The Salesmsg Pipedrive integration allows you to send and receive text messages to your Pipedrive contact and tracks your messages as notes on your contact record.
To set up your integration, just follow these steps.
Step 1: Create Your Salesmsg Account
First, you'll need to create a Salesmsg account to integrate into Pipedrive.
Step 2: Integrate Your Pipedrive Account
Go to the Salesmsg listing on the Pipedrive Marketplace.
Click on “Allow & Install”
And you’re done! Once installed, you’ll get access to some innovative features that you didn’t know you needed in your CRM.
Tracking Your Text Messages
The Salesmsg-Pipedrive integration allows you to see all your communications in one place, so you don’t have to juggle two (or more) applications while making important decisions.
Plus, it makes it easy to share conversations with your coworkers so everyone’s on the same page.