Pipedrive SMS Automation
Keep clients informed and your sales pipeline moving with smart, automated updates.
Why This Workflow Matters
Automated deal stage alerts help you stay connected with leads at key moments, increase response rates, and drive faster decisions without manual follow-ups.
How It Works
When a deal stage advances in Pipedrive, this automation triggers a D7 SMS message to the client. It also updates or creates the contact record in ActiveCampaign , adds a relevant tag, and starts a personalized automation. The system waits for a reply if the client responds positively, a deal or task is created. If not, they continue through a nurture sequence that maintains engagement.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Deal stage advances in Pipedrive | Indicates a new opportunity or progress | |
| SMS sent | “Hi {{first_name}}, thanks — Deal stage advance alert…” | Keeps the client informed right away |
| Contact created or updated in CRM | Ensures records stay accurate | |
| Relevant tag added in ActiveCampaign | Enables better segmentation | |
| Automation sequence starts | Personalizes the next steps automatically | |
| Wait for client reply | Engages clients in real-time | |
| If reply is positive | create a deal or task | Moves hot leads forward faster |
| If no or negative reply, | continue nurture sequence | Keeps leads warm until ready to convert |
SMS Message Variations
1.“Hi {{first_name}}, your deal has moved forward! Thanks for staying with us. Reply HELP for support.”
2. “Great news {{first_name}}! Your opportunity just advanced. Reply HELP if you need assistance.”
3. “{{first_name}}, your deal status just updated. Thanks for your trust! Reply HELP anytime.”
Who It Helps
Ideal for sales teams, real estate agents, agencies, consultants, and service providers using Pipedrive to manage leads and client updates.
