Pipedrive + RingCentral
Send new Pipedrive notes as sms/mms through RingCentral
Streamline your communication processes with this efficient workflow. When a new note is added in Pipedrive, it will correspondingly trigger an SMS/MMS message through RingCentral. This automation aids in instant communication, ensuring no delay in important updates or notes. Enhance your business efficiency and ensure your team stays informed in real-time.
Streamline your communication processes with this efficient workflow. When a new note is added in Pipedrive, it will correspondingly trigger an SMS/MMS message through RingCentral. This automation aids in instant communication, ensuring no delay in important updates or notes. Enhance your business efficiency and ensure your team stays informed in real-time.
- When this happens...
New NoteTriggers when a new note is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Send SMS/MMSSends a SMS/MMS message.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Call Ended
Triggers when a call has been ended.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Missed Call
Triggers when there is a new missed call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Voicemail
Triggers when there is a new incoming voicemail.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First Name
Last Name
Middle Name
Nick Name
Company
Job Title
Email
Email 2
Email 3
Birthday
Web Page
Notes
Home Phone
Home Phone 2
Business Phone
Business Phone 2
Mobile Phone
Business Fax
Company Phone
Assistant Phone
Car Phone
Other Phone
Other Fax
Callback Phone
Home Address Street
Home Address City
Home Address State
Home Address Zip
Home Address Country
Business Address Street
Business Address City
Business Address State
Business Address Zip
Business Address Country
Other Address Street
Other Address City
Other Address State
Other Address Zip
Other Address Country
Dialing Plan
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone Number ToRequired
FileRequired
Resolution
Send Time
Cover Page Text
Cover Page Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup ByRequired
First Name
Last Name
Middle Name
Nick Name
Company
Job Title
Email
Email 2
Email 3
Birthday
Web Page
Notes
Home Phone
Home Phone 2
Business Phone
Business Phone 2
Mobile Phone
Business Fax
Company Phone
Assistant Phone
Car Phone
Other Phone
Other Fax
Callback Phone
Home Address Street
Home Address City
Home Address State
Home Address Zip
Home Address Country
Business Address Street
Business Address City
Business Address State
Business Address Zip
Business Address Country
Other Address Street
Other Address City
Other Address State
Other Address Zip
Other Address Country
Dialing Plan
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDescription
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDo Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.RingSense Processed Recording
Triggers when RingSense generates the transcript, summary, and additional insights from a recording. This trigger can only be used by an admin user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Allow Join before host
Mute Audio
Turn off camera for participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone Number FromRequired
Caller ID
Phone Number ToRequired
Play Prompt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type
Phone Number FromRequired
Phone Number ToRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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.
Related categories
About RingCentral
RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
Related categories
Related Zap Templates
- Send RingCentral SMS messages for new Pipedrive deals reaching certain stages
- Create RingCentral video meetings for new Pipedrive activities
- Create notes in Pipedrive for new sms/mms received in RingCentral
- Send RingCentral sms/mms each time Pipedrive deal stages are updated
- Send sms/mms with RingCentral when deals are updated in Pipedrive
- Track new sms/mms in RingCentral by creating activities in Pipedrive
- Track new RingCentral voicemails by creating activities in Pipedrive
- Create new Pipedrive persons from newly received RingCentral sms/mms messages
- "send sms/mms via RingCentral when new activity matching filters occur in Pipedrive"
- Create new people in Pipedrive from missed calls in RingCentral
- Send sms/mms with RingCentral for new leads in Pipedrive