An automated workflow using integromat
Connects Pipedrive + sms77
Send an SMS with sms77.io when a Pipedrive deal reaches a specific stage
About this workflow template
This automation scenario allows you to connect Pipedrive and sms77
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 sms77 can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Deals in Pipedrive
Triggers when a new deal is added or updated.
Then this action happens in sms77
Send SMS in sms77
This action sends one/multiple SMS to one/multiple user(s).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send an SMS with sms77.io when a Pipedrive deal reaches a specific stage.
Part I
Configure Applications
First, we need to connect Pipedrive and sms77 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 sms77 to Make.com.
Give Make.com access to your sms77 account, using sms77 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 Deals (Triggers when a new deal is added or updated.).
Then set up an Action for sms77
Choose this action: Send SMS (This action sends one/multiple SMS to one/multiple user(s).).
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 sms77.
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 an SMS with sms77.io when a Pipedrive deal reaches a specific stage!
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 one or more specific number(s). Please take care that you should have enough balance on your sms77.io account.
actionbyzapierintegromatintegratelyLookup format
This action queries the national and international format of any mobile phone number. In addition, you will receive the corresponding network operator for the phone number as information (without porting information).
actionbyintegromatCreate a contact
This action creates a new contact.
actionbyintegromatDelete a contact
Deletes a contact.
actionbyintegromatUpdate a contact
This action edits a contact with given ID. Please be aware of that at this point you need to set all values at once or they will be unset. Example: You have a contact named "Peter" with with phone number "01234567890". If you submit the action omitting the phone number, it will now be empty. This action cannot be undone, so be careful.
actionbyintegromatGet balance
This action returns the account balance.
actionbyintegromat
Apps you need
Pipedrive alternatives
Sms77 is a professional app offering a range of solutions for sending and receiving SMS worldwide. With text-to-speech calls, online or gateway options and reliable service, it's perfect for businesses in need of professional communication options.
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.
