Connect Twilio to Pipedrive

Use 5 documented Twilio triggers to run 24 documented Pipedrive actions.

5 source triggers

24 target actions

Reverse direction supported

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Why Connect Twilio & Pipedrive?

Start with a Twilio event

Choose from 5 documented triggers, including New Incoming SMS (Instant), New Call (Instant), New Phone Number.

Run a Pipedrive action

Send the event into one of 24 documented actions, such as Add Activity, Add Deal, Add Labels.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Twilio

Triggers (5)

New Incoming SMS (Instant)

Emit new event every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.

webhook

New Call (Instant)

Emit new event each time a call to the phone number is completed. Configures a webhook in Twilio, tied to a phone number.

webhook

New Phone Number

Emit new event when you add a new phone number to your account

polling

New Recording

Emit new event when a new call recording is created

polling

New Transcript Created

Emit new event when a new call transcript is created

polling

Actions (24)

Make a Phone Call

Make a phone call passing text, a URL, or an application that Twilio will use to handle the call. See the documentation

Check Verification Token

Check if user-provided token is correct. See the documentation

Create Verification Service

Create a verification service for sending SMS verifications. See the documentation

Delete Call

Remove a call record from your account. See the documentation

Delete Message

Delete a message record from your account. See the documentation

Download Recording Media

Download a recording media file. See the documentation

Get Call

Return call resource of an individual call. See the documentation

Get Message

Return details of a message. See the documentation

Get Transcripts

Retrieves full transcripts for the specified transcript SIDs. See the documentation

List Application SID Options

Retrieves available options for the Application SID field.

List Call ID Options

Retrieves available options for the Call ID field.

List Calls

Return a list of calls associated with your account. See the documentation

List From Options

Retrieves available options for the From field.

List Incoming Phone Number Options

Retrieves available options for the Incoming Phone Number field.

List Message Media

Return a list of media associated with your message. See the documentation

List Messages

Return a list of messages associated with your account. See the documentation

List Parent Call SID Options

Retrieves available options for the Parent Call SID field.

List Recording ID Options

Retrieves available options for the Recording ID field.

List Service SID Options

Retrieves available options for the Service SID field.

List Transcript SIDs Options

Retrieves available options for the Transcript SIDs field.

List Transcripts

Return a list of transcripts. See the documentation

Phone Number Lookup

Lookup information about a phone number. See the documentation for more information

Send Message

Send an SMS text with optional media files. See the documentation

Send SMS Verification

Send an SMS verification to a phone number. See the documentation

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook

Lead Updated (Instant)

Emit new event when a lead is updated.

webhook

New Deal (Instant)

Emit new event when a new deal is created.

webhook

New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook

New Person (Instant)

Emit new event when a new person is created.

webhook

Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here