Overview
The Sakari Pipedrive integration allows you to:
- Send and receive text messages from your Pipedrive account
- Save SMS templates, have multiple phone numbers, send and receive MMS (image) messages
- Send and receive messages from the Sakari mobile app
- Track all message history in Pipedrive
Connecting Pipedrive to Sakari
Caution:
Ensure that the email used to log in to Pipedrive to generate API credentials matches the email used to log in to Sakari when connecting the integration.
You must be a Pipedrive Administrator to complete all of the connection steps.
- Log in to Pipedrive and close all other Pipedrive connections
- Log in to Sakari at https://sakari.io using the same email as your Pipedrive login
- From the Settings menu, go to Integrations > Marketplace
- Find the Pipedrive integration, click View and Add
Configure the integration
Timeline Display Type
You have three options for how SMS information is pushed back to Pipedrive contact records:
-
Notes - creates a new note each time an SMS is sent or received to a contact in Pipedrive
- Sakari annotated sent and received times are in UTC.
- Activity - creates a new activity each time an SMS is sent or received to a contact in Pipedrive
- Disabled - disables all event updates to Pipedrive
Share the integration
Sharing the integration via your Pipedrive Administrator account lets other team members view and send text messages via Sakari from Pipedrive.
Please refer to Share the Sakari integration with Pipedrive users.
Note:
Only the user who creates the initial connection has access to the "Send Message" button. All other users will have access to the "Conversations" button/popup.