How to Integrate Your Pipedrive Account with Calilio?
Calilio, an AI-powered business phone system, and Pipedrive, a popular Customer Relationship Management software, are here to work together and simplify how you handle calls and customer data. This integration lets you make calls, track conversations, and manage leads directly from Pipedrive, without switching between tools. It helps your team stay organized, save time, and focus more on closing deals.
This guide walks you through the steps to connect Calilio with Pipedrive using either method. You will learn how to set up the integration, enable calling features, and keep your call data synced so that you can manage leads and conversations more efficiently.
Core Features
- Click-to-Call: Call your leads directly from Pipedrive with one click. This feature cuts down dialing time and helps your team work faster.
- Automatic Call Logging: All call activity, including incoming, outgoing, missed, and busy calls, is logged automatically in Pipedrive. You do not need to enter call details by hand.
Integrating Pipedrive Account with Calilio
You can integrate Calilio with Pipedrive in two simple ways. The first method is through your Calilio account, while the second option is directly from the Pipedrive Marketplace.
Method 1: Via Calilio
Step 1: Log in to your Calilio account using your registered email address and password.
Step 2: From the Dashboard, open Settings. Then go to the Integration tab (available under Application Settings).
Step 3: Find Pipedrive in the list of available integrations and select it.
Step 4: Click Connect. Calilio will redirect you to the Pipedrive login page.
Step 5: Sign in to your Pipedrive account.
Step 6: When prompted, review the permissions and click Allow and Install. This action completes the integration between Calilio and Pipedrive.
Method 2: Via Pipedrive
Step 1: Log in to your Pipedrive account using your credentials.
Step 2: From your Dashboard, click the Marketplace icon on the left panel.
Step 3: Type Calilio into the search bar and run the search.
Step 4: Select Calilio from the results and click Authorize.
Step 5: Go through the Terms and Conditions, then click Allow Install to continue.
Step 6: If you are not already logged in to Calilio, you will be redirected to the Calilio login page. If you are logged in, you will be taken directly to the integration confirmation page.
Key Benefits of Connecting Calilio and Pipedrive
- Make calls to your Pipedrive leads with a single click.
- Automatically save all call details without manual input.
- Keep call data synced between Pipedrive and Calilio at all times.
- Record and review calls to understand conversations and improve decisions.
Updated on: 12/12/2025
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