Dialpad
Pipedrive
zapier

An automated workflow using zapier

Connects Dialpad + Pipedrive

Log new Dialpad calls to your Pipedrive account

About this workflow template

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.

Dialpad and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Log new Dialpad calls to your Pipedrive account
Workflow diagram: Dialpad + Pipedrive integration

How it works?

When this trigger fires in Dialpad

Dialpad

Call State Changed in Dialpad

Triggers when a call state changes.

Then this action happens in Pipedrive

Pipedrive

Create Activity in Pipedrive

Creates a new activity.

How to set up this workflow

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

Configure Applications

First, we need to connect Dialpad and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Dialpad to Zapier.

    Connect Dialpad to Zapier.

    Give Zapier access to your Dialpad account, using Dialpad credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Dialpad

    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

    Then set up an Action for Pipedrive

    Choose this action: Create Activity (Creates a new activity.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Dialpad and Pipedrive.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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  • Pipedrive

    New person

    Triggers when a new person is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    zapieralbato
    triggerbyzapieralbato
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

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    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Dialpad

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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    actionbyzapier
  • Dialpad

    Create a user

    Creates a new user.

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    actionbyintegromat
  • Dialpad

    Add blocked numbers

    Blocks the specified numbers company-wide.

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    actionbyintegromat
  • Dialpad

    Assign a number to a user

    Assigns a number to a user.

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    actionbyintegromat
  • Dialpad

    Create a contact

    Creates a new contact.

    integromat
    actionbyintegromat
  • Dialpad

    Create a room

    Creates a new room.

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    actionbyintegromat

Apps you need

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Zapier

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