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Pipedrive + Screendesk

Pipedrive + Screendesk

Pipedrive + Screendesk integrations

Update Pipedrive people with new Screendesk recordings

This Zapier template provides a robust connection between Screendesk and Pipedrive, automating the process of associating new recordings with corresponding Pipedrive people. Whenever a new video is recorded in Screendesk, this template runs, automatically adding the recording to a corresponding person in Pipedrive. This ensures that your Pipedrive people are always updated with the latest recordings, facilitating better relationship management and business operations. Ideal for sales, marketing, or customer service teams using Pipedrive for CRM and Screendesk for communication or instructional content.

  1. When this happens...
    New Recording
    New Recording
    New RecordingTriggers when a new recording is created.
  2. automatically do this!
    Update Person
    Update Person
    Update PersonUpdates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.
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More things you can do with Screendesk and Pipedrive

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

  • Screendesk triggers, actions, and search
    New Recording

    Triggers when a new recording is created.

    Trigger
    Polling
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    • Note ID
      Required
    Trigger
    Polling
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    • Activity filter
      Required
    Trigger
    Polling
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    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
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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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About Screendesk
Screendesk is an all-in-one video solution for customer support teams.
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