Instant SMS for New Salesforce Opportunities

When a new Opportunity hits Salesforce, notify your sales team with D7 SMS, record the details in Google Sheets, and spin up a new deal in Pipedrive—automatically.

salesforce+d7sms

Key Benefits

  • Instant alerts via D7 SMS – Notify sales team
  • Automated record keeping in Google Sheets – Log opportunity
  • Seamless deal creation in Pipedrive – Create a deal

How It Works

  1. Trigger: Salesforce – New Opportunity fires when a deal is added.
  2. Action 1: D7 SMS – Notify sales team with opportunity details.
  3. Action 2: Google Sheets – Log opportunity in a shared sheet.
  4. Action 3: Pipedrive – Create a deal record for follow-up.

Use Cases

  • Example 1: A real estate agency logs each new listing in Google Sheets, sends an SMS alert to agents, and creates a deal in Pipedrive for property showings.
  • Example 2: A SaaS vendor notifies its sales reps via SMS on every Salesforce – New Opportunity, tracks lead data in Google Sheets, and spins up a Pipedrive deal for pipeline management.
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