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How Zapier works

Zapier makes it easy to integrate OpenPhone with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from OpenPhone

A trigger is an event that starts your Zap and runs the workflow. For example, with OpenPhone, a trigger could be "Call Recording Completed."
A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OpenPhone to Pipedrive

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your OpenPhone to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about OpenPhone + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OpenPhone and Pipedrive

What triggers can I use to start an integration between OpenPhone and Pipedrive?

We offer a variety of triggers for integrating OpenPhone with Pipedrive, such as when a new contact is added in OpenPhone or when a call ends. These triggers allow you to automate subsequent actions within Pipedrive, like updating contact details or adding notes.

How do I connect my OpenPhone account to Pipedrive?

To connect your OpenPhone account to Pipedrive, you need to authenticate both services within our integration platform. Once authenticated, you can set up workflows that define how data flows between the two apps using specific triggers and actions.

Can I automatically log calls made through OpenPhone into Pipedrive?

Yes, you can automatically log calls made through OpenPhone in Pipedrive by setting up a workflow where the action is triggered by a completed call in OpenPhone. This ensures all your communications are recorded alongside relevant contacts or deals in Pipedrive.

Is it possible to update deal stages in Pipedrive based on activities in OpenPhone?

Yes, you can update deal stages in Pipedrive automatically when specific activities occur in OpenPhone. For example, if a key call is completed with a client, the deal stage can be updated accordingly using our integration.

How do I ensure contacts are synced correctly between OpenPhone and Pipedrive?

Ensuring contacts are synced correctly involves setting up bi-directional sync workflows where changes in one platform reflect instantly on the other. You need to configure triggers for when contacts are created or updated and corresponding actions that mirror these changes across both platforms.

What types of data can be transferred from OpenPhone to Pipedrive during an integration process?

During the integration process between OpenPhone and Pipedrive, you can transfer various types of data such as contact information, call logs, message history, and voicemails. This helps maintain comprehensive records within your CRM system.

Are there any limitations when integrating OpenPhone with Pipedrive?

While most functionalities are supported when integrating OpenPhone with Pipedrive, there may be limitations regarding specific custom fields or proprietary features exclusive to either platform. Always check for compatibility during setup.

Connect OpenPhone and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Select Phone Numbers
      Required
    Trigger
    Instant
    Try It
    • Select Phone Numbers
      Required
    Trigger
    Instant
    Try It
    • Select Phone Numbers
      Required
    Trigger
    Instant
    Try It
    • From
      Required
    • To
      Required
    • Message
      Required
    • Mark conversation as done
    Action
    Write
    • Select Phone Numbers
      Required
    Trigger
    Instant
    Try It
    • Select Phone Numbers
      Required
    Trigger
    Instant
    Try It
    • ID
    • First Name
    • Last Name
    • Company
    • Job Title
    • Phone Numbers
    • Email Addresses
    • Share With
    Action
    Write
  • Pipedrive triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It

Learn how to automate OpenPhone on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

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About OpenPhone
OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more
Related categories
  • Phone & SMS
pipedrive logo
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
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