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Pipedrive + Talkadot

Create new Pipedrive deals from new Talkadot booking leads

This workflow activates when you receive a new booking lead in your Talkadot app, and then creates a deal in your Pipedrive app. With this automation, you effortlessly keep track of your leads' progress without switching between apps. Not only does it save time but also ensures efficient lead management in your sales process.

This workflow activates when you receive a new booking lead in your Talkadot app, and then creates a deal in your Pipedrive app. With this automation, you effortlessly keep track of your leads' progress without switching between apps. Not only does it save time but also ensures efficient lead management in your sales process.

  1. When this happens...
    TalkadotTalkadot
    New Booking Lead

    Triggers when a new attendee record who indicates they want to book you is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Talkadot triggers, actions, and search

    New Booking Lead

    Triggers when a new attendee record who indicates they want to book you is created.

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

    New Attendee

    Triggers when a new attendee record with email address and other contact information is created.

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

    New Email Opt In

    Triggers when a new attendee record who indicates they want to be part of your mailing list is created.

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

    New Referral Lead

    Triggers when a new attendee record who indicates they want to refer you to someone is created.

    Trigger
    Instant
    Try It
    • 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.
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Related categories

  • CRM (Customer Relationship Management)

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talkadot logo
talkadot logo

About Talkadot

Talkadot is the only speaking tool you need to collect testimonials, capture leads and referrals, and generate booking opportunities.

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