Pipedrive + Zendesk
Create Pipedrive deals from Zendesk chat transcripts
This automation creates a new deal in Pipedrive for every chat transcript received in Zendesk. It helps sales teams follow up on live chat interactions and potential leads, ensuring no opportunities are missed. Ideal for businesses utilizing live chat as part of their sales funnel.
New Chat Transcript
Triggers when a new chat transcript is generated in Zendesk.
Create Pipedrive Deal
Creates a new deal in Pipedrive with chat transcript details.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create Pipedrive deals from Zendesk chat transcripts"
Create Pipedrive deals from Zendesk chat transcripts
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
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Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Pipedrive + Zendesk.
Create Activity
Creates a new activity in Pipedrive
Update Activity
Updates an existing activity in Pipedrive
Delete Activity
Deletes an activity in Pipedrive
Create Deal
Creates a new deal in Pipedrive
Update Deal
Updates an existing deal in Pipedrive
Delete Deal
Deletes a deal in Pipedrive
Add Follower to Deal
Adds a follower to a deal in Pipedrive
Remove Follower from Deal
Removes a follower from a deal in Pipedrive
Create Lead
Creates a new lead in Pipedrive
Update Lead
Updates an existing lead in Pipedrive
Delete Lead
Deletes a lead in Pipedrive
Create Note
Creates a new note in Pipedrive
App details
Pipedrive
Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.
Zendesk
Zendesk is a service-first CRM company that builds support, sales, and customer engagement software. Manage support tickets, automate customer service workflows, and track performance.
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