Consolto integration with Pipedrive
How to Update Pipedrive persons when new Consolto form submissions are received
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update Pipedrive persons when new Consolto form submissions are received" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Consolto integrations
Consolto actions
Nekton can use any feature that is available in Consolto API.
Using our advanced AI, you can easily create custom automations for Consolto.
Here are some typical actions you can do in your automated workflows.
Contact Form Submission
Triggers when users submit their details on the Consolto widget (or personal page).
About Consolto
Consolto is a video chat CRM that helps businesses meet clients online -- video-conferencing, scheduling, persistent messaging, invoicing and analytics.