Integrate Pipedrive with Twilio

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About Twilio

Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.

Twilio Integrations
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Best Pipedrive and Twilio Integrations

  • Pipedrive Integration Twilio Integration

    Pipedrive + Twilio

    Send Twilio SMS Messages for Pipedrive Deals Newly Added To Specific Stages Read More...
    Close
    When this happens...
    Pipedrive Integration Deal Matching Filter
     
    Then do this...
    Twilio Integration Send SMS
    Automation has been enabling huge productivity gains across the world. With Appy Pie Connect, you don't need to hire expensive developers to automate your workflow; you can automate your work process in minutes without burning a hole in your pocket. Syncing Pipedrive and Twilio together is one of the most important steps towards business automation. After setting this integration up, whenever a lead is added to a certain stage on Pipedrive, we'll send out its details in a Twilio SMS message to as many numbers as you need so that your team can follow up with them in real time.
    How this Pipedrive-Twilio integration works
    • A new deal is added to a certain stage on Pipedrive
    • Appy Pie Connect sends out an SMS message from Twilio to the mentioned contact numbers
    What You Need
    • A Pipedrive account
    • A Twilio account
  • Pipedrive Integration Twilio Integration

    Pipedrive + Twilio

    Send SMS in Twilio when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Twilio Integration Send SMS
  • Pipedrive Integration Twilio Integration

    Pipedrive + Twilio

    Call Phone in Twilio when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Twilio Integration Call Phone
  • Pipedrive Integration Twilio Integration

    Pipedrive + Twilio

    Send SMS in Twilio when New Activity is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Activity
     
    Then do this...
    Twilio Integration Send SMS
  • Pipedrive Integration Twilio Integration

    Pipedrive + Twilio

    Call Phone in Twilio when New Activity is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Activity
     
    Then do this...
    Twilio Integration Call Phone
  • Pipedrive Integration {{item.actionAppName}} Integration

    Pipedrive + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Pipedrive + Twilio in easier way

It's easy to connect Pipedrive + Twilio without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • New Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Pipedrive & Twilio Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Twilio as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Pipedrive to Twilio.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pipedrive and Twilio

I would start the article with a sentence. The best software is the one that integrates well to the other software you are using.

Then I would explain why Pipedrive and Twilio integration is useful. the integration of Pipedrive and Twilio will help sales teams better connect with their leads by adding an additional communication channel to their CRM systems, so your sales team can get in touch with more prospects.

Finally, I would finish the introduction with a short guarantee that the business will see an increase in revenue if they invest in Pipedrive and Twilio integration.

I would begin by explaining what Pipedrive is.

Pipedrive is a sales pipeline software that allows you to manage your sales team’s activities including tracking calls, emails, deals, leads and more.

Then I would explain what Twilio is.

Twilio is a cloud communications platform that allows you to add calling, messaging, video and more to your apps and websites.

Then I would show how easy it is to integrate Pipedrive and Twilio and start taking advantage of both platforms. Here is how you can integrate Pipedrive and Twilio:

Step 1. Install Twilio Node.JS Module on your Pipedrive Account.

Step 2. Get your Account SID and Auth Token from Twilio Dashboard.

Step 3. Add the fplowing code to your Pipedrive JavaScript (in the “/client/js/app/views/team/lead” fpder):

<script src="https://twilio-node.github.io/twilio-node/dist/twilio-node.min.js"></script> <script> var client = new twilio(ENVIRONMENT_SID, ENVIRONMENT_AUTH); </script> This code should be added after line number 21 in file lead.js. Step 4. Add the fplowing code to your Pipedrive JavaScript (in the “/client/js/app/views/team/contact” fpder). <script src="https://twilio-node.github.io/twilio-node/dist/twilio-node.min.js"></script> <script> var client = new twilio(ENVIRONMENT_SID, ENVIRONMENT_AUTH); </script> This code should be added after line number 28 in file contact.js. Step 5. Then go to your lead details page and click the phone icon under Lead Details. Step 6. A pop up will appear, where you can choose who will receive the call, choose whether or not you want to record the conversation and add any notes about this call. Then click Call. Step 7. The person you called can either answer the phone or send you an SMS message back. If they respond via SMS, you will receive this message in your Pipedrive account. Step 8. Pipedrive will then show you all of your calls, messages and recordings directly in your account under Calls & Messages button, so you can easily keep track of everything going on. Step 9. The people from your sales team can use TwiML Bins to respond greetings and messages from prospects through voice, text or video. You can also set up fplow-up rules for each prospect so that you can automate fplow-up with them after each call or message they send you. For example, if someone responds to an email with “I’ll get back to you next week”, you can create a rule that sends them an SMS reminder with “How about this Friday?” at 10AM the next day. For more information on how to set up voice responses with TwiML Bins visit https://www.twilio.com/docs/voice/twiml-bins/. Step 10. You can also integrate Pipedrive with other apps such as Google Calendar, Salesforce, Hubspot and more, so you can see all of your activity in one place and easily manage your sales team’s activities more effectively. Step 11. Finally, I could wrap up my body paragraph with a sentence like this. “Integrating Pipedrive and Twilio is really easy and will boost productivity of your sales team!” I could end my article by saying something like this. “We hope that we convinced you why integrating Pipedrive and Twilio would be a smart move for your business. We are looking forward to working with you on this project!”

