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
  1. The flow triggers when a new contact person is created in Pipedrive.
  2. Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
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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

Organization created

Triggers when a new organization is created

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Product updated

Triggers when any detail of an existing product is updated

Organization updated

Triggers when any detail of an existing organization is updated

Deal updated

Triggers when any detail of an existing deal is updated

Lead updated

Triggers when any detail of an existing lead is updated

Product created

Triggers when a new product is created

Note created

Triggers when a new note is added

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person created

Triggers when a new contact person is created

Note updated

Triggers when an existing note is updated

Deal created

Triggers when a new deal is created

SMS message sent or received

Triggers when a new SMS is sent or received

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

All Actions - Actions are the automated tasks

Create note

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

Create activity

Creates a new activity

Create contact person

Creates a contact new person

Create organization

Creates a new organization

Add products to a deal

Adds multiple products to a deal

Create lead

Creates a new lead

Create product

Creates a new project

Create deal

Creates a new deal

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

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 contact person

Updates the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

Fetch organization

Fetches the details of an existing organization

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch field options

Fetches the specific field options by using its ID or name

Fetch contact person

Fetches the details of an existing contact person

Fetch product

Fetches the details of an existing product

Fetch deal

Fetches the details of an existing deal

Send SMS or WhatsApp message

Sends a WhatsApp or SMS message to the listed numbers

Send templated message through SMS, WhatsApp, or Facebook

Sends a templated message through the desired platform

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

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Logic

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Custom functions

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

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