When a lead is registered in Pipedrive, notify Talknote.

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■Overview

This is a flow that notifies Talknote when a lead is registered in Pipedrive.

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■Recommended for

1. Sales departments using Pipedrive

・For those who want to smoothly grasp leads registered in Pipedrive and respond quickly

・For those who want to receive lead registration notifications via Talknote to prevent missing responses

・For those who want to flexibly set the notification destination in Talknote according to lead attributes and information

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2. Team members who want to understand the lead status in Pipedrive

・For those who want to understand the lead acquisition status of the entire sales team and contribute to achieving team goals

・For those who want to receive notifications of important lead registrations via Talknote and provide prompt support

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■Benefits of using this template

Pipedrive is a tool that streamlines sales activities, but manually notifying Talknote every time lead information is registered can delay information sharing within the team and hinder prompt responses.

By implementing this flow, notifications are automatically sent to Talknote when a lead is registered in Pipedrive. This allows the entire sales team to smoothly grasp lead information, enabling prompt responses and follow-ups, thereby improving work efficiency. For example, by automatically assigning lead information to team members responsible for specific industries or regions, more efficient sales activities can be achieved.

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■Notes

・Please integrate both Pipedrive and Talknote with Yoom.

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About the Apps You Use

Pipedrive

Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.

Related apps

Pipedrive

Templates using

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Talknote

Yoom allows you to integrate with Talknote's API without any code, automating operations in Talknote. For example, you can notify messages to a Talknote thread or automatically post to a Talknote note when an email is received or an event occurs in another service.

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