Essential SMS/WhatsApp Features for Pipedrive

• Outbound & Inbound: All inbound and outbound messages will be automatically recorded under their respective Deals, Contacts, or Leads in the Notes section with a timeline.
  
• SMS History / Inbox: Manage and view both incoming and outgoing messages in a conversational format by tracking them in one centralized location.
• Templated Messages: Save unlimited templates for sending personalized messages.
• Bulk SMS: Seamlessly send bulk messages with just a few clicks.
• Automated SMS: Automate the Templated or customized SMS.
• SMS Number: If your business doesn't have an SMS number, no problem – you can purchase one from us.
  

Setup and Installation

Install link: https://www.pipedrive.com/en/marketplace/app/sms-mms-for-pipedrive/1fce535308ea4267

1. Click the install link and select 'Install Now.'
2. Authorize Pipedrive
3. Choose any SMS service
4. Select Twilio / RingCentral to connect SMS numbers
5. For Twilio:
   
   • Authorize using your Twilio Account SID and Auth Token.
   • Go to Twilio account.
   • 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.
   • Click on the Connect button.
6. For RingCentral:
   
   • Click the Connect button to authorize RingCentral.
   • Authorize your RingCentral account.
     

7.  WhatsApp Service

   https://help.oapps.xyz/portal/en/kb/articles/hellosend-whatsapp-integration

8. Enable to activate Connect the SMS-enabled numbers.
   

The extension is now installed on your Pipedrive account. Follow these steps to send an SMS from the Pipedrive window:

1. Navigate to the Pipedrive page and select "Contacts" from the sidebar.
2. In the Contact detail view, the HelloSend DM panel will automatically fill in the From and To numbers.
3. You can manually type your SMS message or choose a template to automatically merge fields and send personalized messages.
4. Track all incoming and outgoing messages related to a specific contact within the Notes section.

Templates

Templated SMS is a valuable feature for CRM products, allowing businesses to send personalized messages to a large number of recipients. The extension enables you to save unlimited templates with mail merge fields and friendly names for efficient, personalized messaging.

How to Add Templates:

1. Click on the menu icon in the top right corner of the Send SMS panel. From the menu, select Templates.
2. Click the 'Add Template' button to create templates for any modules. Personalize messages using the module's fields and assign them friendly names.
3. Use the added templates for personalized messaging to your clients.

Message 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 an SMS Campaign:

1. Click the menu icon located in the top right corner of the Send SMS panel. From the dropdown list, choose "Campaign".
2. Pipedrive modules and data will load into the left sidebar of the Campaign page.
3. Select the module and apply filters to choose recipients for your SMS.
4. Type your SMS message manually or opt for a template to automatically merge fields for personalized messages.
5. Launch the campaign instantly or schedule it for a future time.

Campaign Analytics

Monitor and optimize campaign performance through comprehensive analytics.

Inbox

Manage both incoming and outgoing messages in a conversational format by tracking them in one centralized location. With all messages in one place, businesses can manage and respond to messages quickly without switching between different platforms or tools.

How to Access Inbox:

1. Click on the menu icon in the top right corner of the Send SMS panel. From the list, select Inbox.
2. All incoming and outgoing messages will be saved in one place.

Contact us for any queries assist@hellosend.com