Pipedrive + Plaud

Create notes in Pipedrive when new transcripts and summaries are ready in Plaud

When a new transcript and summary are ready in Plaud, this workflow swiftly transports the details into Pipedrive as a new note. This allows you to keep track of critical information right within your CRM, saves manual data entry time, and ensures you're always apprised of the latest updates. Enhance your productivity and data management with this efficient process.

When a new transcript and summary are ready in Plaud, this workflow swiftly transports the details into Pipedrive as a new note. This allows you to keep track of critical information right within your CRM, saves manual data entry time, and ensures you're always apprised of the latest updates. Enhance your productivity and data management with this efficient process.

  1. When this happens...
    PlaudPlaud
    Transcript & Summary Ready

    Triggers when an audio file submission for transcription summary, re-transcription, or re-summary is completed.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
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pipedrive logo

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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Related categories

  • CRM (Customer Relationship Management)

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plaud logo

About Plaud

Plaud is an AI voice recorder and transcription tool that enhances productivity by optimizing speech-to-text conversion and summarizing conversations.

Related categories

  • AI Assistants