Send SMS with Pipedrive CRM integration

Updated 6 months ago

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both ClickSend and Pipedrive. So what we want to achieve here is to send SMS notifications to your number every time there's a new lead in Pipedrive.

So, let's get started.

  1. Create a zap
  2. Look for Pipedrive app
  3. Select 'New Lead' as a trigger
  4. Sign in to your Pipedrive account to connect. Test and continue
  5. Add a new app in the streamline. Look for ClickSend SMS app
  6. Action should be 'Send SMS'
  7. Connect your ClickSend account and continue.
  8. Configure Send SMS action.
    Fields:
    To - you can enter fix phone number value or dynamically fetch a phone number from the response data from the previous trigger.
    Message - same with To field, you can enter fix message or dynamically fetch a value from the response data from the previous trigger.
    Schedule - It has to be unix time stamp format. Leave it blank to send message immediately when trigger takes place.
    From - Allows dedicated number, own number and Business name. Can only allow 11 characters without space. Leave it blank to automatically use our shared numbers.
  9. Continue and test.

With that setup, you can receive SMS notifications when there's a new lead on your Pipedrive CRM.


How Did We Do?


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