Pipedrive + RingCentral

Send RingCentral SMS messages for new Pipedrive deals reaching certain stages

The more pipelines and deals you have going on, the harder it can be to take action when deals get updated. Let Zapier give you the alert once it's time. This automation will react to any new deal added to a particular stage of a pipeline on Pipedrive, automatically sending you (or any other number) an SMS message through RingCentral with the information you need to know.

When this happens...
Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
TriggerScheduled
automatically do this!
Send SMS/MMS
Sends a SMS/MMS message.
ActionWrite

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Supported triggers and actions

What does this mean?

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
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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
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- Stage in Pipeline
  If no stage is specified, the trigger will fire on any deal who's stage was updated.
Trigger
Instant
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Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
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- 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
- 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
Missed Call
Triggers when there is a new missed call.
Trigger
Scheduled
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- Type
Trigger
Instant
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New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Scheduled
Try It
- Phone Number FromRequired
- Phone Number ToRequired
  Type the phone number to send to.
- Play Prompt
Action
Write
- Type
- Phone Number FromRequired
- Phone Number ToRequired
- TextRequired
Action
Write

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Updated Person
Triggers when an existing person is updated.
Trigger
Scheduled
Try It
- 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
- 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
Call Ended
Triggers when a call has been ended.
Trigger
Scheduled
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New Call Recording
Triggers when a call has been recorded.
Trigger
Scheduled
Try It
- Type
- StatusRequired
Trigger
Instant
Try It
- NameRequired
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number ToRequired
- FileRequired
- Resolution
- Send Time
  Timestamp to send fax at. If not specified (current or the past), the fax is sent immediately.
- Cover Page Text
- Cover Page Type
Action
Write

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

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About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn more

Related categories

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Pipedrive + RingCentral

Send RingCentral SMS messages for new Pipedrive deals reaching certain stages

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Product to Deal

DealRequired

ProductRequired

PriceRequired

QuantityRequired

Discount Percentage

Comments

Is enabled?

Create Deal

TitleRequired

Creation Date

Status

Stage

Owner

Organization

Person

Probability

Expected Close Date

Value

Currency

Add Follower

FollowerRequired

What to add follower to?Required

Create Note

ContentRequired

Deal

Pin note on specified deal?

Person

Pin note on specified person?

Organization

Pin note on specified organization?

Lead

Pin note on specified lead?

Create Person

NameRequired

Owner

Organization

Email

Phone

Update Activity

ActivityRequired

Is Done?

Subject

Assign To

Deal

Person

Due Date and Time

Duration

Note

Type

Organization

Update Lead

LeadRequired

Title

Owner

Organization

Person

Label

Expected Close Date

Lead Value

Lead Value Currency

Update Person

PersonRequired

Name

Owner

Organization

Email

Phone

Find Deal

Search for an Exact Match?