Pipedrive + Facebook Lead Ads + Burst SMS Integrations
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Do even more with Pipedrive + Facebook Lead Ads + Burst SMS
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipedrive, Facebook Lead Ads, and Burst SMS. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
The user you want to assign as a follower.
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for a deal titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplar
when this field is set toyes
, the search will NOT return a person namedZap Zaplar Jr.
, but would return a person namedZap Zaplar
orzap zaplar
.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
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
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 for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for a deal titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.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.
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 for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplar
when this field is set toyes
, the search will NOT return a person namedZap Zaplar Jr.
, but would return a person namedZap Zaplar
orzap zaplar
.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPageRequired
Don't see your Page listed? Access your Business account's Settings to confirm the connected account has correct 'Manage Page' permissions and re-connect your account. See help docs for more info.
Form
If your sample in the next step doesn't include custom form fields, try selecting a specific form in the field above or following these steps to create a new test lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Link Hit
Triggers when a recipient clicks on Burst SMS Short URL.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Received to Inbox
Triggers when there's a new messages found in your SMS Inbox. Will also automatically detect an email address in the message and return this in the response.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSMS Sent
Triggers when an SMS is sent. (WARNING: Do not use this trigger with the Send SMS Action for Burst SMS as this will cause a loop).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planMessage IDRequired
Assigned Messsage ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Mobile NumberRequired
Country CodeRequired
2 letter country code e.g. AU, US, SG or Full country name e.g. Australia
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
Numeric ID assigned to the message sent.
Mobile PhoneRequired
Mobile number of recipient
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Each SMS is 160 characters. SMS can be joined together to make a long message up to 612 characters in length. To track a link added to your message paste [tracked-link] into your message and enter the full URL in the Tracked Link URL field below.
Tracked Link
Full URL that will be shortened and inserted via this [tracked-link] variable added to your Message above. Hits to this link can be tracked and also passed via the "Link Hit" trigger. Should be in the format
https://www.mydomain.com/
.ListRequired
Choose a Burst SMS list to send you message to.
Sender ID
Leave blank to use system virtual numbers or short codes.
Send At
Schedules messages for the future, must include a date and time. Example date can be "2016 Jan 28 18:25:00" or "2016-01-28 18:25:00". You can also add offsets like -1hr to send a reminder. For more information on the supported date and time format please see Zapier Help.
Forward Replies to URL
Define a return path for messages. This can be a Zapier callback URL defined on your incoming message trigger Zap. You can also add ?contact_id= to the URL to identify the correct account to return to reply to. eg. /hooks/catch/000000/xxxxxx/?contact_id=[your Zapier app ID variable].
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Name of the list that the contact is in.
Mobile PhoneRequired
Recipient's phone number.
Format Number
Country code the number is to be formatted for.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
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
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for a deal titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching forZapier
when this field is set toyes
, the search will NOT return an org namedZapier Inc
, but would return an org namedZapier
orzapier
.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
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 for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for a deal titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.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
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 for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching forZapier
when this field is set toyes
, the search will NOT return an org namedZapier Inc
, but would return an org namedZapier
orzapier
.NameRequired
Owner
Address
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 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDelivery Report Received
Triggers when a delivery report is received for a message. Report values are "delivered", "pending", "hard-bounce", "soft-bounce".
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Name
Choose the list that contact will be added to
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Virtual Mobile Number
Dedicated virtual number assigned to your account A list of numbers on your account can be retrieved using get-numbers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mobile PhoneRequired
ListRequired
Format Number
Automatically formats numbers given to international format required for reliable SMS delivery. eg. In Australia 0422222222 will become 6142222222 when country code is set to AU.
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Mobile PhoneRequired
This number must be complete in international format in order to function, for example 614XXXXXXXX for Australian numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
Message ID, response from Send SMS
Mobile NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Each SMS is 160 characters. SMS can be joined together to make a long message up to 612 characters in length. To track a link added to your message paste [tracked-link] into your message and enter the full URL in the Tracked Link URL field below.
Tracked Link
Full URL that will be shortened and inserted via this [tracked-link] variable added to your Message above. Hits to this link can be tracked and also passed via the "Link Hit" trigger. Should be in the format
https://www.mydomain.com/
.Recipient Mobile NumberRequired
Must be in international format, use Format Number function below if source numbers are not formatted correctly.
Format Number
Automatically formats numbers given to international format required for reliable SMS delivery. eg. In Australia 0422222222 will become 6142222222 when country code is set to AU.
Sender ID
Leave blank to use system virtual numbers or short codes. (Not supported in North America.).
Send At
Schedules message for the future, must include a date and time. Example date can be "2016 Jan 28 18:25:00" or "2016-01-28 18:25:00". You can also add offsets like -1hr to send a reminder. For more information on the supported date and time format please see Zapier Help.
Forward Replies to URL
Define a return path for messages. This can be a Zapier callback URL defined on your incoming message trigger Zap. You can also add ?contact_id= to the URL to identify the correct account to return to reply to. eg. /hooks/catch/000000/xxxxxx/?contact_id=[your Zapier app ID variable].
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
A date to start the report from Must be in ISO8601 format YYYY-MM-DD HH:MM:SS utilising UTC Timezone. Eg. 2020-04-27 06:00:00
start and end date must be within 30 days
If start and end date not supplied will get everything from last 24 hrs only.
End DateRequired
A date to end the report at Must be in ISO8601 format YYYY-MM-DD HH:MM:SS utilising UTC Timezone. Eg. 2020-04-27 06:00:00
start and end date must be within 30 days
If start and end date not supplied will get everything from last 24 hrs only.
List ID
Recipient list
Provide list_id to look up custom data on this list for the contact and return it in the response.
Virtual Number
Virtual mobile number assigned to your account
Message Type
Message type, available options:
- all
- api
- campaign
- quick_sms
- email_sms
- keyword
- test_sms
Page
Page number, for pagination
Max
Maximum results returned per page
Response Style
response_style = 'array' returns custom field lists as an array
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How to connect Pipedrive + Facebook Lead Ads + Burst SMS
- Step 1: Authenticate Pipedrive, Facebook Lead Ads, and Burst SMS.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.
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