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PipeDrive & Zapier Integration Instruction

PipeDrive & Zapier Integration Instruction

Zapier is a platform that connects the services, programs and applications in pairs.The user selects two services that must interact, and specifies their interaction conditions.

There may be multiple interactions, and they are called „Zap“.

The major advantage of Zapier is that you do not need programming skills to work.

BSG.WORLD and Zapier integration options

Attention! The application is fully functional at the moment, but is moderated by the Zapier application store and therefore is in „Test“ status.

Integration with Zapier allows you to track in other services messaging trigger and to perform automatic actions in BSG.WORLD service.

Attentions! The app is working as

Consider how the integration with Zapier works on the basis of PipeDrive and BSG integration.

By folloing the link:

https://zapier.com/developer/invite/73369/15b1b7822de316b173a9bbc8e82a6c91/

You are directed to the following page:

PipeDrive & Zapier Integration Instruction

Click on «Accept and Invite & Build a Zap».

PipeDrive & Zapier Integration Instruction

In the next screen, click on «Create this Zap».

After Zap creation, start setting it up. It takes no more than 5 minutes.

PipeDrive & Zapier Integration Instruction

At the moment, the following PipeDrive and BSG integration functions are available:

1. Informing of new companies added
2. Informing of new transactions added
3. Informing of transactions changes
4. Informing of a new contact added

For example, we want to inform the client and our manager (or any other person) about the transactions stage changes.

To do this, we select „New Deal in a Pipeline Stage“ option.

PipeDrive & Zapier Integration Instruction

The next step is to connect your PipeDrive to Zapier and select it. After that, click on „Save & Continue.“

PipeDrive & Zapier Integration Instruction

At the next stage, you need to select Pipeline and the transaction stage, at which the client informing will be provided.

PipeDrive & Zapier Integration Instruction

Test this step by clicking on «Fetch&Continue».

PipeDrive & Zapier Integration Instruction

Next, we turn to the choice of SMS-, Viber- operator. In this case, it’s BSG.. You can select it by typing BSG in the search bar.

PipeDrive & Zapier Integration Instruction

On the next step, select the direction for sending messages – this can be SMS-messages or Viber-messages with automatic sending of undelivered SMS messages.

PipeDrive & Zapier Integration Instruction

Choose the second option and proceed to the final stage: setting of BSG connection.

PipeDrive & Zapier Integration Instruction

In the API Key field, specify the key, obtained in the BSG account.

You can receive the key in the settings of your personal profile in „Advanced“ tab:

PipeDrive & Zapier Integration Instruction

Click on „Generate“ next to the Live APi key and the Test API key and then click on „Save.“ You will receive an e-mail with a key. The Live API key must also be added to the field above in Zapier.

Next, in SMS sender field, specify your sender name for SMS. Testsms are installed by default. If you do not have your own name, leave it as it is. SMS Sender is the name, which will be attributed to a received message on the client’s phone. To get your name, you need to contact a BSG manager.

Next, in the Viber sender field, specify your sender name for Viber. BSGs are installed by default. If you do not have your own name, leave it as it is. Viber Sender is the name, which will be attributed to a received message on the client’s phone. To get your name, you need to contact a BSG manager.

It should be noted that when registering with the BSG account, the ability to send Viber messages is disabled. To activate it, you need to contact the manager and enable this option.

Text for Sms Route – specify the text of the SMS message.

Viber Text – specify the text of the Viber message.

Phone – specify the phone number of the recipient of notifications (in international format). You can specify multiple, separated by commas. You can also select a phone from the field in PipeDrive. To do this, click on

PipeDrive & Zapier Integration Instruction

and select the corresponding field.

Image Link – specify the link for Viber image.

Button Text – specify the text of the button in Viber.

Button Link – a link for a Viber button.

After filling all the fields, click on „Save“ and activate Zap.

That’s all.

If you need to link another service with BSG, follow the same procedure.

If you have any questions or suggestions regarding integration with Zapier, please contact our support (contacts at the bottom of the page).