Twilio SMS for Pipedrive

Twilio SMS MMS for Pipedrive

Effectively communicate with your clients worldwide by rapidly sending and receiving personalized or templated SMS/MMS messages. Optimize your business communication with Twilio SMS/MMS for Pipedrive.
  1. Outbound Messages -  Send SMS/MMS messages to Pipedrive Deals, Contacts, or Leads modules.
  2. Inbound Messages - Receive SMS/MMS from any number with Pipedrive messaging.
  3. SMS History - All inbound and outbound messages will be automatically recorded under their respective Deals, Contacts, or Leads in the Notes section with a timeline.
  4. Inbox - Manage and view both incoming and outgoing messages in a conversational format by tracking them in one centralized location.
  5. Templated Messages -  Save unlimited templates with mail merge fields and friendly names for sending personalized messages.
  6. SMS Campaign - Seamlessly send personalized bulk messages with just a few clicks.
  7. Automated SMS - Automate the Templated or Customized SMS.

Prerequisite

  1. Pipedrive Account
  2. Twilio Account & SMS Feature enabled number.

Pricing 

  1. Gold Plan: $39/month or $429/year with a 9% yearly discount. For any queries reach us at help@oapps.xyz

Setup and Installation

Here are the steps to install and set up Twilio SMS MMS for Pipedrive

Step 1: Install the Twilio SMS MMS app from the Pipedrive Marketplace.


Step 2: Authorize the Twilio service using your Twilio Account SID and Auth Token.
  - Go to https://www.twilio.com/login and log in.
  - Your Account SID and Auth Token will be displayed on the dashboard.
  - Copy your Account SID and Auth Token and use them to authenticate the Twilio service.


Step 3: Once authorized, the SMS-enabled Twilio numbers will be listed on the "Add Phone" page. Add Twilio numbers with descriptive friendly names.

Step 4: Go to the Pipedrive page and access "Contacts" in the sidebar.

Step 5: In the Contact detail view, the Send SMS panel will be pre-filled with the From and To numbers.

Step 6: You can either type the SMS message manually or choose a template to automatically merge fields and send personalized messages.

Step 7: All incoming and outgoing messages related to a specific contact can be tracked within the Notes section.



Templates

Templated SMS  is a valuable feature for CRM products, as it enables businesses to send personalized messages to a large number of recipients.  Extension enables option to save unlimited templates with mail merge fields and friendly names for sending personalized messages.

How to Add Templates?

Step 1 : Click on the three dots -> Settings in the top right corner of the Send SMS panel. In left panel click on Templates.  
Step 2 : Click on "Add Template" to add Templates with descriptive friendly names. Add templates with Pipedrive module fields.
Step 3 : Added templates will be listed under Send SMS and Send Bulk SMS page.




SMS Campaign

An SMS campaign is a marketing strategy that involves sending text messages to a large audience to promote a product or service, build customer relationships, or drive conversions.

How to send SMS Campaign?

Step 1: Access the Pipedrive platform and navigate to the People/Deals section.
Step 2: Select the contacts or deals that you want to include in the SMS campaign.
Step 3: Locate the "Launch SMS Campaign" option within the People/Deals menu.
Step 4: Enter the desired text message content in the message body for the campaign.
Step 5: If needed, attach any multimedia content, such as images or videos.
Step 6: Click the "Send" button to initiate the SMS campaign and deliver the messages to the selected contacts or deals.
Step 7: To review the campaign's performance and track its progress, click on "View Report" or check the campaign history within Pipedrive.


 



Inbox

Manage both incoming and outgoing messages in a conversational format by tracking them in one centralized location. With all messages in one place, it's easier for businesses to manage and respond to messages quickly, without the need to switch between different platforms or tools.

How to access Inbox?

Step 1 : Click on the three dots -> Settings in the top right corner of the Send SMS panel. In left panel click on Inbox.
Step 2 : All the Incoming and Outgoing messages will be saved under one place. 
Step 3 : Filters make navigation easier and help find information more quickly.




Unlock Success with the Twilio SMS Extension for Pipedrive


1. Streamlined Communication: Seamlessly integrate SMS capabilities into Pipedrive to centralize and streamline communication with customers. Send and receive SMS messages directly from Pipedrive, keeping all interactions organized in one place.

2. Enhanced Customer Engagement: Engage with customers in real-time through personalized SMS messages. Respond to inquiries, provide updates, and nurture leads, fostering stronger relationships and increasing customer satisfaction.

3. Efficient Campaign Management: Initiate SMS marketing campaigns directly from Pipedrive. Target specific contacts or deals, send personalized messages at scale, and track campaign performance. Optimize your text marketing efforts and measure the effectiveness of your campaigns.

4. Improved Lead Conversion: Utilize SMS communication to actively engage with leads, increasing the chances of converting them into paying customers. Capture leads' attention, provide timely information, and drive conversions through effective SMS interactions.

5. Automated Workflows: Set up automated workflows and triggers within Pipedrive to handle incoming SMS messages. Automatically assign messages to team members, create follow-up tasks, or update deal statuses, saving time and ensuring prompt response to customer inquiries. - Coming Soon

By leveraging the Twilio SMS extension for Pipedrive, customers can optimize their communication, enhance customer engagement, and effectively manage SMS campaigns, ultimately driving business growth and success.

Contact us for any queries help@oapps.xyz.

    • Related Articles

    • RingCentral SMS for PipeDrive

      Effectively communicate with your clients worldwide by rapidly sending and receiving personalized or templated SMS/MMS messages. Optimize your business communication with RingCentral Bulk SMS for Pipedrive. Outbound Messages Send SMS/MMS messages to ...

    • Zoho Desk - Twilio SMS MMS Integration

      Key Points SMS and MMS Inbound and Outbound Support: Enjoy unlimited inbound & outbound SMS and MMS messaging services. Hassle-free Outbound Messaging: SMS Outbound Message Initiator to message any contact anytime. Intelligent Processor: AI in ...

    • Pipedrive-Telnyx SMS Integration

      Key Points Easy SMS Receive and send SMS text just in a few clicks. Record History Text logs are recorded under notes. Individual Messaging SMS sent from all Deals, Contacts, Organisation modules. Acknowledgments Get instant delivery reports. ...

    • Plivo SMS for Pipedrive

      Key Points Easy SMS Receive and send SMS text just in a few clicks. Record History Text logs are recorded under notes. Individual Messaging SMS sent from all Deals, Contacts, Organisation modules. Acknowledgments Get instant delivery reports. ...

    • Vonage SMS for Pipedrive

      Key Points Easy SMS Receive and send SMS text just in a few clicks. Record History Text logs are recorded under notes. Individual Messaging SMS sent from all Deals, Contacts, Organisation modules. Acknowledgments Get instant delivery reports. ...