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Quickly connect ExpertTexting to Pipedrive with a Zapier template.
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Zapier makes it easy to integrate ExpertTexting with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Incoming SMS" from ExpertTexting.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects ExpertTexting and Pipedrive, 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.
- New Incoming SMS
Triggers when an incoming SMS is received on your ExpertTexting's number. Trigger will only fire when there is a message sent to the number assigned by ExpertTexting to you (inbox messages). Moreover, the trigger will only work if the incoming message is new/unread.
Try ItTriggerPolling - Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling
- FromRequired
- ToRequired
- TextRequired
- Type
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NoteRequired
Try ItTriggerPolling
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