Pipedrive's pipeline-first CRM is popular with Canadian sales-led SMBs — agencies, consulting firms, B2B services. Callara creates a Pipedrive deal for every qualified call, attaches the transcript, scores intent, and assigns to the right rep based on your routing rules.
What it does
- ✓Auto-creates a deal in your chosen Pipedrive pipeline with stage = 'New from Callara'.
- ✓Full call transcript and recording attached to the deal as Activities — your rep has full context before calling back.
- ✓Intent score (hot / warm / cold) computed from the call summary.
- ✓Round-robin or skills-based routing across your reps, configurable in Callara.
How the integration works
01
Connect Pipedrive
OAuth with your Pipedrive account. We support the v1 + v2 APIs.
02
Pick a pipeline
Choose which pipeline gets new Callara deals. Templates included for sales-led SMBs.
03
Map fields + routing
Match Callara intake fields to Pipedrive deal fields. Set up round-robin or skills-based assignment.
Start your free trial — Pipedrive included
14-day free trial. All integrations included.