Pipedrive + Roezan SMS

Subscribe contacts to Roezan SMS list when new activities happen in Pipedrive

Stay on top of your Pipedrive activities and instantly engage new contacts with this automation. When a new activity occurs in Pipedrive, the workflow will subscribe the contact to a list in the Roezan SMS app, making it easy to communicate with them right away. Boost your customer engagement and never miss an opportunity with this streamlined process.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerScheduled
automatically do this!
Subscribe Contact to List
Subscribes a given Contact to a List in the RoeZan CRM
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
- From List
Trigger
Instant
Try It
- Contact Phone NumberRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Subscribed Lists
- Tags
Action
Write
- Contact Phone NumberRequired
Action
Write
- Phone NumberRequired
- MessageRequired
- First Name
- Last Name
- Email Address
- Media URL
Action
Write
- Phone NumberRequired
- ListRequired
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
Contact Opted Out
Triggers when a Contact in Roezan opts out from messaging
Trigger
Instant
Try It
- Contact PhoneRequired
- TagRequired
- First Name
- Last Name
- Email
Action
Write
- Contact Phone NumberRequired
- Country Dialing Code
- Contact Email Address
Action
Write
- Phone NumberRequired
- TagRequired
Action
Write
- Contact Phone NumberRequired
- List IDRequired
- Contact First Name
- Contact Last Name
- Contact Email
Action
Write

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 Roezan SMS

Roezan is an automated text funnel solution, increasing lead conversions through marketing automations.

Related categories

Communication

Pipedrive + Roezan SMS

Subscribe contacts to Roezan SMS list when new activities happen in Pipedrive

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

New Message

Create/Update a Contact

Opt Out Contact

Send a Message

Unsubscribe Contact From List

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

Contact Opted Out

Add a Contact Tag

Opt in Contact

Remove a Contact Tag

Subscribe Contact to List

About Pipedrive

Related categories

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About Roezan SMS

Related categories