How To Make Calls Using Pipedrive

Updated on:

April 6, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to make calls directly within Pipedrive.

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Follow these steps to make a call using Pipedrive:

To easily find a contact, go to the Leads section from the left sidebar menu.
Click on a lead to view details.
Under Person, click on the phone number associated with the lead to make a call.
Or, click on the call icon that appears on hover to initiate a call using the last method used.
To pick another method to call, click on the down arrow button to view options.
Configure your options and click on Start call to call. Happy talking!

📌 Why this matters

Making calls directly from your CRM transforms scattered contact information into immediate action. You eliminate the friction of manually dialing numbers or switching between apps, which means you're more likely to actually make those follow-up calls that close deals.

The real advantage goes beyond convenience: when your calls originate from the same system where you track lead progress and deal stages, you naturally maintain better context during conversations and can instantly log outcomes without losing momentum.

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