Skip to content
Pipedrive logoPipedrive logo
Relay logoRelay logo
Pipedrive logoPipedrive logo
Relay logoRelay logo

Pipedrive + Relay

Pipedrive + Relay

Pipedrive + Relay integrations

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.

  1. When this happens...
    New Call
    New Call
    New CallTriggers when Relay finishes processing a completed call (transcript + summary ready).
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Relay and Pipedrive

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

  • Relay triggers, actions, and search
    Appointment Booked

    Triggers when Relay's receptionist books an appointment during a call. Fires once per appointment — a single call may book multiple.

    Trigger
    Instant
    Try It
  • Relay triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Relay triggers, actions, and search
    New Call

    Triggers when Relay finishes processing a completed call (transcript + summary ready).

    Trigger
    Instant
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
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.
Related categories
Similar apps
Zoho CRM integrationsZoho CRM integrations
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations
Agile CRM
CRM (Customer Relationship Management)
relay logo
About Relay
Relay is an AI-powered voice assistant for small businesses that answers calls, takes messages, books appointments, and surfaces urgent calls.
Related categories