Connect Pipedrive and Salesmsg

Both apps 71Pipedrive 42Salesmsg 29

• Trigger
  Deal Won

  Triggers when a deal is marked as won in Pipedrive.

• Trigger
  New Activity

  Triggers when a new activity is created.

• Trigger
  New Deal

  Triggers when a new deal is created.

• Trigger
  New lead

  Triggers when a new lead is added in Pipedrive.

• Trigger
  New Organization

  Triggers when a new organization is added.

• Trigger
  New Person

  Triggers when a new person (contact) is added.

• Trigger
  New Person (with Custom Fields and Labels)

  Triggered when a new person (contact) is added. Includes custom fields and labels.

• Action
  Add product

  Creates a new product in your Pipedrive products catalog, with optional prices, tax, unit and custom field values.

• Action
  Create Activity

  Creates a new activity (call, meeting, task, etc.).

• Action
  Create Deal

  Adds a new deal to Pipedrive. Returns the created deal.

• Action
  Create Lead

  Creates a new lead. Returns the created lead.

• Action
  Create Note

  Adds a new note to a deal, person, or organization.

• Action
  Create Organization

  Adds a new organization. Returns the created organization.

• Action
  Create Person

  Adds a new person (contact). Returns the created person.

• Action
  Delete Activity

  Marks an activity as deleted.

• Action
  Delete Deal

  Marks a deal as deleted.

• Action
  Delete Organization

  Marks an organization as deleted.

• Action
  Delete Person

  Marks a person as deleted.

• Action
  Get Activity

  Returns the details of one Pipedrive activity by its ID, including its subject, type, due date, linked records and participants.

• Action
  Get Deal

  Returns the deal with the given ID.

• Action
  Get lead

  Returns the details of a single Pipedrive lead by its ID, including its custom field values.

• Action
  Get Organization

  Returns the organization with the given ID.

• Action
  Get Person

  Returns the person with the given ID.

• Action
  Get product

  Returns one Pipedrive product by its ID, including its prices and custom field values.

• Action
  Get related deals for person

  Returns deals having the specified status that are related to the specified person.

• Action
  Get stage ID by stage name

  Returns the stage id if the stage name exists.

• Action
  List activities

  Returns the activities in the Pipedrive account, optionally narrowed by saved filter, owner, deal, lead, person, organization, done status or update time.

• Action
  List deals

  Returns the deals in your Pipedrive account that are not archived, optionally filtered by owner, person, organization, pipeline, stage, status or update time.

• Action
  List organizations

  Returns all organizations in the Pipedrive account, optionally narrowed by filter, owner, IDs or update time.

• Action
  List persons

  Returns the persons in your Pipedrive account, optionally narrowed by filter, owner, organization, deal or update time.

• Action
  List pipelines

  Returns all deal pipelines in the Pipedrive account, with their names and ids.

• Action
  List stages

  Returns the stages in your Pipedrive account, optionally limited to one pipeline.

• Action
  Merge organizations

  Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.

• Action
  Merge persons

  Merges two person accounts. Info from the person record to discard is merged into the person record to keep.

• Action
  Search Deals

  Searches deals by term. Returns matching deals.

• Action
  Search Organizations

  Searches organizations by term. Returns matching organizations.

• Action
  Search Persons

  Searches persons by term (name, email, phone). Returns matching persons.

• Action
  Update Activity

  Updates an existing activity by ID.

• Action
  Update Deal

  Updates an existing deal by ID.

• Action
  Update note

  Updates an existing note in Pipedrive: its content, the deal, person, organization, lead, project or task it is attached to, its author, and its pinning.

• Action
  Update Organization

  Updates an existing organization by ID.

• Action
  Update Person

  Updates an existing person by ID.

• Trigger
  Contact Updated

  Triggers when a contact in Salesmsg is created or updated.

• Trigger
  Missed Incoming Phone Call

  Triggers when an incoming phone call to your Salesmsg number is missed.

• Trigger
  New Contact

  Triggers when a new contact is created in Salesmsg.

• Trigger
  New Contact Opted-Out

  Triggers when a contact in Salesmsg is opted out of text messaging.

• Trigger
  New or Updated Conversation

  Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.

• Trigger
  New Phone Call Received

  Triggers when a new incoming phone call is logged in Salesmsg call history.

• Action
  Add broadcast

  Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast.

• Action
  Add tag

  Creates a new tag in your Salesmsg account that can then be applied to contacts.

• Action
  Add Tag to Contact

  Adds an existing tag to a Salesmsg contact.

• Action
  Assign conversation

  Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.

• Action
  Close conversation

  Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned.

• Action
  Create Note

  Creates a note on a Salesmsg contact.

• Action
  Create or Update Contact

  Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.

• Action
  Delete contact

  Deletes a contact from your Salesmsg account.

• Action
  Delete note

  Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.

• Action
  Find Contact

  Finds contacts whose name, email or phone number matches a search term.

• Action
  Find Salesmsg Member

  Searches the members of your Salesmsg organization by name or email and returns the matches.

• Action
  Get contact

  Returns a Salesmsg contact by its id, including its tags, notes and custom field values.

• Action
  Get conversation

  Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.

• Action
  List conversations

  Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.

• Action
  List tags

  Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.

• Action
  List teams

  Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.

• Action
  Opt-in a contact

  Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way.

• Action
  Opt-Out a Contact

  Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact.

• Action
  Phone Number Lookup (PhoneCheckr)

  Looks up a phone number and returns its formatted form, country, carrier and line type.

• Action
  Remove Tag From Contact

  Removes a tag from a Salesmsg contact.

• Action
  Send a Text Message (SMS / MMS)

  Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.

• Action
  Update contact custom field

  Updates the value of one custom field on a Salesmsg contact and returns the updated contact.

• Action
  Update note

  Updates the text of an existing note on a Salesmsg contact.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.