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:
When this trigger fires in Pipedrive
Triggers when a new deal is created.
Then this action happens in Avochato
Sends a text message to a specified phone number.
This guide contains information on how to set up an automatic workflow that allows to Send texts via Avochato for new Pipedrive form submissions.
Part I
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
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
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 texts via Avochato for new Pipedrive form submissions!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
Sends a text message to a specified phone number.
Creates a new contact or updates an existing contact if it already exists.
Sends a text message to a specified phone number.
Creates a new contact or updates an existing contact if it already exists.
Creates a new Contact.Optionally adds any provided tags to the Contact.
Adds a sales event to a contact's most recent conversation.
Pipedrive alternatives
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