Textmarketing for Pipedrive CRM

Pipedrive-Twilio SMS Integration

Key Points

  1. Easy SMS
    1. Receive and send SMS text just in a few clicks.
  2. Record History

    1. Text logs are recorded under notes.
  3. Individual Messaging
    1. SMS sent from all Deals, Contacts, Organisation modules.
  4. Acknowledgments
    1. Get instant delivery reports.
  5. Templates
    1. Create and manage unlimited SMS templates
  6. Create workflows with Webhook URL to send automated SMS.



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 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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