Integrate CloudTalk with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between CloudTalk and Pipedrive

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About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Want to explore CloudTalk + Pipedrive quick connects for faster integration? Here’s our list of the best CloudTalk + Pipedrive quick connects.

Explore quick connects

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Connect CloudTalk + Pipedrive in easier way

It's easy to connect CloudTalk + Pipedrive without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How CloudTalk & Pipedrive Integrations Work

  1. Step 1: Choose CloudTalk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from CloudTalk to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of CloudTalk and 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm