Integrating Textline with Pipedrive by AI Agents and Assistants

Appy Pie Automate 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

Integrations for Pipedrive
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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 Automate.

    (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.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 10:16 pm
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