An automated workflow using zapier
Connects Pipedrive + ClickSend SMS
Send SMS messages via ClickSend SMS for new deals in Pipedrive CRM
About this workflow template
This automation scenario allows you to connect Pipedrive and ClickSend SMS
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Pipedrive and ClickSend SMS can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Pipedrive
New Deal in Pipedrive
Triggers when a new deal is created.
Then this action happens in ClickSend SMS
Send SMS in ClickSend SMS
Sends a new SMS.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send SMS messages via ClickSend SMS for new deals in Pipedrive CRM.
Part I
Configure Applications
First, we need to connect Pipedrive and ClickSend SMS to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Connect ClickSend SMS to Zapier.
Give Zapier access to your ClickSend SMS account, using ClickSend SMS credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Pipedrive
Choose the following trigger: New Deal (Triggers when a new deal is created.).
Then set up an Action for ClickSend SMS
Choose this action: Send SMS (Sends a new SMS.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and ClickSend SMS.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send SMS messages via ClickSend SMS for new deals in Pipedrive CRM!
Related Automation Templates
Supported triggers and actions
New deal
Triggers when a new deal is created.
triggerbyzapierautomateiopabbly-connectpipedreamiftttalbatoNew person
Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
triggerbyzapierUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectalbatoUpdated deal
Triggers when an existing deal is updated.
triggerbyzapierautomateiopabbly-connectpipedream
Send sms
Sends a new SMS.
actionbyzapieriftttintegromatintegratelypabbly-connectpipedreamCreate contact
Creates a new contact in a list.
actionbyzapierintegratelypipedreamCreate a contact
Creates a new contact.
actionbyintegromatSend sms to contact list
Sends a new SMS to a list of contacts.
actionbyzapierintegratelypabbly-connectSend voice
Send a Voice Text-to-speech message to a mobile phone or landline.
actionbyzapierintegratelySend fax
Sends a new fax.
actionbyzapierintegratelypabbly-connect
Apps you need
Pipedrive alternatives
ClickSend SMS
A cloud-based service that lets you send and receive SMS, Email, Voice, Fax via API worldwide
ClickSend SMS is a cloud-based business communication software that allows you to send and receive SMS, MMS, voice, email, direct mail, and more worldwide. It is equipped with a global SMS gateway and fast delivery, making business messaging easy. Get access to a full communications suite and receive 24/7 free support.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
