1.Detects deal updated to configured stage
Integrate Pipedrive and CRM automation tools to detect deal stage changes to trigger client outreach.
Send client update email and SMS after stage change
Automatically monitor deal updates in Pipedrive and quote link requests across Formatter by Zapier, Webhooks by Zapier, Gmail, and SMS Partner. Get instant outreach when deals enter the rebooking stage, contacts have an email, or phone numbers existβso you can send emails, deliver SMS, and log CRM notes without manual outreach tracking.
How this automation logs client outreach notes
When deal stage changes require fast client outreach, delays can stall rebooking communications and confuse teams. This automation formats details, requests a quote magic link, and sends email and SMS while logging each send in your CRMβso your team can keep activity accurate.
Pipedriveor swap with your favorite app
2.Formats pricing and phone number
Integrate Formatter by Zapier and data mapping to calculate pricing and format contact phone to prepare message inputs.
Formatter by Zapieror swap with your favorite app
3.Requests quote link from endpoint
Integrate Webhooks by Zapier and web APIs to request a quote link to obtain the magic link for outreach.
Webhooks by Zapieror swap with your favorite app
4.Sends email with magic link
Integrate Gmail and email templates to send the client email with price and magic link to deliver the quote.
Gmailor swap with your favorite app
5.Sends SMS with magic link
Integrate SMS Partner and messaging delivery to send the SMS to the formatted phone with deal reference and magic link.
SMS Partneror swap with your favorite app
6.Creates deal note with send status
Integrate Pipedrive and CRM notes to create a note that records sends and includes the short link.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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