How To Make Calls Using Pipedrive
- George Apostolov
How To Make Calls Using Pipedrive: step-by-step guide
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!
Quick answer: To make calls using Pipedrive, go to the Leads section from the left sidebar, click a lead, and click their phone number. Alternatively, click the call icon to use the last method, or click the down arrow to choose another method, configure your options, and click Start call.
About this Pipedrive tutorial
Initiate and manage phone calls directly from your Pipedrive leads by viewing contact details, selecting numbers, and configuring call options. This guide shows how to make Calls Using Pipedrive in 6 steps, starting with "To easily find a contact, go to the Leads section from the left sidebar menu" and finishing with "Configure your options and click on Start call to call. Happy talking!". The interactive demo above is a click-through copy of the real Pipedrive interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to make Calls Using Pipedrive?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Pipedrive data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Pipedrive. Related guides: How To Merge Contacts In Pipedrive, How To Merge Deals In Pipedrive and How to Add the Pipedrive Power-Up to Trello. Last reviewed 05 Oct 2026.
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