Integrate Inst8 SMS with Pipedrive

Send information between Inst8 SMS and Pipedrive automatically, without writing any code, using Zoho Flow.

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Create a new deal in Pipedrive when the status of a sent message changes in Inst8 SMS

Integrate Inst8 SMS with Pipedrive using Zoho Flow. Whenever the status of a sent message changes in Inst8 SMS, Zoho Flow automatically creates a new deal in Pipedrive. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when the status of a sent message changes in Inst8 SMS.
  2. Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive when the status of a sent message changes in Inst8 SMS

Inst8 SMS + Pipedrive

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Supported triggers and actions

Integrate Inst8 SMS and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Message status updated

Triggers when the status of a sent message changes

Incoming SMS received

Triggers the flow when a new SMS is received on your connected device

Organization created

Triggers when a new organization is created

Contact person created

Triggers when a new contact person is created

Deal updated

Triggers when any detail of an existing deal is updated

Organization updated

Triggers when any detail of an existing organization is updated

Note created

Triggers when a new note is added

Lead created

Triggers when a new lead is created

Lead updated

Triggers when any detail of an existing lead is updated

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

Project created

Triggers when a new project is created

Deal created

Triggers when a new deal is created

Project updated

Triggers when any detail of an existing project is updated

Note updated

Triggers when an existing note is updated

Product updated

Triggers when any detail of an existing product is updated

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Send single SMS

Sends an SMS message to a single recipient

Send bulk SMS

Sends SMS messages to multiple recipients at once

Fetch message status

Retrieves the delivery status of a sent SMS message

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact person

Creates a new contact person

Add products to a deal

Adds multiple products to a deal

Create note

Creates a new note for the selected lead, deal, person, or organization

Create product

Creates a new product

Create organization

Creates a new organization

Create project

Creates a new project

Create activity

Creates a new activity

Update project

Updates the details of an existing project

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update product

Updates the details of an existing product

Update contact person

Updates the details of an existing contact person

Fetch deal

Fetches the details of an existing deal

Fetch product

Fetches the details of an existing product

Fetch field options

Fetches the specific field options by using its ID or name

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch organization

Fetches the details of an existing organization

Fetch project

Fetches the details of an existing project

Fetch contact person

Fetches the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

What is Inst8 SMS?

Inst8 SMS is a messaging gateway that lets you send and receive SMS directly through your own Android device and SIM card, while integrating with your CRM. It enables cost-effective, two-way messaging and automation without relying on traditional SMS providers.

Phone/SMS

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.

Build 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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