Pipedrive integration with OpenPhone
How to Save new Pipedrive leads as contacts in OpenPhone
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 "Save new Pipedrive leads as contacts in OpenPhone" 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 OpenPhone integrations
OpenPhone actions
Nekton can use any feature that is available in OpenPhone API.
Using our advanced AI, you can easily create custom automations for OpenPhone.
Here are some typical actions you can do in your automated workflows.
Send a Message
Sends a new message via OpenPhone.
Create or Update Contact
Creates a contact or updates an existing contact.
Call Recording Completed
Triggers when a call recording has finished.
Outgoing Message Delivered
Triggers when an outbound message was delivered to the recipients.
Outgoing Call Completed
Triggers when an outgoing call has ended.
Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
About OpenPhone
OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.