Pipedrive
ClickSend SMS
zapier

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.

Pipedrive and ClickSend SMS can also be integrated using automation tools other than zapier:

Diagram

Send SMS messages via ClickSend SMS for new deals in Pipedrive CRM
Workflow diagram: Pipedrive + ClickSend SMS integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

New Deal in Pipedrive

Triggers when a new deal is created.

Then this action happens in ClickSend SMS

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.

    Create Zapier account if you don't have one.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

  • Connect ClickSend SMS to Zapier.

    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

    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

    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

    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 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!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    zapier
    triggerbyzapier
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

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    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

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    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • ClickSend SMS

    Send sms

    Sends a new SMS.

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    actionbyzapieriftttintegromatintegratelypabbly-connectpipedream
  • ClickSend SMS

    Create contact

    Creates a new contact in a list.

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    actionbyzapierintegratelypipedream
  • ClickSend SMS

    Create a contact

    Creates a new contact.

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    actionbyintegromat
  • ClickSend SMS

    Send sms to contact list

    Sends a new SMS to a list of contacts.

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    actionbyzapierintegratelypabbly-connect
  • ClickSend SMS

    Send voice

    Send a Voice Text-to-speech message to a mobile phone or landline.

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    actionbyzapierintegrately
  • ClickSend SMS

    Send fax

    Sends a new fax.

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    actionbyzapierintegratelypabbly-connect

Apps you need

ClickSend SMS

ClickSend SMS

SMS Marketing

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

Zapier

Automation Platforms

No-code automation service

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.