Mobile Text Alerts + Pipedrive Integrations

How to connect Mobile Text Alerts + Pipedrive

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Supported triggers and actions

What does this mean?

Delivery Status
Triggers when the delivery status of a message is updated.
Trigger
Instant
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Message Sent
Triggers when a new message is sent.
Trigger
Instant
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- Phone NumberRequired
  The phone number that you would like to add to a group.
- Group NameRequired
  Select the group you would like to add the phone number to.
Action
Write
- Phone NumberRequired
  The phone number that you would like to remove from the group.
- Group NameRequired
  Select the group you would like to remove the subscriber from.
Action
Write
- MessageRequired
- LinkRequired
- Phone Number
Action
Write

- Filter IdRequired
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
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Updated Person
Triggers when an existing person is updated.
Trigger
Scheduled
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- SubjectRequired
- Organization
- Assign To
  If omitted, the activity will be assigned to the user of the connected account.
- Person
- Deal
- Is done?
- Type
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
  Lead must be associated with at least one person or organization.
- Organization
  Lead must be associated with at least one person or organization.
- Owner
  Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
- Note
  Supports some HTML formatting. Defaults as an unpinned note unless specified below.
- Pin Note to Lead?
  If true, the note in the field above will be pinned to the top of this lead.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Defaults to account's currency settings if not specified.
- Price
  A currency must be specified in order to set a price.
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- SubjectRequired
  Partial sentences are ok, we'll try to find the best match.
- Assigned To
- Type
- Filter
  If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
- Status
  Note that "Not Done" is set as the default when no option is picked.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
  Partial sentences are ok, we'll try to find the best match.
- Assign To
  If omitted, the activity will be assigned to the user of the connected account.
- Type
- Filter
  If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
- Is done?
  Note that "Not Done" is set as the default when no option is picked.
- Organization
- Person
- Deal
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
- TitleRequired
- Person
  Lead must be associated with at least one person or organization.
- Organization
  Lead must be associated with at least one person or organization.
- Owner
  Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
- Note
  Supports some HTML formatting. Defaults as an unpinned note unless specified below.
- Pin Note to Lead?
  If true, the note in the field above will be pinned to the top of this lead.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write

Message Reply
Triggers when a new message reply is received.
Trigger
Instant
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- Phone Number
  Either phone number of email address is required.
- Email
  Either phone number of email address is required.
- First Name
- Last Name
Action
Write
- NumberRequired
  The phone number you would like to delete all messages for.
Action
Write
- MessageRequired
- Phone Number
- Groups
  Select the groups you would like to send the message to.
  You can use the Group "All" to send to all your subscribers.
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
  If no stage is specified, the trigger will fire on any deal who's stage was updated.
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- DealRequired
- ProductRequired
- PriceRequired
  Price at which this product will be added to the deal.
- QuantityRequired
  How many items of this product will be added to the deal.
- Discount Percentage
- Comments
- Is enabled?
Action
Write
- TitleRequired
- Creation Date
  Requires Admin access to Pipedrive account
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
  The user you want to assign as a follower.
- What to add follower to?Required
Action
Write
- ContentRequired
  Supports some HTML formatting.
- Deal
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified deal?
- Person
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified person?
- Organization
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified organization?
- Lead
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Is Done?
- Subject
- Assign To
- Deal
- Person
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
- Type
- Organization
Action
Write
- LeadRequired
- Title
- Owner
  Select user who will be marked as the owner of this lead.
- Organization
  Organization this lead will be associated with.
- Person
  Person this lead will be associated with.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
  Will overwrite current email addresses.
- Phone
  Will overwrite current phone numbers.
Action
Write
- Api Docs Info
  API docs for Pipedrive are located here https://developers.pipedrive.com/docs/api/v1
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
- TitleRequired
- Creation Date
  Requires Admin access to Pipedrive account
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Defaults to account's currency settings if not specified.
- Price
  A currency must be specified in order to set a price.
- Cost
- Overhead Cost
Action
Search or write

How Mobile Text Alerts + Pipedrive Integrations Work

Step 1: Authenticate Mobile Text Alerts and Pipedrive.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Mobile Text Alerts + Pipedrive

About Mobile Text Alerts

Mobile Text Alerts allows you send mass SMS text messages to your group.

Related categories

Phone & SMS

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

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Mobile Text Alerts + Pipedrive Integrations

How to connect Mobile Text Alerts + Pipedrive

Connect your apps and automate workflows

Delivery Status

Message Sent

Add Subscriber to Group

Phone NumberRequired

Group NameRequired

Remove Subscriber From Group

Phone NumberRequired

Group NameRequired

Send Message With Unique Link

MessageRequired

LinkRequired

Phone Number

Activity Matching Filter

Filter IdRequired

Deal Matching Filter

FilterRequired

New Note

Organization Matching Filter

FilterRequired

Person Matching Filter

FilterRequired

Updated Deal

Updated Person

Create Activity

SubjectRequired

Organization

Assign To

Person

Deal

Is done?

Type

Due Date and Time

Duration

Note

Attach File

FileRequired

File NameRequired

Deal

Person

Organization

Product

Activity ID

Note ID

Create Lead

TitleRequired

Person

Organization

Owner

Note

Pin Note to Lead?

Label

Expected Close Date

Lead Value

Lead Value Currency

Create Organization

NameRequired

Owner

Address

Create Product

NameRequired

Code

Unit

Tax percentage

Is active?

Owner

Currency

Price

Cost

Overhead Cost

Update Deal

DealRequired

Title

Status

Stage

Owner

Organization

Person