Call Tools PCC + Pipedrive
Create Pipedrive deals from new call disposition events in Call Tools PCC
When a new call disposition has been made in Call Tools, this automation will create a Pipedrive deal with the lead's first and last name. This saves time by having the deal already created for your new lead, allowing you to move to the next stage of your deal process within Pipedrive.
When a new call disposition has been made in Call Tools, this automation will create a Pipedrive deal with the lead's first and last name. This saves time by having the deal already created for your new lead, allowing you to move to the next stage of your deal process within Pipedrive.
- When this happens...New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
- automatically do this...Get Contact by ID
Retrieve a single contact using a Contact ID
- then do this!Create Deal
Creates a new deal.
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItNew Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItNew Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItNew Email
Triggers when a new email is sent by a agent in Call Tools.
Try It
New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItNew Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItNew Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItNew Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try It
