BulkSMS Integration for Pipedrive

Installation

• Visit the Pipedrive Marketplace where you can find the extension BulkSMS for Pipedrive.

• Click on 'Install now'.

• Click on 'Allow and Install' to authorize the Pipedrive account.

• Within the Pipedrive account, click on your Pipedrive profile.

• Select 'Tools and integrations'.

• Click on Marketplace Apps.

• Click on the three dots beside 'BulkSMS for Pipedrive'.

• Select Settings from the drop-down.

• Click on 'Get Here' to obtain the BulkSMS credentials.

• Click on 'Create Token'.

• You can now access the generated BulkSMS Token Id and Token Secret.

• Enter the BulkSMS credentials in the space provided.

• Authorize BulkSMS account.

BulkSMS has now been integrated to your Pipedrive account.

Applications

Message Contacts

• Go to any Pipedrive Person, Organization or Deal.

• Select 'Send Message - BulkSMS' from the drop-down on the right side.

• Click on the 'Choose Sender' drop-down.

• Select the BulkSMS sender to send the message from.

• Select the BulkSMS Route through which the message is to be sent.

• You can also add additional contacts using the 'Add Recipients' option.

• Select the country code and enter the contact number.

• Click on 'Add'.

• Select a Pipedrive filter to add a specific set of contacts.

• You can also search for an existing Pipedrive contact.

• Search and select the required contact.

• Enter the message to be sent.

• In order to insert a placeholder, enter '#'.

• Select the required Pipedrive field from the drop-down.

• Or insert a message template.

• Send the message to the Pipedrive contact through BulkSMS.

Bulk Messages

• Go to the People, Organizations or Deals module of Pipedrive.

• Select the required contacts from the list view.

• Access the drop-down on the right side.

• Select 'Send Bulk Message - BulkSMS'.

• Select the BulkSMS sender.

• Select the BulkSMS Route to send the messages using.

• Include other contacts as well to send the message using Add Recipients.

• Enter the message or insert a message template.

• Send the bulk message through BulkSMS.

SMS History

• Access the Notes section within the Pipedrive contact.

• Here you can view the history of BulkSMS messages sent within the respective Pipedrive contact.

Extension Settings

Integration Tab

• Select 'Open in New Tab'.

• You can now access the extension at all times in a separate tab.

Manage BulkSMS Users

• Pipedrive admin can enable multiple users to share a single BulkSMS account.

• Select 'Manage App Users'.

• Here you can view the list of Pipedrive users available.

• Add the users who would be using your BulkSMS account.

• Remove the users to disable this feature for them.

• You can also All all or Remove all users.

Application Analytics

• Select 'App Usage Analytics'.

• Here you can view the analytics of the usage of the BulkSMS integration for Pipedrive.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on 'Reset'.

• All the details of the applications would now be reset.

Message Sender

Add Sender

• Click on the Choose Sender drop-down.

• Select '+Add New Sender'.

• Select the channel type as SMS.

• Enter the BulkSMS Sender Id.

• Enter the name with which the sender is to be displayed.

• Save the BulkSMS sender.

Default Sender

• Click on the pin icon adjacent to the name of the sender.

• This sender would be selected by default while sending messages through BulkSMS.

Hide Sender

• Click on the visibility icon beside the name of the sender to hide the icon.

• Using the visibility icon adjacent to '+Add New Sender' you can add or remove the hidden senders from the drop-down

Delete Sender

• Click on the delete icon beside the name of the sender to delete the BulkSMS sender.

Message Templates

Create Template

• Click on the 'Templates' drop-down.

• Select '+Add New Template'.

• Enter the name of the template to be created.

• Enter the message content within the template.

• Save the message template.

Edit Template

• Click on the edit icon beside the name of the template.

• Make the required changes.

• Save the edited template.

Delete Template

• Click on the delete icon beside the name of the template to delete the message template.

Connect with Pipedrive contacts instantly using BulkSMS.

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