1. Install the plugin from Pipedrive.
2. Click enable button to authorize.
3. Authorize Plivo.
4. Click the Complete Installation button.
Add Phone Number
- Click the AddPhone button.
- Save Plivo Phone number with a Friendly Name.
- Select the number from the drop-down.
- Add more numbers using the same Add Phone Number flow.
Templates
- Click the Add Template button.
- Save unlimited templates with Pipedrive fields
1. After successfully adding numbers go to the Pipedrive page.
2. In the Contact/Deal/Organizations detail view page click the sendSMS button in the app panel.
3. Inbound and Outbound messages will be added as Notes under each record.
Send SMS
1. Select the From Number from the dropdown.
2. To number automatically pre-filled with selected contact/deal.
3. Enter the message body to send.
4. Click send button to send SMS.
5. +Add Number button is used to add more numbers from your Plivo configuration page