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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

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Prerequisites

Before you begin, make sure you have:
  • Access to Pipedrive Automations
  • A CloudTalk account
  • An API key generated in CloudTalk:
    • Go to Dashboard > 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

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Step 1: Create a Webhook in Pipedrive

  1. In Pipedrive, go to More > Automations > Webhooks
  2. Click Add an Automated webhook
  3. Fill in the following details:
  • Name: Choose any name (e.g., Send SMS)
  • URL:
  • 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.

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Step 2: Create an Automation

  1. Go to:
    Automations > Automations > + Automation
  2. Choose which users can trigger the automation
  3. Set up the trigger:
    • Trigger: Deal Updated
    • Field: Deal Status

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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.

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Step 4: Configure the Webhook Action

  1. Add an Action > Send webhook request
  2. Configure the request:
  • Method: POST
  • Webhook: Select the webhook you created earlier

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Body parameters:

  • recipient
    Use dynamic value: Deal contact person phone
  • sender
    Enter your CloudTalk SMS-capable number
  • message
    Enter your SMS text. You can include dynamic values (e.g., contact name, deal info)

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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.