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Pipedrive + Secretaría.es + Filter by Zapier

Create Pipedrive deals from new Secretaría.es call notes

Once this Zap is active, whenever Secretaría.es handles a new call from one of your prospects, they will be added as a deal in Pipedrive automatically. Eliminate the need for creating deals manually after you get calls.

Once this Zap is active, whenever Secretaría.es handles a new call from one of your prospects, they will be added as a deal in Pipedrive automatically. Eliminate the need for creating deals manually after you get calls.

  1. When this happens...
    Secretaría.esSecretaría.es
    Generation of the Callnote or Voicemail

    Triggers when a new callnote is created or a voicemail message is received.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Name of this ConnectionRequired

    • Notifications for?Required

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Only continue if...Required

    Action
    Filter
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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secretaria logo
secretaria logo

About Secretaría.es

Secretaría.es is your virtual assistant. Real secretaries take your calls – enabling you to focus on what really matters for your business.

Related categories

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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories