CRM integration : Pipedrive
Hi all,
I’m looking to integrate Pipedrive CRM (https://www.pipedrive.com/en/gettingstarted-crm) with FusionPBX.
Is there anyone that has attempted this, or alternatively is there someone that others would recommend to be able to advise please?
(Also looking to cover Salesforce CRM and Zoho at some point, however this is the most pressing!).
Thanks
The short answer is:
You can absolutely integrate Pipedrive and FusionPBX, and the most flexible and cost-effective approach is a custom integration using their respective REST APIs and webhooks, mediated by a server-side tagging environment like Google Tag Manager (GTM) Server Container hosted on a platform like Stape or Google Cloud Platform.
This setup allows for near real-time data sync, granular control over what data is exchanged, and it provides a future-proof foundation for integrating your other CRMs like Salesforce and Zoho later, without relying on expensive, pre-built connectors.
The long answer is:
Since a direct, pre-built integration between Pipedrive and FusionPBX isn’t readily available in their marketplaces, the most powerful and cheapest long-term solution involves leveraging their open REST APIs and webhooks to create a custom data pipeline.
FusionPBX’s REST API allows external systems to interact with its core functionality, such as call data records (CDR) and extension details.
Similarly, Pipedrive offers a robust REST API and webhooks functionality, allowing you to subscribe to events like deal.created or activity.updated.
The recommended architecture involves using Pipedrive’s webhooks to send real-time data updates (e.g., a new deal stage) to a single, central endpoint.
This endpoint would be your GTM Server Container hosted on a service like Stape or a serverless platform like Google Cloud Platform (GCP).
The GTM Server Container acts as a universal receiver and transformer.
When a Pipedrive webhook hits the GTM Server, the server can ingest the data, process it (e.g., clean, enrich, or format it), and then use a custom GTM Server Tag to send a formatted API request to the FusionPBX REST API.
For example, a Pipedrive webhook for a deal.won event could trigger a GTM Server Tag to call the FusionPBX API, instructing it to log a call activity against a specific user or contact, or to provision a new user based on the deal data.
This method works in reverse, too: FusionPBX can send its own data (like CDRs for a finished call) to your GTM Server, which then uses the Pipedrive REST API to update a person’s contact history or an associated deal’s activity log in Pipedrive.
Using GTM Server/Stape provides a visual, non-developer-intensive way to manage the data transformation and routing logic, is significantly cheaper than subscription-based integration platforms for high-volume use, and makes it easy to switch between CRMs in the future by simply creating new GTM tags that target the Salesforce or Zoho REST APIs instead of Pipedrive’s.
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