Integrate Pipedrive with Twilio
Send information between Pipedrive and Twilio automatically, without writing any code, using Zoho Flow.
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Send a welcome email in Twilio when a new contact is created in Pipedrive
Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in Twilio whenever a new contact is added in Pipedrive.
How it works
- The flow triggers when a new contact person is created in Pipedrive.
- Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
Send a welcome email in Twilio when a new contact is created in Pipedrive
Pipedrive + Twilio
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Supported triggers and actions
Integrate Pipedrive and Twilio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Activity updated
Triggers when any detail of an existing activity is updated
Organization created
Triggers when a new organization is created
Deal created
Triggers when a new deal is created
Deal updated
Triggers when any detail of an existing deal is updated
Activity created
Triggers when a new activity is created
Note added
Triggers when a new note is added
Pipeline created
Triggers when a new pipeline is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Note updated
Triggers when an existing note is updated
WhatsApp message received
Triggers when a new WhatsApp message from a customer is received
SMS message received
Triggers when a new SMS message is received
SMS message sent or received
Triggers when a new SMS is sent or received
All Actions - Actions are the automated tasks
Update deal
Updates the details of an existing deal
Create contact person
Creates a new contact person for the selected organization
Create deal
Creates a new deal
Create product
Creates a new product
Create lead
Creates a new lead
Create organization
Creates a new organization
Create activity
Creates a new activity
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update contact person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Update notes
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch activity
Fetches the details of an existing user activity
Fetch product by name
Fetches the details of an existing product by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch user by name
Fetches the details of an existing user by name
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by name
Fetches the details of an existing person record by name
Send SMS or WhatsApp message
Sends a WhatsApp or SMS message to the listed numbers
Fetch message
Fetches the details of a message by its ID
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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