Pipedrive + Twilio
Send sms to newly added Pipedrive leads using Twilio
Stay connected with your new leads by sending them a welcome SMS as soon as they're added to Pipedrive. With this automation, whenever you get a new lead in Pipedrive, a personalized text message will be sent to them via Twilio. This efficient workflow helps you engage with your leads instantly, ensuring a timely response and a strong start to your customer relationships.
Stay connected with your new leads by sending them a welcome SMS as soon as they're added to Pipedrive. With this automation, whenever you get a new lead in Pipedrive, a personalized text message will be sent to them via Twilio. This efficient workflow helps you engage with your leads instantly, ensuring a timely response and a strong start to your customer relationships.
- When this happens...
New LeadTriggers when a lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Send SMSSend a SMS to a number or numbers.
ActionWriteCreate a new record or update an existing record in your app.
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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 planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier 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.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Enable product
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
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
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
Pin note to organization
Lead
Pin note to 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.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.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time Use combined date and time field
Duration
Free or busy
Note
Public Description
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.PersonRequired
Name
Owner
Organization
Email
Phone
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
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search 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 termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
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
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
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 type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
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
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 foundField to Search ByRequired
Search TermRequired
Exact Match
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.Search or writeFind existing data in your app, or create a new record if no data is foundTo NumberRequired
Apply US Prefix
Try ItTriggerThis is the start of your ZapScheduledZapier 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.Api Docs Info
Apply standard error handling?Required
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 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 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 planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time field?
Duration
Free or Busy
Note
Public description
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
Organization
Owner
Note
Pin note to lead
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.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Product Code
Unit price
Tax percentage
Is active?
Owner
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.DealRequired
Title
Status
Stage
Owner
Organization
Person
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.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.Api Docs Info
Apply standard error handling?Required
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.Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
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 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 appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Mark as done
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free or Busy
Note
Public description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search type
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
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 type
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
Product Code
Unit price
Tax percentage
Is active?
Owner
Currency
Price
Direct 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 Phone Number
Triggers when you add a new phone number.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free planFrom 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.
About Pipedrive
Related categories
Related categories
Related Zap Templates
- Update Pipedrive deals when new Twilio sms messages arrive
- Send Twilio SMS messages for new Pipedrive deals reaching certain stages
- Update Pipedrive deals when new Twilio transcriptions are created
- Create notes in Pipedrive for new Twilio calls
- 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
- Update Pipedrive deals when new Twilio sms messages arrive
- Create notes in Pipedrive for new Twilio calls
- 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
- Send Twilio SMS messages for new Pipedrive deals reaching certain stages
- 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
- Update Pipedrive deals when new Twilio transcriptions are created
- 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