Pipedrive
Avochato
zapier

An automated workflow using zapier

Connects Pipedrive + Avochato

Send texts via Avochato for new Pipedrive form submissions

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.

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

Diagram

Send texts via Avochato for new Pipedrive form submissions
Workflow diagram: Pipedrive + Avochato 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 Avochato

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 texts via Avochato for new Pipedrive form submissions.

Part I

Configure Applications

First, we need to connect Pipedrive and Avochato 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 Avochato to Zapier.

    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

    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

    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

    Customize data flow

    Configure the data that is exchanged between Pipedrive and Avochato.

  • 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 texts via Avochato for new Pipedrive form submissions!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

    zapierautomateiopabbly-connectpipedreamiftttalbato
    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

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

    zapieralbato
    triggerbyzapieralbato
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Avochato

    Send text message

    Sends a text message to a specified phone number.

    zapier
    actionbyzapier
  • Avochato

    Create / update contact

    Creates a new contact or updates an existing contact if it already exists.

    zapier
    actionbyzapier
  • Avochato

    Send a message

    Sends a text message to a specified phone number.

    integromat
    actionbyintegromat
  • Avochato

    Create / update a contact

    Creates a new contact or updates an existing contact if it already exists.

    integromat
    actionbyintegromat
  • Avochato

    Create contact

    Creates a new Contact.Optionally adds any provided tags to the Contact.

    zapier
    actionbyzapier
  • Avochato

    Add sale event

    Adds a sales event to a contact's most recent conversation.

    zapier
    actionbyzapier

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