Twilio SMS & WhatsApp for Pipedrive
interactive features

Twilio SMS & WhatsApp for Pipedrive

by Ulgebra

interactive features
interactive features

Inbox for Twilio messages with agent assignment, status labels and personalized message templates for contacts.

Nurture my leads, Communicate with leads, Support my customers

App screenshot
App screenshot
App screenshot
App screenshot

Description

If you have been using Pipedrive's Native WhatsApp solution already, you can easily migrate to our app.

  • With our Twilio integration, you can use SMS & WhatsApp seamlessly.

  • We provide dedicated inbox system, where you can see all the conversation in one place with agent assignment, templates & status labels for each conversation

  • Automatically create leads when your clients send SMS / WhatsApp.

  • You can also use WhatsApp or SMS to start a new conversation with your Pipedrive Contacts, Organizations and Deals.

  • Send SMS to multiple contacts at once and save time.

  • Simplify the process of sending Twilio messages using the Pipedrive filters to add contacts within the filter.

  • All messages that you send and receive will be recorded in Pipedrive.

  • Allow multiple users to receive desktop notifications for your incoming Twilio messages.

  • As the admin of the CRM, restrict which of the users can access your Twilio inbox.

Features

Panels

Panels

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

New - Twilio Chat

Locations:deal detailsorganization detailsperson details

Chat with twilio - this feature is in testing state.

Pop-up windows

Pop-up windows

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

Send Twilio Message

Locations:deal detailsdeal listorganization detailsorganization listperson detailsPeople list

Send Bulk message from Pipedrive.

Installation instructions

Installation & Setup:

  1. Go to Pipedrive’s marketplace and install Twilio’s extension for Pipedrive

  2. Once you click ”Install now”.

  3. Once redirected click on "Allow & Install".

  4. The extension installation has been completed.

  5. Within any Pipedrive contact, click on the dropdown on the top right corner and select "Send Twilio Message".

  6. Sign in to Ulgebra using your Pipedrive email id.

  7. To enable the integration, authorize your Twilio account by entering your Twilio credentials

  8. Add your Twilio number

Now the integration is successfully enabled.

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Overall rating

3,0

300+ installs
5 stars

42%

4 stars

10%

3 stars

6%

2 stars

3%

1 stars

39%

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