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Launch your first automated workflow

Start with a template that brings Pipedrive and Twilio together. Build enterprise-grade automation in minutes.

Our most popular template

Update Pipedrive deals when new Twilio sms messages arrive
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Twilio + Pipedrive
Send Twilio SMS messages for new Pipedrive deals reaching certain stages
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Pipedrive + Twilio
Send sms to newly added Pipedrive leads using Twilio
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Pipedrive + Twilio
Update Pipedrive deals when new Twilio transcriptions are created
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Twilio + Pipedrive
Create notes in Pipedrive for new Twilio calls
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Twilio + Pipedrive
Create Pipedrive notes from new Twilio transcriptions for seamless record-keeping
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Twilio + Pipedrive

Update Pipedrive deals when new Twilio sms messages arrive

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Twilio + Pipedrive

Send Twilio SMS messages for new Pipedrive deals reaching certain stages

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Pipedrive + Twilio

Send sms to newly added Pipedrive leads using Twilio

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Pipedrive + Twilio

Update Pipedrive deals when new Twilio transcriptions are created

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Twilio + Pipedrive

Create notes in Pipedrive for new Twilio calls

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Twilio + Pipedrive

Create Pipedrive notes from new Twilio transcriptions for seamless record-keeping

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Twilio + Pipedrive

Create Pipedrive activities for new Twilio calls to streamline your workflow
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Twilio + Pipedrive
Create Pipedrive deals from new Twilio transcriptions for efficient sales tracking
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Twilio + Pipedrive

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How Zapier works

Zapier makes it easy to integrate Pipedrive with Twilio - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.

Add your action

An action happens after the trigger—such as "Call Phone" in Twilio.

You’re connected!

Zapier seamlessly connects Pipedrive and Twilio, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Activity filter
  Required
Trigger
Polling
Try It
- Copy
- Filter
  Required
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It

Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It

- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Org_fields
Trigger
Instant
Try It
- Deal
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Deal ID
  Required
- Add Multiple Products?
Action
Write
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- File
  Required
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
Action
Write
- Organization Name
  Required
- Organization Address
Action
Write
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project ID
  Required
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
Action
Write
- Activity to Update
  Required
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- Lead ID
  Required
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
Action
Write
- Copy_null
- Person to Update
  Required
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Project
  Required
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Person
  Required
- Include file data
Action
Search
- Product
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Product ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Include file data
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Search or write
New Phone Number
Triggers when you add a new phone number.
Trigger
Polling
Try It
New Recording
Triggers when a new recording is available on your account.
Trigger
Polling
Try It
New Transcription
Triggers when a new transcription is available on your account.
Trigger
Polling
Try It
- From Number
  Required
- To_number
  Required
- Message
  Required
- Voice
- Language
- Send Digits
Action
Write
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
- Send Large Messages?
Action
Write

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Note ID
  Required
Trigger
Polling
Try It
- Filter
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Filter
  Required
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Field to Watch for Changes
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Labels
  Required
Action
Write
- Product ID
  Required
- Product Variation ID
  Required
Action
Write
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower User ID
  Required
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Deal
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy_null
- Deal ID
  Required
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to Update
  Required
- Organization Name
- Organization Address
Action
Write
- Copy_null
- Product ID
  Required
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Task
  Required
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
Action
Search
- Search type
- Include file data
Action
Search
- Activity Type ID
Action
Search
- Lead ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Stage ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Project ID
  Required
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Search or write
- Search type
- Organization Name
  Required
- Organization Address
Action
Search or write
- Search type
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Search Term
  Required
- Exact Match?
- Assignee
- Project ID
  Required
- Done
- Title
  Required
- Description
- Due Date
- Parent Task ID
Action
Search or write
- Instructions_copy
Trigger
Instant
Try It
- To Number
  Required
- Apply US Prefix
Trigger
Polling
Try It
- To Number
  Required
Trigger
Polling
Try It
- Help Text
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

For AI agents & developers

Use Pipedrive and Twilio with AI agents and code

Beyond Zap workflows. Call Pipedrive and Twilio actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Pipedrive and Twilio actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Discount to Deal
Call Phone

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Pipedrive and Twilio actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* pipedrive / twilio action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Pipedrive and Twilio

Send SMS notifications for new deals

When a new deal is created in Pipedrive, Zapier sends an SMS using Twilio to notify relevant stakeholders. This automation keeps team members updated in real-time about new deals, ensuring prompt action or recognition.

