Dictate in any app · CRM

Voice typing in Pipedrive

Pipedrive is a pipeline you drag deals across, and the notes behind each card go unwritten. Typally puts your words into Pipedrive the moment you release the key, in whichever field you left the cursor.

We make Typally, so treat this as a vendor's guide. Where Pipedrive has a built-in option we say so, including when it is the better choice.
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In short

  • Pipedrive's own dictation: None. Notes and activity fields are typed.
  • What Typally does instead: sends keystrokes to whichever window is in front, so Pipedrive needs no plugin or setup.
  • Best used for: deal notes

Does Pipedrive have built-in dictation?

None. Notes and activity fields are typed.

Why dictate in Pipedrive at all?

Moving a deal between stages takes a drag. Recording why it moved takes typing, so the pipeline shows what happened and never why — which is the only part useful when the deal stalls.

In practice people use it for: Deal notes, call logging, activity descriptions, and the context for a handover.

How to dictate in Pipedrive

Typally runs in the background and types into whatever window has focus, so there is nothing to install inside Pipedrive:

1

Get Typally running

Install, sign in, and it waits in the tray.

2

In Pipedrive, click the field before you speak

Put the cursor in the field you are about to fill — Pipedrive decides where the text lands, not Typally.

3

Hold, say it, release

Nothing truncates part-way through.

4

Read it before you move on

Pipedrive's note editor saves on blur, so navigating away from a deal too quickly can lose a dictated note.

What Typally adds in Pipedrive

Typally types into deal notes and activity fields, so the reason a deal moved between stages gets recorded rather than just the movement. The board already shows what happened; the note is the only place why survives, and it is what makes a handover possible.

What this looks like in practice

A deal sits in negotiation for five weeks. Because each stage change carries a spoken note, the new account owner can read the whole story in two minutes and sees immediately that the blocker has been the same procurement contact since March.

One habit that makes it work better

Record why the stage changed, not that it changed. The board already shows the movement; the reason is the part that is lost.

What to watch out for in Pipedrive

Pipedrive's note editor saves on blur, so navigating away from a deal too quickly can lose a dictated note.

Frequently asked questions

Does Pipedrive have voice notes?

No. All notes are typed into standard fields.

Can I dictate while on a call in Pipedrive?

If you are on a call your microphone is in use. Dictate immediately afterwards instead.

Does it work in Pipedrive's mobile app?

Mobile uses the phone keyboard's microphone; desktop is where a separate tool helps.

Try it in Pipedrive

The free plan gives you 100 minutes a month without a card — enough to find out whether talking beats typing for you.

Try Typally free

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