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06.03.2025
7 minutes
Author: Dan Polonskiy
How to Use CallTracking in Pipedrive to Improve Sales Efficiency
CallTracking is a powerful tool for tracking and analyzing phone calls. Integrating CallTracking with Pipedrive helps automate processes, improve lead management, and optimize sales strategies. In this article, we will explore how to properly set up CallTracking in Pipedrive, the benefits it offers businesses, and examples of effective use of this technology.
1. What is CallTracking and How Does It Work?
CallTracking 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 CallTracking 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 CallTracking with Pipedrive
Integrating CallTracking 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 CallTracking in Pipedrive
To effectively use CallTracking in Pipedrive, follow these key steps:
3.1 Choose a CallTracking 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.
Calltouch – a system for tracking advertising effectiveness.
3.2 Connect Integration with Pipedrive
Most CallTracking 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 CallTracking data, helping better understand sales team performance.
4. CallTracking Services for Pipedrive Integration
Here are some of the best CallTracking 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 CallTracking 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.
4.4 Calltouch
Calltouch enables businesses to track advertising campaign effectiveness and analyze calls.
Flexible A/B testing of advertising channels – test different call sources and compare their effectiveness.
Deep integration with Google Ads – automatic updates to advertising campaign analytics.
Real-time call tracking – quickly assess call center workload and manager efficiency.
Conclusion
Integrating CallTracking 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 CallTracking in Pipedrive, now is the perfect time to start!
Olena Melnychuk
Chief Operating Officer
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