Twilio + Airtable + Pipedrive Integrations

How to connect Twilio + Airtable + Pipedrive

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Do even more with Twilio + Airtable + Pipedrive

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 Twilio, Airtable, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Phone Number
Triggered when you add a new phone number.
Trigger
Scheduled
Try It
New Recording
Triggered when a new recording is available on your account.
Trigger
Scheduled
Try It
New Transcription
Triggered when a new transcription is available on your account.
Trigger
Scheduled
Try It
- From NumberRequired
- Alphanumeric Sender ID
  Enter up to 11 characters using A-Z, a-z, 0-9 and spaces. You must enable with Twilio first and can only send to supported countries.
- To NumberRequired
  Include country code. Everything but numbers will be removed and leading + wil be added. Separate multiple numbers with commas. Example: 15554443333,44111222333.
- MessageRequired
- Media Url
  Must be a URL that Twilio can download (so private URLs or files may not work!)
- Send Large Messages?
  If yes, we'll send a message up to 1600 characters in length. This is priced as multiple messages, and you can read more about it here. If no, we'll only send a single message, truncated at 160 characters
Action
Write
- BaseRequired
- TableRequired
- Help Text
  You must have at least one "Last Modified Time" type column in your Table in order to use this Trigger. Learn more about those here.
- Which timestamp field should this Zap use to check for updates?Required
  When this column changes to a new timestamp, your Zap will trigger on the corresponding record. Note: Must be a Last Modified Time column type.
- Limit to View
  Filter on updates to a specific View in your Table.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Trigger
Scheduled
Try It

- BaseRequired
  Base in which to create the record.
- TableRequired
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write

- BaseRequired
  Base to search for a record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  Limit the search to a specific view. Useful for sorting results.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Action
Search
- BaseRequired
  Base in which to create the record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  Limit the search to a specific view. Useful for sorting results.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
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
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

New Call
Triggered when a call is finished on your Twilio number.
Trigger
Instant
Try It
- To NumberRequired
  Choose the phone number in your Twilio account you want to watch for new SMS.
- Apply US Prefix
  Automatically add 1 to 10 digits US based numbers.
Trigger
Scheduled
Try It
- From NumberRequired
- To NumberRequired
  Include country code. Everything but numbers will be removed and leading + wil be added. Separate multiple numbers with commas. Example: 15554443333,44111222333.
- MessageRequired
- Voice
- Language
- Send Digits
  A string of keys to dial after connecting to the number. Can be 0-9, #, *, or w (to wait 1/2 sec). Does not dial a new number for forwarding - for responding to a phone menu.
Action
Write
- BaseRequired
- TableRequired
- Limit to View
  (Optional) Limit to records added to a specific View, and return records in the View order.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Trigger
Scheduled
Try It
- BaseRequired
  Base in which to create the record.
- TableRequired
Action
Write
- BaseRequired
  Pick the Airtable base containing the records you wish to update.
- TableRequired
  Pick the Airtable table containing the records you wish to update.
- RecordRequired
  Pick the Airtable record that you wish to update.
Action
Write
- Api Docs Info
  API docs for Airtable are located here https://airtable.com/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
- BaseRequired
  Base to search for a record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  You can optionally limit the search to a specific view id.
Action
Search
- BaseRequired
  Base in which to create the record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  You can optionally limit the search to a specific view id.
Action
Search or 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
- 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

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How Twilio + Airtable + Pipedrive Integrations Work

Step 1: Authenticate Twilio, Airtable, 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.

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Connect Twilio + Airtable + Pipedrive

About Twilio

An easy tool for developers to send and receive SMS and voice calls.

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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.

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Twilio + Airtable + Pipedrive Integrations

How to connect Twilio + Airtable + Pipedrive

Do even more with Twilio + Airtable + Pipedrive

New Phone Number

New Recording

New Transcription

Send SMS

From NumberRequired

Alphanumeric Sender ID

To NumberRequired

MessageRequired

Media Url

Send Large Messages?

New or Updated Record

BaseRequired

TableRequired

Help Text

Which timestamp field should this Zap use to check for updates?Required

Limit to View

Include file contents?

Create Records (With Line Item Support)

BaseRequired

TableRequired

App Extensions (Beta)

Owner

App ExtensionRequired

Find Many Records (With Line Item Support)

BaseRequired

TableRequired

Search by Field

Search Value

Search Formula

Limit to View

Include file contents?

Find or Create Record(s) (With Line Item Support)

BaseRequired

TableRequired

Search by Field

Search Value

Search Formula

Limit to View

Include file contents?

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