Chiamate telefoniche Pipedrive: Tutto quello che devi sapere

Pipedrive helps you keep deals and relationships on track.

But here’s the thing: Pipedrive doesn’t come with built-in calling.

In this guide, you’ll learn step by step how to set it up the right way, choose a provider, and make sure every call gets recorded where it belongs.

How to Set Up Calling on Pipedrive

You want to make calls directly from Pipedrive. That way, you save time switching tools and keep all your interactions in one place.

But here’s the catch: Pipedrive doesn’t have its own built-in phone system. To start calling, you need to connect a third-party provider.

Choose Your Calling Integration

The first step is picking the right integration. Pipedrive has a marketplace with several options:

• Noota for AI VOIP and transcriptions in CRM.
• Aircall for teams looking for a scalable cloud phone system.
• JustCall if you want SMS and call features combined.
• CloudTalk for advanced routing and international numbers.
• CallHippo, Toky, or Kixie for simpler setups at lower cost.

Each tool has its own pricing and features. Your choice depends on how many calls you make, where your team is based, and whether you need extras like call recording or SMS.

Install the Integration

Once you choose, head to the Pipedrive Marketplace. Click on your provider and install the app. The setup wizard guides you through connecting your Pipedrive account.

After the install, you’ll see a new call button directly in your Pipedrive interface. That button allows you to click on any phone number and place a call with your integrated system.

Configure Calling Settings

Next, adjust your settings in Pipedrive. Go to Tools & Apps → Phone Calls. Here, you can set your default calling method.

Most providers use one of three “call-to” formats:

• tel:[number] for simple click-to-call.
• callto:[number] for VoIP providers.
• A custom SIP address if your tool requires it.

Pick the one your integration uses, then test a call. If it opens your phone app correctly, you’re ready to go.

Set Up on Mobile

Pipedrive’s mobile app also lets you make and log calls. On iOS and Android, you can:

• Tap a number in a contact or deal to launch your phone dialer.
• Log the call automatically in Pipedrive once it ends.
• Add notes or labels to keep track of the conversation.

If you want even more automation, some integrations let you record and transcribe calls directly from mobile.

Pipedrive Calling: Price & Review

When you start with Pipedrive, you quickly notice something important. Calling isn’t built in. You need two things: your Pipedrive plan and an external calling provider.

Pipedrive Pricing

Pipedrive offers four main plans:

• Essential: $24/month per user, billed annually.
• Advanced: $49/month per user.
• Professional: $69/month per user.
• Power: $79/month per user.
• Enterprise: $129/month per user.

Even the higher plans don’t include native calling. What you get is the ability to integrate and log calls.

External Provider Pricing

Here’s what you can expect from the most popular options:

• Aircall: Starts at $30 per user/month, billed annually. You get unlimited inbound calls, call recording, and integrations with Pipedrive. Great for growing teams, but the price adds up quickly.
• JustCall: Starts at $29 per user/month. It includes SMS, international numbers, and call recording. JustCall is often chosen for its balance between features and affordability.
• CloudTalk: From $25 per user/month, billed annually. It’s strong in call routing, analytics, and global phone numbers. If you manage multiple regions, CloudTalk is a good choice.
• CallHippo: Starts at $18 per user/month. It’s one of the more budget-friendly options. You get click-to-call, call forwarding, and voicemail. Ideal if you want something simple and lightweight.
• Kixie: Starts at $35 per user/month. It’s designed for sales teams with power dialers and voicemail drop. If outbound volume is your priority, Kixie is worth the higher price.
• Toky: From $20 per user/month. Toky offers shared numbers, SMS, and integrations. A solid mid-range choice if you don’t need advanced routing.

Pipedrive Phone Troubleshoot

You’ve set up calling in Pipedrive. Most of the time, it works smoothly. But when something goes wrong, it can block your workflow and cost you valuable time.

Here’s how to troubleshoot the most common issues.

