PipeDeck SMS/MMS
by PipeDeck
Qualify my leads, Nurture my leads, Communicate with leads, Manage my accounts, Support my customers, Other use cases
PipeDeck adds two-way texting to your Deal, Person and Organization records using the Twilio account you already own. Twilio bills you directly — no marked-up message credits.
Opt-outs are permanently honored, quiet hours hold messages until 8am–9pm recipient local time, and bulk sends require previews, are paced and can be cancelled.
Requires a Twilio account and number. US texting requires A2P 10DLC registration.
Plans start at $19/month per company — never per seat or message. Includes a 10-day Business trial, no card required. Bulk sending and templates start at $49/month; Pipedrive automations at $99/month. Annual plans include two months free.
Panels
Instantly see and interact with PipeDeck SMS/MMS as you dive into the details of your deals/contacts in Pipedrive.
SMS Conversation
Locations:deal detailsperson detailsorganization details
Send and receive SMS and MMS with this contact. Use templates, emojis, and store notes on your deals, people, and organizations.
Pop-up windows
Tackle complex tasks in PipeDeck SMS/MMS without leaving Pipedrive via their customized pop-up windows.
Send Bulk SMS
Locations:organization listPeople listdeal list
Allows you to send bulk SMS/MMS to filtered deals, people, and organizations from PipeDrive's list view.
You need a Twilio account and number. US texting requires an approved A2P 10DLC brand and campaign. Approval can take several days, so start early.
Install and authorize PipeDeck. You'll automatically start a 10-day free Business trial, no card required, with bulk sending, templates and automations unlocked.
Open PipeDeck on any Person or Deal and select Connect Twilio. Enter your Twilio Account SID and Auth Token. PipeDeck verifies them with Twilio and stores them encrypted.
Select which Twilio numbers PipeDeck can use, choose a default and optionally assign numbers to individual users. MMS-capable numbers are identified.
Open a Person with a mobile number and send a text. Messages and replies are automatically logged to the Pipedrive record.
From a Deals, People or Organizations list, select records or apply a filter and choose Send SMS in bulk. Personalize, preview, confirm and send.
Go to Settings → Send from Pipedrive Automations and copy your webhook URL and credentials. Add them to a Pipedrive Webhook request automation, then provide the recipient and message fields. Any supported Pipedrive trigger can now send a text.
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