---
title: "How to configure Pipedrive with Monema"
url: "https://help.monema.com/en/article/how-to-configure-pipedrive-with-monema"
language: "en"
last_updated: "2026-03-20T13:10:32.924Z"
---

# How to configure Pipedrive with Monema

Integrations

The virtual PBX can be connected to the Pipedrive service.

## Functionalities offered

It offers the following functionalities:

-   Reception of calls in the switchboard terminals with the name of the contact obtained from Pipedrive.
-   If desired, create an activity in Pipedrive associated with the contact if it is found and the corresponding user. You can include a link to the recording if it is available.

Along with the Monema application and/or the Google Chrome extension (see [how to configure here](https://monema.productfruits.help/en/article/setting-up-extension-for-google-chrome)) it allows:

-   Call forwarding from Pipedrive with one click on the contact’s phone number.
-   View an informative popup in your browser when you receive or make a call indicating the contact and organization related to the number.

## Configure Pipedrive

### 1\. Add application to Pipedrive

The first step is to add the application from the Pipedrive panel. To do this with an administrator user:

1.  Click on the **puzzle button** at the top right > **Explore the marketplace**.
2.  Search for "**Monema CTI**" and install it (**Authorize**).  
    ![](https://cdn-assets.productfruits.com/9f3c50a1-f5a6-4947-a9e7-6ff0018e85e1)
3.  In the next window click on **Allow and Install**.  
    ![](https://cdn-assets.productfruits.com/147fdc3e-adc3-4059-9e64-0284e2ee7403)
4.  You will be prompted for a username and password. Enter the user name and password of a switchboard administrator.
5.  If everything went correctly, the following message should be displayed on the control panel.

![](https://cdn-assets.productfruits.com/0e2bcb0e-b82f-46d4-a155-7ca85d3722df)

### 2\. Configuration in the virtual PBX

1.  Go to **Integrations** and activate the integration with Pipedrive.  
    ![](https://cdn-assets.productfruits.com/6bb55cb1-2bb1-4fa3-bafc-605eb29190ed)
2.  Then click on “**Change Settings**”. If the Add app to Pipedrive item was completed successfully, the following options will appear:
    -   **Configured Extensions**: This is the list of the PBX stations. You must assign the corresponding Pipedrive user to each seat.
    -   **Get Caller ID from Pipedrive**: When calls come in to the PBX they will be searched on Pipedrive and the name of the person associated with the phone number will be displayed on your handset.
    -   **Show calls on Pipedrive as activities**: An activity will be created for each call on Pipedrive.
    -   **Show Pipedrive call recordings**: A link is added to the Pipedrive call recording.

Finally press “**Save changes**” to apply the settings.