Integrate Pipedrive with CloudTalk
Send information between Pipedrive and CloudTalk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in CloudTalk for a recently created contact in Pipedrive
Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in CloudTalk whenever a new contact is added in Pipedrive.
How it works
- The flow triggers when a new contact person is created in Pipedrive.
- Zoho Flow sends an SMS message in CloudTalk.
Send a welcome email in CloudTalk for a recently created contact in Pipedrive
Pipedrive + CloudTalk
Create a contact in CloudTalk each time a contact is created in Pipedrive
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a contact in CloudTalk every time a contact is created in Pipedrive.
How it works
- The flow triggers when a new contact person is created in Pipedrive.
- Zoho Flow creates a new contact in CloudTalk.
Create a contact in CloudTalk each time a contact is created in Pipedrive
Pipedrive + CloudTalk
Build your own integrations between Pipedrive and CloudTalk
Connect Pipedrive and CloudTalk with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person created
Triggers when a new contact person is created
Activity created
Triggers when a new activity is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Organization created
Triggers when a new organization is created
Lead created
Triggers when a new lead is created
Deal updated
Triggers when any detail of an existing deal is updated
Lead updated
Triggers when any detail of an existing lead is updated
Product updated
Triggers when any detail of an existing product is updated
Organization updated
Triggers when any detail of an existing organization is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Pipeline created
Triggers when a new pipeline is created
Product created
Triggers when a new product is created
Note created
Triggers when a new note is added
Contact created
Triggers when a new contact is created
Agent created
Triggers when a new agent is created
Call created
Triggers when a new call of the selected type is created
All Actions - Actions are the automated tasks
Create product
Creates a new project
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact person
Creates a contact new person
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Add products to a deal
Adds multiple products to a deal
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
Update contact person
Updates the details of an existing contact person
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Send SMS
Sends an SMS message
Create agent
Creates a new agent
Create contact
Creates a new contact
Add activity
Adds an activity to an existing contact
Add note
Adds a note to an existing contact
Update contact
Updates the details of an existing contact
Update agent
Updates the details of an existing agent
Fetch contact
Fetches the details of an existing contact using ID or keyword
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
Similar apps
What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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Logic
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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
