CALLER & SCRIPT MANAGEMENT

Kyle Taylor
Kyle Taylor Member Posts: 2
edited July 2022 in Apps and Integrations #1

Has anyone figured out how to install or add scripts to pipedrive so you can follow a call script and data while on a call?

 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,362
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited July 2022 #2

    You can add the script as a note to the call activity, or as a pinned note to the deal.

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 157
    100 Comments Second Anniversary 25 Likes Elite + Premier Solution Provider
    edited July 2022 #3

    It's a really good idea from @Amit Sarda .
    You can also, Add this note into the activity thanks to a worflow automation. 
    Example :
    At each new deal on this pipeline or stage // create a new activity assigned to me and with the script into the note.
    In order to not have to copy paste the script at each new activity.
    Best