Integrate CloudTalk with Pipedrive

CloudTalk is a cloud-based top that can be used to track your business calls. It allows you to note down important details, fplow up with your customers and generate reports.

Integrating CloudTalk with Pipedrive allows you to create calls, reminders, to-do lists, meetings, etc. It can also be used to send reminders about Pipedrive activities to team members and streamline the process of dealing with customer data. For example, if someone adds a new contact on Pipedrive, this new contact will automatically be added to CloudTalk and vice versa. Moreover, you can add notes and reminders about Pipedrive activity and get notified when that activity is completed.

Integration of CloudTalk and Pipedrive

You can integrate CloudTalk with Pipedrive by using Appy Pie Connect. It is a great top for connecting different apps and automating routine tasks. You can connect CloudTalk and Pipedrive with Appy Pie Connect by fplowing these steps:

• Go to Appy Pie Connect and sign in to your account.
• Click “Appy Pie Connect” button in the top left corner and select “Appy Pie Connect” option.
• Select Pipedrive and choose “Connect” option.
• Click “Add a step” button and choose “CloudTalk” from the list.
• On the next page, click “Connect account” button and enter your email and password on CloudTalk. Click OK to continue.
• On the next page, select “Pipedrive” from the list of apps. Click Connect button to continue.
• Click Add step button and choose “Appy Pie Connect” from the list. Click “Continue” button.
• Click “Create a new Connect” button and choose “Appy Pie Connect” from the list of options. Click Continue button to continue.
• Click Add step button and choose “Pipedrive” from the list of options. Click Continue button to continue.
• Click “Create a new Connect” button and choose “Appy Pie Connect” from the list of options. Click Continue button to continue.
• Click Add step button and choose “CloudTalk” from the list of options. Click Continue button to continue.
• Click “Create a new Connect” button and choose “Appy Pie Connect” from the list of options. Click Continue button to continue.
• Click Add step button and choose “Notifications” from the list of options. Click Continue button to continue.
• Click “Create a new Connect” button and choose “Appy Pie Connect” from the list of options. Click Continue button to continue.
• On the next page, name your Appy Pie Connect integration (for example, Pipedrive + CloudTalk. Choose your desired template (in our case it will be HelloWorld. Click Create Connect button to finish creating this integration. Your Appy Pie Connect integration will now be created!
• Now you need to test it by creating an event in Pipedrive that will trigger an action in CloudTalk, or vice versa. You should see that event appear in your other product immediately after you complete it in one of them! Let's say you want to create a new call in CloudTalk when you add an opportunity in Pipedrive. To do so, go to Pipedrive > Opportunities > New Opportunity > Enter all necessary information > Create Opportunity > Save & Close > Return to Pipedrive > Add an opportunity > Create Call > Save & Close > Return to CloudTalk > Create Call > Done! The newly created opportunity in Pipedrive will trigger an action in CloudTalk that will create a call for this particular opportunity! If you want to create an event in CloudTalk when an update is made on an account or contact, fplow these steps. Go to Pipedrive > Contacts > Edit Contact/Account > Update Information > Save & Close > Return to Pipedrive > Edit Contact/Account > Update Information > Save & Close > Return to CloudTalk > Updated Contact/Account... That's it! As soon as you make changes in your contacts or accounts in Pipedrive, you will see that all changes are displayed in CloudTalk immediately! Create a Appy Pie Connect integration between CloudTalk and any other app to automate your workflow even more!

The process to integrate CloudTalk and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.