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Twilio + Pipedrive Integrations

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

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.

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

Pipedrive Integrations
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Best Twilio and Pipedrive Integrations

  • Twilio Twilio

    Pipedrive + Twilio

    Send Twilio SMS Messages for Pipedrive Deals Newly Added To Specific Stages Read More...
    When this happens...
    Twilio Deal Matching Filter
     
    Then do this...
    Twilio 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
  • Twilio Google Sheets

    Twilio + Google Sheets

    Add new Google Sheet rows for Twilio SMS text messages Read More...
    When this happens...
    Twilio New SMS
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you’re a business owner, you understand the importance of Twilio SMS Text Messages. These SMS text message mean a lot to your business and you must keep them safe for future reference. With our automation platform, you can automatically save Twilio SMS Text Messages without any manual efforts. With this integration active, Appy Pie Connect will copy your Twilio SMS messages into a spreadsheet in Google Sheets, bringing all of your messages together into one place.
    How This Connect Works
    • A new SMS message triggers in Twilio
    • Appy Pie Connect automatically adds the SMS to Google Sheets as a new row in a spreadsheet
    What You Need
    • A Twilio account
    • A Google account (with an access to Google Sheets spreadsheet)
  • Twilio Google Sheets

    Twilio + Google Sheets

    Save New Twilio Calls to Google Sheets as New Rows Read More...
    When this happens...
    Twilio New Call
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Setup Google Sheets – Twilio automation with Appy Pie Connect and automatically save Twilio calls without any manual efforts. You don’t need to learn coding or programming skills, just follow our simple instructions and set-up this Connect in minutes. After setting this integration up, Appy Pie Connect will save Twilio phone calls in details, including – number, call location, and how long you talked or any other detail you might need.
    How This Automation Works
    • A new call is logged on Twilio
    • Appy Pie Connect adds call information to Google Sheets as a new row
    What Is Needed For Integration
    • A Twilio Account
    • A Google Account( with access to Google Sheets)
  • Twilio Google Calendar

    Twilio + Google Calendar

    Generate events on the Google Calendar from Twilio SMS messages Read More...
    When this happens...
    Twilio New SMS
     
    Then do this...
    Google Calendar Quick Add Event
    Ever wanted to set up new Google Calendar events from Twilio SMS message? Use the Twilio – Google Calendar integration to trigger events based on Twilio SMS messages. Once this integration has been set up, whenever a message is received on Twilio, Appy Pie Connect creates an event on Google Calendar based on that SMS message.
    How This Integration Works
    • Twilio receives an SMS
    • Appy Pie Connect creates an event on Google Calendar based on the Twilio SMS message
    What You Need
    • A Twilio Account
    • A Google Account with access to Google Calendar
  • Twilio Slack

    Twilio + Slack

    Set status on Slack from Twilio SMS messages Read More...
    When this happens...
    Twilio New SMS
     
    Then do this...
    Slack Set Status
    With the Slack – Twilio integration from Appy Pie Connect, you can easily keep your team members updated about your activities through your Slack status, on the fly. Once this integration is successfully setup, your Slack status will be automatically updated each time you receive an SMS on your Twilio number
    How This Integration Works
    • A new SMS is received on your Twilio number
    • Appy Pie Connect updates the message to your Slack status
    Apps Needed
    • Twilio
    • Slack
  • Twilio Slack

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

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

    Triggers
  • 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.

  • 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 Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

  • 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.

How Twilio & Pipedrive Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Select Pipedrive as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Pipedrive with Appy Pie Connect.

    (2 minutes)

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

Integration of Twilio and Pipedrive

Twilio is a company which provides an API for voice and text messaging on web, browser and mobile. It also provides various management and analytics tops.

Pipedrive is a sales automation software which is used by Sales teams to keep track of their leads and manage their sales process.

This section of the article will be about the integration of Twilio and Pipedrive. This section will also contain the benefits of using Twilio with Pipedrive.

Integration of Twilio and Pipedrive

Before integrating Twilio and Pipedrive there was no direct way to get new customers or get in touch with existing customers through voice or text. With the help of Twilio, Pipedrive can integrate with Twilio and use it for its betterment.

Benefits of Integration of Twilio and Pipedrive

Using Twilio with Pipedrive helps business owners do a lot more things like:

  • Reach out to customers via Voice/Text Messages when they are not at their desk. For e.g.. they have been waiting for a long time to get a response from a customer but they never reply back. Rather than waiting any longer, contact them via voice/text message to get a response from them.
  • Create a personalised welcome message for your customers. You can create a welcome message that conveys your brand’s value proposition, tells them how to succeed with your product, and gives them a simple next step they can take to become a customer.
  • Send a WELCOME MESSAGE to customers after completing the purchase of your product. This is known as “Post-Purchase” message or email. Using this, you can ask customers about their favourite features, share tips on using the product, remind customers about their next step in the sales process, etc.
  • Send a POST-PAYMENT MESSAGE to customers after completing the payment of your product. You can use this message to give customers a quick overview of the product they bought, a link to download a user guide, a link to download an ebook related to your business, etc.
  • Send an INTRODUCTORY MESSAGE after sending an introductory email to your new customer. You can send this text if you haven’t received any response from the customer after sending an introductory email. Using this message you can remind them about the purpose of your introductory email, if they want to continue receiving weekly updates, etc.
  • Send an AFTER SALES MESSAGE to customers after completing the sale of your product. You can use this message to give them a quick overview of the product they bought, a link to download a user guide, a link to download an ebook related to your business, etc.
  • Use voice messages at trade shows or other events where you have limited physical space to engage with attendees/customers. Instead of busy booths with crowded lines, you can stand quietly at the back of the room answering questions via an IVR system based on your event schedule. This frees up your staff to have conversations with people who are physically present at your booth, while simultaneously engaging attendees via IVR.
  • Use text messages to improve lead generation at events by allowing people who are interested in speaking with you to text you directly instead of having their phones ring off the hook while they are looking for you in the crowd.

Integrating Twilio and Pipedrive has many advantages like. reaching out to customers via voice/text messages for enquiry response, creating personalized welcome messages for your customers, sending post-purchase messages for feedback or advice or marketing messages, sending post-payment messages for thanking them for making payment, sending introductory messages for asking them if they would like to receive weekly updates, sending after-sales messages for congratulating them on the purchase of your product, using voice messages at trade shows or other events where you have limited physical space to engage with attendees/customers, using text messages to improve lead generation at events by allowing people who are interested in speaking with you to text you directly instead of having their phones ring off the hook while they are looking for you in the crowd etc.

The process to integrate Twilio 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.