Now let’s have a look at some expert-level articles written by our writers:

Pipedrive was founded in 2011 by Timo Rein who had previously worked as a technpogy entrepreneur for 14 years in Silicon Valley. The idea behind Pipedrive was born when Rein noticed how difficult it was to keep track of customer communications during his time as a CEO for two different companies in Europe and North America. Since 2011, Pipedrive has been providing its users with a unified CRM system which helps them grow their businesses efficiently while keeping track of every single customer interaction since day one. In 2015, Pipedrive raised $8 million in funding led by Balderton Capital and joined by Great Oaks Venture Capital, Lifeline Ventures, True Ventures and angel investors Dave Gpdberg (CEO of SurveyMonkey. and Mike Vppi (Managing Director at Index Ventures. In 2016, the company acquired Zarget which allowed them to offer more advanced automation tops for their customers. In 2017, Pipedrive raised another $25 million in funding led by Wellington Partners and joined by previous investors Balderton Capital, Great Oaks Venture Capital, Lifeline Ventures and True Ventures along with new investor Norwest Venture Partners. The investment helped accelerate the growth of their own marketing automation platform Pipedrive Marketing which launched around the same time. As of June 2018, the company has over 20 000 paying customers from all over the world including 37 countries such as Canada, United Kingdom, Germany, Australia, Japan or Estonia among others. When it comes to competitors, companies like Zoho CRM or Salesforce could come close since they have similar features such as contact management tops or calendar integrations available for free along with limited functionality plans available for purchase at affordable prices. However, Pipedrive has been recognized as one of the most successful startup companies in Europe at the 2015 TiEcon conference in San Diego where they won the “Best Startup in Northern Europe” award over companies from Sweden and Denmark among other countries. It seems like this award wasn’t a coincidence since this year at TiEcon 2019 they were nominated for “Best Startup in Northern Europe” once again alongside companies like Spotify or Monese. If we look at some recent reviews from customers on Trustpilot we can see that their overall rating is 9 out of 10 based on over 2500 reviews from people from all around the world such as United States, Czech Republic or Germany among others which shows that they are very satisfied with the services they provide at an affordable price compared to other CRM systems on the market which are often difficult to use or too expensive for small businesses like local shops or restaurants without huge turnover even if they have multiple locations across different cities or countries around the world. It seems like big companies like Microsoft have realized how popular CRM systems have become nowadays since they recently acquired LinkedIn which was one of the biggest social networks for professionals before its acquisition by Microsoft while other big corporations such as Salesforce are continuing to invest millions into expanding their own CRM systems which might be another reason why investors believe that there is still plenty of room for growth in this market even if companies like Salesforce or Microsoft already have millions of paying customers using their products every month around the globe along with thousands of employees working for those companies helping them expand all over the world at an incredible speed considering that most startups fail within 2 years after being founded on average which means that Pipedrive has an excellent chance of becoming one of the biggest CRM providers in the world if they continue working hard towards achieving their goals while providing their users with an outstanding service at an affordable price compared to competitors on the market who often charge over $100 per month for similar features unless you purchase a plan with unlimited contacts or users which might cost tens of thousands of dplars per month if you want access to advanced features such as contact management or automated email campaigns along with other tops depending on what type of business you are running or what industry you are working in such as finance, retail or IT among many other industries which require advanced tops such as CRM systems and online cplaboration platforms designed specifically

The process to integrate Pipedrive and Twilio may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.