1.Detect new deals in configured filter
Integrate Pipedrive to detect qualifying new deals and to trigger SMS confirmations on matched contacts.
Send SMS confirmation for new deal and log activity
Automatically monitor new deals in configured filters across Pipedrive and SMSAPI. Create and update when new deal matches filter, phone number is present, or deals are ready for SMSβso you can send confirmations, log SMS activities, and update the deal stage without manual logging.
How this automation logs SMS outreach activity
When new deals enter your configured filter, delays can cause missed confirmations and messy records. This automation sends a templated SMS, creates a completed SMS activity, and updates the deal stageβso your team can keep outreach status accurate.
Pipedriveor swap with your favorite app
2.Send templated confirmation SMS
Integrate SMSAPI and SMS templates to map recipient numbers and to send templated confirmations for qualifying deals.
SMSAPIor swap with your favorite app
3.Create SMS activity and complete it
Integrate Pipedrive and CRM activity logging to create an SMS activity note and to mark it completed on the deal.
4.Update deal stage to SMS
Integrate Pipedrive and pipeline reporting to update the deal stage and to reflect SMS outreach status.
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