Pipedrive + Texto
Send SMS automatically when deals move through your Pipedrive pipeline. Keep leads warm with timely texts.
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What is Pipedrive?
Pipedrive is a sales-focused CRM designed to help small and mid-sized sales teams manage deals and pipelines. It's known for its visual deal pipeline and simplicity, making it popular with Australian sales teams.
What can you do with Pipedrive + Texto?
Real use cases for sending SMS from Pipedrive.
New deal notifications
When a new deal is created in Pipedrive, automatically text the contact to acknowledge their enquiry and set expectations.
Stage change alerts
Deal moved to 'Proposal Sent'? Automatically text the prospect to check their email for the proposal.
Activity reminders
Send SMS reminders to your sales reps about upcoming Pipedrive activities — calls to make, meetings to attend.
Won deal follow-ups
When a deal is marked as won, automatically send a thank-you SMS to the customer and a link to next steps.
How to connect Pipedrive to Texto via Zapier
Follow these steps to start sending SMS from Pipedrive.
- 1
- 2
Log into Zapier and create a new Zap
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Choose Pipedrive as your trigger app
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Select the trigger event (e.g. 'Updated Deal', 'New Deal', 'New Activity')
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Connect your Pipedrive account
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Choose Texto as your action app and select 'Send SMS'
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Connect your Texto account
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Map the contact's phone number and compose your message using Pipedrive fields
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Test and activate your Zap
Ready to connect Pipedrive?
Join thousands of Australian businesses sending SMS for 3¢. No contracts, no monthly fees.
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