Pipedrive + Read AI

Translate new meeting notes in Read AI to create leads in Pipedrive

Maintain a dynamic sales pipeline with this streamlined workflow. When you add new meeting notes in the Read AI app, it paves the way to instantly generate a new lead in Pipedrive. This automation not only saves you precious time but significantly enhances your lead management, ensuring that no potential business opportunity falls through the cracks.

Maintain a dynamic sales pipeline with this streamlined workflow. When you add new meeting notes in the Read AI app, it paves the way to instantly generate a new lead in Pipedrive. This automation not only saves you precious time but significantly enhances your lead management, ensuring that no potential business opportunity falls through the cracks.

  1. When this happens...
    Read AIRead AI
    New Meeting Notes

    Triggers when notes (summary, action items, etc) are available for a new meeting.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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About Read AI

Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search, and recommendations across platforms.
Learn more

Related categories

  • AI Tools