Pipedrive + Relatel Integration

Integrate Pipedrive to Relatel in one click, or tell Integrately AI how you want each deal handled. Log call details, create deals, update contacts, and trigger team follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
  • Relatel
    Call is created in Relatel
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2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive
  • Relatel
    Update do not disturb in Relatel
  • Relatel
    Add employee in to group in Relatel
  • Relatel
    Change outgoing number for calls in Relatel
  • Relatel
    Remove employee from group in Relatel

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Ready Workflows Ready Workflows for Pipedrive + Relatel Integration

Capture call details, organise deals, keep records updated, alert your team, and send follow-ups, all in just one click.

  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + Relatel flow

Extend your workflow by syncing customer data to messaging tools, calendars, and marketing platforms. Pick a combination and activate it in one click.

Pipedrive
Relatel
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
R
P
S
Create a Pipedrive deal from every new Relatel call, and notify your sales team instantly in Slack
New Relatel calls instantly create a deal in Pipedrive and alert your sales team in Slack, removing manual entry.
P
R
S
When a Pipedrive deal stage is updated, update do not disturb in Relatel and post the update in Slack
Keep your telephony status aligned with deal progress and notify the team in Slack immediately.
P
R
S
When a new lead is created in Pipedrive, add the employee to a group in Relatel and announce it in Slack
Assign new leads to telephony groups automatically and notify your team in Slack.
R
P
S
When a call is created in Relatel, create a Pipedrive activity and alert your support channel in Slack
Log every Relatel call as a Pipedrive activity and alert your team in Slack.

Supported triggers and actions for Pipedrive and Relatel

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it →
Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
Try it →
Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
Try it →
Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
Try it →
Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →
Relatel
Relatel Triggers & Actions
Call is created in Relatel
Triggers the automation when a new call is made
Try it →
Update do not disturb in Relatel
Updates the 'do-not-disturb' status
Try it →
Add employee in to group in Relatel
Adds employee to particular group within the organization
Try it →
Change outgoing number for calls in Relatel
Updates the caller id for outgoing calls
Try it →
Remove employee from group in Relatel
Removes an employee from a group
Try it →

What can you automate with Pipedrive + Relatel?

Streamline your communication workflow by connecting phone activities directly to your CRM pipeline and team management tools.

What you can automate?
📞
Create deals automatically from incoming calls
Whenever a call is created in Relatel, instantly create a new deal in Pipedrive. Eliminate manual data entry and ensure every prospect is logged right away.
📋
Capture every submitted call detail
Map caller information and timestamps from Relatel directly into Pipedrive activities and notes instead of just basic contact info.
🔔
Notify your team as soon as calls arrive
Alert your sales channels in Slack or via email the moment a new Relatel call triggers a CRM update so reps can respond immediately.
🔀
Route actions based on deal stages
Trigger different Relatel group assignments or update do-not-disturb statuses depending on how a Pipedrive deal stage changes.
🔄
Keep CRM records up to date continuously
Synchronize lead updates and activity changes between Pipedrive and Relatel without requiring manual intervention from your team.
👥
Manage employee groups dynamically
Add or remove employees from Relatel groups automatically based on lead creation and deal progression inside Pipedrive.
⚙️
Handle status changes and availability
Update your telephony availability settings in Relatel when key activities or deal milestones are reached in Pipedrive.
🔗
Extend flows to popular messaging apps
Send instant notifications and summaries to Slack or Gmail channels the moment your Pipedrive and Relatel automation runs.
And much more...

Who is Pipedrive + Relatel integration for?

Connecting Pipedrive and Relatel helps sales and support teams streamline customer communications, keep records updated, and eliminate manual data entry across every call.

Sales Managers
Sales Managers
Customer Support Leads
Customer Support Leads
Account Executives
Account Executives
Call Center Operations
Call Center Operations
Sales Development Reps
Sales Development Reps
Business Owners
Business Owners
📈
Sales Managers
You're tracking call volumes in Pipedrive but team members forget to log conversations from Relatel, so your pipeline reports are always missing key customer interactions — with this integration, every new call creates a deal instantly and your data stays current.
Customer Support Leads
You need to act fast when important client calls come in, but manual ticket creation slows down your team and delays follow-ups — this integration means every call automatically generates a CRM activity so nothing slips through the cracks.
📊
Account Executives
You answer to clients who want immediate proof of follow-up after phone consultations, but digging through call logs takes hours — automating both apps means call details sync to your deals instantly for transparent reporting.
📞
Call Center Operations
The call volume is too high for anyone to keep up by hand when assigning groups and updating phone statuses across dozens of daily inquiries — connecting these apps means employee group memberships update automatically.
🔄
Sales Development Reps
You depend on inbound callers being logged correctly so you can make quick outreach calls, but delayed data handoffs cost you valuable leads — this integration means every interaction flows straight into your pipeline.
🗂️
Business Owners
You need a reliable history of all customer touchpoints but keep finding gaps between your telephony records and CRM pipeline — automating both apps means your sales and communication history matches completely.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Pipedrive + Relatel

Build and manage your Pipedrive + Relatel automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Pipedrive + Relatel with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Pipedrive to Relatel?
Frequently Asked Questions
You can connect Pipedrive to Relatel in 1 click using ready workflows on Integrately, or use Integrately AI to set up your custom automation.
Can I automatically create a Pipedrive deal when a Relatel call is logged?
Frequently Asked Questions
Can I connect Pipedrive, Relatel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Relatel?
Frequently Asked Questions
How does Pipedrive data sync with Relatel calls?
Frequently Asked Questions
Can Relatel employee groups be updated from Pipedrive leads?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and Relatel?
Frequently Asked Questions
Is the Pipedrive and Relatel integration free?
Frequently Asked Questions
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You Can Also Connect Pipedrive or Relatel With 1500+ Other Apps

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