What Is This Feature?
Using voice commands, you can have EVA create a note in Pipedrive to help you remember important action items and follow ups from your meeting.
After your meeting, you can also select specific highlights to push to Pipedrive as notes from the past meeting page in the Voicea platform.
Pipedrive is a Standard workflow integration, and is available to users on a Premium Trial, Premium, Pro, Standard or Teams plan.
This NEW voice command is currently in BETA, try it out and send us your feedback at [email protected].ai
How To Use It
- To setup your Pipedrive integration, you will first need to get a unique email address from Pipedrive. Find instructions on where to find your unique email address here.
- Once your integration has been setup, say "OK EVA, create a note" during your meeting and EVA will create a note in Pipedrive.
- Following your meeting, you can select specific highlights you'd like to push to Pipedrive from the past meetings page.
How To Leverage This Feature
Have EVA create a note in Pipedrive (either using voice commands during your meeting or from the past meeting page following your meeting) to help you remember important action items and follow ups from your meeting.