Pipeline CRM SMS Integration
Yes — Mobile Message integrates with Pipeline CRM. Send and receive SMS from the tools you already use.
✓ 50 FREE SMS credits included when you sign up
About the Pipeline CRM integration
New Deal can alert a salesperson as soon as a deal is created. New Person can send a welcome or internal notification when a lead or contact is added, while Moved Deal can mark progress from one stage to another. Deal Status Changed is useful for notifying a team member when an opportunity changes status. Mobile Message's Send SMS action sends the message, and Create Contact can add a new person to Mobile Message when a Pipeline CRM event supplies contact details. You choose the recipients and message wording, so the workflow can suit internal alerts or customer updates.
These Zaps are one-directional event workflows rather than a shared database. Use filters where needed to limit notifications to the deal stages and status changes that deserve an SMS.
A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.
What you can automate
Connect Pipeline CRM and Mobile Message through Zapier and these run on their own, with no code and no developer.
1.6¢ per SMS on Your First Purchase
Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.
100% Direct-to-Carrier Delivery
Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.
FREE Dedicated Number
Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything Pipeline CRM supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 5
- Deal Status Changed — Triggers when a deal in your PipelineDeals account is updated from one status to another.
- Moved Deal — Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
- New Company — Triggers when a new company is created in your PipelineDeals account.
- New Deal — Triggers when a new deal is created in your PipelineDeals account.
- New Person — Triggers when a new person, lead, or contact is created in your PipelineDeals account.
Actions 11
- Create Activity — Creates a new activity associated to an existing person, company or deal.
- Create Company — Creates a new company in your PipelineDeals account.
- Create Deal — Creates a new deal in your PipelineDeals account.
- Create Event — Creates a new calendar event in your Pipeline account.
- Create Person — Creates a new person in your PipelineDeals account.
- Create Task — Creates a new calendar task in your PipelineDeals account.
- Find User — Find an existing user on your PipelineDeals account.
- Move Deal to Next Stage — Moves a deal to next stage.
Show all 11 actions
- Update Company — Updates an existing company in your PipelineDeals account.
- Update Deal — Updates an existing deal in your PipelineDeals account.
- Update Person — Updates an existing person in your PipelineDeals account.
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.
Pipeline CRM + SMS: common questions
Can Pipeline CRM text me when a new deal is created?
Yes. New Deal can trigger Mobile Message's Send SMS action through Zapier. Use the deal and contact fields available from Pipeline CRM to send a plain text notification to the salesperson or another selected recipient.
Can a moved deal send a sales progress SMS?
Yes. Moved Deal can start a Zap and Send SMS can deliver the resulting alert. This is useful for notifying a salesperson when an opportunity moves from one deal stage to another.
How do I connect Pipeline CRM with Mobile Message?
Choose Pipeline CRM as the trigger app and Mobile Message as the action app in Zapier, then map the deal fields and test the workflow. No code is needed, and both accounts must be connected.
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Learn MoreReady to Try Mobile Message?
Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!