Integration
CallForge + Pipedrive: Close more deals with less manual dialling.
Link Pipedrive to CallForge so every call updates your deals, activities, and people records — giving your team a complete picture without the busywork.
+How it connects
Get up and running in minutes with a simple setup flow.
Generate an API token
Copy your Pipedrive API token from Settings → Personal Preferences and paste it into CallForge.
Choose your pipeline
Select the Pipedrive pipeline and stage where new qualified deals should be created.
Set activity types
Map CallForge call outcomes to Pipedrive activity types — e.g. 'Call' for completed dials, 'Meeting' for booked appointments.
Enable and start calling
Activate the sync. Pipedrive deals and people records will update automatically after every call.
What syncs
Data flows automatically between CallForge and Pipedrive.
| Direction | Field | Description |
|---|---|---|
| CRM → CallForge | People & Organisations | Import person records and linked organisations for targeted outreach. |
| CallForge → CRM | Activities | Log completed call activities with notes, duration, and outcome. |
| CallForge → CRM | Deal Stage | Move deals to the configured stage when a meeting is confirmed. |
| Bidirectional | Custom Fields | Sync custom fields such as lead source, product interest, and callback preference. |
In practice
A recruitment agency imports candidate contacts from Pipedrive every morning. CallForge screens each candidate with a short qualification call, logs the activity, and moves qualified candidates to the 'Interview Booked' stage. Recruiters open Pipedrive to a fully updated pipeline — no copy-pasting from spreadsheets.
Frequently asked questions
- Which Pipedrive plans work with CallForge?
- All plans with API access — Essential, Advanced, Professional, and Enterprise.
- Can I sync custom fields?
- Yes. Any custom field on People, Organisations, or Deals can be mapped during setup.
- Does it create duplicate records?
- CallForge matches on email and phone number to prevent duplicates before creating new records.
Ready to connect Pipedrive?
See how CallForge works with Pipedrive — book a personalised demo or get in touch with our team.