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.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Deal
Creates a new deal.
- Free forever for core features
- 14 day trial for premium features & apps
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 Secretaría.es
Secretaría.es is your virtual assistant. Real secretaries take your calls – enabling you to focus on what really matters for your business.
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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.