Create Pipedrive note for new Twilio sms
Twilio + Pipedrive Integration
Pipedrive + Twilio Integration
Integrate Pipedrive to Twilio in one click, or tell Integrately AI how you want each deal handled. Send SMS messages, call customers, update deal stages, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Project is created in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is deleted in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
Message is received in Twilio Instant- SMS is received/sent in Twilio
- Recording is available in Twilio
- Call status is changed in Twilio
- Call is finished in Twilio
- Phone number is added in Twilio
- Transcription is available in Twilio
2.
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
- Get message media by id in Twilio
- Get message medias in Twilio
- Send WhatsApp template message in Twilio
- Send SMS in Twilio
- Send WhatsApp message in Twilio
- Call phone in Twilio
- Get call details by id in Twilio
Trusted by experts at...
Ready Workflows for Pipedrive + Twilio Integration
Send SMS updates, notify team members about new deals, manage communications, and trigger follow-ups, all in just one click.
Most popular automations
Send Twilio sms for new Pipedrive deal
Whenever a new deal is created in your Pipedrive, you'll want to communicate with your team to make sure everyone is on the same page. Sending Twilio sms ensures that everyone knows about the new deal and can provide input on the best way to move forward.
This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Pipedrive - Twilio integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
See moreThis not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Pipedrive - Twilio integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Share updated Pipedrive deal via Twilio sms
Pipedrive + Twilio Integration
Send Twilio sms for new Pipedrive organization
Pipedrive + Twilio Integration
Send Twilio sms for new Pipedrive person
Anytime a new person is added to your Pipedrive, automatically send them a sms through Twilio letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Pipedrive - Twilio integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See moreFurthermore, with this Pipedrive - Twilio integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Make Twilio call for new Pipedrive person
Pipedrive + Twilio Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Pipedrive + Twilio flow
Capture lead details, notify your team across channels, log communications, and trigger follow-up actions instantly. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Calendly (3)
Calendly (3) +
Hubspot (3)
Hubspot (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) +
Typeform (3)
Typeform (3) P
T
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Send a Gmail confirmation and a Twilio SMS whenever a new deal is created in Pipedrive
New Pipedrive deals trigger an instant SMS in Twilio and a confirmation email in Gmail, keeping clients and reps aligned.
P
T
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Send a Gmail notification and a Twilio SMS when a Pipedrive deal stage is updated
Keep stakeholders informed via Gmail and Twilio whenever a Pipedrive deal moves stages.
T
P
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When a Twilio call finishes, update the Pipedrive deal and email the summary via Gmail
Log call outcomes from Twilio into Pipedrive and email the recap using Gmail automatically.
P
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Use ChatGPT to draft a follow-up email in Gmail, send it via Twilio SMS, and log it in Pipedrive
Use AI to generate tailored follow-ups sent via Twilio and Gmail, logged directly in Pipedrive.
Supported triggers and actions for Pipedrive and Twilio
Mix and match to build the exact automation you need
Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
Try it → SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
Try it → Transcription is available in Twilio
Triggers the automation when a transcription is available
Try it → What can you automate with Pipedrive + Twilio?
Streamline your sales communication and CRM data management with powerful automated workflows.
🚀
Trigger instant SMS messages on new deal creation
Automatically send a welcome text message via Twilio the moment a new deal is created in Pipedrive. Engage prospects instantly without manual intervention.
📋
Capture every custom deal field and detail
Map all available Pipedrive deal properties into your communication payloads instead of just basic names. Ensure your outreach messages include accurate context.
🔔
Alert the right sales rep immediately
Notify your team members the second an important customer interaction occurs in Twilio or Pipedrive. Keep everyone aligned on urgent sales opportunities.
🔀
Route communications based on deal value
Send different SMS templates or WhatsApp messages depending on the specific deal value or stage submitted in Pipedrive. Tailor your messaging automatically.
🔄
Keep deal statuses synchronized in real time
Update Pipedrive deal stages automatically when call statuses change or messages are received in Twilio. Maintain an accurate pipeline without manual updates.
🔍
Prevent duplicate records during updates
Search for existing contacts and organizations in Pipedrive before creating new entries, ensuring your database remains clean and organized.
💳
Handle later status changes and payment updates
Trigger SMS receipts or update deal stages when payments succeed or fail, keeping your communication workflows in sync with billing events.
🌐
Extend your sales workflow with Slack
Connect Pipedrive and Twilio with Slack to post team notifications and call summaries in dedicated channels automatically.
And much more...
Who is Pipedrive + Twilio integration for?
Sales teams and customer success managers who need to connect CRM activities with instant cloud communications to speed up response times and close deals faster.
Sales Operations Managers
Account Executives
Customer Success Leads
Support Team Supervisors
Sales Closers
Revenue Operations Specialists
📈
Sales Operations Managers
You track deal progression and communication metrics across different platforms, but your reporting sheet only updates when someone manually exports records, so your pipeline counts are always outdated — with this integration, every deal update flows into your logs instantly and your data stays current.
⚡
Account Executives
You need to act fast when new leads arrive, but manual SMS follow-ups happen too late after deal creation, so prospective clients lose interest before you connect — this integration means every new deal triggers an instant SMS via Twilio the moment it hits Pipedrive.
🤝
Customer Success Leads
You answer to clients who want immediate status updates on their onboarding tickets and calls, but manual communication logs leave gaps, so clients feel ignored — connecting these apps means every call completion and stage change updates your clients automatically.
📞
Support Team Supervisors
The volume of inbound calls and text messages is too high for anyone to keep up with by hand, leading to missed follow-ups and unlogged conversations — automating both apps means every call summary and text interaction syncs directly to your CRM without manual data entry.
💼
Sales Closers
You own the closing stage and depend on inbound leads being qualified and messaged upstream, but handoffs are slow and prone to human error — automating this workflow means every new submission triggers an instant text message and deal creation without delay.
🗂️
Revenue Operations Specialists
You need a reliable history of all customer communications for accurate forecasting, but manual logging creates inconsistent records and missing entries — this integration means every call, message, and deal update is captured in your CRM with complete accuracy.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Pipedrive + Twilio
Build and manage your Pipedrive + Twilio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipedrive + Twilio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Pipedrive + Twilio Now 
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Frequently Asked Questions
How do I connect Pipedrive to Twilio?
You can connect Pipedrive to Twilio in 1 click using ready templates on Integrately, or ask Integrately AI to build your workflow. It also connects with Gmail, Calendly, Hubspot, Slack, Stripe, and Typeform.
Can I automatically send a Twilio SMS when a new Pipedrive deal is created?
Can I connect Pipedrive, Twilio, and Slack?
What is a good Zapier alternative for Pipedrive and Twilio?
How does Pipedrive handle deal updates in this integration?
How does Twilio handle incoming messages with Pipedrive?
Do I need coding skills to automate Pipedrive and Twilio?
Is the Pipedrive and Twilio integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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