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.

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

Head over to Settings > Integrations to see the available integrations.

Click the Connect button for integrating Pipedrive

If successful, you should see this message and land on your Salesmsg settings for Pipedrive page.
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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.

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

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

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.

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

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

Contact us on live chat or send an email to us at [email protected].