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Documentation Index

Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt

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Connect RevDesk with Pipedrive to automatically sync call data, create contacts, and move deals through your pipeline. Built for sales-focused teams.

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What it does

  • Auto-create persons - New callers are added to Pipedrive automatically
  • Log all calls - Every conversation logged as an activity
  • Update deals - Move deals through stages based on call outcomes
  • Sync notes - Call summaries appear in Pipedrive
  • Two-way sync - Contact data flows both ways

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Setup

1

Go to Integrations

Navigate to Settings → Integrations → CRM
2

Select Pipedrive

Click “Connect Pipedrive”
3

Authorize access

Sign in to your Pipedrive account and grant permissions
4

Map fields

Configure how RevDesk data maps to Pipedrive fields
5

Configure pipeline

Select which pipeline for new deals

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Data sync

DataDirectionFrequency
PersonsBoth waysReal-time
OrganizationsBoth waysReal-time
DealsRevDesk → PipedriveWhen qualified
ActivitiesRevDesk → PipedriveAfter each call
NotesRevDesk → PipedriveAfter each call

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What gets logged

Every call creates a Pipedrive activity with:
  • Type: Call
  • Subject: “Call with [Caller Name]”
  • Note: Conversation summary and outcome
  • Duration: Call length
  • Link: Full transcript in RevDesk
  • Associated: Person, Organization, Deal

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Deal automation

Automatically manage deals based on calls:
  • Create deal when lead is qualified
  • Move to next stage when appointment is booked
  • Mark lost when lead is disqualified
  • Add note with call details

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Pipeline configuration

Configure which pipeline to use:
  • Single pipeline - All deals go to one pipeline
  • By service type - Different pipelines for different services
  • By lead source - Route based on where lead came from

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Requirements

  • Pipedrive account (any plan)
  • Admin permissions for integration setup
  • API access (included in all plans)
  • No additional cost from RevDesk

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Troubleshooting

Check that sync is enabled and field mapping is complete in integration settings.
Configure duplicate handling in sync settings: merge, skip, or create new.
Verify the pipeline is selected and deal automation is enabled.

Connect Pipedrive

Set up the integration now