Forward new sessions from Darwin AI to generate persons in Pipedrive
With this workflow, when a session is forwarded in Darwin AI, a new person is promptly added in Pipedrive. This streamlines the process of updating your CRM system, saving you time and reducing the likelihood of error. You can now focus more on identifying and nurturing potential leads, enhancing your sales efforts.
With this workflow, when a session is forwarded in Darwin AI, a new person is promptly added in Pipedrive. This streamlines the process of updating your CRM system, saving you time and reducing the likelihood of error. You can now focus more on identifying and nurturing potential leads, enhancing your sales efforts.
- When this happens...Session Forwarded
Triggers when a session is forwarded to another agent.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- Free forever for core features
- 14 day trial for premium features & apps
Session Analyzed
Triggers when a session is analyzed.
Try ItSession Closed Unforwarded
Triggers when a session is closed and unforwarded.
Try ItSession Forwarded Escalated
Triggers when a session is forwarded and escalated to another agent.
Try ItSession Forwarded Recovered
Triggers when a session is recovered and forwarded to another agent.
Try It