Connect Mobile Text Alerts and Pipedrive to Build Intelligent Automations
Choose a Trigger
When this happens...
Delivery Status Updated
SMS Reply Received
New SMS Sent
Choose an Action
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Ready to use Mobile Text Alerts and Pipedrive automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Delivery Status Updated
Triggered when a sent SMS message's delivery status changes (e.g., delivered, failed, or pending).
SMS Reply Received
Triggers when a new message reply is received.
New SMS Sent
Triggered when a new SMS message is sent.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
New Note Created
Runs when a new note is created in Pipedrive.
Do thisActions
Action is the task that follows automatically within your Mobile Text Alerts integrations.
Create/Update Subscriber
Adds a new subscriber.
Add subscriber to group
Add a specific subcriber to group.
Send SMS Message
Send a text message to one or more selected subscribers or groups.
Create Message Template
Create a reusable SMS or MMS template with message text and an optional attachment URL.
Delete Scheduled Message
Delete a scheduled SMS or MMS using its scheduled message ID.
Remove Subscribers from Group
Remove one or more subscribers from group.
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Step by step guides to integrate Mobile Text Alerts and Pipedrive
Frequently Asked Questions
To start, connect both your Mobile Text Alerts and Pipedrive accounts to viaSocket. Once connected, you can set up a workflow where an event in Mobile Text Alerts triggers actions in Pipedrive (or vice versa).
Absolutely. You can customize how Mobile Text Alerts data is recorded in Pipedrive. This includes choosing which data fields go into which fields of Pipedrive, setting up custom formats, and filtering out unwanted information.
The data sync between Mobile Text Alerts and Pipedrive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Mobile Text Alerts and Pipedrive. 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.
About Mobile Text Alerts
Mobile Text Alerts allows you send mass SMS text messages to your group.
Learn MoreAbout Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn More
