Easily connect your ServiceAgent.ai account with Pipedrive to automatically log all your calls (completed and missed) as deals - with Call Summary, Action Items, and other caller details. Keep all your contact in ServiceAgent synced in Pipedrive while creating or updating contact in ServiceAgent.
What This Integration Does
Once connected, every call handled through ServiceAgent - whether completed or missed - will be automatically logged in your Pipedrive under the appropriate contact. All contact created or updated in ServiceAgent will be synced in Pipedrive.
🔧 How to Set Up the Integration
Follow these simple steps to connect ServiceAgent.ai to your Pipedrive.
Step 1: Go to integrations Page
Log into your ServiceAgent ai account.
Click integration
Go to Pipedrive card and click Connect
Step 2: Provide ServiceAgent Access
A screen will open asking for permissions
Click on allow and install button
📈 What Happens Next?
From this point forward, all calls handled via ServiceAgent will be recorded in your Pipedrive:
Logged as Deals under the appropriate contact (based on the phone number match).
Each call activity will include:
📞 Customer Number
☎️ Agent Name & Number
📄 Call Type
🕒 Call Duration
📝 Call Summary
✅ Action Items
🔖 Tags
🔁 Conversation Link
- 📅 Call Timestamp
🛠️ Troubleshooting
Call logs not showing in Pipedrive?
Check that the email used matches your Pipedrive account.
🙋 Need Help?
Contact our support team anytime at help@serviceagent.ai or via live chat on your dashboard.