Utilize Zapier to integrate additional functions and automations with Pipedrive
Integrating Pipedrive and Sakari using Zapier for Automated SMS
In this video, you'll learn how to integrate Pipedrive and Sakari using Zapier to send automated text messages whenever a new person is added to Pipedrive. The process involves creating a filter in Pipedrive to avoid errors caused by missing phone numbers.
You'll see how to set up the trigger based on this filter and authorize your accounts in both Pipedrive and Sakari.
The video also covers formatting phone numbers in the international format and adding relevant details to your message.
Automating Sakari Outbound Text Messages with Pipedrive Deal Stage Changes
In this video, we discuss how to automate Sakari outbound text messages using a deal stage change from Pipedrive.
- Navigate to your Pipedrive Account
- Select the correct pipeline
- Create a deal-based filter to capture the desired movement
- Create a Zap with Pipedrive as the trigger
- Authenticate your account
- Select the appropriate filter
- Find the person associated with the deal and create the text message in Sakari
Automating SMS Notifications in Pipedrive using Sakari and Zapier
In this video, you'll learn how to automate the process of sending outbound SMS messages from Sakari based on custom field changes in Pipedrive. This advanced tutorial walks you through creating a filter for deals in Pipedrive, setting up the automation in Zapier, and formatting phone numbers correctly for international SMS. You'll also see how to include dynamic fields from Pipedrive in your SMS messages and handle various formatting requirements. The video provides a step-by-step guide to ensure your automation runs smoothly and effectively.
Automating Sakari SMS Sequences with Pipedrive Deal Stage Changes
In this video, we will cover how to automate Sakari SMS sequences based on Pipedrive deal stage changes. This advanced tutorial focuses on adding delays between messages using Zapier's delay functions. You can set delays for specific times or intervals, such as one day, and continue adding messages and delays to create a sequence. This method allows for flexible and automated communication workflows.