Initial Setup

1. Log in to your NUACOM customer portal.
2. Navigate to Settings → Apps and Integrations.
3. Locate Pipedrive in the integrations list, click View / Edit, then click Connect.
    

If already logged into Pipedrive

A new window will open. Click Allow and Install to authorise the integration.
 

If not logged into Pipedrive

You will be prompted to log in before completing the connection to the NUACOM platform.

Configuration

## Users Mapping

Map NUACOM extensions to their corresponding Pipedrive users to ensure calls are logged under the correct user.

- Select a NUACOM extension from the drop-down list
- Select the matching Pipedrive user
- Use the “+” button to add additional mappings

Once all extensions are mapped, proceed to Call Data Sync.
 

## Call Data Sync

In this section, choose which call events should be logged in Pipedrive.

We recommend selecting All to ensure complete call visibility.

You can also choose whether call recordings are included with each logged call.
 

For

There are three options here.

### Scope Options

- All: Log all calls from all phones
- Number: Log calls from a specific phone number
- Queue: Log calls from a specific queue (for example, Sales)

### Value

- When selecting Queue, choose an existing queue
- When selecting Number, choose the exact phone number

### Recording

Choose whether call recordings are included:
- Included
- Do Not Include
 

Important: Click Save after making changes.  
To close the modal, click the X in the top-right corner or click outside the modal.

## Uninstalling the Integration

To disconnect the Pipedrive integration:

- Go to NUACOM Portal → Settings → Apps and Integrations

 Open the Pipedrive integration
- Click Disconnect

After confirmation, calls will no longer sync to Pipedrive and related integration data will be removed from the NUACOM system.