1.Detect qualifying deal in filter
Integrate Pipedrive and CRM pipelines to retrieve the linked person and deal reference for matching first consultation deals.
Send SMS nudge for first consultation to clients
Automatically monitor qualifying first consultation deals across Pipedrive and Customer.io. Get instant SMS nudges when first consultation deals enter the filter, deals match the configured filter, or first consultation deals get created—so you can format phone details, send the SMS nudge, and update deal status without manual follow-up tracking.
How this automation sends first consultation nudges
When qualifying first consultation deals appear in the filter, reps can miss the right moment to reach out and drive bookings. This automation watches Pipedrive, formats phone and time, sends a customer SMS via Customer.io, and updates your deal in Pipedrive—so you can confirm outreach without manual follow-up tracking.
Pipedriveor swap with your favorite app
2.Normalize phone and appointment time
Integrate Formatter by Zapier and data formatting tools to validate phone numbers and convert appointment datetime into local readable time.
Formatter by Zapieror swap with your favorite app
3.Send SMS brochure via event
Integrate Customer.io and SMS messaging tools to send an event that triggers an SMS brochure/message with the formatted time.
Customer.ioor swap with your favorite app
4.Update deal with SMS sent flag
Integrate Pipedrive and CRM tracking tools to set the SMS sent flag or update the deal stage after successful send.
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