TextMagic SMS + Pipedrive Integrations

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Send text messages to new people on Pipedrive
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Pipedrive + TextMagic SMS
Create people on Pipedrive from new incoming text messages on TextMagic
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TextMagic SMS + Pipedrive

Send text messages to new people on Pipedrive

Details

Try it

Pipedrive + TextMagic SMS

Create people on Pipedrive from new incoming text messages on TextMagic

Details

Try it

TextMagic SMS + Pipedrive

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Supported triggers and actions

What does this mean?

New Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant
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New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant
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- PhoneRequired
  Contact phone number in the international E.164 format (without a plus sign) or in the local format.
- First Name
- Last Name
- Email
- Company Name
- ListsRequired
  Assign contact to these lists.
- Phone Number Format
  Please choose the format in which your phone number will be submitted.
- Country
  If contact phone number is in the local format, please choose the default origin country of contact number.
- Edit Existing Contact When Found
  If the the contact is found using a phone number, it will be updated with the passed data. If "No" is selected and contact already exists, you will see an error.
Action
Write
- Name
- Shared
  Should this list be shared with sub-accounts.
Action
Write
- Dedicated NumberRequired
  Your TextMagic dedicated number.
- Forward Calls ToRequired
  Calls to selected TextMagic number will be forwarded to this phone. Phone number should be entered in international format without the plus sign (e.g. 447624800500).
Action
Write

- EmailRequired
  Email address.
Action
Write
- Custom FieldRequired
  Custom Field ID.
- ContactRequired
  Contact ID.
- Custom Field Value
  Desired custom field value.
Action
Write

- Api Docs Info
  API docs for TextMagic SMS are located here https://www.textmagic.com/docs/api/
- 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
- List Name
- Include Shared Lists?
Action
Search
- List Name
- Include Shared Lists?
- Name
- Shared
  Should this list be shared with sub-accounts.
Action
Search or 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

New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
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New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
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- ListRequired
- ContactRequired
Action
Write
- ListRequired
- ContactRequired
Action
Write
- PhoneRequired
  Phone number in E.164 (international) or in National format.
- Country
  Phone number country code. This option must be specified only if the phone number in a National format.
Action
Write
- TextRequired
- Phones
  You should specify at least one phone number, contact or list. Phone numbers should be entered in the international E.164 format (without a plus sign) or in the local format.
- Contacts
  Message will be sent to these contacts.
- Lists
  Message will be sent to these lists.
- From
  One of allowed Sender ID (phone number or alphanumeric sender ID). If specified Sender ID is not allowed for some destinations, a fallback default Sender ID will be used to ensure delivery.
- Maximum SMS Parts Count
  Messages that are greater than this amount will be trimmed.
- Reference ID
  Optional custom message reference ID which can be used in your application infrastructure.
- Phone Numbers Format
  Please choose the format in which your phone numbers will be submitted.
- Phone Numbers Country
  If your phone numbers are in the local format, please choose the default origin country of your numbers.
- Schedule Message
  Schedule message to a specific date/time. This time is relative to Timezone field.
- Timezone
  Timezone of the Schedule Message field value. If not specified, your TextMagic account timezone will be used.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Contact Name or Phone
  Please specify a name or a number that you are searching for.
- Exact Match
  Return only exact search match instead of approximate search matches.
- Include Shared Contacts?
- Phone Number Format
  Please choose the format in which your phone number will be submitted.
- Country
  If contact phone number is in the local format, please choose the default origin country of contact number.
Action
Search
- Contact Name or Phone
  Please specify a name or a number that you are searching for.
- Exact Match
  Return only exact search match instead of approximate search matches.
- Include Shared Contacts?
- Phone Number Format
  Please choose the format in which your phone number will be submitted.
- Country
  If contact phone number is in the local format, please choose the default origin country of contact number.
- PhoneRequired
  Contact phone number in the international E.164 format (without a plus sign) or in the local format.
- First Name
- Last Name
- Email
- Company Name
- ListsRequired
  Assign contact to these lists.
- Edit Existing Contact When Found
  If the the contact is found using a phone number, it will be updated with the passed data. If "No" is selected and contact already exists, you will see an error.
Action
Search or 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
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New Lead
Triggers when a Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new organization is created.
Trigger
Scheduled
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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 to connect TextMagic SMS + Pipedrive

Step 1: Authenticate TextMagic SMS 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 TextMagic SMS + Pipedrive

About TextMagic SMS

TextMagic is a business text-messaging service for sending notifications, alerts, reminders, confirmations and SMS marketing campaigns.

Learn more

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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TextMagic SMS + Pipedrive Integrations

Send text messages to new people on Pipedrive

Create people on Pipedrive from new incoming text messages on TextMagic

Send text messages to new people on Pipedrive

Create people on Pipedrive from new incoming text messages on TextMagic

Connect your apps and automate workflows

New Incoming Call

New Incoming Message

Create Contact

PhoneRequired

First Name

Last Name

Email

Company Name

ListsRequired

Phone Number Format

Country

Edit Existing Contact When Found

Create List

Name

Shared

Change Forwarding Number

Dedicated NumberRequired

Forward Calls ToRequired

Look Up Email

EmailRequired

Set Custom Field Value

Custom FieldRequired

ContactRequired

Custom Field Value

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find List

List Name

Include Shared Lists?

Find or Create List

List Name

Include Shared Lists?

Name

Shared

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