Automating and Bulk Sending Messages with Pipedrive

Today Pipedrive does not allow integration partners to embed within their automations.  As a workaround, Zapier automations can be used.  With Zapier, when a specific triggering event occurs, an automatic action (sending a text message) can occur. 

 

The available triggers in Zapier for Pipedrive are: 

  • New Lead
  • New Activity
  • New Deal
  • New Person
  • New Note
  • New Organization
  • Organization Matching Filter
  • Activity Matching Filter
  • Person Matching Filter
  • Deal Matching Filter
  • Updated Deal
  • Updated Deal Stage
  • Updated Organization
  • Updated Person

 

Example: Sending a Text Message When a New Lead is Created

 

1. Trigger/Action setup. A typical configuration will look like this. 

Screen_Shot_2021-07-22_at_9.32.40_AM.png

 

2.  Connect your Pipedrive account. 

 

Screen_Shot_2021-07-22_at_9.35.34_AM.png

 

3. Connect your Sakari account.

 

4. Configure the automation. A typical setup is included below. 

 

Pipedrive-automation-zapier.png

 

5. Save your Zap and you're done! 

 

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