/How To Set Up Automated Text Messages In Pipedrive Tutorial☕

How To Set Up Automated Text Messages In Pipedrive Tutorial☕

Step 6: Now in Zapier you will see the option of Filter, drop this menu down and look for the filter that you made earlier, in our case we called it “New Lead Text Message Notification” and you will see it in the list of filters shown below. Go ahead and select it and click continue.

Filter option in PipeDrive

Step 7: On the left-hand side you will see Add a Step, go ahead and click on that then hit Action/Search

Add a Step - Zapier

Then hit Action/Search

Add Action Zapier

Step 8: in the search box type “BurstSMS” and select it.

BurstSMS Zapier

Step 9: Select the option Send SMS and click the Save + Continue blue button

Send SMS Burst SMS

Step 10: Head over to Burst SMS website and log in, once logged in you will see in the top menu bar an item named settings, click on this and generate an API secret, do not share this with anyone. Now copy the API key and head back over to Zapier and paste the API key and API secret into the fields as requested and click Save + Continue blue button in the bottom right.

Burst SMS Settings

Step 11: In this step, we configure what information we want to include in the text message, some people may choose to just send some wording of their choosing, others may want to include dynamic fields from deals, this can include Deal Title, Contact Details of lead, phone numbers and loads more info.

BurstSMS Fields

After you have included your message body, work your way down the page and populate the fields you require, in this example I don’t need a tracking Link so I have skipped this step.

(required) – I have entered my mobile number to receive the text message, you can enter multiple by separating them with a comma. Next, you will need to format the number, it is important to pick your country here as this will add the international prefix to the front of the number and will ensure text delivery. 

(optional) – In this field I have gone for our company name to show who the text is from rather than a number, this is simply for the salespeople to easily know its a new lead and to also ensure there are no replies sent back. Named from numbers is no reply. You can also purchase your own virtual number from BurstSMS to allow replies and communication on that number. 

Finally, click the blue next button once you have filled out the above and hit on the Send Test to Burst SMS and check to ensure it is working, then name your Zap (I recommend the same as your filter in PipeDrive for easy reference later on) and turn it on! Your all set.

Test your Zap and turn it on.