Create persons in Pipedrive from newly-completed chat sessions in Formilla
In order to create a Person in Pipedrive based on a chat conversation, you have to take the time to enter the information either after your conversation was over or while you were actually chatting. This automation will automatically create a Person in Pipedrive for you as soon as the chat session is concluded, saving you some busy work and allow you to focus on the chat you are having.
In order to create a Person in Pipedrive based on a chat conversation, you have to take the time to enter the information either after your conversation was over or while you were actually chatting. This automation will automatically create a Person in Pipedrive for you as soon as the chat session is concluded, saving you some busy work and allow you to focus on the chat you are having.
- When this happens...Chat Transcript
Triggers when a chat ends.
- automatically do this!Create Person
Creates a new person.
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