An automated workflow using zapier
Connects Pipedrive + TxtSync
Send TxtSync SMS for new Pipedrive deals
About this workflow template
This automation scenario allows you to connect Pipedrive and TxtSync
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 TxtSync 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 TxtSync
Bulk SMS in TxtSync
Sends out bulk SMS from a Sender ID or E164 number to a tag group.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send TxtSync SMS for new Pipedrive deals.
Part I
Configure Applications
First, we need to connect Pipedrive and TxtSync 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 TxtSync to Zapier.
Give Zapier access to your TxtSync account, using TxtSync 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 TxtSync
Choose this action: Bulk SMS (Sends out bulk SMS from a Sender ID or E164 number to a tag group.).
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 TxtSync.
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 TxtSync SMS 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 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 sms
Sends out a single SMS from a Sender ID or E164 number to a destination number.
actionbyzapierBulk sms
Sends out bulk SMS from a Sender ID or E164 number to a tag group.
actionbyzapierUpdate contact
Updates a contact.
actionbyzapierCreate contact
Creates a contact and allows tags to be applied to the contact.
actionbyzapierFind or create contact
Search for contact by name, number or external reference.
actionbyzapierNew inbound sms
Triggers on inbound SMS.
triggerbyzapier
Apps you need
Pipedrive alternatives
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