Pipedrive + RingCentral
Create new Pipedrive deals from new RingCentral call log records
Easily keep track of conversations and follow-ups with this workflow that turns every new call log from RingCentral into a fresh deal in Pipedrive. It allows your sales team to have an effective, streamlined process when interacting with clients and prospects, turning call records into sales opportunities in real-time. This seamless process can give your team more time for nurturing relationships and closing deals.
Easily keep track of conversations and follow-ups with this workflow that turns every new call log from RingCentral into a fresh deal in Pipedrive. It allows your sales team to have an effective, streamlined process when interacting with clients and prospects, turning call records into sales opportunities in real-time. This seamless process can give your team more time for nurturing relationships and closing deals.
- When this happens...
New Call Log RecordTriggers when there is a new call log record.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create DealCreates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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Description
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Duration Unit
Time Format
Format
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Documentation
How do you want to specify the chat Id?Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone Number ToRequired
FileRequired
Resolution
Send Time
Cover Page Text
Cover Page Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup ByRequired
First Name
Last Name
Middle Name
Nick Name
Company
Job Title
Email
Email 2
Email 3
Birthday
Web Page
Notes
Home Phone
Home Phone 2
Business Phone
Business Phone 2
Mobile Phone
Business Fax
Company Phone
Assistant Phone
Car Phone
Other Phone
Other Fax
Callback Phone
Home Address Street
Home Address City
Home Address State
Home Address Zip
Home Address Country
Business Address Street
Business Address City
Business Address State
Business Address Zip
Business Address Country
Other Address Street
Other Address City
Other Address State
Other Address Zip
Other Address Country
Dialing Plan
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Call Ended
Triggers when a call has been ended.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Missed Call
Triggers when there is a new missed call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Voicemail
Triggers when there is a new incoming voicemail.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First Name
Last Name
Middle Name
Nick Name
Company
Job Title
Email
Email 2
Email 3
Birthday
Web Page
Notes
Home Phone
Home Phone 2
Business Phone
Business Phone 2
Mobile Phone
Business Fax
Company Phone
Assistant Phone
Car Phone
Other Phone
Other Fax
Callback Phone
Home Address Street
Home Address City
Home Address State
Home Address Zip
Home Address Country
Business Address Street
Business Address City
Business Address State
Business Address Zip
Business Address Country
Other Address Street
Other Address City
Other Address State
Other Address Zip
Other Address Country
Dialing Plan
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Allow Join before host
Mute Audio
Turn off camera for participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone Number FromRequired
Caller ID
Phone Number ToRequired
Play Prompt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type
Phone Number FromRequired
Phone Number ToRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization
Deal
Lead
Project
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
ProjectRequired
Done
TitleRequired
Description
Due Date
Parent Task
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Pipedrive
Related categories
About RingCentral
Related categories
Related Zap Templates
- Create notes in Pipedrive for new sms/mms received in RingCentral
- Create new RingCentral contacts when new persons are added in Pipedrive
- Track new RingCentral voicemails by creating activities in Pipedrive
- Create notes in Pipedrive when new RingCentral call recordings are processed by RingSense
- Send RingCentral SMS messages for new Pipedrive deals reaching certain stages
- Create RingCentral video meetings for new Pipedrive activities
- Send RingCentral sms/mms each time Pipedrive deal stages are updated
- Send sms/mms with RingCentral when deals are updated in Pipedrive
- Send new Pipedrive notes as sms/mms through RingCentral
- Track new sms/mms in RingCentral by creating activities in Pipedrive
- Create new Pipedrive persons from newly received RingCentral sms/mms messages
- "send sms/mms via RingCentral when new activity matching filters occur in Pipedrive"
- Create new people in Pipedrive from missed calls in RingCentral
- Send sms/mms with RingCentral for new leads in Pipedrive
- Create new Pipedrive activities from new RingCentral call log records
- Create new Pipedrive activities when RingCentral calls end
Related Zap Templates
- Create notes in Pipedrive for new sms/mms received in RingCentral
- Create notes in Pipedrive when new RingCentral call recordings are processed by RingSense
- Send RingCentral sms/mms each time Pipedrive deal stages are updated
- Track new sms/mms in RingCentral by creating activities in Pipedrive
- Create new people in Pipedrive from missed calls in RingCentral
- Create new RingCentral contacts when new persons are added in Pipedrive
- Send RingCentral SMS messages for new Pipedrive deals reaching certain stages
- Send sms/mms with RingCentral when deals are updated in Pipedrive
- Create new Pipedrive persons from newly received RingCentral sms/mms messages
- Send sms/mms with RingCentral for new leads in Pipedrive
- Track new RingCentral voicemails by creating activities in Pipedrive
- Create RingCentral video meetings for new Pipedrive activities
- Send new Pipedrive notes as sms/mms through RingCentral
- "send sms/mms via RingCentral when new activity matching filters occur in Pipedrive"
- Create new Pipedrive activities from new RingCentral call log records