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Pipedrive

Text a person when a deal moves stage, and add their reply to the deal as a note.
Start free for 7 daysStep-by-step in the docs

All integrationspipedrive.com(opens in a new tab)

What you can do

  • Text a person when their deal moves to a stage you choose.
  • Add each reply to the person in Pipedrive as a note.

How it connects

  • Recommended

    Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs

  • Make

    BlueBot’s Make app sends texts and starts scenarios when a text comes in or changes state.

    Make in the docs

Recipes

Two recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Text when a deal moves stage

Starts when

When a deal moves to a new stage in Pipedrive

  1. Start a Zap with Pipedrive’s trigger for an updated deal.
  2. Add a Filter by Zapier step for the stage you care about, such as Proposal Made.
  3. Add BlueBot’s Send Text action and map the person’s phone number to To.

The text it sends

Hi {{first_name}}, I just sent over the proposal. Text me here with any questions and I’ll answer today.

From your own number

02With Make

Add replies to the person as a note

Starts when

A text comes in (BlueBot’s message.received webhook)

  1. Start a scenario from BlueBot’s webhook for incoming texts.
  2. Search Pipedrive for the person with the sender’s phone number.
  3. Add a note to that person with the words of the text.
Step-by-step in the docs

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