OpenPhone + Pipedrive
Create new Pipedrive people from completed OpenPhone calls
Stay organized and save time by automating your contact management process. With this workflow, whenever you finish a call on OpenPhone, the caller's details are instantly captured and a new person is created in Pipedrive. It's a simple, convenient way to ensure that no data slips through the cracks while maintaining up-to-date records in your CRM.
Stay organized and save time by automating your contact management process. With this workflow, whenever you finish a call on OpenPhone, the caller's details are instantly captured and a new person is created in Pipedrive. It's a simple, convenient way to ensure that no data slips through the cracks while maintaining up-to-date records in your CRM.
- When this happens...Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
- automatically do this!Create Person
Creates a new person.
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