Pipedrive integration with CloudContactAI
How to Send SMS messages via CloudContactAI for new Pipedrive people
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send SMS messages via CloudContactAI for new Pipedrive people" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CloudContactAI integrations
CloudContactAI actions
Nekton can use any feature that is available in CloudContactAI API.
Using our advanced AI, you can easily create custom automations for CloudContactAI.
Here are some typical actions you can do in your automated workflows.
Send SMS
Sends an SMS to an specific phone number
New Contact
Creates a new Contact on CCAI
SMS Campaign Created
Triggers when a new SMS Campaign is created.
New Incoming SMS
Triggers when client receives a new incoming SMS.
New Contact
This trigger is fired when a new contact is created
About CloudContactAI
CloudContactAI is a platform enabling you to send SMS, MMS, and email messages.