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Pipedrive SMS Integration
This article will show you some of the ways you can integrate SMS software with Pipedrive. Automate tasks and accomplish more desired outcomes.
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Pipedrive SMS Integrations 101
To create an integration between Pipedrive and SMS software you need to understand the workflow that automates tasks: Triggers and Actions.
*When this happens...
Triggers
Triggers are the things that happen on Pipedrive or on your SMS software. They are the first step in automating a task. Triggers are the “if” statement.
*Automatically do this...
Actions
Actions are what happens after a trigger on Pipedrive or your SMS Software. Actions are the “then” statement of your automation.
Popular Pipedrive + SMS Software Integrations
- Specific keywords in incoming texts can retrieve detailed notes for contacts, deals, or organizations, keeping everything organized.
- Automatically add new people or organizations to your pipeline when someone signs up via a webform linked to TextSpot.
- When a new deal is created in Pipedrive, send an SMS message to notify your sales team or engage the deal’s contact.
Everything You Can Do with a Pipedrive SMS Integration
This is everything we know is possible when it comes to automating sending text messages with Pipedrive and other integrations that enhance the experience of working with Pipedrive.
When Pipedrive is the Trigger:
| When this happens in Pipedrive | Do this with SMS software... |
|---|---|
| New Activity or Deal Created | Send SMS Reminder to Your Team, Engage the Deal's Contact |
| New Lead Created | Add/Update Contact, Add Contact to List |
When SMS software like TextSpot is the Trigger:
| When this happens in your SMS software... | Do this in Pipedrive |
|---|---|
| Link Click in Text Message | Add Product(s) to a Deal or Create Task(s) |
| Web Form Sign Up | Add New People or Organizations to Your Pipeline |
| Incoming Message | Create an Activity |
| Keyword Detected in Incoming Message | Retrieve Detailed Notes for Contacts, Deals, or Organizations |
Integrate Pipedrive with TextSpot
Automate your Pipedrive SMS tasks. Create workflows, sync data, send text messages and more.