Pipedrive SMS Integration
Yes - Mobile Message does integrate with Pipedrive!
A new deal being created can trigger a text confirming what happens next, and a deal moving to a new stage can prompt an update instead of leaving the customer wondering where things stand. A new lead can also be added straight into Mobile Message as a contact ready for future messages, and a scheduled activity can trigger a reminder text before the call is due, so the appointment doesn't slip through.
The connection works the other way too. A reply to one of those texts arrives as an inbound message, and that can create a new lead in Pipedrive automatically, so a conversation that started by SMS still lands in the pipeline where the sales team actually works. None of it needs a new habit, just the deal and lead events Pipedrive already tracks doing extra work as prompts to text.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect Pipedrive and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything Pipedrive supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 18
- Deleted Person — Triggers when an existing person is deleted.
- New Activity — Triggers when a new activity is created.
- New Deal — Triggers when a new deal is created.
- New Note — Triggers when a new note is created.
- New Organization — Triggers when a new organization is created.
- New Person — Triggers when a new person is created.
- Updated Deal — Triggers when an existing deal is updated.
- Updated Deal Stage — Triggers when a deal's stage is updated.
Show all 18 triggers
- Updated Lead — Triggers when an existing lead is updated.
- Updated Organization — Triggers when an existing organization is updated.
- Updated Person — Triggers when an existing person is updated.
- Activity Matching Filter — Triggers when an activity newly matches a Pipedrive filter for the first time.
- Deal Matching Filter — Triggers when a deal newly matches a Pipedrive filter for the first time.
- New Comments in Notes — Triggers when a new comment is added to a note.
- New Lead — Triggers when a lead is created.
- New Project — Triggers when a new project is created.
- Organization Matching Filter — Triggers when an organization newly matches a Pipedrive filter for the first time.
- Person Matching Filter — Triggers when a person newly matches a Pipedrive filter for the first time.
Actions 25
- Add Discount to Deal — Adds a discount to an existing deal.
- Add Follower — Adds a follower to a deal, organization, person or product.
- Add Label to Person — Adds an existing label to an existing person.
- Add Product to Deal — Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
- Add Product Variation — Add product variation to a product.
- Add/Remove Deal Labels — Add or remove labels from a deal.
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Attach File — Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Show all 25 actions
- Create Activity — Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
- Create Deal — Creates a new deal.
- Create Lead — Creates a new lead.
- Create Note — Creates a new note.
- Create Organization — Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.
- Create Person — Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- Create Product — Creates a new product.
- Create Project — Creates a new project.
- Create Task — Creates a new task.
- Update Activity — Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.
- Update Deal — Updates an existing deal.
- Update Lead — Updates an existing lead.
- Update Organization — Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.
- Update Person — Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.
- Update Product — Updates an existing product.
- Update Project — Updates an existing project in Pipedrive.
- Update Task — Updates an existing task.
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
Pipedrive + SMS: common questions
Can I send an SMS automatically when a deal is created in Pipedrive?
Yes. Using Zapier, a new deal in Pipedrive can trigger Mobile Message to send an SMS straight away, and the same setup works when a deal moves into a new stage, so customers get a text update without a rep typing it manually.
Does a text reply from a customer create a lead in Pipedrive?
It can. An inbound SMS received by Mobile Message can be set up through Zapier to create a new lead in Pipedrive, so replies from customers who text back are captured in the pipeline rather than sitting in a phone unseen.
How do I connect Pipedrive and Mobile Message for texting?
The connection is built in Zapier, so no coding is needed. You need an active Pipedrive account and a Mobile Message account, then a Zap links a Pipedrive trigger, such as a new deal or activity, to a Mobile Message action like sending an SMS.
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