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How to Set Up the Pipedrive SMS Integration

 

What this integration does

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


How to setup the Pipedrive integration

1. Log in to your Sakari account at https://hub.sakari.io

 

2. In the left navigation go to Integrations > Pipedrive

pipedrive-1.png 

 

3. Click the red Connect button.

 pipedrive-2.png

Pro Tip: When setting up the Pipedrive SMS integration, be sure to share it with your account.  If you don't do this, other members of your team will not be able to send text messages using Sakari.

4. Confirm the integration between Pipedrive and Sakari SMS. Click the green "Allow and Install" button.

pipedrive-3.png 

6. Click the blue Save button.

 

7. You're done!  Your Pipedrive and Sakari integration is complete.

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