Native CRM connection

Pipedrive Calling, Built Around the Deal.

Keep phone activity next to the customer context your team already uses in Pipedrive. Call, identify, and document each conversation without treating the CRM as an afterthought.

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VoxSun ↔ Pipedrive

Call
Log
Sync

core record types
4: activity
Deal: setup
Guided: validation
Test-call

FCC Registered
CRTC Registered
STIR/SHAKEN Attestation A
Carrier Infrastructure
Business Continuity
Encrypted Media
North American Support

A Pipedrive Workflow That Speaks Its Language.

Deal activity

Deal enters stage → owner calls → activity closes on the deal

Representative context: pipeline, deal value, and next activity.

People
Organizations
Deals
Activities

Record model	Phone activity	Team context
People	Deal activity	pipeline, deal value, and next activity
Organizations	Related record	Relationship and ownership context
Deals	Related record	Relationship and ownership context
Activities	Related record	Relationship and ownership context

Product experience

Calling in Pipedrive

Place phone activity directly beside the deal stage and next pipeline action.

Deal enters stage → owner calls → activity closes on the deal

Record workspace: People · Organizations · Deals · Activities
Phone activity: Deal activity
Representative context: pipeline, deal value, and next activity

Connect and Validate

A controlled three-stage activation keeps Pipedrive access, user matching, and phone activity accountable.

01
Authorise the workspace
Confirm the approved workspace and required permissions.
02
Match users and phone numbers
Associate the correct VoxSun users with CRM ownership.
03
Run a call and verify activity
Confirm the result appears in Deal activity.

Frequently Asked Questions

This page documents the dedicated VoxSun connection for Pipedrive, centred on calling from People, Organizations, Deals, Activities and recording phone activity in Deal activity.

The connection is designed around People, Organizations, Deals, Activities. The exact fields available depend on the approved production configuration and permissions.

Setup follows three stages: authorise the CRM, match users and phone numbers, then validate a test call and activity record. Timing depends on access and the approved configuration.