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Automating tasks in your Pipedrive Integration

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With automated tasks, your agents can stay busy handling calls and avoid manually updating two systems. You can create the following rules (and more) to keep your agents busy work to a minimum:

  • When a new contact calls, create a contact in Pipedrive
  • When a contact is updated in Talkdesk, update the contact in Pipedrive
  • When a call is missed, create an activity in Pipedrive 
  • When a note is created in Talkdesk, create a note in Pipedrive

Automated tasks will help to streamline the support and sales process and enhance the quality of service that your team provides to customers.

To configure an automated task, please follow these steps:

  • Log into your Talkdesk account as an Administrator.
  • Click the "admin" [1] tab. 
  • Click on Integrations and click the Help Scout “settings” [2] button. 
  • Click on “add new automated task” [3]. 
  • Customize the automated task according to your needs [4].
  • Click on “save”.

Example:

Follow these steps to set up an automated task for voicemails in Talkdesk. When a call goes to Voicemail, Talkdesk will create a new conversation in Pipedrive.

Select the trigger as “when a called is missed” [5] in Talkdesk then “create activity” [6] in Pipedrive. Talkdesk will automatically send an activity to Pipedrive each time there is a missed call. You can customize the information sent to Pipedrive by dragging the relevant fields into the text boxes, such as:

Subject: Call missed from {{contact_phone_number}} (drag the “caller’s number” field) [7]
Done: Yes [8]
Type: Call [9]
Date: {{time.now}} (drag the “present time” field) [10]
Duration: {{duration}} (drag the “call duration” field)  [11]

Once finished, click “save” to activate the automated task.
You can disable this trigger by turning it off [12] anytime.

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