How to send SMS within Pipedrive
With ClickSend and Pipedrive, you can send messages to your contacts and deals globally.
Introduction: In this article, we'll guide you through the steps on how to send both Individual and Bulk SMS through Contacts and Deals in Pipedrive.
Prerequisites:
- You need a ClickSend account to connect to your Pipedrive account.
- You can create an account here.
- If you don’t have an account in Pipedrive, you can create one here.
Installation steps:
- Login to your Pipedrive account > Marketplace apps > Explore Marketplace
- Search for ‘ClickSend SMS’ and click the ‘Install now’ button.
Authentication
Authenticate by adding your ClickSend credentials.
Username - the username you use to login in ClickSend.
API Key - is the API key found in the ClickSend dashboard: https://dashboard.clicksend.com/#/account/subaccount
Now, you’re all set! You may now start adding contacts to Contacts and Deals and send your messages instantly.
How to add ‘Contacts’ and send SMS in Pipedrive
To add contacts, hover your mouse over ‘Contacts’ on the left side of your screen.
Click + Person Then fill in your details on your preference. (Name and Number are required)
You can also add multiple contacts by adding them through ‘Organization’. Then, click + to add your preferred Organization and add the contact person's name under the link a person.
How to send SMS from Contacts/People
To send an SMS, go to the Contacts page and select the name of the person you wish to send the message to, and click the Send SMS button.
Once you click ‘Send SMS’, you will be redirected to this pop-up. Select a ‘Sender number’ from the 'From' drop-down list (By default, Shared number is selected as the Sender number) select recipient number from the 'To' drop-down list (make sure that numbers are entered in international format when sending to other countries), Compose your message, and hit Send SMS.
How to add ‘Deals’ and send SMS in Pipedrive
To add a deal, hover your mouse over ‘Deals’ on the left side of your screen.
Click + Deal Then fill in your details on your preference. (Name and Number are required)
Once a new deal is created, expand the panel to select the deal you want to send an SMS to.
Now, click on the 3 dots on the upper right-hand corner of this page and select the ‘Send SMS’ button. You will then be directed to the Message UI.
Select a ‘Sender number’ (you can leave this blank if you want to send from a free shared number).
Enter the recipient number (this should be entered in international format when sending to other countries), compose your message, and hit send.
Introduction: In this article, we'll guide you through the steps on how to send Individual SMS through Contacts and Deals in Pipedrive.
Prerequisites:
- You need a ClickSend account to connect to your Pipedrive account.
- You can create an account here.
- If you don’t have an account in Pipedrive, you can create one here.
Installation steps:
- Login to your Pipedrive account > Marketplace apps > Explore Marketplace
- Search for ‘ClickSend SMS’ and click the ‘Install now’ button.
Authentication
Authenticate by adding your ClickSend credentials.
Username - the username you use to login in ClickSend.
API Key - is the API key found in the ClickSend dashboard: https://dashboard.clicksend.com/#/account/subaccount
Now, you’re all set! You may now start adding contacts to Contacts and Deals and send your messages instantly.
How to add ‘Contacts’ and send SMS in Pipedrive
To add contacts, hover your mouse over ‘Contacts’ on the left side of your screen.
Click + Person Then fill in your details on your preference. (Name and Number are required)
You can also add multiple contacts by adding them through ‘Organization’. Then, click + to add your preferred Organization and add the contact person's name under the link a person.
How to send SMS from Contacts/People
To send an SMS, go to the Contacts page. Then, open the name of the person you wish to send the message to and click the Send SMS button.
Once you click ‘Send SMS’, you will be redirected to this pop-up.
Select a ‘Sender number’ from the 'From' drop-down list (A shared number will be selected by default).
Then select the recipient number from the 'To' drop-down list.Compose your message, and hit Send SMS.
How to add ‘Deals’ and send SMS in Pipedrive
To add a deal, hover your mouse over ‘Deals’ on the left side of your screen.
Click + Deal Then fill in your details on your preference. (Name and Number are required)
Once a new deal is created, expand the panel to select the deal you want to send an SMS to.
Now, click on the 3 dots on the upper right-hand corner of this page and select the ‘Send SMS’ button. You will then be directed to the Message UI.
Select a ‘Sender number’ (you can leave this blank if you want to send from a free shared number).
Enter the recipient number (this should be entered in international format when sending to other countries), compose your message, and hit send.
Replies/Inbound SMS
You can receive SMS replies to Pipedrive. Here’s how it works:
All inbound messages are populated in the activity logs inside each contact and deal.
Troubleshooting
Not able to send SMS successfully? Kindly check the following:
- Make sure you entered the correct credentials. It should be using your ClickSend username and API key, not the password.
- No balance on the account. To check and top up, visit our Billing page here.
FAQS:
- Are placeholders supported?
- Yes. Placeholders are configured within Pipedrive. The supported placeholders are First name, Last name, and Email.
2. Are templates supported?
- Yes, it can allow up to 100 templates. You can create templates through our ClickSend dashboard here
3. What sender number is supported?
- All sender numbers are supported (Country-restriction applies)
4. Where can I find my API credentials?
- The API key is found in the ClickSend dashboard: https://dashboard.clicksend.com/#/account/subaccount
5. Why can’t I log in from my other account?
- Pipedrive saves the first credentials used after installation. You need to reinstall the app to log in from a different account.
If you’d like help sending SMS via Pipedrive, please reach out to our support team via our 24/7 live chat.
Troubleshooting
Not able to send SMS successfully? Kindly check the following:
- Make sure you entered the correct credentials. It should be using your ClickSend username and API key, not the password.
- No balance on the account. To check and top up, visit our Billing page here.
FAQS:
- Are placeholders supported?
- Yes. Placeholders are configured within Pipedrive. The supported placeholders are First name, Last name, and Email.
- Are templates supported?
- Yes, it can allow up to 100 templates. You can create templates through our ClickSend dashboard here
- What sender number is supported?
- All sender numbers are supported (Country-restriction applies)
- Where can I find my API credentials?
- The API key is found in the ClickSend dashboard: https://dashboard.clicksend.com/#/account/subaccount
- Why can’t I log in from my other account?
- Pipedrive saves the first credentials used after installation. You need to reinstall the app to log in from a different account.
If you’d like help sending SMS via Pipedrive, please reach out to our support team via our 24/7 live chat.