1.Detect new activity in call filter
Integrate Pipedrive and CRM activity filters to trigger on new call activities so you can route matching activity details.
Attach recorded call files to CRM call activities for review
Automatically monitor new call activities in Pipedrive across Pipedrive and Google Drive. Create and update when recording links match call notes or Call ID inputsβso you can attach review files, create file records, and speed up call review without manual file matching.
How this automation preserves call recordings for review
When new call activities appear in Pipedrive without a recording attached, review slows and important context gets missed. This automation filters call notes, extracts a Call ID, searches Google Drive for the recording, and attaches the file link to the Pipedrive activityβso your team can review calls faster.
Pipedriveor swap with your favorite app
2.Continue only for recording notes
Integrate Filter by Zapier and call note checks to continue only for notes that indicate an external recording source.
Filter by Zapieror swap with your favorite app
3.Extract Call ID from call notes
Integrate Code by Zapier and parsing tools to extract a Call ID from the raw call note so you can match files.
Code by Zapieror swap with your favorite app
4.Find recording file link in Drive
Integrate Google Drive and file search to look up the recording by Call ID filename and return the file web link.
Google Driveor swap with your favorite app
5.Attach Drive file to Pipedrive activity
Integrate Pipedrive and CRM activity logging to create or attach the file record to the original activity using the found file link.
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Explore all activity logging automations
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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