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Integrating with Pipedrive

Send texts from your Pipedrive CRM by integrating

Chris Brisson avatar
Written by Chris Brisson
Updated this week

The Salesmsg-Pipedrive integration allows you to conveniently send text messages to your Pipedrive contacts and will track your messages as notes on your contact record.

To set up your integration, just follow these steps.


How to Integrate Your Pipedrive Account

Setting up your Integration

Step 1: Go To Your Settings

On the bottom left of your page, click on your Avatar and select settings.

Step 2: Select Integrations

Head over to the App Marketplace and select the Pipedrive Integration to begin connecting your accounts.

Step 3: Connect

Select the connect button which will rediect you to the Piedrive site where you can login and connect the integration and start your integration journey!


Learn more about Pipedrive


When you click on the Pipedrive Integration, select the Description section to learn more about how the Pipedrive integration works and how it can help you streamline messaging, sync your contacts, and keep your data aligned across platforms.


App Marketplace Pipedrive Features


When using your Pipedrive Integration, you’ll find multiple settings in the Salesmsg App Marketplace that make your workflow more seamless and efficient.

Users


Map your Pipedrive users directly to their corresponding Salesmsg members. This ensures that when you’re sending or receiving texts, Salesmsg knows exactly which Pipedrive owner should be tied to the conversation.

  • Assign Pipedrive users to Salesmsg users one-to-one

  • Keep ownership aligned across both systems automatically

Contact Syncing


Eliminate manual imports with automatic contact syncing between Pipedrive and Salesmsg.

  • Keep contacts continuously updated in real-time

  • Ensure any changes in Pipedrive flow directly into Salesmsg

  • Maintain a clean, unified contact list across both platforms

Property Mapping


Map fields from Pipedrive to Salesmsg to keep your data consistent.

  • Default fields include:

    • First Name

    • Last Name

    • Phone Number

    • Email Address

  • Custom fields: Choose from your Pipedrive custom fields to personalize communication and power your automation. Examples include location, lead source, industry, or any field you’ve set up in your CRM.

Timeline Events


Stay on top of every interaction with Timeline Event Sync for Pipedrive. Control how your messaging and call activity appears inside your CRM.

From your Pipedrive settings, expand the Timeline Events section to choose between:

  • Real-time logging → Log every Salesmsg activity (texts, calls, voicemails) as they happen.

  • Daily recap → Prefer a simpler view? Get one clean summary of the day’s activity at 9 PM EST.

By default, real-time logging is enabled, but you can switch modes anytime to match your workflow.

Whether it’s following up on a lead or tracking a deal’s progress, Timeline Events ensure your Pipedrive data stays actionable, organized, and clutter-free.


Frequently asked questions

This Pipedrive account is connected to another account, what is this?

The Salesmsg organization can only connect to one PipeDrive account at a time. You won't be able to connect the same PipeDrive account to multiple Salesmsg organizations.

Can I get messages to log to the Deal Record?

Yes! You must have your valid Salesmsg x Pipedrive linked contact attached to the deal.

Can I send messages from Pipedrive automation?

Unfortunately not at this time, but with another tool called Zapier, one can create automation with Salesmsg actions that are Triggered by PipeDrive events.


How can I tell if my integration is disconnected?

Should an error occur on Pipedrive or Salesmsg that disconnects your integration, the next time you log in to Salesmsg you'll see a large status bar at the top of your Salesmsg conversation page indicating your integration has disconnected.

How do I integrate my members?

By integrating with Pipedrive from your Organization Owner account, your members will automatically integrate.

Can I see my Calls in a Timeline?

Yes you can. You can also see additional information such as call recording and duration.


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