Issue 1: Calls Not Launching From Pipedrive

You click a phone number, but nothing happens. Or it opens the wrong app.

This usually means your call-to settings aren’t configured. Go to Tools & Apps → Phone Calls. Check that the correct format is selected:

• tel:[number] for standard mobile or desktop phone apps.
• callto:[number] for VoIP integrations like Skype or Zoiper.
• A custom SIP address if your provider requires it.

Make sure your browser allows Pipedrive to open external apps. In Chrome or Edge, you’ll see a small popup asking for permission the first time. If you missed it, reset permissions in your browser settings.

Issue 2: Calls Not Logging in Pipedrive

You made a call, but it doesn’t appear in your contact’s timeline.

First, check the phone number field. Logging only works if the number is saved in the default phone field. If it’s stored in notes or a custom field, Pipedrive won’t recognize it.

Second, confirm that your integration is connected. Go to the Marketplace app settings and check your login credentials. Sometimes, a session expires, and you need to reconnect.

Finally, verify your permissions. If your account doesn’t allow call logging, your calls may not sync. Ask your admin to check the integration permissions.

Issue 3: Mobile App Problems

On mobile, two common issues appear: calls not logging, or notifications not showing up.

For call logging:

• Update the Pipedrive mobile app to the latest version.
• On Android, set Pipedrive as your default caller ID and spam app. Ciò è necessario per la registrazione automatica.
• Su iOS, consenti a Pipedrive di accedere ai tuoi contatti e alle funzionalità del telefono nelle Impostazioni.

Per le notifiche:

• Verifica che le notifiche di Pipedrive siano abilitate sul tuo dispositivo.
• Su Android, assicurati che l'ottimizzazione della batteria non stia bloccando i processi in background.
• Su iOS, conferma che le modalità Full immersion o Non disturbare non stiano silenziando gli avvisi di Pipedrive.

Problema 4: Errori di chiamata da web a mobile

Pipedrive ti consente di cliccare su un numero nell'app web e continuare la chiamata sul tuo cellulare. Se non funziona, controlla questi passaggi:

• Assicurati che l'app mobile sia installata e che tu abbia effettuato l'accesso.
• Consenti le notifiche push affinché la richiesta di chiamata possa raggiungere il tuo telefono.
• Aggiorna sia l'app web che quella mobile. Le versioni obsolete possono interrompere il passaggio di consegne.

Se riscontri ancora problemi, reinstalla l'app. Spesso risolve conflitti di autorizzazione nascosti.

Noota: Note e report di chiamata AI personalizzati

Hai configurato le chiamate con Pipedrive e un provider esterno. Ora è il momento di ottenere più valore da ogni chiamata. È qui che entra in gioco Noota.

Noota trasforma qualsiasi numero di telefono che vedi in una chiamata con un solo clic. Rileva automaticamente i numeri sulle pagine web, nelle e-mail o nel tuo CRM, così puoi chiamare istantaneamente senza copiare e incollare. Mentre parli, Noota registra e trascrive in tempo reale. Ottieni elementi d'azione, decisioni e punti chiave, tutti formattati e pronti all'uso.

Come funziona Noota con Pipedrive

Connettere Noota a Pipedrive è facile. Nella tua dashboard di Noota, vai alla scheda Integrazioni e clicca su "Attiva" per Pipedrive. Questo aprirà la richiesta di autorizzazione di Pipedrive: ti basterà "Consenti e Installa" per completare la configurazione.

Una volta connesso, Noota sincronizza automaticamente i riepiloghi delle chiamate e le trascrizioni come note nel contatto o nell'affare giusto in Pipedrive. Decidi tu quali dati includere. Noota crea anche nuovi contatti e affari, se necessario.

Puoi gestire l'integrazione manualmente o utilizzare il bot di automazione di Noota ("NooBot") per inviare i riepiloghi automaticamente dopo ogni registrazione.

PROVA NOOTA GRATIS QUI.