Pipedrive + Facebook Lead Ads + ClickSend SMS Integrations
Pipedrive + Facebook Lead Ads + ClickSend SMS Integrations
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Do even more with Pipedrive + Facebook Lead Ads + ClickSend 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 ClickSend 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 Valueamount 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 titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
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 Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap 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 titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.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 Valueamount 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 Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap 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.Contact ListRequired
The list where you want to add the contact.
First Name
Contact's first name.
Last Name
Contact's last name.
Phone Number
The contact phone in local or international format e.g. +61411111111.
Email
Contact's email address.
Fax Number
Organization Name
Custom 1
Custom 2
Custom 3
Custom 4
Address Line 1
Address Line 2
City
State
Postal Code
Country
The contact's country. Must be a 2-character country code e.g. "US", "AU", "GB".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list where you want to remove the contact.
Contact IDRequired
The contact_id of the contact you want to delete. This is returned when originally adding the contact. If you don't have it you can use the search in Zapier to search for the contact, then use the contact_id from the response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Phone number in E.164 format. Eg. +61261111111.
FromRequired
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF File UrlRequired
A public URL to the postcard PDF file. Can be a single file with 1 page (front only) or 2 pages (front and back) or 2 files with a single page each. View Template.
If you're not sure what a public URL is, more info can be found here.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard Open Dashboard or via our API.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Priority
Choose delivery priority. Options are Standard or Priority post.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. .
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Contact ID
If you supply a Contact ID of a contact (optional), we will link the contact to the message on the ClickSend dashboard. You can get the contact ID after adding a contact or from a contact search.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
The list name.
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ListRequired
The list you want to search for the contact.
Phone NumberRequired
Phone number you want to search. Must be in full international format without the leading + (E.164 format). Eg. 6141111111.
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 Valueamount 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 titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
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 forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
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 titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.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 forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.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 found
New Incoming SMS
Triggers when a new incoming sms is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List NameRequired
The name of the contact list.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list that you want to remove. Will require a list ID that will generally have to be returned from other actions.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
SubjectRequired
Subject line. Maximum 20 characters.
BodyRequired
Message body. Up to 1500 characters or 500 unicode characters View GSM Characters.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number - use a ClickSend dedicated number that you've purchased (anything else will fail). If you don't have a ClickSend number, leave it blank.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Media URLRequired
A URL of the media file you want to send.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
A public URL to the PDF file. If you're not sure what this is, more info can be found here.
Priority
Choose delivery priority. Options are Standard or Priority post.
Template Used
Choose if you've used our template file or not. If 'no', we insert a blank addressed page as the first page. View our template here.
Colour
Choose to use colour or B&W printing.
Duplex
Choose to use Duplex (double-sided) or Simplex (single sided) printing.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard: Open Dashboard or via our API).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign NameRequired
Give your campaign a name. Ie. January Marketing Campaign
List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile or landline phone number in local or international format. Must be in international format (E.164) if sending to a different country.e.g. +61411111111.
MessageRequired
Message body to be read out.
Language
Choose which language you want to use. Full list here: Open Docs.
VoiceRequired
Choose the message to be read out in a Male of Female voice.
From
The from number. This must be a valid ClickSend dedicated number.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. More info can be found here: Open Docs.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list you want to search for the contact.
Email AddressRequired
Email address you want to search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How to connect Pipedrive + Facebook Lead Ads + ClickSend SMS
- Step 1: Authenticate Pipedrive, Facebook Lead Ads, and ClickSend 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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