Call Tools PCC + Pipedrive

Create Pipedrive deals from new call disposition events in Call Tools PCC

When a new call disposition has been made in Call Tools, this automation will create a Pipedrive deal with the lead's first and last name. This saves time by having the deal already created for your new lead, allowing you to move to the next stage of your deal process within Pipedrive.

When a new call disposition has been made in Call Tools, this automation will create a Pipedrive deal with the lead's first and last name. This saves time by having the deal already created for your new lead, allowing you to move to the next stage of your deal process within Pipedrive.

  1. When this happens...
    Call Tools PCCCall Tools PCC
    New Call Disposition Event

    Triggers when a new call disposition is created by an agent in Call Tools.

    TriggerInstant
  2. automatically do this...
    Call Tools PCCCall Tools PCC
    Get Contact by ID

    Retrieve a single contact using a Contact ID

    ActionSearch
  3. then do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Call Tools PCC triggers, actions, and search

    New Calendar Event

    Triggers when a new calendar event is created by an agent in Call Tools.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search

    New Call Disposition Event

    Triggers when a new call disposition is created by an agent in Call Tools.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search

    New Contact

    Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search

    New Email

    Triggers when a new email is sent by a agent in Call Tools.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search

    New Phone Call

    Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search

    New Support Case

    Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search

    New Contact Disposition Event

    Triggers when a contact disposition is updated.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search

    New Email Address

    Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.

    Trigger
    Instant
    Try It
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About Call Tools PCC

Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.
Learn moreHelp

Related categories

  • Phone & SMS
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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