Pipedrive + Twilio
Create notes in Pipedrive for new Twilio calls
Effortlessly keep track of your Twilio calls by adding them as notes in Pipedrive with this seamless workflow. Whenever a new call takes place within Twilio, a note will be created in Pipedrive containing the call details, ensuring you always have a record of every conversation. Stay organized and never miss crucial information from your phone calls again.
Effortlessly keep track of your Twilio calls by adding them as notes in Pipedrive with this seamless workflow. Whenever a new call takes place within Twilio, a note will be created in Pipedrive containing the call details, ensuring you always have a record of every conversation. Stay organized and never miss crucial information from your phone calls again.
- When this happens...
New CallTriggers when a call is finished on your Twilio number.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create NoteCreates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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New Phone Number
Triggers when you add a new phone number.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Recording
Triggers when a new recording is available on your account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Transcription
Triggers when a new transcription is available on your account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFrom NumberRequired
To NumberRequired
MessageRequired
Voice
Language
Send Digits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From NumberRequired
Alphanumeric Sender ID
To NumberRequired
MessageRequired
Media Url
Send Large Messages?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
DealRequired
Title
Status
Stage
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Owner
Filter
Mark as done
Organization
Deal
Lead
Project
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Name
Emails
Phones
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
To NumberRequired
Apply US Prefix
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planHelp Text
From NumberRequired
Alphanumeric Sender ID
To NumberRequired
MessageRequired
Media Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
PersonRequired
Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Pipedrive
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Related Zap Templates
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- Send sms to newly added Pipedrive leads using Twilio
- Update Pipedrive deals when new Twilio transcriptions are created
- Create Pipedrive notes from new Twilio transcriptions for seamless record-keeping
- Create Pipedrive activities for new Twilio calls to streamline your workflow
- Create Pipedrive deals from new Twilio transcriptions for efficient sales tracking
- Update Pipedrive deals when new Twilio sms messages arrive
- Send sms for new Pipedrive deals with Twilio
- Update Pipedrive deals when new Twilio recordings are created
- Create Pipedrive deals from new Twilio sms messages
- Create Pipedrive notes for new Twilio calls to streamline your documentation process
- Send sms in Twilio for updated deal stages in Pipedrive
- Send smss through Twilio for matched persons in Pipedrive
- Send sms via Twilio for every new activity in Pipedrive
- Send sms via Twilio for new people added in Pipedrive
- Send sms via Twilio for every updated deal in Pipedrive
- Create Pipedrive leads from new Twilio sms
Related Zap Templates
- Send Twilio SMS messages for new Pipedrive deals reaching certain stages
- Update Pipedrive deals when new Twilio transcriptions are created
- Create Pipedrive deals from new Twilio transcriptions for efficient sales tracking
- Update Pipedrive deals when new Twilio recordings are created
- Send sms in Twilio for updated deal stages in Pipedrive
- Update Pipedrive deals when new Twilio sms messages arrive
- Create Pipedrive notes from new Twilio transcriptions for seamless record-keeping
- Update Pipedrive deals when new Twilio sms messages arrive
- Create Pipedrive deals from new Twilio sms messages
- Send smss through Twilio for matched persons in Pipedrive
- Send sms to newly added Pipedrive leads using Twilio
- Create Pipedrive activities for new Twilio calls to streamline your workflow
- Send sms for new Pipedrive deals with Twilio
- Create Pipedrive notes for new Twilio calls to streamline your documentation process
- Send sms via Twilio for every new activity in Pipedrive