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BatchDialer + Pipedrive

Create new Pipedrive persons for every new lead in BatchDialer

Streamline your sales pipeline by setting up this workflow. Whenever a new lead is generated in BatchDialer, this automation will immediately create a new person in Pipedrive. This efficient process is designed to save time, reduce manual data entry, and optimize your lead conversion efforts. Enjoy an organized, up-to-date database with this BatchDialer to Pipedrive setup.

Streamline your sales pipeline by setting up this workflow. Whenever a new lead is generated in BatchDialer, this automation will immediately create a new person in Pipedrive. This efficient process is designed to save time, reduce manual data entry, and optimize your lead conversion efforts. Enjoy an organized, up-to-date database with this BatchDialer to Pipedrive setup.

  1. When this happens...
    BatchDialerBatchDialer
    New Lead Created

    Triggers when a a new lead is created.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • BatchDialer triggers, actions, and search

    New Calendar Events

    Will return a list of new calendar events since last endpoint call.

    Trigger
    Scheduled
    Try It
  • BatchDialer triggers, actions, and search

    New Updated Contacts

    Will return a list of updated contacts since last endpoint call.

    Trigger
    Scheduled
    Try It
  • BatchDialer triggers, actions, and search

    New DNC Numbers

    Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.

    Trigger
    Scheduled
    Try It
    • Contact IDRequired

    • Vendor Contact ID

    • Phone Number 1Required

    • Phone Number 2

    • Phone Number 3

    • Phone Number 4

    • Phone Number 5

    • Phone Number 6

    • Phone Number 7

    • Phone Number 8

    • Phone Number 9

    • Phone Number 10

    • Title

    • First name

    • Middle name

    • Last name

    • Address

    • City

    • State

    • Postal code

    • Mailing address

    • Mailing city

    • Mailing state

    • Mailing postal code

    • Country

    • Gender

    • Date of birth

    • E-mail

    • Security phrase

    • Comment

    • Custom fields

    Action
    Write
  • BatchDialer triggers, actions, and search

    New Call Disposition Events

    Will return a list of new call disposition events since last endpoint call.

    Trigger
    Scheduled
    Try It
    • Contact IDRequired

    • Campaign IDRequired

    Action
    Write
    • Contact IDRequired

    • Vendor Contact ID

    • Phone number 1

    • Phone number 2

    • Phone number 3

    • Phone number 4

    • Phone number 5

    • Phone number 6

    • Phone number 7

    • Phone number 8

    • Phone number 9

    • Phone number 10

    • Title

    • First name

    • Middle name

    • Last name

    • Address

    • City

    • State

    • Postal code

    • Mailing address

    • Mailing city

    • Mailing state

    • Mailing postal code

    • Country

    • Gender

    • Date of birth

    • E-mail

    • Security phrase

    • Comment

    • Custom fields

    Action
    Write
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batchdialer logo

About BatchDialer

BatchDialer is a predictve dialing software for sales teams
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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pipedrive logo
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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.

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