In this guide, you will learn how to automatically send SMS messages from CloudTalk when a deal is updated in Pipedrive using automations and webhooks.
User level: Admin
Prerequisites
Before you begin, make sure you have:
Access to Pipedrive Automations
A CloudTalk account
An API key generated in CloudTalk:
Go to Dashboard > Account > Settings > API Keys
Copy both:
API Key ID (used as username)
API Key Key (used as password)
At least one SMS-enabled number in CloudTalk
Step 1: Create a Webhook in Pipedrive
In Pipedrive, go to More > Automations > Webhooks
Click Add an Automated webhook
Fill in the following details:
Name: Choose any name (e.g., Send SMS)
URL:
https://my.cloudtalk.io/api/sms/send.json?
HTTP Auth Username: Your CloudTalk API Key ID
HTTP Auth Password: Your CloudTalk API Key
This webhook will be used to send SMS requests to CloudTalk.
Step 2: Create an Automation
Go to:
Automations > Automations > + AutomationChoose which users can trigger the automation
Set up the trigger:
Trigger: Deal Updated
Field: Deal Status
Step 3: Define the Condition
Add an Instant condition to control when the SMS is sent.
Example:
Deal status is "won"
This ensures the SMS is only triggered when the deal reaches a specific stage.
Step 4: Configure the Webhook Action
Add an Action > Send webhook request
Configure the request:
Method:
POSTWebhook: Select the webhook you created earlier
Body parameters:
recipient
Use dynamic value: Deal contact person phonesender
Enter your CloudTalk SMS-capable numbermessage
Enter your SMS text. You can include dynamic values (e.g., contact name, deal info)
Result
Once configured:
When a deal is updated and meets your condition (e.g., marked as won)
Pipedrive triggers the webhook
CloudTalk sends an SMS automatically to the contact
Need help or have a question? Just reach out through our Support portal — we’re here for you.