> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Send CloudTalk SMS from Pipedrive via Automation

> Automatically trigger SMS messages from CloudTalk based on deal updates in Pipedrive

> [!NOTE]
>
> 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 > 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

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**:

  ```text theme={"system"}
  https://my.cloudtalk.io/api/sms/send.json?
  ```

* **HTTP Auth Username**: Your CloudTalk **API Key ID**

* **HTTP Auth Password**: Your CloudTalk **API Key**

![](https://mintcdn.com/cloudtalk/uyJpY-sHvW90NlHP/images/help-center/articles/14594584/fea43f22167e-screenshot-2026-04-13-at-11-21-23.png?fit=max\&auto=format\&n=uyJpY-sHvW90NlHP\&q=85\&s=f9d2f7e3a95cd62de37436198b306edd)

This webhook will be used to send SMS requests to CloudTalk.

## Step 2: Create an Automation

1. Go to:\
   **Automations > Automations > + Automation**

2. Choose which users can trigger the automation

   ![](https://mintcdn.com/cloudtalk/uyJpY-sHvW90NlHP/images/help-center/articles/14594584/deb80c2f9525-00dc64c1-67f8-4ad2-bab1-255c602d4588.png?fit=max\&auto=format\&n=uyJpY-sHvW90NlHP\&q=85\&s=b62adc394f6f90a4aafdbaa296431c44)

3. 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"**

![](https://mintcdn.com/cloudtalk/uyJpY-sHvW90NlHP/images/help-center/articles/14594584/1215b71adb31-72c72f65-ea1f-4d08-a234-5ba7a1e41a10.png?fit=max\&auto=format\&n=uyJpY-sHvW90NlHP\&q=85\&s=227c2725e920e6e9151584a6aa5ac5e6)

![](https://mintcdn.com/cloudtalk/uyJpY-sHvW90NlHP/images/help-center/articles/14594584/f4105744ada9-46899047-fdc6-4651-bb41-8916b9b22624.png?fit=max\&auto=format\&n=uyJpY-sHvW90NlHP\&q=85\&s=38d011655230c668a9c7993cbd4e10ba)

This ensures the SMS is only triggered when the deal reaches a specific stage.

## 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

### 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)

![](https://mintcdn.com/cloudtalk/uyJpY-sHvW90NlHP/images/help-center/articles/14594584/125459b48cf2-ce1f7973-de8f-4e70-b031-a9a8ed79edda.png?fit=max\&auto=format\&n=uyJpY-sHvW90NlHP\&q=85\&s=50bd5ef1c941375f112c661f6889fb13)

## 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](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [HubSpot SMS Workflows](https://help.cloudtalk.io/en/articles/6118552-hubspot-sms-workflows.md)
- [Workflow Automations guide](https://help.cloudtalk.io/en/articles/10568412-workflow-automations-guide.md)
- [Integrations guide](https://help.cloudtalk.io/en/articles/10570091-integrations-guide.md)


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