Incoming SMS as CRM activities

For an incoming SMS the scenario finds the right person in the CRM and creates an activity with the message text.

  • An incoming SMS in SeaTable is the trigger
  • The right person is found in pipedrive
  • An activity with the SMS text is created automatically
  • No logging SMS into the CRM by hand
Pipedrive
Set it up for yourselfScriptera

How it works

To create Pipedrive records from SeaTable without manual input, use a ready-made scenario.

  1. Starts when: Redis
  2. Then: Set
  3. Then: Set 2
  4. Then: Pipedrive
  5. Then: Pipedrive 2

You can launch this SeaTable + Pipedrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios