Send Typeform Surveys to request feedback from your customers and get results directly on the Deal view.
Pipedrive - GatewayAPI SMS with OneClick
Send SMS messages to your customers directly from their Pipedrive contact and keep track of communication with Activities.
OneClick SMS
Send SMS messages to your customers directly from Pipedrive with OneClick. You can remind them of meetings, confirm appointments, send delivery and order status, inform them about a sent or signed document, or simply share information via SMS.
- Install OneClick in Pipedrive. It’s easy and free.
- Once done, the app will appear in Pipedrive’s left sidebar for deals, orgs, and persons.
- Build a zapier.com Zap or a make.com Scenario to create the invoice at OneClick
This example shows a Make.com scenario integrating Pipedrive and GatewayAPI triggered by a OneClick button, sending an SMS.
How to build a scenario?
1. Set-up
2. Create a new Make.com scenario
3. Make a new OneClick connection
4. Set the Webhook response
5. Parse a Phone
6. Add a send an SMS action
7. Create a Pipedrive activity
1. Set-up
Make.com
You will need to create an API key in Pipedrive and connect it to Make.com. This will allow Make.com to access your Pipedrive data and trigger actions based on certain events.
GatewayAPI
Next, you will need to set up the GatewayAPI integration by creating an account and obtaining an API key. This will allow Make.com to send SMS messages via GatewayAPI.
OneClick
Install OneClick in pipedrive. It’s easy and free. Once installed, you will be able to see the app in the sidebar section of the deals, persons, and organisations on the left.
2. Create a new Make.com scenario
- Check OneClick’s make.com scenario basics.
- Select Webhook as the trigger in your new make.com scenario, click here to read more about custom webhooks configuration.
- Select the Webhook trigger.
- Choose the Custom webhook option.
- Add a new webhook and give it a Name: “OneClick SMS”
- Click save and copy your new webhook URL to the clipboard
- You’ll see the ‘loading’ button as it tries to receive data.
3. Make a new OneClick connection
- Refer to this link for a full tutorial.
- Open any Pipedrive Person
- Click on Settings in the Zimple OneClick application panel on the left.
- Click on Create new in the Connections tab
- Paste the Make.com scenario webhook URL from your clipboard in the Domain URL field.
- Enter “Send SMS“ in the Button text field
- Optionally enter a description in the Description field under the Button behaviour section
- You can also Limit the Visibility of your new button. In this example, we will choose to show the button on the Person view only.
- In the “Data Fields” section, select the Text field type, “Your message” as the field label, and “your_message” in the field key. Select the Phone number in the Person field. This is a mandatory field so that the information gets directly to the scenario and you save looking for it in Pipedrive as an additional action.
- Click Save changes and exit
- Test the webhook to confirm that the field data is being received in make.com
4. Set the Webhook response
Back to Make.com, set the next step in the scenario: Webhook response status to 200.
5. Parse a Phone
Set the next action in the scenario using the Parse a Phone Make.com tool. This will check the phone number validity and convert it to a normalised format.
- Select the US default country for parsing.
- Choose the phone field value from the webhook, insert a ” 1 “ after the open brackets, as the phone number is an array field in Pipedrive, and close the brackets with the value field.
6. Add a send an SMS action
Add a GatewayAPI Send an SMS message action to the scenario.
- Select your GatewayAPI account.
- In the message section, select the Text field from the webhook.
- In the recipients section, select the country code and phone number values from step 5.
7. Create a Pipedrive activity
Finish your scenario with a Pipedrive activity.
- Select your pipedrive account.
- Set the subject of the activity as “SMS sent to” and insert the field from the phone parsing step 5.
- Mark it as Done and select Call as the activity type.
- Link it to the Pipedrive user and the Person’s ID.
- Insert the message field from the webhook in the Note section.
That’s it. Now test your scenario with some data and start messaging!
- Save time and resources
- Avoid errors and increase collaboration
- Unlock Pipedrive user Productivity
- Focus on your most valuable processes
- Gain full control of automations
- Enable users to streamline activities