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OpenPhone + Pipedrive

Create new Pipedrive leads from completed OpenPhone calls

With this efficient workflow, as soon as a call is completed within the OpenPhone application, a new lead is immediately created in Pipedrive. This seamless process enhances productivity by reducing the manual effort required to transfer call details to the CRM. More time can then be invested in nurturing leads and closing more deals, thus, empowering your sales team to perform more efficiently.

With this efficient workflow, as soon as a call is completed within the OpenPhone application, a new lead is immediately created in Pipedrive. This seamless process enhances productivity by reducing the manual effort required to transfer call details to the CRM. More time can then be invested in nurturing leads and closing more deals, thus, empowering your sales team to perform more efficiently.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Call Completed

    Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
    • Activity filterRequired

    Trigger
    Polling
    Try It
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About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Related categories

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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.