An automated workflow using zapier
Connects Pipedrive + BulkGate
Send BulkGate SMS messages for new Pipedrive deals
About this workflow template
This automation scenario allows you to connect Pipedrive and BulkGate
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 BulkGate 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 these actions happen in BulkGate
Send Bulk SMS in BulkGate
Sends a short text message with the same text to one or more recipients.
SMS - Send Notification Message in BulkGate
Sends Notification (Transactional) SMS to 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 BulkGate SMS messages for new Pipedrive deals.
Part I
Configure Applications
First, we need to connect Pipedrive and BulkGate 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 BulkGate to Zapier.
Give Zapier access to your BulkGate account, using BulkGate 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 BulkGate
Choose this action: Send Bulk SMS (Sends a short text message with the same text to one or more recipients.).
Then set up another Action for BulkGate
Choose this action: SMS - Send Notification Message (Sends Notification (Transactional) SMS to 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 BulkGate.
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 BulkGate 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
Sms - send notification message
Sends Notification (Transactional) SMS to specified phone number.
actionbyzapierSend bulk sms
Sends a short text message with the same text to one or more recipients.
actionbyzapierintegratelypabbly-connectSend notification sms
Sends Notification (Transactional) SMS to specified phone number.
actionbyzapierintegratelypabbly-connectSms - send bulk message
Sends a short text message with the same text to one or more recipients.
actionbyzapierViber - send bulk message
Sends a short text message with the same text to one or more recipients via Viber
actionbyzapierCheck credit balance
Check credit balance of your BulkGate account.
actionbyzapierintegromatintegratelypabbly-connect
Apps you need
Pipedrive alternatives
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