How to Integrate Pipedrive with Twilio

Quick summary

This guide shows how to integrate Pipedrive with Twilio using Zapier by building a Zap that triggers on Pipedrive events and sends automated SMS messages via Twilio. The entire setup takes just a few minutes and requires no coding knowledge.

Steps

1. Log in to Zapier, click "Create," and then select "Zaps" to get started.
2. Click "Trigger" to begin configuring the trigger step of your Zap.
3. Search for "Pipedrive" and select it as the Trigger App.
4. Choose a trigger event to define what action in Pipedrive will fire the Zap.
5. Sign in to your Pipedrive account and click "Continue" to authorize the connection.
6. Click "Test trigger" to verify that Zapier can pull sample data from Pipedrive.
7. Click "Continue with selected record" to confirm the sample data and proceed.
8. Search and select "Google Contacts" as an action app to add an intermediate step if needed.
9. Search and select "Twilio" as the action app to set up SMS sending.
10. Log in to your Twilio account and click "Continue" to authorize the connection.
11. Complete and customize the required action fields, then select "Continue."
12. After testing the action, select "Publish" to activate the integration and go live.