To make sure every call and message is assigned to the right sales rep, you need to link your Pipedrive users to their corresponding Un1ty numbers.
Go to your Un1ty Dashboard.
Go to Settings > Plan > Manage my integrations and select Pipedrive.
Open the sub-menu Linked numbers, you’ll see a list of numbers you assigned to your users and you need to select them so that inbound and outbound calls related to these numbers show up as call tasks in Pipedrive.
Click Edit to confirm.
To save time and avoid manual data entry as your team grows, turn on our automatic sync feature.
Crucial prerequisite: Make sure the email address linked to the user's Un1ty account is strictly identical to their login email in Pipedrive.
Un1ty acts like the ultimate "remote control" for your communications, adapting whether your team is at their desk or on the go.
Your team no longer needs a clunky third-party VoIP app that drains the battery and drops calls.
Just open the native Pipedrive mobile app.
Tap a contact's phone number to call or send a text.
The action will be smoothly routed via the Un1ty eSIM, ensuring crystal-clear, prioritized GSM network quality wherever you are in the world (in your 'Home' or 'Home Away' zones).
On Mac OS you need to open the Facetime app > Settings > Default calling app, choose your telephony solution like Teams Phone, Zoom phone, 3CX and you can close the Facetime window.
In Pipedrive, just click on any phone number.
Un1ty will instantly trigger the call via your connected UCaaS softphone (Teams, Webex, Zoom, 3CX or Yeastar). Latency is under 1 second, giving you a frictionless experience.
Once your users are synced and calling is enabled, Un1ty quietly works in the background to keep your CRM perfectly up to date.
Full traceability: Every interaction (incoming, outgoing, missed calls and SMS) is automatically logged in the activity timeline of the associated Pipedrive contact and opportunity (Deal).
AI-powered insights: If the Note Taker Agent option is enabled, Un1ty will not only log the call duration and timestamp, but will also push an AI-generated summary and sentiment analysis directly into Pipedrive notes.
By getting rid of manual data entry, your sales team easily saves up to 5 hours per week, letting them focus only on closing deals and nurturing relationships.
