Pipedrive

  • Configure a Pipedrive user for Sakari

    Enable Sakari messaging for Pipedrive users by configuring their User profile in Sakari.  Sakari accounts allow unlimited users to be added for free.  Users m...

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  • How to Set Up the Pipedrive SMS Integration

    Overview The Sakari Pipedrive integration allows you to: Send and receive text messages from your Pipedrive account Save SMS templates, have multiple phone...

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  • Automating and Bulk Sending Messages with Pipedrive

    Today Pipedrive does not allow integration partners to embed within their automations.  As a workaround, Zapier automations can be used.  With Zapier, when a s...

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  • Send an image message (MMS) from Pipedrive

    Overview You can add images to your messages in Pipedrive and send them as an MMS. Requirements Supported image formats are: .jpg, .png, gif. The recommended ...

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  • How to Add Custom Pipedrive Properties as Tokens

      How to Add Custom Pipedrive Properties as Tokens This will allow you to add custom Pipedrive properties as tokens within your Pipedrive messaging templates. ...

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  • How to Send an SMS Message From Pipedrive

      How to Send a Text Message From Pipedrive 1. If you haven't already, please install the Sakari Pipedrive SMS integration. 2. In the Pipedrive system go Conta...

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  • Delete a Pipedrive SMS Template

    Question How can I delete a text messaging template in Pipedrive?    Answer This can be done within Pipedrive using the Sakari templates feature.    Setup Step...

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  • Create a Pipedrive SMS Template

    Question How can I create text messaging templates in Pipedrive to quickly send messages to my contacts?    Answer This can be done using SMS templates using t...

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  • Pipedrive Received Message Notification Options

    You may want to be notified via other channels when a contact replies to your SMS messages in Pipedrive. The notification options include email, Slack and the ...

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