An automated workflow using zapier
Connects Pipedrive + Avochato
Send new Pipedrive deals a text using Avochato
About this workflow template
This automation scenario allows you to connect Pipedrive and Avochato
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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 Avochato 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 Avochato
Send Text Message in Avochato
Sends a text message to a specified phone number.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send new Pipedrive deals a text using Avochato.
Part I
Configure Applications
First, we need to connect Pipedrive and Avochato 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 Avochato to Zapier.
Give Zapier access to your Avochato account, using Avochato 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 Avochato
Choose this action: Send Text Message (Sends a text message to a specified 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 Avochato.
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 new Pipedrive deals a text using Avochato!
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.
triggerbyzapieralbatoUpdated 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 text message
Sends a text message to a specified phone number.
actionbyzapierCreate / update contact
Creates a new contact or updates an existing contact if it already exists.
actionbyzapierSend a message
Sends a text message to a specified phone number.
actionbyintegromatCreate / update a contact
Creates a new contact or updates an existing contact if it already exists.
actionbyintegromatCreate contact
Creates a new Contact.Optionally adds any provided tags to the Contact.
actionbyzapierAdd sale event
Adds a sales event to a contact's most recent conversation.
actionbyzapier
Apps you need
Pipedrive alternatives
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