CallRail + Pipedrive
Create new Pipedrive persons after CallRail phone calls are completed
Keep your sales interactions organized and seamless with this handy workflow. Whenever a phone call is completed using CallRail, a person profile in Pipedrive will be created instantly. This ensures you capture all essential client details in real-time, creating an automatic pathway for personalized sales experiences and a comprehensive customer database.
Keep your sales interactions organized and seamless with this handy workflow. Whenever a phone call is completed using CallRail, a person profile in Pipedrive will be created instantly. This ensures you capture all essential client details in real-time, creating an automatic pathway for personalized sales experiences and a comprehensive customer database.
- When this happens...Phone Call Completed
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- automatically do this!Create Person
Creates a new person.
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