Connect ServiceForge to Pipedrive. Keep your systems in the loop and new lead details flowing.
What gets sent: Caller contact details, job information, and any job or estimate request information captured during the call.
Click Connect and log into both your ServiceForge and your platform accounts.
Set your trigger (like call answered in ServiceForge).
Set your action (whatever you want to happen in the destination platform, like create lead, create contact).
Map the data fields you want to send across.
Test the Zap and switch it on.