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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:

Pipedrive_task_1-3.png

  • Log in to your Talkdesk account as an Administrator.
  • Select the 'Admin' [1] tab. 
  • Click on 'Integrations' and then on Pipedrive 'Settings' [2] button. 
  • Click on 'Add your first automated task for Pipedrive' [3]. Or, 'Add New Automated Task' if this is not the first automated task.
  • Customize the automated task according to your needs.
  • Click on 'Save'.

Example:

Follow these steps to set up an automated task for missed calls in Talkdesk. When a call is missed in Talkdesk, a new activity will be created in Pipedrive.

Select the trigger as 'When a call is missed [4] in Talkdesk then create activity [5] in Pipedrive':

Pipedrive_task_4-5.png

You can customize the information sent to Pipedrive by dragging the relevant fields into the text boxes, such as:

Pipedrive_6-11.png

Subject: "Missed call from: {{contact_phone_number}}"

Drag the "Caller’s number" trigger field [6]


Type: Select 'Call' from the dropdown list [7]


Done: Select 'No' from the dropdown list [8]


Date: {{time.now}}

Drag the "Present time" trigger field [9]

 

Once finished, click 'Save' [10] to activate the automated task.

You can disable and re-enable this trigger at any time by switching the toggle to 'OFF' / 'ON' [11].

 

 

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