An automated workflow using zapier
Connects Pipedrive + Twilio
Send Twilio SMS messages for new Pipedrive deals reaching certain stages
About this workflow template
This automation scenario allows you to connect Pipedrive and Twilio
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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 Twilio can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Pipedrive
Deal Matching Filter in Pipedrive
Triggers when a deal newly matches a Pipedrive filter for the first time.
Then this action happens in Twilio
Send SMS in Twilio
Send a SMS to a number or numbers.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Twilio SMS messages for new Pipedrive deals reaching certain stages.
Part I
Configure Applications
First, we need to connect Pipedrive and Twilio 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 Twilio to Zapier.
Give Zapier access to your Twilio account, using Twilio 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: Deal Matching Filter (Triggers when a deal newly matches a Pipedrive filter for the first time.).
Then set up an Action for Twilio
Choose this action: Send SMS (Send a SMS to a number or numbers.).
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 Twilio.
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 Twilio SMS messages for new Pipedrive deals reaching certain stages!
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
Send a SMS to a number or numbers.
actionbyzapierintegratelypipedreamalbatoMake a phone call
Make a phone call
actionbypipedreamSend mms
Send mms
actionbypipedreamCall phone
Call a number or numbers and say a message.
actionbyzapierintegratelypabbly-connectCreate a message
Sends a message.
actionbyintegromatList calls
Returns a list of calls associated with your account.
actionbyintegromatpipedream
Apps you need
Pipedrive alternatives
Twilio
A cloud communication platform, which brings voice, telephony, SMS, and messaging functionality to your app
Twilio is a cloud communications API that allows developers to easily integrate SMS, Voice/Telephony capabilities into their software using their existing web languages and skills. With Twilio, companies can make global phone calls and send and receive text messages, strengthening customer relationships.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
