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Formilla + Pipedrive

Formilla + Pipedrive

Formilla + Pipedrive integrations

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.

  1. When this happens...
    Chat Transcript
    Chat Transcript
    Chat TranscriptTriggers when a chat ends.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with Formilla and Pipedrive

Discover other triggers and actions you can use with Formilla and Pipedrive

  • Formilla triggers, actions, and search
    Chat Transcript

    Triggers when a chat ends.

    Trigger
    Instant
    Try It
  • Formilla triggers, actions, and search
    Offline Email

    Triggers when a new offline email is submitted.

    Trigger
    Instant
    Try It
  • Formilla triggers, actions, and search
    New Subscriber

    Triggers when a new subscriber is submitted.

    Trigger
    Instant
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
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About Formilla
Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.
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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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