Pipedrive SMS Integration with Pabbly Connect: Send Text Messages for New Deals

Learn how to integrate Pipedrive and Twilio using Pabbly Connect to automate SMS notifications for new Pipedrive deals. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Pipedrive SMS Integration

To start sending text messages for new Pipedrive deals, you need to set up Pabbly Connect. First, visit the Pabbly website and sign in to your account. If you don’t have an account, you can create one for free in just a few minutes.

Once logged in, navigate to the ‘Connect’ section. Click on the ‘Create Workflow’ button at the top right corner. A dialog box will appear asking for a workflow name; enter ‘Pipedrive to Twilio’ and click ‘Create’. This will initiate the process of integrating Pipedrive with Twilio through Pabbly Connect.

2. Configuring Pipedrive Trigger in Pabbly Connect

After creating the workflow, the next step is to set up the trigger for Pipedrive. In the ‘Choose App’ section, select ‘Pipedrive’ and in the trigger event, choose ‘New Deal’. This configuration allows Pabbly Connect to listen for new deals created in your Pipedrive account.

• Select Pipedrive as the app.
• Choose ‘New Deal’ as the trigger event.
• Connect your Pipedrive account using the API token.

To obtain the API token, go to your Pipedrive account, click on your profile, and navigate to ‘Company Settings’. From there, find ‘Personal Preferences’ and then click on the ‘API’ section to copy your API key. Paste this key into Pabbly Connect and click on ‘Save’ to complete the trigger setup.

3. Capturing Data from Pipedrive for SMS

Once the trigger is configured, you need to capture the data from the new deal in Pipedrive. Click on the ‘Capture Webhook Response’ button in Pabbly Connect to start listening for incoming data. This allows you to ensure that Pabbly Connect captures the details of the new deal.

Now, go back to Pipedrive and create a new deal. For example, you can create a deal with the name ‘Resident Deal’ and assign it a value of $10,000. After saving the deal, Pabbly Connect will automatically capture the details, including the deal name, value, and associated contact information.

4. Sending SMS with Twilio through Pabbly Connect

After capturing the deal information, the next step is to set up Twilio in Pabbly Connect to send the SMS. In the action step, choose ‘Twilio’ as the app and select ‘Send SMS’ as the action event. Connect your Twilio account by entering your Account SID and Authorization Token, which can be found in your Twilio account settings.

• Enter your Twilio Account SID.
• Enter your Twilio Authorization Token.
• Map the recipient’s phone number and compose the SMS body.

Compose the SMS message using details from the captured data, such as the recipient’s name and deal value. Ensure that you format the recipient’s phone number correctly by adding the country code. Finally, click on ‘Save’ and send a test request to verify that the SMS is sent successfully.

5. Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending SMS notifications for new Pipedrive deals. By integrating Pipedrive with Twilio through Pabbly Connect, you can streamline your communication and enhance your workflow efficiency.

Utilizing Pabbly Connect makes it easy to set up these integrations without any coding knowledge, allowing you to focus on your business growth while automating repetitive tasks.