Agents and deal owners
The agent who answered is not always the deal owner. We log the call and notify the owner.
Integration · Talkdesk to Pipedrive
Talkdesk and Pipedrive integration
Talkdesk is a contact centre platform, usually chosen for inbound volume, queues and routing. Pipedrive is where the sales pipeline lives. We connect them so agents see who is calling, calls are logged on the right deal, and sales follow up on what support or inbound teams heard. 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
Talkdesk
Pipedrive
One call ends in Talkdesk. In Pipedrive:
- A call arrives in TalkdeskRouted to the right queue
- Pipedrive details shownPerson, deal and owner
- Logged and followed upActivity on 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.
A contact centre and a sales pipeline, joined up
Companies that use Talkdesk tend to take a lot of calls. Many of those callers are already in Pipedrive: a lead waiting for a quote, a customer with an open deal. When the two are not connected, agents answer blind and the deal owner never hears about the call.
We connect them so agents see the caller’s Pipedrive record when the call arrives, calls are logged on the person and deal afterwards, and calls that matter to sales, such as "ready to buy" or "asked for a quote", create an activity for the deal owner.
- Inbound sales teamsCallers recognised and routed to their deal owner.
- Support teamsCalls logged on the customer for sales to see.
- ManagersCall activity in Pipedrive reports.
What we connect between Talkdesk and Pipedrive
A typical setup. We adjust each line to how your team uses Talkdesk and Pipedrive.
When this happensThis is what you get
A call arrivesThe matching Pipedrive person shown to the agent
A call endsA call activity on the person and open deal
The dispositionAn activity for the deal owner, as agreed
The recordingLinked, where recording is on
A new callerA new person, checked against existing numbers first
Field mapping, event by event
Each Talkdesk event and exactly what it writes in Pipedrive. Pick an event to see its fields.
1. Trigger · Talkdesk
When a call ends
Every call made or received in Talkdesk
2. Action · Pipedrive
Log the call activity
In Pipedrive, on the person — Where your team already works
Pipedrive field
Mapped from
What happens
Activity date
Timestamp start15 Sep, 4:00 pm
Shown in your time zone
Timestamp start15 Sep, 4:00 pm
Shown in your time zone
Call length
Call duration seconds3 min 04 s
Stored the way Pipedrive expects
Call duration seconds3 min 04 s
Stored the way Pipedrive expects
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
Call outcome
Call outcomeInterested
Matched to your own list of outcomes
Call outcomeInterested
Matched to your own list of outcomes
Recording
Call recording urlPlayable audio
Added once the file is ready
Call recording urlPlayable audio
Added once the file is ready
Call notes
Call notesAsked for pricing
Saved as note text
Call notesAsked for pricing
Saved as note text
Owner
Rep’s nameMaria Lopez
Matched to the same person in Pipedrive
Rep’s nameMaria Lopez
Matched to the same person in Pipedrive
Person
Matched by phone number+1 415 555 0142
A new person is created only if none match
1. Trigger · Talkdesk
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
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
1. Trigger · Talkdesk
When a call is missed
Nobody picked up in time
2. Action · Pipedrive
Create an activity
In Pipedrive, for the person owner — A call-back nobody forgets
Pipedrive field
Mapped from
What happens
Title
Caller number+1 415 555 0142
“Call back” plus the person name, or the number if unknown
Caller number+1 415 555 0142
“Call back” plus the person name, or the number if unknown
Due
Your follow-up windowWithin 1 hour
Set to how fast your team calls back
Assigned to
Person ownerMaria Lopez
Falls back to the rep who was on the line
Person ownerMaria Lopez
Falls back to the rep who was on the line
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 Talkdesk calls
Your team builds and maintains every step
Where it runs
In your own Talkdesk 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 Talkdesk and Pipedrive setups usually go wrong
Which deal
We agree which open deal a call belongs to.
Number formats
Cleaned so callers match.
Dispositions that mean something
Talkdesk dispositions mapped to Pipedrive actions.
How we set it up
- 1
Agree the rules
Queues, dispositions and what reaches sales. Written scope, fixed one-time price.
- 2
Access
Admin access to Talkdesk and Pipedrive.
- 3
Connect and test
Inbound and outbound calls tested per queue.
- 4
Handover
A short note for agents and sales.
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 Talkdesk 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 Talkdesk and Pipedrive
Does Talkdesk integrate with Pipedrive?
Talkdesk offers CRM integrations, and we use what is available for your plan. Where it falls short, we connect the two directly.
Can agents see the Pipedrive record during the call?
Yes, that is part of the setup where your Talkdesk plan supports it.
Is there a monthly fee?
No. You pay once for the setup.
Can support calls reach the sales owner?
Yes. Agreed dispositions create an activity for the deal owner.
Rather talk it through?
Thirty minutes on how your team uses Talkdesk and Pipedrive. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Disposition: QuoteActivity for owner
Call-back taskAssigned to the contact owner