Prerequisites
A ClickSend account
A Pipedrive account
Install ClickSend SMS in Pipedrive
Log in to your Pipedrive account.
Go to Marketplace Apps > Explore Marketplace.
Search for ClickSend SMS.
Click Authorise
Then Allow and Install
Authenticate Your ClickSend Account
Enter your ClickSend credentials when prompted:
Username: your ClickSend login username
API Key: found here in your dashboard
Once authenticated, you're ready to start sending!
Send SMS from Contacts
In Pipedrive, go to Contacts.
Click + Person to create a new contact. (Name and phone number in international format required)
To message a contact, open their profile and click Send SMS, or select the contact by ticking the checkbox beside their name.
Click the three dots (•••) in the top-right, then select Send SMS.
In the message popup:
Choose a Sender number (or leave blank to use a free shared number).
Compose your message or select from any of your saved SMS template in dashboard.
You can use merge tags such as: (First Name), (Last Name), (Email)
Click Send SMS.
Send SMS from Deals
In Pipedrive, go to Deals.
Click + Deal to create a new contact. (Name and phone number in international format required)
To message a deal, open their profile and click Send SMS, or select the deal by ticking the checkbox beside their name.
Click the three dots (•••) in the top-right, then select Send SMS.
In the message popup:
Choose a Sender number (or leave blank to use a free shared number).
Compose your message or select from any of your saved SMS template in dashboard.
You can use merge tags such as: (First Name), (Last Name), (Email)
Click Send SMS.
Receive Replies in Pipedrive
All inbound messages will appear in the activity logs of each related contact or deal.
Note: Inbound SMS may not work if your ClickSend account already has 10+ inbound rules configured.
Sending Bulk SMS
Upload or add your recipient list to Pipedrive under the Contacts or Deals page.
Select multiple recipients by ticking the checkboxes.
Click the three dots (•••) in the top-right, then select Send SMS.
In the message popup:
Choose a Sender number (or leave blank to use a free shared number).
Compose your message or select from any of your saved SMS template in dashboard.
You can use merge tags such as: (First Name), (Last Name), (Email)
Click Send SMS.
Our Bulk SMS can support up to 1,000 recipients.
Troubleshooting
Not able to send SMS? Check the following:
You used your ClickSend username and API key (not password)
Your account has balance – Top up here
FAQs
Are placeholders supported?
Are placeholders supported?
Yes. Pipedrive supports placeholders for (First Name), (Last Name) , and (Email).
Can I use templates?
Can I use templates?
Yes, up to 100 templates. Create them in your ClickSend dashboard.
What sender numbers are supported?
What sender numbers are supported?
All types are supported (shared, dedicated, alpha tags and own numbers—subject to country restrictions).
Where can I find my API credentials?
Where can I find my API credentials?
In your ClickSend dashboard.
How do I switch ClickSend accounts in Pipedrive?
How do I switch ClickSend accounts in Pipedrive?
Uninstall the ClickSend SMS app from Pipedrive and reinstall it using the new account credentials.
Need help? Reach out to us via 24/7 live chat.