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.
Categories
Pipedrive and YodelTalk can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Persons in Pipedrive
Triggers when a new person is added or updated.
Then this action happens in 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 if you don't have one.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
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
Choose the following trigger: Watch Persons (Triggers when a new person is added or updated.).
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
Configure the data that is exchanged between Pipedrive and YodelTalk.
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!
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triggerbyzapierpabbly-connectalbatoUpdated deal
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Create or update contact
Creates or updates a contact.
actionbyzapierintegromatSend text message
Sends SMS message.
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Sends a text message (SMS) from your phone number.
actionbyintegromatCall ended
Triggers when a call is finished or was missed.
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triggerbyzapier
Apps you need
Pipedrive alternatives
YodelTalk
A cloud based business phone system with solutions for agencies, customer support, and remote teams
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.
