John Charcol Boosts Productivity with Acceleraate’s Zoom + Pipedrive Integration

Client Overview

John Charcol is a leading independent mortgage broker in the UK, renowned for its comprehensive, whole-of-market approach to mortgage and protection advice. Established in 1974, the firm has over 50 years of experience in delivering tailored financial solutions to a diverse client base, including first-time buyers, self-employed individuals, and property investors.

In April 2024, John Charcol was acquired by Pivotal Growth, a move aimed at expanding its advisor network and enhancing its service offerings. The company operates with a team of over 150 mortgage and protection advisors.

The Challenge

John Charcol had already selected Zoom Phone as its cloud telephony platform of choice for its advisor network. However, to maximise productivity and improve client engagement, the firm required seamless integration between Zoom Phone and its CRM, Pipedrive.

While Zoom offers a wide array of native integrations, Pipedrive was not one of them. John Charcol turned to Acceleraate to bridge this gap, seeking a reliable, real-time solution that could streamline contact handling, improve post-call workflows, and support regulatory compliance through enhanced record keeping.

Solution Overview

Acceleraate leveraged our proprietary IntegrationHub platform: A secure, flexible integration layer that connects Zoom to virtually any third-party tool or API. Designed for fast deployment and scalability, IntegrationHub dramatically simplifies the process of building and managing custom integrations across the Zoom ecosystem. Acceleraate delivered a Pipedrive connector with full support for both Zoom Phone and Zoom Meetings:

• Zoom Phone Call Logging: At the end of each call, IntegrationHub automatically logs the interaction to the relevant deal record in Pipedrive, capturing:

  • Call date, time, and duration

  • User handling the call

  • Direct link to the call recording

  • PDF transcript

  • Zoom AI Companion Summary

  • Link to voicemail (for missed calls)

• Zoom Meetings Logging: Similarly, post-meeting data is automatically logged against the appropriate deal record in Pipedrive, including:

  • Meeting started date/time

  • Participants joined

  • Meeting ended date/time

  • Direct link to the meeting recording

  • PDF transcript

  • Zoom AI Companion Summary

Operational Improvements

The integration of Zoom Phone with Pipedrive, powered by Acceleraate, has delivered tangible efficiency and compliance benefits for John Charcol:

• Enhanced Advisor Experience: With reduced context-switching and real-time record access, advisors can focus more on conversations and less on admin.

• Lower Admin Overhead: Automated logging of calls and meetings has significantly reduced post-interaction data entry, freeing up advisers to serve more clients.

• Improved Data Accuracy & Compliance: Every call and meeting is now consistently captured and logged, delivering a reliable, searchable audit trail to support quality assurance and regulatory reporting.

Every month, Acceleraate’s Pipedrive connector is automating over 13,000 call & meeting logging events from Zoom Phone to Pipedrive.

Molly Brigg at John Charcol, shared their feedback:

“Acceleraate’s integration between Zoom Phone and Pipedrive has been a game-changer for our advisor teams. The automatic call and meeting logging saves us hours of admin time each week, and the seamless user experience means our staff can focus entirely on delivering great outcomes for our clients".