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Frequently Asked Questions about JustCall + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with JustCall and Pipedrive
How do I integrate JustCall with Pipedrive?
To integrate JustCall with Pipedrive, you can go to the 'Integrations' section in your JustCall account and select Pipedrive. You will need to authorize the connection by logging into your Pipedrive account and granting permissions. Once connected, you can set up specific triggers and actions for calls, such as creating activities or notes in Pipedrive from JustCall interactions.
Can I log calls in Pipedrive automatically using JustCall?
Yes, by integrating JustCall with Pipedrive, you can set up automated logging of calls. Every call made or received via JustCall can be automatically logged as an activity in your Pipedrive CRM. This ensures that all customer interactions are tracked without manual input.
What types of triggers are available when integrating JustCall with Pipedrive?
When integrating our services with Pipedrive, common triggers include incoming and outgoing calls and SMS messages through JustCall. These events can trigger actions in Pipedrive like creating new contacts or updating deal stages.
Is it possible to create a new contact in Pipedrive from a call received on JustCall?
Absolutely! With our integration, whenever you receive a call on JustCall from a new number, you can set an action to automatically create a new contact in your Pipedrive account. This helps streamline your sales process by ensuring all leads are captured.
How can I customize what information is logged into Pipedrive from a call?
You have flexibility in customizing what gets logged into Pipedrive from a call made or received via JustCall. You can choose to log information such as call duration, date & time, call recordings, and notes taken during the call. These settings can be adjusted based on your team’s specific needs.
Can text messages be synced between JustCall and Pipedrive?
Yes, text messages sent or received via JustCall can be synced with your Pipedrive account. You can automate actions such as logging these messages under contacts or deals within the CRM platform to maintain complete communication history records.
Do I need technical skills to set up the integration between JustCall and Pipedrive?
No advanced technical skills are required to set up this integration. Our interface is user-friendly, allowing you to connect both accounts through easy-to-follow steps. If needed, our support team is always ready to assist with any setup challenges.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Try It - Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Try It - Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Try It - Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Try It