Sync Nimbata with Pipedrive to gain full visibility on your leads and the campaigns driving them – all in one place.
Why Pipedrive + Nimbata?
Precision data mapping. Push call outcomes, tags, and AI insights directly into Pipedrive custom fields — effortlessly.
Conditional sync logic. Control exactly when to fire the integration based on caller type, duration, tags, or AI classification.
Scalable configuration management. Duplicate Pipdrive sync settings to any project instantly — no manual work required.
Integration Capabilities
(that help you run faster)
Automatic contact creation & updating
Automatically push high-intent callers into Pipedrive as deals or contacts — complete with source and context.
Keep your CRM accurate, actionable, and fully aligned with the latest call details.
Rich marketing
attribution data
Gain full visibility on what made them call, from where and categorize your leads according their value instantly.
Zero manual review. 100% clarity.
AI-powered call classification in Pipedrive
Activate Nimbata’s AI and let it tag, score and assign dollar values to calls based on conversation content.
Identify which calls are sales-ready leads at a glance.
Keep your Pipedrive account aligned
in no time – seriously!
Pipedrive CRM meets real-time call intelligence
Give Pipedrive the full context behind every call.
Set custom rules with 30+ real-time conditions — from source and duration to caller type and AI outcomes — so only the calls that matter make it to your CRM. Precision beats one-size-fits-all.
Every call becomes a qualified Pipedrive contact.
Let AI summarize the conversation, take notes, detect buying intent, and automatically assign lead value and tags — so your CRM reflects reality, not assumptions.
Automate the right Pipedrive action, every time.
Define exactly what happens in Pipedrive after each call — from creating new contacts and enriching existing records to logging activities or updating deals. All tailored to your CRM setup.
Get every caller as a Pipedrive Contact and every update as an activity
Pipedrive + Nimbata
Overview: Pipedrive is a customer relationship management (CRM) software designed to help businesses manage their sales processes more effectively. It is particularly focused on sales pipeline management, making it easier for sales teams to track leads, follow up with prospects, and close deals.
Integration Overview: Nimbata + Pipedrive integration helps you discover how your phone leads turn into paying customers. Easily create new contacts when a new phone lead is generated or update your existing ones based on new caller’s activity – avoid duplicated contacts and keep your CRM as clean as it gets.
Use Cases
Things you can do when using Pipedrive with Nimbata include:
Keeping your CRM updated: Importing phone leads to Pipedrive allows you to create contacts when a phone call is placed from a first time caller that is not in your database or update an existing one enriching your lead data with additional info such as call duration, call source, utm campaign, gclid, call page, landing page and call recordings.
Enhanced Marketing Attribution in HubSpot: Call activity shines a light to uncovered offline interactions resulting in more accurate lead sources and first, middle, and last touchpoints that are actually vital for mapping the whole customer journey. This information will help you in evaluating the performance of various marketing channels and campaigns, and measure the ROI of your marketing efforts accurately so that you can make more informed decisions about resource allocation.
Improved Lead Management: With automation rules, you can easily assign value to each phone lead based on their behavior and then push this information back to CRM resulting in a more enhanced lead scoring process. You can also, incorporate your phone lead data into your workflows for example follow-up tasks can be created based on call outcomes, or lead lifecycle can be updated based on call activity.
Lead Accuracy: Integration triggers let you send only the phone leads that really matter based on predefined criteria such as call duration>1 min to your Pipedrive avoiding distractions and misleading decision-making caused by blurry data at contact and company level.
Their Goal: CRM Field Mapping & Enrichment based on real-time caller behavior
Their Flows:
To get started:
- Log in to your Nimbata account, navigate to the Integrations section, and select Pipedrive.
- Click on “Connect” to connect your Pipedrive account.
- In the pop up click “Allow and Install”.
- Map Nimbata fields to Pipedrive fields. You’ll need to configure two scenarios: one for when the caller is not found, and another for when the caller is already in your CRM.
- Select the default “After Every Call” automation or customize rules to control when Nimbata triggers the integration, giving you greater control over your data.
- Click on Send test and Save.
- Send a test event to see how a call is sent to Pipedrive and click Save.
- Your integration is now complete! From now on, all incoming calls that match your automation criteria will be automatically logged in your Pipedrive account. It’s that simple!
If you need help setting up Nimbata for Pipedrive, make sure to check out this help article or request a demo to help you with setting up the integration.
Find Nimbata in Pipedrive’s Marketplace here.
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