Twilio SMS MMS for Pipedrive
interactive features

Twilio SMS MMS for Pipedrive

by OAppS Technologies Private Ltd

interactive features
interactive features

Activate SMS in Pipedrive to send personalized single/bulk messages, and track all messages in notes under corresponding Leads/Contacts/Deals.

Nurture my leads, Communicate with leads, Manage my accounts, Support my customers

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Twilio SMS MMS for Pipedrive

Effectively communicate with your clients worldwide by rapidly sending and receiving personalized or templated SMS/MMS messages.

Features

Outbound & Inbound: All inbound and outbound messages will be automatically recorded under their respective Deals, Contacts, or Leads in the Notes section with a timeline.

SMS History / Inbox: Manage and view both incoming and outgoing messages in a conversational format by tracking them in one centralized location.

Templated Messages: Save unlimited templates for sending personalized messages.

Bulk SMS: Seamlessly send bulk messages with just a few clicks.

Automated SMS: Automate the Templated or customized SMS.

Segmented SMS: Optimize your reach with Segmented SMS Marketing! Connect directly with your target audience through personalized messages. Enhance your communication strategy effortlessly.

SMS Number: If your business doesn't have an SMS number, no problem – you can purchase one from us.

Pricing

$39 per month per organization. If you have any questions, feel free to contact us at [email protected].

Features

Panels

Panels

Instantly see and interact with Twilio SMS MMS for Pipedrive as you dive into the details of your deals/contacts in Pipedrive.

Send SMS - Twilio

Locations:deal detailsperson detailsorganization details

Pop-up windows

Pop-up windows

Tackle complex tasks in Twilio SMS MMS for Pipedrive without leaving Pipedrive via their customized pop-up windows.

Launch SMS Campaign

Locations:deal listPeople list

Installation instructions

Here are the steps to install and set up Twilio SMS MMS for Pipedrive:

Step 1: Install the Twilio SMS MMS app from the Pipedrive Marketplace.

If you own a Twilio number, choose "I already have a phone number"; otherwise, opt for "I don't have a phone number."

Step 2: Authorize the Twilio service using your Twilio Account SID and Auth Token.

  - Go to https://www.twilio.com/login and log in.
  - Your Account SID and Auth Token will be displayed on the dashboard.
  - Copy your Account SID and Auth Token and use them to authenticate the Twilio service.

Step 3: Once authorized, the SMS-enabled Twilio numbers will be listed on the "Add Phone" page. Add Twilio numbers with descriptive friendly names.

Step 4: Go to the Pipedrive page and access "Contacts" in the sidebar.

Step 5: In the Contact detail view, the Send SMS panel will be pre-filled with the From and To numbers.

Step 6: You can either type the SMS message manually or choose a template to automatically merge fields and send personalized messages.

Step 7: All incoming and outgoing messages related to a specific contact can be tracked within the Notes section.

Step 8: To access the OAppS Settings page, click on the three dots in the top right corner of the Send SMS panel.

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Overall rating

4,5

100+ installs
5 stars

79%

4 stars

7%

3 stars

7%

2 stars

0%

1 stars

7%

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