---
title: "Syncing Call Transcript to Pipedrive"
description: "Steps to connect Pipedrive to Call IQ and sync your meeting transcripts"
url: https://hckacqqlv.gleap.help/en/articles/8282935-syncing-call-transcript-to-pipedrive
collection: "Sync Transcript to CRM"
updated: 2025-08-07
language: en
---

# Syncing Call Transcript to Pipedrive

Steps to connect Pipedrive  to Call IQ and sync your meeting transcripts

With Klenty’s Call-IQ, you can quickly and easily sync your call transcripts from Klenty to your Pipedrive CRM and use them to better understand your customer’s needs and improve your sales process.

## Steps to connect Pipedrive with Call IQ:

To synchronize the transcript of your call recordings CRM system, follow these steps:

1\. Navigate to the Call IQ section on your platform.

2\. From the left-side panel, select Settings.

3\. Click on Integrations, and then click on Pipedrive CRM.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102545_5647.png)

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102545_9004.png)

4\. Follow the prompts and provide the necessary authorizations. This will ensure seamless connectivity.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102545_1268.png)

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102546_1274.png)

5\. Ensure that the Pipedrive connection status is Good to complete the synchronization process.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102545_7964.png)

## Triggers and Actions:

Once the Pipedrive is connected, use the Triggers and Actions for the CRM to sync the meetings/calls.

During the synchronization process, if a lead or contact does not exist in the CRM, a new lead or contact will be automatically created. This ensures that all potential leads and contacts to be captured in the CRM system for efficient tracking and follow-up.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102545_5734.png)

## Where can I find the Call Transcript in CRM?

In Pipedrive the call transcript is saved for the Lead/Contact as Notes. The notes would consist of Link for the call transcript, Participants of the Meeting, and the Meeting Summary.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102546_0090.png)

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