Pipedrive
YodelTalk
integromat

An automated workflow using integromat

Connects Pipedrive + YodelTalk

Create or update Yodel.io contacts from Pipedrive

About this workflow template

This automation scenario allows you to connect Pipedrive and YodelTalk

It can be build using Integromat, a no-code workflow automation tool. Integromat 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.

Pipedrive and YodelTalk can also be integrated using automation tools other than integromat:

Diagram

Create or update Yodel.io contacts from Pipedrive
Workflow diagram: Pipedrive + YodelTalk integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

Watch Persons in Pipedrive

Triggers when a new person is added or updated.

Then this action happens in YodelTalk

YodelTalk

Create or Update Contact in YodelTalk

Creates or updates a contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create or update Yodel.io contacts from Pipedrive.

Part I

Configure Applications

First, we need to connect Pipedrive and YodelTalk to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Pipedrive to Make.com.

    Connect Pipedrive to Make.com.

    Give Make.com access to your Pipedrive account, using Pipedrive credentials.

  • Connect YodelTalk to Make.com.

    Connect YodelTalk to Make.com.

    Give Make.com access to your YodelTalk account, using YodelTalk credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Pipedrive

    Set up a Trigger action for Pipedrive

    Choose the following trigger: Watch Persons (Triggers when a new person is added or updated.).

  • Then set up an Action for YodelTalk

    Then set up an Action for YodelTalk

    Choose this action: Create or Update Contact (Creates or updates a contact.).

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 YodelTalk.

  • 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 Create or update Yodel.io contacts from Pipedrive!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal matches a Pipedrive filter.

    zapier
    triggerbyzapier
  • 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
  • YodelTalk

    Create or update contact

    Creates or updates a contact.

    zapierintegromat
    actionbyzapierintegromat
  • YodelTalk

    Send text message

    Sends SMS message.

    zapier
    actionbyzapier
  • YodelTalk

    Send a text message

    Sends a text message (SMS) from your phone number.

    integromat
    actionbyintegromat
  • YodelTalk

    Call ended

    Triggers when a call is finished or was missed.

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    triggerbyintegromat
  • YodelTalk

    Call finished

    Triggers when a call is finished or was missed.

    zapier
    triggerbyzapier
  • YodelTalk

    Call incoming

    Triggers when a call is incoming.

    zapier
    triggerbyzapier

Apps you need

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.