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Two-way texting from Pipedrive CRM
Two-way texting from Pipedrive CRM
AccountManager avatar
Written by AccountManager
Updated over a week ago

Latest additions to the Salesmsg Pipedrive integration gives you a simple way to send and receive text messages right from the Contact and Deal record without having to leave your CRM.

How it works

Once you've integrated Pipedrive with Salesmsg, you'll see our Salesmsg widget in the Pipedrive contact record & Pipedrive Deals. This is where you can quickly send your contact a message and easily watch live status updates from your messages.

Salesmsg's Extension Pipedrive Features

Two-Way SMS & MMS Text Messaging

From the widget interface, you can send and receive SMS text messages as well as MMS (multimedia) messages like animated GIFs, images, and vCards.

AI Texting Assistant For Widget

From the widget interface, you can easily send SMS generated with the help of AI Texting Assistant. Craft better messages, make them formal or friendly, expand or make shorter.

Text from Contacts & Deal Records

You can text your contacts from either the Contacts or the Deal records page in Pipedrive, so you won't have to leave your CRM to text your contacts.

Canned Messages

Canned Messages are like text message templates. They give you a way to create and personalize with Pipedrive tokens to easily point, click, and insert the canned message into the text.

Internal Notes

If you need to leave an internal note, just click the switcher to Note and this message will only be viewed by your internal account and team.

Message Scheduling

Need to schedule a message to go out at a later date? Just click the timer icon in the text board and set the schedule for when to deliver your next message. Read more on how to Schedule a text for later.

Automatic Timeline Activity

Never miss a message, conversations or calls! Pipedrive will automatically post your messages and calls with detailed history to the contact's timeline for you to see at any time.

Latest Message Body

The latest body of both inbound and outbound messages is automatically stored in Hubspot properties. These can be utilized for a wide range of word- and symbol-based workflows.

Frequently Asked Questions

Can I send a text through Pipedrive after a contact Opts out?

No, you can not. For our users' convenience, we do indicate the Salesmsg Texting opt'd status right in the Conversation with this contact.

I don't see any messages displayed on the Deal/Contact record after I send a text through Pipedrive?

Be sure you're texting a Pipedrive x Salesmsg linked contact and your timeline filters are checked for integrations and Pipedrive.

My contact sent me a picture but I don't see anything?

The attached media can be viewed by clicking the "view Salesmsg" button but not in the recent messages or timeline events.

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