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Pipedrive · CRM · Updated Oct 2026

Voksha + Pipedrive

Keep your Pipedrive pipeline full with an AI receptionist that answers every call and adds the caller's details for you.

About the Integration

What is an AI receptionist with Pipedrive?

Voksha answers your business line on the first ring, asks your questions and takes down the caller's details. Once Voksha support has connected your Pipedrive account, Voksha adds new callers as People, can open a Deal in the stage you choose, and adds a note with the call summary, so you know who called and what to do next. The Pipedrive connection is available on Premium and Enterprise.

Plans and setup: Integrations are included on the Premium and Enterprise plans (not Starter). Pipedrive is set up with Voksha support.

How It Works

Voksha + Pipedrive Together.

What happens on a call once Pipedrive is connected (Premium and Enterprise plans).

  1. People and Deals From Calls

    When a new caller is interested in your services, Voksha adds them as a Pipedrive Person and can open a Deal in the pipeline stage you pick.

  2. Call Summaries Logged

    Voksha sends a summary of each call to the matching Person or Deal, so the next step is clear when you pick it up.

  3. Follow-Up Tasks for You

    Voksha support can set up the connection to add a follow-up activity for the deal owner, so your own to-do list shows who needs a call back.

  4. Returning Callers Matched

    Voksha checks the details it can see in Pipedrive for the caller's number, so calls from people already in your pipeline go on their existing record.

Benefits

Benefits of Voksha + Pipedrive.

A Pipeline That Stays Current

New phone enquiries land in Pipedrive without you typing them in, so your pipeline reflects the calls you actually get.

Clear Next Steps

Each call comes with a summary and, if you want it, a follow-up activity, so no enquiry is forgotten.

Less Admin Between Jobs

Voksha captures the caller's details while you are busy, so you are not logging calls at the end of the day.

Every Call Answered

Voksha answers on the first ring and responds in under 200 ms, so callers talk to a receptionist instead of hearing voicemail.

Use Cases

Real-World Use Cases.

Independent Real Estate Agent

A solo agent is out at showings most of the day. Voksha answers property enquiries, asks about budget and area, adds each caller to Pipedrive as a new Deal, and the agent works through the list between viewings.

Small Staffing Agency

A small staffing agency tracks client companies in Pipedrive. Voksha answers calls from hiring managers, notes the role and how urgent it is, and adds the details to Pipedrive for the recruiter to follow up.

Setup

How to Connect Voksha
to Pipedrive.

Voksha is live in under 5 minutes by forwarding your existing number, and Voksha support sets up the Pipedrive connection with you. Here is the full sequence.

  1. Ask Voksha support to connect Pipedrive

    On the Premium or Enterprise plan, contact Voksha support and they will connect your Pipedrive account.

  2. Choose your pipeline and fields

    Tell support which pipeline and stage new Deals go to and which details to save.

  3. Forward your number

    Forward your existing business number to Voksha. Voksha can be answering calls in under 5 minutes.

FAQ

Questions about
Voksha + Pipedrive.

Yes. When Voksha support sets up the connection, you can tell them which pipeline and stage new Deals should go to, for example based on what the caller asked about.

Yes. Voksha support can map the answers to your intake questions to the custom fields you use on People, Organizations or Deals.

Records Voksha creates are standard Pipedrive records, so automations you have already set up in Pipedrive for new Deals or People can run as usual. The Pipedrive connection is available on Voksha Premium and Enterprise.

Activate the
Pipedrive Integration.

Available on the Premium and Enterprise plans. Voksha support sets up the Pipedrive connection with you.