Integrations SMS Manager by BulkSMS Pipeline CRM
SMS Manager by BulkSMS + Pipeline CRM

Connect SMS Manager by BulkSMS and Pipeline CRM to Build Intelligent Automations

Choose a Trigger

SMS Manager by BulkSMS

When this happens...

Choose an Action

Pipeline CRM

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Ready to use SMS Manager by BulkSMS and Pipeline CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Delivery Receipt Received

Delivery Receipt Received

Runs when a sent message is delivered or fails.

New Company

New Company

Triggers when a new company is created in your PipelineDeals account.

New Deal

New Deal

Triggers when a new deal is created in your Pipeline account.

New Person

New Person

Triggers when a new person is created in your Pipeline account.

Person Updated

Person Updated

Triggers when an existing person is updated in your PipelineDeals account.

Person Deleted

Person Deleted

Triggers when an existing person is deleted in your PipelineDeals account.

Do thisActions

Action is the task that follows automatically within your SMS Manager by BulkSMS integrations.

Send SMS

Send SMS

Send an SMS message to one or more phone numbers.

Create Contact

Create Contact

Adds a new contact to SMS Manager.

List Calender Entries

List Calender Entries

Returns a list of calender entries

List Companies

List Companies

Returns a list of all companies

List Deals

List Deals

Returns a list of all deals

List Lead Sources

List Lead Sources

Returns a list of lead sources

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Frequently Asked Questions

How do I start an integration between SMS Manager by BulkSMS and Pipeline CRM?

To start, connect both your SMS Manager by BulkSMS and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Manager by BulkSMS triggers actions in Pipeline CRM (or vice versa).

Can we customize how data from SMS Manager by BulkSMS is recorded in Pipeline CRM?

Absolutely. You can customize how SMS Manager by BulkSMS data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SMS Manager by BulkSMS and Pipeline CRM?

The data sync between SMS Manager by BulkSMS and Pipeline CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SMS Manager by BulkSMS to Pipeline CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SMS Manager by BulkSMS and Pipeline CRM?

Yes, you can set conditional logic to control the flow of data between SMS Manager by BulkSMS and Pipeline CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.