An automated workflow using zapier
Connects Pipedrive + Telnyx
Send Telnyx SMS messages for new Pipedrive deals
About this workflow template
This automation scenario allows you to connect Pipedrive and Telnyx
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 Telnyx can also be integrated using automation tools other than zapier:
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 Telnyx
Send SMS in Telnyx
Send an SMS message to a phone number.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Telnyx SMS messages for new Pipedrive deals.
Part I
Configure Applications
First, we need to connect Pipedrive and Telnyx 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 Telnyx to Zapier.
Give Zapier access to your Telnyx account, using Telnyx 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 Telnyx
Choose this action: Send SMS (Send an SMS message to a phone number.).
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 Telnyx.
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 Telnyx SMS messages for new Pipedrive deals!
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 matches a Pipedrive filter.
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
Send an SMS message to a phone number.
actionbyzapierintegratelypabbly-connectSend a fax
Send PDF using Telnyx Fax API
actionbyzapierSpeak text
Convert Text to Audio on a Call
actionbyzapierSend mms
Send an MMS message to a phone number.
actionbyzapierintegratelypabbly-connectCreate speech from text
Creates speech from text
actionbyintegromatDial phone number
Dials a phone number
actionbyintegromat
Apps you need
Pipedrive alternatives
Telnyx delivers voice, messaging and IP services for applications and next-generation communications companies.
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.
