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Set up your first integration
Quickly connect Pipedrive to Twilio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with Twilio - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Call Phone" in Twilio.
You’re connected!
Zapier seamlessly connects Pipedrive and Twilio, automating your workflow.
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Frequently Asked Questions about Pipedrive + Twilio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Twilio
How do I set up an integration between Pipedrive and Twilio?
To set up an integration between Pipedrive and Twilio, you can use our platform to create a 'Zap.' Start by choosing Pipedrive as the trigger app, selecting a specific event such as 'New Deal' or 'Updated Contact,' and then selecting Twilio as the action app to send a message or make a call. You’ll need access to both accounts.
Can I send automated SMS from Twilio when a deal is won in Pipedrive?
Yes, by using Triggers in Pipedrive like 'Deal Won,' you can configure an action in Twilio through our platform to automatically send an SMS notification or alert.
What types of actions can be triggered in Twilio from Pipedrive events?
From Pipedrive events such as 'New Contact Added' or 'Deal Stage Updated,' actions like sending SMS, initiating a call, or updating contact information in Twilio can be triggered using our service.
Does integrating Pipedrive with Twilio require coding skills?
No, you don’t need any coding skills to integrate Pipedrive with Twilio using our services. The integration is set up through a straightforward interface where you select triggers and actions for each app.
Are there any limitations on the number of integrations between Pipedrive and Twilio?
While there are generally no hard limits on creating integrations between Pipedrive and Twilio, the number of Zaps might be restricted based on your subscription plan with us. Please check your plan’s details for more information.
How can I test my integration setup between Pipedrive and Twilio to ensure it's working correctly?
We offer a built-in feature for testing your Zap which allows you to simulate the trigger event from Pipedrive. This helps ensure that your configured actions like sending an SMS via Twilio work correctly before going live.
What should I do if my integration between Pipedrive and Twilio is not working?
If your integration isn’t working as expected, first check that both apps are properly connected within our platform. Ensure that the specific trigger event from Pipedrive matches the intended action in Twilio. Also, review connection permissions and settings for errors.
Practical ways you can use Pipedrive and Twilio
Send SMS notifications for new deals
When a new deal is created in Pipedrive, Zapier sends an SMS using Twilio to notify relevant stakeholders. This automation keeps team members updated in real-time about new deals, ensuring prompt action or recognition.
Business OwnerAlert team about new SMS leads
Zapier notifies your marketing team in Pipedrive every time a new SMS is received on your Twilio number. This workflow ensures leads reaching you via SMS aren't missed and can be tracked and engaged quickly.
Marketing & Marketing OpsNotify sales reps about critical leads via SMS
Zapier sends an SMS through Twilio whenever a high-value lead is created in Pipedrive. This allows sales reps to prioritize important leads without delays, improving response time and sales conversions.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NoteRequired
Try ItTriggerPolling- Activity filterRequired
Try ItTriggerPolling
