A live masterclass by CloudTalk, Pipedrive and Sales Surge on how every call gets logged automatically, lands in your pipeline and gets followed up. Without anyone lifting a finger.
Free access
60 min
Includes live Q&A
Free setup checklist
Your sales team calls. Good conversations too. But what ends up in your CRM? An empty activity. Or nothing. The note your rep wanted to make never happens because the next call is already waiting.
Three weeks later nobody remembers what was discussed. Which deals are warm and which are cold. Why that one lead was never followed up. Your manager asks for an update, and your rep scrolls through their call history trying to reconstruct what was said. That's not a sales process. That's a memory game.
The problem isn't that your team doesn't want to track it. The problem is that manual logging simply doesn't work when you're calling all day. Every minute a rep spends typing notes is a minute not spent on the next deal. And the busier it gets, the less gets logged.
In this masterclass, CloudTalk, Pipedrive and Sales Surge show you how to fundamentally solve that. How every call gets automatically logged with the right context, lands directly in the right deal in your pipeline, and automatically triggers a next step. We show it live: from incoming call to follow-up action, without anyone having to fill in a single field.
Live demo
The CloudTalk and Pipedrive integration in action. From incoming call to logged activity to automatic follow-up. You see exactly how it works and what you need to set it up.
Lost call data
Insight into which call data you're currently losing and what you can do with it when you do track it. From call frequency per deal to calling patterns that predict which deals will close.
Setup checklist
A concrete, step-by-step checklist to start tomorrow with the CloudTalk and Pipedrive integration. Including which settings to configure and which pitfalls to avoid.
Automatic follow-up
How to make sure every call automatically triggers a next step in the pipeline. From a follow-up email to a reminder for your rep. So no lead ever falls through the cracks again.
B2B Sales & Calling Teams
Sales managers and founders with a calling team that uses Pipedrive, or is considering it, and wants every conversation to produce results in the pipeline. Whether your team does five or fifty calls per day, the principles are the same.
Reserve your free spot
All participants receive a free setup checklist CloudTalk × Pipedrive. Including configuration steps, best practices and the most common mistakes during implementation.
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Pipedrive Gold Partner
CloudTalk Elite Partner
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Surge Sessions · Live Masterclass
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We've Seen Hundreds of Pipedrive Accounts.
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↳ Pipedrive Marketplace Profiel
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What Your CRM Would Tell You If It Were Honest
Niemand antwoordt op een e-mail die klinkt als een e-mail
Nobody Replies to an Email That Sounds Like an Email
We hebben honderden Pipedrive-accounts gezien.
Elk gesprek is data. Tenzij niemand het logt.
Every Conversation Is Data. Unless Nobody Logs It.
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