Create Pipedrive deals from new Relay calls
Open a new Pipedrive deal for every new Relay call so sales conversations never fall through the cracks. The deal title carries the caller’s number, the notes carry the AI summary, and the link to the Relay transcript is stamped in the deal description for quick lookup.
- When this happens...New CallTriggers when Relay finishes processing a completed call (transcript + summary ready).
- automatically do this!Create DealCreates a new deal.
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More things you can do with Relay and Pipedrive
Discover other triggers and actions you can use with Relay and Pipedrive
- Appointment Booked
Triggers when Relay's receptionist books an appointment during a call. Fires once per appointment — a single call may book multiple.
Try ItTriggerInstant - Urgent Call
Triggers when Relay's classifier flags a completed call as urgent. Fires in addition to New Call — subscribe to whichever fits your workflow.
Try ItTriggerInstant - New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
- New Call
Triggers when Relay finishes processing a completed call (transcript + summary ready).
Try ItTriggerInstant - Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling






