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06.03.2025
7 minutes
Author: Dan Polonskiy
How to Use Call Tracking in Pipedrive to Improve Sales Efficiency
Call Tracking is a powerful tool for tracking and analyzing phone calls. Integrating Call Tracking with Pipedrive helps automate processes, improve lead management, and optimize sales strategies. In this article, we will explore how to properly set up Call Tracking in Pipedrive, the benefits it offers businesses, and examples of effective use of this technology.
1. What is Call Tracking and How Does It Work?
Call Tracking is a technology that allows you to track the sources of incoming calls. It helps identify which advertising channel or campaign generated the call and records call details.
Key Call Tracking Features:
Identifying call sources (advertising, website, social media);
Recording phone conversations for service quality analysis;
Automatically logging calls in CRM;
Analyzing the effectiveness of customer acquisition channels.
This technology enables businesses to understand which marketing campaigns generate more inquiries and optimize advertising expenses accordingly.
2. Benefits of Integrating Call Tracking with Pipedrive
Integrating Call Tracking with Pipedrive provides companies with significant advantages:
Automatic call logging – all calls are saved in the contact or deal card.
Improved service quality – listening to call recordings helps identify weak points in communication and improve managers' skills.
Advertising effectiveness assessment – understand which advertising campaigns generate more leads and track call sources.
Automatic task creation – after each call, reminders or tasks can be automatically created for managers.
Integration with reporting – call data can be used to generate detailed analytical reports in Pipedrive.
3. How to Set Up Call Tracking in Pipedrive
To effectively use Call Tracking in Pipedrive, follow these key steps:
3.1 Choose a Call Tracking Service
Some popular options include:
JustCall – cloud telephony with deep CRM integration.
Ringostat – a powerful CallTracking tool with analytics.
Binotel – a Ukrainian IP telephony provider.
3.2 Connect Integration with Pipedrive
Most Call Tracking services offer ready-made solutions for integration with Pipedrive. Instructions are usually available on the service provider’s website.
3.3 Configure Call Logging Rules
Define:
Which calls to log (e.g., only incoming or all);
How to automatically create contacts and deals in Pipedrive;
What data to transfer to CRM (phone number, call source, call recording).
3.4 Use Analytics
Regularly analyze call data to optimize marketing and sales strategies. Pipedrive allows you to generate reports based on Call Tracking data, helping better understand sales team performance.
4. Call Tracking Services for Pipedrive Integration
Here are some of the best Call Tracking services that integrate with Pipedrive:
4.1 JustCall
JustCall is one of the most popular telephony services, enabling users to make and receive calls directly in Pipedrive while automatically recording them in CRM.
Integration with over 100 CRM and business tools – supports HubSpot, Zoho, and other platforms.
Virtual number functionality in more than 70 countries – enabling international business operations without physical offices.
Advanced analytics on manager performance – detailed reports on call duration, number of calls, and response rates.
4.2 Binotel
Binotel is a Ukrainian IP telephony provider with strong integration with Pipedrive, automatically saving call and message history.
Hotkeys for quick dialing – call directly from a browser or CRM using keyboard shortcuts.
Automated IVR scenarios – set up a voice menu to help customers quickly obtain necessary information.
Offline access to call history – view reports and listen to recordings even without an internet connection.
4.3 Ringostat
Ringostat is a powerful Call Tracking tool with analytics and sales process automation.
Flexible call routing rules – assign calls to managers based on time, source, or customer region.
Smart connection feature – automatically connects a client to the manager they previously contacted.
Voice bot and AI analytics – automated assistant for handling calls and analyzing key phrases in conversations.
Conclusion
Integrating Call Tracking with Pipedrive provides complete control over calls, improves sales efficiency, and enhances customer service quality. By leveraging modern tools, you can optimize your sales department's operations and make more informed business decisions. If you haven't yet implemented Call Tracking in Pipedrive, now is the perfect time to start!
Olena Melnychuk
Chief Operating Officer
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