Kixie + Pipedrive + Delay by Zapier

Send Kixie SMS messages make calls when new Pipedrive deals are created

Keep your outreach responsive without the hassle of manual messaging tasks. This zap will allow you to automatically send an SMS message and place a call to the associated person's number when a new Pipedrive deal is created for them, right from the deal owner's Kixie account.

When this happens...
New Deal
Triggers when a new deal is created.
TriggerInstant
automatically do this...
Delay For
Waits for a set amount of time before completing your Actions.
ActionWrite
then do this...
Send SMS
Allows Kixie users to send an auto-sms message
ActionWrite
then do this...
Delay For
Waits for a set amount of time before completing your Actions.
ActionWrite
then do this!
Make a Call
Places an outbound call through Kixie PowerCall
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It

- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
- Queue Title
- Zap Step Id
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
- Powerlist IDRequired
- Phone Number
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 5
- First Name
- Last Name
- Email
- Title
- Company Name
- Next Call Refresher
- Duplicate HandlingRequired
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
Action
Write
- Target Phone NumberRequired
- Cadence IDRequired
- Display Name
Action
Write
- Target Phone NumberRequired
- Cadence IDRequired
Action
Write
- Phone NumberRequired
Action
Write
- Team SMS IDRequired
- Kixie Team SMS Phone Number
- Target Phone NumberRequired
- SMS MessageRequired
Action
Write

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Note IDRequired
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
- Date/Time Delayed UntilRequired
- How should we handle dates in the past?
Action
Write
- Sender Email AddressRequired
- Phone NumberRequired
- SMS MessageRequired
- Country Code
- More Information
Action
Write
- User Email AddressRequired
- Target Phone NumberRequired
- Action Display Name
- Action TypeRequired
- Queue ID
- More Information
Action
Write
- User Email AddressRequired
- Target Phone NumberRequired
- Queue IDRequired
Action
Write
- Phone NumberRequired
- Powerlist IDRequired
Action
Write

About Kixie

Seamless Integrated Voice Powerful voice and software tools for sales and customer service teams.

Learn more

Related categories

Phone & SMS

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

Learn more

Kixie + Pipedrive + Delay by Zapier

Send Kixie SMS messages make calls when new Pipedrive deals are created

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Updated Organization

Add Label to Person

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Update Deal

Update Organization

API Request (Beta)

Find Deal

Find Deals Associated with a Person

Find Multiple Leads

Find Notes

Find Person

Find Product(s)

Find or Create Activity

Find Multiple Deals

Find or Create Organization

Find or Create Product

Delay After Queue

Add to Powerlist

Add to Cadence

Remove From Cadence

Remove From All Powerlists

Send a Team SMS

Activity Matching Filter

Deal Matching Filter

New Note

Organization Matching Filter

Person Matching Filter

Updated Deal

Updated Person

Add Product to Deal

Create Deal

Add Follower

Create Note

Create Person

Update Activity

Update Lead

Update Person

Find Activity

Find Multiple Deals

Find Lead

Retrieve Note

Find Organization

Find Product

Find User

Find or Create Deal

Find or Create Lead

Find or Create Person

Delay For

Delay Until

Send SMS

Make a Call

Remove From Queue

Remove From Powerlist

About Kixie

Related categories

About Pipedrive

Related categories

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About Delay by Zapier

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