A customer calls, Rosie answers, and you get the details by text or email — but Pipedrive has no idea the call happened. If Pipedrive is where you keep track of your customers, that's a gap you end up filling in by hand, or not at all.
Connect Pipedrive to Rosie and every call logs itself. Rosie recognizes callers who are already in your contacts, creates a person for first-time callers, and adds each call to the right record. Texts and website chats get logged too.
Setup takes about a minute, it's included on every Rosie plan, and it works on every Pipedrive plan.
How It Works
Connect Pipedrive from the Integrations page in Rosie.
When a call ends, Rosie looks the caller up in Pipedrive by phone number.
If they're already in Pipedrive, the call is added to their record. If they're new, Rosie creates the person first.
The call appears on the person's timeline as a call activity, with a summary of what was discussed and a link back to the full call details in Rosie.
That's it. There's nothing to configure in Pipedrive and nothing new to teach Rosie.
Connecting Pipedrive
In Rosie, go to Integrations and select Pipedrive.
Select Connect. You'll be redirected to Pipedrive to give Rosie permission to view and create people and log calls.
Log in with the Pipedrive account your business uses.
Select Allow and Install. Once connected, Rosie starts logging new calls right away.
What Gets Logged
Calls — every call Rosie answers becomes a call activity on the person's timeline in Pipedrive, with a summary of the conversation and a link to the full details in your Rosie dashboard.
Texts and website chats — each conversation gets logged as a note on the person. If the conversation keeps going, the note updates in place, so you get one clean note per conversation instead of a pile of fragments.
New callers — first-time callers become new people in Pipedrive automatically, with their name and phone number filled in. If a caller doesn't share their name, you still get the record — it's saved as "Unknown Caller" with their phone number, and Rosie fills in the real name if they give it on a later call.
Existing people — Rosie matches by phone number, so there are no duplicates. If a person is missing a name, Rosie fills it in; she never overwrites information you already have.
Disconnecting
You can disconnect anytime from the Integrations page — open Pipedrive and select Disconnect. Rosie stops logging immediately. Everything she's already added to Pipedrive stays right where it is.
FAQs
Which Pipedrive plan do I need?
Any plan works.
What happens if the caller is already in my Pipedrive?
Rosie finds them by phone number and adds the call to their existing record — no duplicate people.
Can Rosie book appointments in Pipedrive?
No — this integration logs calls, texts, chats, and people. Appointment booking works through your connected calendar, same as always.
Can I connect more than one CRM?
One CRM per Rosie account. If you switch CRMs, disconnect the old one first.
Does this cost extra?
No. CRM integrations are included on every Rosie plan.
Need Help?
If you have questions or run into any trouble connecting Pipedrive, reach out at support@heyrosie.com or through the support chat in your Rosie admin — we're happy to help.