rep marks how the call went
2. Action · Pipedrive
Update the deal
In Pipedrive — Moves one record, not all of them
Pipedrive field
Mapped from
What happens
Which deal
Most recent open dealNorthwind — 12 seats
On the matching person, owned by the rep on the call
Stage
ResultInterested
Looked up in the outcome-to-stage list we agree with you
ResultInterested
Looked up in the outcome-to-stage list we agree with you
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own RingCentral calls
Your team builds and maintains every step
Where it runs
In your own RingCentral and Pipedrive accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where RingCentral and Pipedrive setups usually go wrong
One person, several deals
When a person has more than one open deal, a call can land on the wrong one. We agree a rule (newest deal, or the deal owner’s deal) and apply it.
Numbers stored two ways
+1 (555) 014-2290 and 5550142290 are the same number but not the same text. We clean the formats so returning callers match instead of becoming duplicates.
Desk phones and mobile app
Calls from the physical phone or the mobile app can log differently from browser calls. We test each device your team actually uses.
How we set it up
- 1
Find what is missing
We compare a week of RingCentral call history with what is in Pipedrive, so we know exactly which calls are not being logged and why.
- 2
Agree the rules
Which deal a call belongs to, what a missed call should create, and who owns follow-up. You get a written scope with a fixed one-time price.
- 3
Connect and test
We set up the app for every user, add what it does not cover, and test real calls from each device.
- 4
Handover
A one-page note of how it works and what to do when someone new joins.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting RingCentral and Pipedrive, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about RingCentral and Pipedrive
RingCentral already has a Pipedrive app. Why would we need you?
The app is the starting point, and we use it. What we add is making it complete: every user connected, calls landing on the right deal, numbers matching, and gaps such as missed-call follow-up filled. Most teams come to us because calls are going missing.
Will calls from desk phones be logged?
That is one of the things we test. Depending on your RingCentral setup, handset calls can behave differently from browser calls. We check each device your team uses and make sure they log.
Is there a monthly fee?
No. You pay once for the setup. It runs in your own RingCentral and Pipedrive accounts.
What happens when we hire someone new?
The handover note covers it: a few steps to connect their RingCentral account so their calls log like everyone else’s.
Rather talk it through?
Thirty minutes on how your team uses RingCentral and Pipedrive. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Call logged on dealFollow-up scheduled
Call-back taskAssigned to the contact owner