interactive features
interactive features

Two-way SMS and MMS inside Pipedrive on your own Twilio account. Text from any record, or send in bulk texts from a list view.

Qualify my leads, Nurture my leads, Communicate with leads, Manage my accounts, Support my customers, Other use cases

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Twilio SMS & MMS for Pipedrive

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.

What you can do

  • Two-way texting from Deals, People and Organizations, with replies in the same thread.
  • Save and share templates for your team's most-used messages. (Team+)
  • Send bulk texts from list views using selections or filters.
  • Send texts from Pipedrive automations based on stages, activities, won deals and more. (Business+)
  • Personalize messages with Pipedrive fields and preview them before sending.
  • Send MMS images with Twilio costs shown before sending.
  • Automatically log messages to the Pipedrive record.

Built-in guardrails

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.

Requirements & Pricing

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.

Features

Panels

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

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.

Installation instructions

Before you start

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.

1. Install PipeDeck

Install and authorize PipeDeck. You'll automatically start a 10-day free Business trial, no card required, with bulk sending, templates and automations unlocked.

2. Connect Twilio

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.

3. Choose your numbers

Select which Twilio numbers PipeDeck can use, choose a default and optionally assign numbers to individual users. MMS-capable numbers are identified.

4. Start texting

Open a Person with a mobile number and send a text. Messages and replies are automatically logged to the Pipedrive record.

5. Bulk send (Team+)

From a Deals, People or Organizations list, select records or apply a filter and choose Send SMS in bulk. Personalize, preview, confirm and send.

6. Pipedrive automations (Business+)

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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User reviews

Overall rating

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