Integrate Pipedrive with Twilio

Send information between Pipedrive and Twilio automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal updated

Triggers when any detail of an existing deal is updated

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Activity updated

Triggers when any detail of an existing activity is updated

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

WhatsApp message received

Triggers when a new WhatsApp message from a customer is received

SMS message sent or received

Triggers when a new SMS is sent or received

SMS message received

Triggers when a new SMS message is received

All Actions - Actions are the automated tasks

Create activity

Creates a new activity

Create organization

Creates a new organization

Create contact person

Creates a new contact person for the selected organization

Create product

Creates a new product

Create notes

Creates notes for the selected deal

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update activity

Updates the details of an existing activity

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update product

Updates the details of an existing product

Update notes

Updates existing notes

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by name

Fetch organization by ID

Fetches the details of an existing organization by ID

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 product by name

Fetches the details of an existing product by name

Fetch activity

Fetches the details of the user activities

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by title

Fetches the details of an existing deal by title

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.

What is Twilio?

Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system.

Phone/SMS Popular

Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Director, Perth Security Services

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Know more

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CEO, Fabricroot

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Technical and Operations Head, TruAct

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