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KaiCalls
Help Center

CRM Integration

Connect Pipedrive with KaiCalls.

Send caller info and call notes straight into Pipedrive as new people and activities.

Kai handing off a lead to Pipedrive

1-Click OAuth

Authorization

Sign in to Pipedrive and grant access in one click.

Person & Activity

Data created

Creates a Person record and logs a call note with transcript.

No duplicates

Deduplication

Matches repeat callers by phone number to their existing file.

Overview

What the Pipedrive connection does.

Kai turns phone calls into sales notes.

Creates new People

When a caller dials in, Kai captures their name, phone, and address. If they are new, Kai creates a Person record in Pipedrive.

Logs Call Activities

Kai creates a completed Call activity. It holds the call summary, duration, and full transcript link.

Deduplicates by phone

If a past caller rings again, Kai adds the note to their file. He does not make duplicates.

Works with your deals

You can link the new Person to an open deal in your sales board.
Pipedrive dashboard showing people and call notes synced from KaiCalls
People and call notes logged in Pipedrive.

Prerequisites

Before you connect.

1. Admin access

You need a Pipedrive user login with rights to install Marketplace apps.

2. Pipedrive company domain

Know your company login URL (for example: yourcompany.pipedrive.com).

Setup

How to connect Pipedrive.

Connect your account in four simple steps.

  1. 1

    Open Connections in KaiCalls

    Go to Connections > Pipedrive.
  2. 2

    Click Connect Pipedrive

    You will see the secure Pipedrive login window.
  3. 3

    Choose your company and approve

    Select your company account and click Allow and Install.
  4. 4

    Return to KaiCalls

    You will be redirected back with a green Connected status badge.

Verification

How to prove it worked.

Place a test call and check Pipedrive.

  • Place a test call to your KaiCalls number from a phone not saved in Pipedrive.
  • Give a test name like "Clark Kent" and leave a message.
  • Wait for the call to finish and log in to Pipedrive.
  • Open Contacts > People: Verify "Clark Kent" appears with his phone number.
  • Click on Clark Kent: Confirm the call summary note appears in his activity history.

Troubleshooting

Fix common Pipedrive issues.

Person not created

Confirm the caller provided a name or valid phone number. Anonymous calls without caller ID are skipped.

Notes missing on Person

In Pipedrive, check your activity filters on the Person view. Make sure Calls and Notes are checked visible.

Wrong company connected

Disconnect the integration, clear your browser cookies for Pipedrive, and reconnect with your intended company account.

Authorization expired

Click Reconnect on the Pipedrive card in KaiCalls to refresh your connection token.

Leaving

How to disconnect Pipedrive.

Click Disconnect on the Pipedrive card in KaiCalls anytime. Kai will stop sending contacts and activities. All past People and notes created in Pipedrive stay in your account.