Pinnacle Integration for Pipedrive
by Ulgebra
Attract new leads, Qualify my leads, Nurture my leads, Communicate with leads, Manage my accounts
Connect with your Pipedrive contacts using SMS and WhatsApp channels. Initiate conversations using WhatsApp and SMS.
Extension features:
From the dropdown menu on the right corner, select any contact from the people/organizations module and click on "Send Pinnacle SMS/Contacts." Enter your message or select your approved template. Click on "Send SMS" or "Send WhatsApp" to send the message.
Select the contacts you wish to send messages to and click on "Send PinnacleMessage" from the dropdown menu. Choose your sender ID. Enter a message or select the template. Send the bulk message.
Select "Add New Template option" and create templates. You can also edit or delete the created templates.
The history of all your sent messages from Pipedrive using pinnacle can be viewed under the "Notes" section of contacts and deals.
Panels
Instantly see and interact with Pinnacle Integration for Pipedrive as you dive into the details of your deals/contacts in Pipedrive.
Send Pinnacle SMS & WhatsApp
Locations:deal detailsperson detailsorganization details
Send Pinnacle messages
Pop-up windows
Tackle complex tasks in Pinnacle Integration for Pipedrive without leaving Pipedrive via their customized pop-up windows.
Send Pinnacle Message
Locations:deal detailsdeal listperson detailsPeople listorganization detailsorganization list
Send Pinnacle messages
Installation and setup:
Visit Pipedrive Marketplace and install the Pinnacle SMS and WhatsApp for the Pipedrive extension
Sign in to Pinnacle using your Pipedrive account. Once redirected to the configuration page, authorize your Pipedrive account.
Once Pipedrive CRM is authorized, authorize the Pinnacle account by providing pinnacle account credentials.
Add sender Id by selecting "Add New Sender Id" under "choose sender" and select "save".
The integration has been enabled!
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