OpenPhone + Pipedrive

Create new Pipedrive activities from incoming OpenPhone messages

Streamline your sales process and ensure immediate follow-up with this automation. Whenever a new message is received in OpenPhone, this workflow springs into action, creating a corresponding activity in Pipedrive. Save time and enhance productivity by having your communication logged directly into your sales pipeline for easy access and tracking. Keep your team in the loop and your interactions organized, all in real-time.

Streamline your sales process and ensure immediate follow-up with this automation. Whenever a new message is received in OpenPhone, this workflow springs into action, creating a corresponding activity in Pipedrive. Save time and enhance productivity by having your communication logged directly into your sales pipeline for easy access and tracking. Keep your team in the loop and your interactions organized, all in real-time.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Message Received

    Triggers when you receive a message.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

    ActionWrite
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Supported triggers and actions

    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
    • Activity filterRequired

    Trigger
    Polling
    Try It
openphone logo
openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS
pipedrive logo
pipedrive logo

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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