Pipedrive
Twilio
pipedream

An automated workflow using pipedream

Connects Pipedrive + Twilio

Send SMS with Twilio API on Updated Deal from Pipedrive API

About this workflow template

This automation scenario allows you to connect Pipedrive and Twilio

It can be build using Pipedream, a no-code workflow automation tool. Pipedream 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 Twilio can also be integrated using automation tools other than pipedream:

How it works?

When this trigger fires in Pipedrive

Pipedrive

Updated Deal in Pipedrive

Then this action happens in Twilio

Twilio

Send SMS in Twilio

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send SMS with Twilio API on Updated Deal from Pipedrive API.

Part I

Configure Applications

First, we need to connect Pipedrive and Twilio to Pipedream.

  • Create Pipedream account.

    Create Pipedream account.

    Create Pipedream account if you don't have one.

  • Connect Pipedrive to Pipedream.

    Connect Pipedrive to Pipedream.

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

  • Connect Twilio to Pipedream.

    Connect Twilio to Pipedream.

    Give Pipedream access to your Twilio account, using Twilio credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Pipedream.

  • Set up a Trigger action for Pipedrive

    Choose the following trigger: Updated Deal (null).

  • Then set up an Action for Twilio

    Choose this action: Send SMS (null).

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 Twilio.

  • 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 with Twilio API on Updated Deal from Pipedrive API!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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  • Pipedrive

    New person

    Triggers when a new person is created.

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  • Pipedrive

    Deal matching filter

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

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  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

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  • Pipedrive

    New lead

    Triggers when a Lead is created.

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  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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  • Twilio

    Send sms

    Send a SMS to a number or numbers.

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  • Twilio

    Make a phone call

    Make a phone call

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  • Twilio

    Send mms

    Send mms

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  • Twilio

    Call phone

    Call a number or numbers and say a message.

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  • Twilio

    Create a message

    Sends a message.

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  • Twilio

    List calls

    Returns a list of calls associated with your account.

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Apps you need

Twilio

Twilio

Phone & SMS

A cloud communication platform, which brings voice, telephony, SMS, and messaging functionality to your app

Twilio is a cloud communications API that allows developers to easily integrate SMS, Voice/Telephony capabilities into their software using their existing web languages and skills. With Twilio, companies can make global phone calls and send and receive text messages, strengthening customer relationships.

Pipedream

Pipedream

Automation Platforms

A low code integration platform for developers that allows you to connect APIs quickly

Pipedream is a low code integration platform for developers, which helps to connect APIs fast.