By integrating Thoughtly with Pipedrive, you can automate tasks and workflows before, during, and after calls. To integrate with Pipedrive, head to the
Integrations page and follow the instructions.
Actions
Actions are available both via
Mid-Call Actions and
Automations. You can give your Voice Agents access to these Actions so they can perform tasks in Pipedrive during a call, or use them in Automations to automate tasks before and after calls.
Create Lead
This action creates a new lead in Pipedrive.Update Lead
This action updates a lead in Pipedrive.Get Lead
This action retrieves a lead in Pipedrive.Delete Lead
This action deletes a lead in Pipedrive.Get Leads
This action lists all leads in Pipedrive.
