CloudTalk + Pipedrive Integrations
Appy Pie Connect allows you to automate multiple workflows between CloudTalk and Pipedrive
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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
Pipedrive IntegrationsLooking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives
-
Zoho CRM
-
Salesforce
-
HubSpot CRM
-
Agile CRM
Best ways to Integrate CloudTalk + Pipedrive
-
When this happens...
New Call
Then do this...
Create Person
-
When this happens...
New Call
Then do this...
Create Deal
-
When this happens...
New Call
Then do this...
Create Activity
-
CloudTalk + Pipedrive
Update Person in Pipedrive when New Call is created in CloudTalk Read More...When this happens...
New Call
Then do this...
Update Person
-
When this happens...
New Call
Then do this...
Create Note
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect CloudTalk + Pipedrive without coding knowledge. Start creating your own business flow.
-
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.
-
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 Person
Updates an existing person.
How CloudTalk & Pipedrive Integrations Work
-
Step 1: Choose CloudTalk as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Pipedrive as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from CloudTalk to Pipedrive.
(2 minutes)
-
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 Zapier. It is a great top for connecting different apps and automating routine tasks. You can connect CloudTalk and Pipedrive with Zapier by fplowing these steps:
- Go to Zapier and sign in to your account.
- Click “Zapier” button in the top left corner and select “Zapier” option.
- Select Pipedrive and choose “Zap” 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 “Zapier” from the list. Click “Continue” button.
- Click “Create a new zap” button and choose “Zapier” 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 zap” button and choose “Zapier” 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 zap” button and choose “Zapier” 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 zap” button and choose “Zapier” from the list of options. Click Continue button to continue.
- On the next page, name your Zapier integration (for example, Pipedrive + CloudTalk. Choose your desired template (in our case it will be HelloWorld. Click Create zap button to finish creating this integration. Your Zapier 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 Zapier 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.
