Integrations: Connect Piper to Your Revenue Tech Stack

Piper connects to the tools your revenue team already uses — your CRM, your phone system, your messaging apps, and your automation layer. Each integration is designed so that data flows automatically after every call, without requiring any manual copy-paste between systems. Find all integration settings under Settings → Integrations.

CRM
Phone
Notifications & Messaging
Automation

Piper integrates natively with HubSpot, Salesforce (including a Salesforce Sandbox option), and Pipedrive. After every processed call, Piper can create a meeting record, fill deal and contact fields, and push notes — all without leaving Piper.

What CRM sync does

For every call, Piper:

Creates a meeting record in your CRM (with notes, attendees, duration, and outcome set to Completed)
Fills configured Deal fields with values extracted from the transcript
Syncs notes to the associated Contact, Company, and Deal records

Piper never overwrites an existing CRM value. When updating a field, Piper computes the new value by combining the current CRM value, your configured field prompt, and the transcript — so no existing context is lost.

HubSpot

Prerequisite: At least one Piper Admin must also be a Super Admin in HubSpot.

Open the HubSpot integration

Go to Settings → Integrations → HubSpot.

Authenticate via OAuth

Click Connect and complete the OAuth flow. You’ll be redirected to HubSpot to authorize Piper.

Configure fields and AutoSync

Once connected, go to Settings → Meeting Types → [type] → Fields to select which CRM fields Piper extracts and whether each field AutoSyncs after calls.

Salesforce

Open the Salesforce integration

Go to Settings → Integrations → Salesforce.

Authenticate via OAuth

Click Connect and complete the OAuth flow. Salesforce occasionally drops its connection — if you see a Reconnect with CRM banner, return here and reconnect.

Configure fields and AutoSync

Configure field extraction and AutoSync per Meeting Type under Settings → Meeting Types → [type] → Fields.

Salesforce connections can drop when the OAuth token expires. Piper now detects expiration automatically — if your connection drops, you’ll see a Reconnect with CRM banner in Settings → Integrations. Click it to re-authorize and restore syncing.

Pipedrive

Open the Pipedrive integration

Go to Settings → Integrations → Pipedrive.

Authenticate via OAuth

Click Connect and complete the OAuth flow. You’ll be redirected to Pipedrive to authorize and install Piper.

Configure fields and AutoSync

Configure field extraction and AutoSync per Meeting Type under Settings → Meeting Types → [type] → Fields, exactly as you would for HubSpot or Salesforce.

CRM AutoSync

AutoSync controls whether Piper pushes data to your CRM automatically after every call or holds it for manual review.Enable per Meeting Type: Settings → Meeting Types → [type] → toggle Fields Auto-Sync.There are three AutoSync categories:

Category	What it syncs
Notes	The meeting summary pushed to Contact, Company, and Deal records
CRM Fields	Structured field values extracted from the transcript
Logged Meetings & Calls	The meeting record (attendees, duration, outcome)

When AutoSync is disabled, Piper holds all proposed updates in review mode. Open the Transcription page to inspect what Piper would write, then approve individual field updates by clicking the green arrow button next to each one.

Piper integrates with Aircall, Ringover, and HubSpot Call to automatically capture, transcribe, and process your phone-based conversations.

Aircall

Aircall integration works at the phone number level — Piper processes calls from the specific numbers you connect, not by user account.

Add numbers in Aircall Dashboard

In the Aircall Dashboard, go to Integrations → Piper AI → Add Numbers and select every number whose calls Piper should capture.

Match callers to Piper users

Piper matches the caller’s email address to a Piper user account. Ensure your Aircall users have email addresses that match their Piper accounts.

Calls process automatically

When a call ends on a connected number, Piper downloads the audio, generates a transcription, applies notes templates and CRM field extraction from the matched Meeting Type, and creates the follow-up email draft.

Assign Meeting Types by Aircall tag: Piper automatically assigns a Meeting Type when an Aircall call’s tag name matches one of your Meeting Type names — name the tag and the Meeting Type identically (e.g., a Support tag routes to a Support Meeting Type) and no further setup is needed. This takes priority over Piper’s usual Auto-Assignment rules. See Meeting Types → Aircall Integration for details.Troubleshooting Aircall: If calls aren’t appearing in Piper, the most common cause is a missing number. Return to Aircall Dashboard → Integrations → Piper AI and confirm every number you want processed is listed. Remember — numbers must be explicitly added; new numbers are not picked up automatically.

Ringover

Ringover connects to Piper similarly to Aircall. Contact your Piper admin or Piper support to configure your Ringover integration and connect your numbers.

HubSpot Call

If your team makes calls directly through HubSpot’s built-in calling feature, Piper can capture and process those calls through the HubSpot integration. Ensure your HubSpot integration is connected (see the CRM tab) — no separate setup is required for HubSpot Call.

Piper’s HubSpot Call capture reacts to any HubSpot Call record that gets a recording, including recordings placed there by other tools (e.g. Aircall’s own native HubSpot connector) — not only calls made through HubSpot’s own dialer. If the same call also reaches Piper through its direct Aircall integration, you’ll get two separate Activities for it. See Troubleshooting CRM Sync if you’re seeing duplicates.

Calendar and Video Conferencing

Piper connects to your calendar and video meeting platforms to schedule the recording bot and capture calls automatically.

Google Calendar

Piper reads your primary Google Calendar to know which meetings to send the bot to. Connect via Settings → Integrations.

Microsoft / Outlook Calendar

Piper also connects to Microsoft / Outlook (Office 365) calendars. Sign in with Microsoft to sync your events and schedule the bot. Connect via Settings → Integrations.

Zoom

Install the Piper app from the Zoom Marketplace to enable seamless bot joining in Zoom meetings. The Marketplace app handles bot permissions within Zoom’s ecosystem.

Google Meet

Google Meet is supported natively — the bot joins Meet links discovered on your Google Calendar without any additional Marketplace setup.

Microsoft Teams

Microsoft Teams is supported. The bot joins Teams meeting links found on your calendar events automatically.

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Integrations: Connect Piper to Your Revenue Tech Stack

What CRM sync does

HubSpot

Salesforce

Pipedrive

CRM AutoSync

Aircall

Ringover

HubSpot Call

Slack

WhatsApp

Zapier

Webhooks

Calendar and Video Conferencing

Google Calendar

Microsoft / Outlook Calendar

Zoom

Google Meet

Microsoft Teams

​What CRM sync does

​HubSpot

​Salesforce

​Pipedrive

​CRM AutoSync

​Aircall

​Ringover

​HubSpot Call

​Slack

​WhatsApp

​Zapier

​Webhooks

​Calendar and Video Conferencing

Google Calendar

Microsoft / Outlook Calendar

Zoom

Google Meet

Microsoft Teams

What CRM sync does

HubSpot

Salesforce

Pipedrive

CRM AutoSync

Aircall

Ringover

HubSpot Call

Slack

WhatsApp

Zapier

Webhooks

Calendar and Video Conferencing