CALLER & SCRIPT MANAGEMENT

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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?

 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2022 #2
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    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: 163
    First Anniversary First Comment 5 Likes 5 Up Votes
    edited July 2022 #3
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    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

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