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 send a message check out this video
Send Salesmsg text messages with Pipedrive
Step 1: Locate the Start SMS Conversation Button
On your Pipedrive contact record open the ellipsis menu and select Start SMS Conversation
Note you can also do this from the Pipedrive Deal page
Step 2: Compose and send
Frequently asked questions
Are messages logged on Pipedrive?
They are logged on the contact record and include the content of the message and the time delivered or received. At this time we do not log messages back to the Deal Record
Are calls logged on Pipedrive?
They are logged on the contact record similar to messages. They include the data about call, duration and call recording.
Can I send messages in mass from Pipedrive?
Unfortunately, not at this time. To send messages in mass/bulk you'll want to use the native Salesmsg feature Broadcasting
Can I use my Pipedrive properties in Salesmsg Canned Messages?
Yes, once integrated with PipeDrive you can create a Pipedrive based Salesmsg Canned Messages
What timezone are my messages sent and received in?
Your timezone is dictated by the timezone you selected in your Personal settings. If you've never configured this, the default is the timezone that your web browser is set to.
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