Business Owner

Try it

Alert team about new SMS leads

Zapier notifies your marketing team in Pipedrive every time a new SMS is received on your Twilio number. This workflow ensures leads reaching you via SMS aren't missed and can be tracked and engaged quickly.

Marketing & Marketing Ops

Try it

Notify sales reps about critical leads via SMS

Zapier sends an SMS through Twilio whenever a high-value lead is created in Pipedrive. This allows sales reps to prioritize important leads without delays, improving response time and sales conversions.

Sales Ops

Try it

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate Twilio on the Zapier blog

Make work flow with AI

Level up your Pipedrive to Twilio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Pipedrive + Twilio integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Twilio

How do I set up an integration between Pipedrive and Twilio?

To set up an integration between Pipedrive and Twilio, you can use our platform to create a 'Zap.' Start by choosing Pipedrive as the trigger app, selecting a specific event such as 'New Deal' or 'Updated Contact,' and then selecting Twilio as the action app to send a message or make a call. You’ll need access to both accounts.

Can I send automated SMS from Twilio when a deal is won in Pipedrive?

Yes, by using Triggers in Pipedrive like 'Deal Won,' you can configure an action in Twilio through our platform to automatically send an SMS notification or alert.

What types of actions can be triggered in Twilio from Pipedrive events?

From Pipedrive events such as 'New Contact Added' or 'Deal Stage Updated,' actions like sending SMS, initiating a call, or updating contact information in Twilio can be triggered using our service.

Does integrating Pipedrive with Twilio require coding skills?

No, you don’t need any coding skills to integrate Pipedrive with Twilio using our services. The integration is set up through a straightforward interface where you select triggers and actions for each app.

Are there any limitations on the number of integrations between Pipedrive and Twilio?

While there are generally no hard limits on creating integrations between Pipedrive and Twilio, the number of Zaps might be restricted based on your subscription plan with us. Please check your plan’s details for more information.

How can I test my integration setup between Pipedrive and Twilio to ensure it's working correctly?

We offer a built-in feature for testing your Zap which allows you to simulate the trigger event from Pipedrive. This helps ensure that your configured actions like sending an SMS via Twilio work correctly before going live.

What should I do if my integration between Pipedrive and Twilio is not working?

If your integration isn’t working as expected, first check that both apps are properly connected within our platform. Ensure that the specific trigger event from Pipedrive matches the intended action in Twilio. Also, review connection permissions and settings for errors.

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 moreLearn moreHelpHelp

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About Twilio

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

Learn moreLearn moreHelpHelp

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Phone & SMS

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Connect Pipedrive and Twilio to power AI-driven automation

Launch your first automated workflow

Update Pipedrive deals when new Twilio sms messages arrive

Send Twilio SMS messages for new Pipedrive deals reaching certain stages

Send sms to newly added Pipedrive leads using Twilio

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

Update Pipedrive deals when new Twilio sms messages arrive

Send Twilio SMS messages for new Pipedrive deals reaching certain stages

Send sms to newly added Pipedrive leads using Twilio

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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Pipedrive and Twilio with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Pipedrive and Twilio

Send SMS notifications for new deals

Alert team about new SMS leads

Notify sales reps about critical leads via SMS

Learn how to automate Pipedrive on the Zapier blog

6 ways to automate Pipedrive with Zapier

Learn how to automate Twilio on the Zapier blog

6 ways to automate Twilio with Zapier

Make work flow with AI

Frequently Asked Questions about Pipedrive + Twilio integrations

Connect Pipedrive to Twilio on the world's largest no-code automation platform