The SMS Automation feature in the Pipedrive integration allows you to automatically send SMS messages from Aircall when specific events occur in your Pipedrive account. 

Using Pipedrive's native Webhook and Automation features alongside a new SMS Automation setting in Aircall, you can trigger outbound SMS messages based on actions across Activities, Persons, Leads, and Deals. For example, following up automatically after a missed call, or reaching out when a deal moves to a new stage.

Before you start

Before configuring SMS Automation, confirm the following:

  • The Pipedrive integration is installed and active in your Aircall Dashboard.
  • At least one SMS-enabled Aircall number is linked to the integration.
  • You have access to Pipedrive's Tools and apps settings to create Webhooks and Automations.
Important: SMS Automation must be fully configured in both Aircall and Pipedrive for messages to send. Enabling the feature in Aircall alone is not sufficient — a Webhook and an Automation must also be set up in Pipedrive.

Configure SMS Automation in Aircall

Steps:

  1. Go to Aircall Dashboard > Integrations & API.
  2. In the My Integrations section, find your installed Pipedrive integration.
  3. Click the integration tile to open it.
  4. Open the SMS Automation tab.
  5. Toggle Enable SMS Automation and click Save changes.
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Add an SMS Automation rule

Each rule defines which Aircall number sends the SMS, what the message says, and generates the Webhook URL you will use in Pipedrive.

Steps:

  1. Go to Aircall Dashboard > Integrations & API > Pipedrive Integration > SMS Automation
  2. Click Add New Automation Rule.
  3. Select the SMS-enabled Aircall number to send messages from.
  4. Enter the SMS message text (up to 1,600 characters).
  5. Click Generate Webhook to create a Webhook URL.
  6. Click Save changes.
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Note: You can personalize your SMS by including the variable {{ContactName}} anywhere in the message body. When the SMS is sent, this variable is automatically replaced with the contact's name retrieved from Pipedrive.

Once the rule is saved, click Copy next to the generated Webhook URL. You will need this URL in Pipedrive.

Note: You can create multiple SMS Automation rules — for example, one rule per use case or per Aircall number. Each rule generates its own Webhook URL.

Set up the Webhook and Automation in Pipedrive

Triggering SMS Automation requires two steps in Pipedrive: first create the Webhook, then create the Automation that calls it.

Step 1: Create the Webhook

  1. Log in to your Pipedrive account.
  2. Go to Tools and apps and select Webhooks from the navigation menu.
  3. Click + Webhook.
  4. Give the Webhook a name and paste the Webhook URL copied from Aircall into the Endpoint URL field.
  5. Save the Webhook.
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Step 2: Create the Automation

Steps

  1. Go to Automations from the left navigation menu and click + Automation.
  2. Add an Event Trigger: set Item to Activity, Person, Lead, or Deal; set Event to Added, Updated, or Deleted.

  3. If you select Updated, also select at least one specific field under Field to define when the trigger fires. Click Apply Trigger.

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  4. Add an Action: select Webhook, then choose Send a webhook request.
  5. Select the Webhook you created from the dropdown and set Method to Post.
  6. In the Body section, set Key to person_id and select the correct Value for your trigger type:
Trigger itemValue to select
ActivityActivity contact person ID
DealDeal contact person ID
LeadLinked person ID
PersonPerson ID

  1. Click Apply Action.

    Screenshot 2026-06-25 at 12.13.55.png
  2. Save the Automation and set it to Active.
Important: The Webhook body must include person_id mapped to the correct field for your trigger type. Without this, Aircall cannot identify the contact and the SMS will not be sent.

How it works

Once your Automation is active, Pipedrive sends a Webhook event to Aircall whenever the configured trigger fires. Aircall then:

  1. Identifies the contact using the person_id received in the Webhook payload.
  2. Retrieves the contact's phone number and name from Pipedrive.
  3. Sends the SMS from the selected SMS-enabled Aircall number.
Important: SMS messages are only sent to phone numbers marked as SMS-enabled for the contact in Pipedrive. If no SMS-enabled number is found for that contact, the message will not be sent.
 
Note: All SMS messages sent via SMS Automation are visible in the Conversation section of Aircall Workspace.

All SMS messages are subject to Aircall's standard messaging limits and policies. For details, see:

FAQs

Why do I need to create both a Webhook and an Automation in Pipedrive?

Pipedrive's system separates where data is sent (the Webhook) from when it is sent (the Automation). The Webhook URL generated in Aircall is the destination endpoint; the Pipedrive Automation defines the trigger condition and calls that endpoint when it fires. Both are required for SMS Automation to work.

Which person_id value should I select for my trigger type?

It depends on the Item selected in your Event Trigger. Use Activity contact person ID for Activity triggers, Deal contact person ID for Deal triggers, Linked person ID for Lead triggers, and Person ID for Person triggers. Selecting the wrong value will prevent Aircall from resolving the contact, and the SMS will not be sent.

Can I create multiple SMS Automation rules?

Yes. You can add as many rules as needed in the SMS Automation tab, each with its own Aircall number, message text, and Webhook URL. You can also attach multiple Pipedrive Automations to the same Webhook URL if you want the same SMS to be triggered by different events.

The SMS is not being sent. What should I check?

Confirm the following: SMS Automation is enabled in your Aircall integration settings; the Webhook URL in Pipedrive matches the one generated in Aircall; the Automation in Pipedrive is active; the person_id key is mapped to the correct field for your trigger type; and the contact in Pipedrive has at least one SMS-enabled phone number.