How to Set Up Automated Text Messages in Pipedrive

In PipeDrive we have the ability to use custom filters to trigger loads of automation, this includes text message alerts to sales staff to notify them of a new lead or many other uses. Once you have clicked Add New Filter  a dialogue box will pop up similar to the below

In this filter, we are going to select Deal > Stage > is > Lead In as the first condition. Next go ahead and add another condition and make it Deal > Owner > is > Current User (Add additional conditions for multiple staff)

Go ahead and name your custom filter, in this case, we have called it “New Lead Text Message Notification” and click save.

Source: mediabooth.com.au