Twilio SMS for Pipedrive

Twilio SMS for Pipedrive

Connect with your customers around the world using Twilio SMS for Pipedrive. Instantly send SMS messages using customized SMS. Get notified in Pipedrive contacts when you receive a text message to your configured Twilio number. All messages that you send and receive will be recorded in Pipedrive.

Twilio SMS for Pipedrive extension Key features are,

  1. Outbound Messages - Send SMS/MMS messages to any Pipedrive Deals/Contacts/Organization Modules.
  2. Inbound Messages - Receive SMS/MMS messages from any number and messages will be added as Notes.
  3. Unlimited Phone Numbers - Add multiple Twilio Phone numbers and associate them with a Friendly name.
  4. Templated Messages - Save Unlimited Templates with friendly names.
  5. Automated SMS - Automate the Templated or customized SMS. Coming Soon
  6. Bulk SMS - Send Bulk SMS with a single click. Coming Soon
  7. Inbox - Track all your Inbound and Outbound messages in one place. Coming Soon


Setting Up

1. Install the plugin from Pipedrive.
2. Click enable button to authorize.
3. Authorize Twilio.
4. Click the Complete Installation button.





Add Phone Number

  1.  Click the AddPhone button.
  2.  Save a Twilio Phone number with a Friendly Name.
  3.  Select the number from the drop-down.
  4.  Add more numbers using the same Add Phone Number flow.



Templates

  1. Click the Add Template button.
  2.  Save unlimited templates with Pipedrive fields




Select Contact

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 Twilio configuration page



All set go , Explore Pipedrive-Twilio SMS Integration and contact us For any support help@oapps.xyz

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