Pipedrive
Articles
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Share the Sakari integration with Pipedrive users
Sharing the integration via your Pipedrive Administrator account lets other team members view and send text messages via Sakari from Pipedrive.Users with whom ...
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Format Pipedrive contact telephone numbers for SMS
Contact telephone numbers in Pipedrive intended for SMS should include the country code and no extra punctuation. This is the standard format used by SMS carri...
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Connect 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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Configure a Pipedrive user in Sakari
Enable Sakari messaging for Pipedrive users by configuring their User log-in profile in Sakari. Sakari accounts allow unlimited user log-in profiles to be cre...
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Send an SMS message from Pipedrive
1. In Pipedrive, go to Contacts > People. 2. Open any contact and under Sakari SMS, toggle to the three dots and select Conversations. 3. A new chat window wi...
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Send an image message (MMS) from Pipedrive
Add images to your messages in Pipedrive and send them as an MMS. Requirements & restrictions Supported image formats are: .jpg, .png, .gif Attachments to a s...
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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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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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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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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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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...