Dialpad + Pipedrive
- 13 Dec 2024
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Dialpad + Pipedrive
- Updated on 13 Dec 2024
- 1 Minute to read
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Article summary
Dialpad allows users to create custom workflows with Pipedrive CRM by selecting triggers, actions, and searches. Although Dialpad does not have a native integration with Pipedrive, it can be integrated through Zapier. This integration enables the automatic transfer of information between Dialpad and Pipedrive without the need for coding. To enable the Zapier integration, users must first configure their Dialpad integration with Zapier. Once this is done, they can connect their Pipedrive CRM to Zapier. It is important to note that this connection is facilitated through Zapier itself and not through the native app, so users may need assistance from the Zapier team for setup.
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Create custom Dialpad and Pipedrive CRM workflows by choosing triggers, actions, and searches.
While Dialpad does not have a native Pipedrive integration, we do integrate with Zapier and with Zapier, you will be able to send info between Dialpad and Pipedrive automatically—no code required.
Who can use this
To use Zapier's Dialpad + Pipedrive integration, you will need a Zapier plan, as well as Dialpad.
How to enable the Zapier integration
First, you will need to configure your Dialpad + Zapier integration.
Read this Help Center article to learn how.
Zapier and Pipedrive
Once you've enabled Zapier with Dialpad, you'll need to connect your Pipedrive CRM to Zapier.
As this is done through Zapier itself, and not our native app, please refer to this article, or contact your Zapier team for set-up assistance.
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