Question from user:
Zoom Phone seems to be gaining popularity, but it’s not an option for us yet because it doesn’t integrate with Pipedrive. Would love to see that integration available, since we’re already heavy users of Zoom for video calls. How do we integrate Zoom Phone with Pipedrive for calls and logging?
Answer from Nabil:
The short answer is:
As of the most recent update in March 2024 from the Pipedrive team, a native Zoom Phone integration is still not on their official roadmap, despite high customer demand.
However, a powerful custom solution can be built using the Pipedrive API, the Zoom Phone API, and a server-side tagging environment like Stape or Google Cloud Platform, often implemented through Google Tag Manager (GTM).
This approach would allow you to create automated workflows, like logging calls, syncing contact data, and potentially triggering other custom events.
The long answer is:
It’s clear from the community forum that the demand for a deep, native integration between Zoom Phone and Pipedrive has been consistent since 2020.
While Pipedrive has a native integration for Zoom video calls, the company representative, Mike van der Valk, repeatedly confirmed that a native Zoom Phone integration for Pipedrive is not a current priority for their development team as of March 2024.
He suggests two alternatives: using third-party integration platforms like Zapier (though this was questioned for full Zoom Phone compatibility) or creating a custom app using Pipedrive’s API.
The best and most robust workaround for a full-featured, two-way integration involves building a custom solution leveraging the power of both APIs and a server-side infrastructure.
This custom solution allows you to bypass the lack of a native app and achieve the functionality you and other users are looking for, such as automatic call logging and contact synchronization.
The proposed custom solution uses the Pipedrive API to manage deals, activities, and contacts, and the Zoom Phone API to capture calling events and data.
These two systems can communicate through a server-side intermediary.
By using a server-side tagging solution like Stape or Google Cloud Platform with Google Tag Manager (GTM), you can create a reliable, scalable, and secure environment to process the data from Zoom Phone and push it into Pipedrive.
For example, when a call ends, Zoom Phone can fire a webhook to your server-side environment (Stape/GCP), which then uses the Pipedrive API to log a call Activity, update a Person, or trigger a custom deal_update event.
This is far more reliable and versatile than client-side solutions, which often rely on browser-level default handlers and lack the ability to automatically record rich data or trigger Pipedrive Standard Events like call_logged or activity_added.
This API-to-API approach ensures that the data flow is automatic, accurate, and completely tailored to your business rules, effectively mimicking a native integration without needing to wait for Pipedrive’s internal roadmap.
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