This automation scenario allows you to connect Dialpad and Pipedrive
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Dialpad and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in Dialpad
Triggers when a call state changes.
Then this action happens in Pipedrive
Creates a new activity.
This guide contains information on how to set up an automatic workflow that allows to Log new Dialpad calls to your Pipedrive account.
Part I
First, we need to connect Dialpad and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Dialpad to Zapier.
Give Zapier access to your Dialpad account, using Dialpad credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Dialpad
Choose the following trigger: Call State Changed (Triggers when a call state changes.).
Then set up an Action for Pipedrive
Choose this action: Create Activity (Creates a new activity.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Dialpad and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Log new Dialpad calls to your Pipedrive account!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Creates a new user.
Blocks the specified numbers company-wide.
Assigns a number to a user.
Creates a new contact.
Creates a new room.
Pipedrive alternatives
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