Send sms for new Pipedrive leads with ClickSend SMS
Instantly connect with your new Pipedrive leads by sending them a personalized SMS through ClickSend. With this workflow activated, each time a new lead is registered in Pipedrive, a tailored text message will be dispatched using ClickSend SMS. It not only increases your response rates by quickly reaching out to your leads, but also saves you time by streamlining your communication process.
Instantly connect with your new Pipedrive leads by sending them a personalized SMS through ClickSend. With this workflow activated, each time a new lead is registered in Pipedrive, a tailored text message will be dispatched using ClickSend SMS. It not only increases your response rates by quickly reaching out to your leads, but also saves you time by streamlining your communication process.
- When this happens...New Lead
Triggers when a lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Send SMS
Sends a new SMS.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Incoming SMS
Triggers when a new incoming sms is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
SubjectRequired
BodyRequired
Schedule
From
Custom String
Media URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF File UrlRequired
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
Return AddressRequired
Custom String
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
MessageRequired
Schedule
From
Custom String
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact List NameRequired
MessageRequired
Schedule
From
Custom String
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization
Deal
Lead
Project
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
ProjectRequired
Done
TitleRequired
Description
Due Date
Parent Task
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact ListRequired
First Name
Last Name
Phone Number
Email
Fax Number
Organization Name
Custom 1
Custom 2
Custom 3
Custom 4
Address Line 1
Address Line 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
FromRequired
Custom String
PDF File UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign NameRequired
List NameRequired
From
Media URLRequired
SubjectRequired
MessageRequired
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom String
PDF File UrlRequired
Priority
Template Used
Colour
Duplex
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
Return AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign NameRequired
List NameRequired
From
MessageRequired
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
MessageRequired
Language
VoiceRequired
From
Schedule
Custom String
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create SMS Campaign
This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are option
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ListRequired
Phone NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Related categories
Related categories
Related Zap Templates
- Send SMS messages via ClickSend SMS to newly-added persons in Pipedrive CRM
- Add new Pipedrive people as contacts in ClickSend SMS
- Send SMS messages via ClickSend SMS for new deals in Pipedrive CRM
- Create contacts in ClickSend SMS when new leads are added in Pipedrive
- Send SMS messages in ClickSend SMS when new Pipedrive deals are created
- Create contacts in ClickSend SMS for new activities in Pipedrive
- Send sms with ClickSend SMS for new matching persons in Pipedrive
- Update Pipedrive deal stages to promptly send sms via ClickSend SMS
- Trigger sms to contacts list in ClickSend SMS when new deal matching filters occur in Pipedrive
- Send sms through ClickSend SMS for new Pipedrive deal matching filters
- Send sms for updated Pipedrive deals with ClickSend SMS