Integrate Textline with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Textline and Pipedrive

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About Textline

Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.

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

Want to explore Textline + Pipedrive quick connects for faster integration? Here’s our list of the best Textline + Pipedrive quick connects.

Explore quick connects

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Connect Textline + Pipedrive in easier way

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

  • Triggers
  • New Contact Message

    Triggers when a new contact message is created.

  • 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.

  • Actions
  • Create or update Contact

    Creates a contact.

  • Send Announcement

    Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.

  • Send Message

    Sends a new Message.

  • Send Survey

    Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search

  • Update Agent Status

    Updates a agent availability in textline.

  • 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.

How Textline & Pipedrive Integrations Work

  1. Step 1: Choose Textline 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 Pipedrive 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 Textline to Pipedrive.

    (2 minutes)

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

Integration of Textline and Pipedrive

Pipedrive is a sales management application, which has been designed as a top for more efficient business communication. The software offers several features that make it a useful top for businesses of all sizes. It allows creating tasks and reminders, which is extremely convenient. The app also tracks the daily activities of the employees for better performance and more effective communication with clients. It allows keeping a record of all the actions that the employee takes in the course of working hours.

Another important feature of Pipedrive is its integration with other applications. This way, it becomes possible to use multiple tops from different programs at once. One can integrate Pipedrive with MailChimp, Google Sheets, Trello, QuickBooks and many more. In this case, it is necessary to install a connector on the computer of the individual who will be using the application. This connector will enable connection between Pipedrive and other applications. For instance, one can integrate the email marketing top MailChimp with Pipedrive and then send automated emails to clients about new products or special offers.

Textline is a messaging platform, which allows companies to send texts to their customers. Textline allows sending text messages to potential customers and those who have already bought goods or services from the company. This way, it is possible to greet customers at hpidays or congratulate them on special occasions like their birthday. Companies can also use this messaging service to remind customers about upcoming sales or inform them about discounts and sales, which they can take advantage of.

Integration of Textline and Pipedrive

One can integrate Textline and Pipedrive and use them together for better communication with customers and employees. Whenever a client sends a message to the company via Textline, this information will be sent to Pipedrive as well. At the same time, all the actions taken by employees will be recorded in Pipedrive as well.

Benefits of Integration of Textline and Pipedrive

Integrating Textline and Pipedrive is beneficial for both companies and their customers. For instance, if a company wants to encourage their customers to keep sending updates about their shopping experience, they can use Textline and Pipedrive for that purpose. If customers send updates and feedback to their company via Textline, Pipedrive will also receive these messages. The application will save all this information in the system accounts of the employees, who are responsible for client support. Thus, it will be easy for them to see what their clients are saying about the company’s services or products. Another benefit of this integration is that one can easily send customizable messages to their clients via Textline. For example, if a company decides to launch a new product, they can send an automated message to clients through Textline about this new product. It would also be possible to send personal messages to clients on special occasions like anniversaries or birthdays.

In conclusion, integration of Textline and Pipedrive is beneficial for both companies and their customers. Consumers are very active on social media platforms nowadays, so it is safe to say that they are ready for communication via text messages as well. Therefore, if a company wants to attract new customers or retain their current ones, they should use Textline.

The process to integrate Textline and Pipedrive 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm