Help centre / Getting started

Getting started

The setup wizard runs inside Pipedrive, in this order. Most workspaces are through it in under 10 minutes; business verification is the one step with a wait (see step 6).

1. Connect Pipedrive

Install the app from the Pipedrive Marketplace and authorise it against your Pipedrive account. This is the only step that needs a Pipedrive admin.

2. Set up your phone account

We create an isolated phone account for your workspace with fraud-protection limits switched on automatically — nothing to configure here.

[real screenshot, dev build] The setup checklist right after connecting Pipedrive — each step unlocks the next.

3. Configure call & SMS logging

We map your calls and texts to Pipedrive’s built-in activity type, so nothing needs a custom field or a Pipedrive admin scope grant.

4. Verify your business number

Enter the number your business already uses. We call it and read out a 6-digit code — type the code back in to confirm it’s really your line before we let it act as your caller ID.

[real screenshot, dev build] The verification step: enter your number, we call it with a code to type back.

5. Plan your numbers

Choose which country and number type you want (for example, a UK mobile number that can also send texts). You reserve the kind of number here; you pick the exact number later.

[real screenshot, dev build] Reserving a number plan — country, type, and whether it should carry SMS.

6. Business verification

Some countries (the UK included) require your business details on file with the number provider before a number can go fully live — typically a 1–5 business day review. Outbound calling works while you wait; inbound unlocks automatically once it’s approved.

7. Get your numbers

Once your number plan is ready, pick the exact number from the available list and it’s provisioned to your workspace.

Choose a number for your team

8. Make your first call

A guided, safe test call to make sure everything’s wired up before you take a real one.

Make your first call from Pipedrive

9. Invite your team

Add teammates so calls can ring more than one person and everyone’s activity lands on the right Pipedrive contact.

Invite your team and assign numbers

Stuck partway through?

See troubleshooting for the most common setup snags, or email us and we'll walk you through it.