Yodel.io Phone System + Pipedrive Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Yodel.io Phone System and Pipedrive, with as many as 77 possible integrations. Are you ready to find your productivity superpowers?
Add new Pipedrive contacts to Yodel.io
Your Sales team lives and breaths in Pipedrive. The team creates a new lead in Pipedrive - with all the necessary information including the phone number. But who is responsible to add this information to your Yodel.io phone system? Set up this Pipedrive-Yodel integration and Zapier will automatically add new Pipedrive contacts into Yodel.io as contacts so your contact lists are always up-to-date.
How this Pipedrive-Yodel.io integration works
- A new person is created in Pipedrive
- Zapier creates or updates a contact in Yodel.io
Search for incoming Yodel.io calls in Pipedrive, then create Yodel.io contacts
Your Pipedrive account is rich in information of leads and contacts, so you should makes sure that helpful information is in your Yodel.io address book, too. With this Zap, Zapier uses the phone number of every incoming Yodel.io call to search for an existing person in Pipedrive. Then, Zapier will use the information it found in Pipedrive to update or create a contact record in Yodel.io. That way, you can rest assured that Yodel.io has the most up-to-date contact information for your team to rely on.
How this Yodel.io-Pipedrive integration works
- An incoming call is created in Yodel.io
- Zapier uses the phone number to search for an existing person in Pipedrive
- Zapier updates or creates a contact in Yodel.io
- Yodel.io Phone System
It's easy to connect Yodel.io Phone System + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a call is incoming.
Creates or updates a contact.
Triggers when a call is finished or was missed.
Creates a new person.
Triggers when a call is outgoing.
Creates a new deal.
Triggers when a new deal is created.
Creates a new activity.
Triggers when an existing deal is updated.
Updates an existing person.
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