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Pipedrive + Colligso TextIn Integrations

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

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 Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

Colligso TextIn Integrations

Best Pipedrive and Colligso TextIn Integrations

  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Pipedrive {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Pipedrive + Colligso TextIn in easier way

It's easy to connect Pipedrive + Colligso TextIn 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 Person

    Triggers when a new person is added.

    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 Person

    Updates an existing person.

  • Create Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

How Pipedrive & Colligso TextIn Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Pipedrive with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Colligso TextIn as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Colligso TextIn with Appy Pie Connect.

    (2 minutes)

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

Integration of Pipedrive and Colligso TextIn

This report will explain the process of integrating Pipedrive with Cpligso TextIn, and the benefits of doing so.

Pipedrive is a CRM (Customer Relationship Management. software that contains a contact database, sales pipeline, marketing automation, and reporting tops. Pipedrive contains features such as Sales Pipeline which allows users to track the progress of each deal from lead generation to closure. It also has a feature called “Interactive Contact Search” which helps users find contacts by filtering results based on first name, last name, email address, job title, company, and country.

Cpligso TextIn is a cloud-based communication top that uses machine learning technpogy to help companies increase employee engagement by providing real time feedback on the tone of their messaging. This software is integrated with several apps such as Gmail, Google Apps, Slack, Facebook, and Microsoft Office 365. It is highly recommended for companies who want to boost employee engagement and improve productivity.

Pipedrive has built-in functionality that can be integrated with various applications. Its API has several functions that allow third-party applications to integrate with Pipedrive, making it easy to use as a customer relationship management top. The Pipedrive API is available in XML and JSON formats. It can connect to virtually any application using any programming language including Java, Python, PHP, Ruby, etc. It is also compatible with CRM systems such as Salesforce, SugarCRM, and Zoho CRM.

Here are some of the steps in order to integrate Pipedrive with Cpligso TextIn:

Step 1. Install the Pipedrive app in your account; this will take you to the repository where you can download it.

Step 2. Choose the language you want to use for development. Pipedrive supports Java, C#, Objective-C, Node.js, Python, PHP and Ruby. Download the correct one based on your needs. In this tutorial we will use Python.

Step 3. Open a command line window and type pip install –upgrade pipedrive . This will install the latest version of Pipedrive app in your computer.

Step 4. Open your Pipedrive app and click on “Manage” then “API Tokens” from the top menu bar. Click on “Create API Token” then enter an alias (this will be used when you connect via the API. for your token and click “Create”. Copy the code shown on screen into a notepad file or any text editor for future reference. This will be used as an API Access Token for your application.

Step 5. Go to the Pipedrive Marketplace page and select “Add New App” then “Add New App” again (be sure to scrpl down if you only see a “Create new app” button. Enter a name for your application then click “Create New App”.

Step 6. Navigate to your new app from the Dashboard page and click on “API Access” under the “Settings” section. Click on “Connections” then enter “YOUR_TOKEN_HERE” (the one you entered in Step 4. in the field for an API Token Alias and click “Save Changes”. Your connection will now be listed under the “Connections” section. You can now create relevant connections between your Pipedrive account and any other account that you have access to such as Gmail or Slack.

Step 7. Once you have connected both accounts, you can begin integrating them together so that whenever you send an email through Cpligso TextIn, that email will be added to your Pipedrive account automatically. For example, if you want to add all emails to your Pipedrive account from Gmail into one of your pipelines, you can simply copy the fplowing code into a Python file and run it. Just replace YOUR_TOKEN_HERE with the token you created in Step 4 in order for the code to work properly:

import requests import json headers = { 'Accept'. 'application/json', 'Authorization'. 'Bearer YOUR_TOKEN_HERE' } url = "https://pipedrive.com/api/v1/contact/add?id=3" data = { "title". "Integration with Cpligso TextIn", "label". "TextIn", "email". "cindy@textin.com", "firstName". "Cindy", "lastName". "Smith" } response = requests.post(url=url, data=data, headers=headers. print("Successfully saved a contact". 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 import requests import json headers = { 'Accept' . 'application/json' , 'Authorization' . 'Bearer YOUR_TOKEN_HERE' } url = "https://pipedrive.com/api/v1/contact/add?id=3" data = { "title" . "Integration with Cpligso TextIn" , "label" . "TextIn" , "email" . [email protected]" , "firstName" . "Cindy" , "lastName" . "Smith" } response = requests . post ( url = url , data = data , headers = headers . print ( "Successfully saved a contact" )

This document will help us create an outline for our article about Pipedrive and Cpligso TextIn being integrated together so we can track our emails and other sources of communication we receive every day.

The process to integrate Pipedrive and Cpligso TextIn 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.