Burst SMS for Pipedrive

Installation

• Access 'Burst SMS for Pipedrive' at the Pipedrive Marketplace.

• Click on 'Install now'.

• Click on 'Allow and Install' to complete Pipedrive authorization.

• With Pipedrive account, click on your Pipedrive profile.

• Select 'Tools and Integrations'.

• Select 'Marketplace Apps' from the panel on the left side.

• Adjacent to Burst SMS for Pipedrive, click on the three dots on the right.

• Select Settings from the drop-down.

• Enter the Burst SMS credentials.

• Authorize the Burst SMS account.

Burst SMS have now been integrated to Pipedrive.

Applications

Message Pipedrive Contacts

• Go to any Pipedrive Person, Organization or Deal.

• From the drop-down at the right side, select 'Send Message - Burst SMS'.

• Select the Burst SMS sender.

• Click on 'Add Recipients' in case you wish to include additional contacts.

• Select the country code and enter the contact number.

• Click on 'Add'.

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

• Search for any existing contact to add a particular contact.

• Enter the message to be sent.

• Enter '#' to insert a placeholder.

• Select the contact field from the drop-down.

• Or insert a message template.

• Send the message to Pipedrive contact using Burst SMS.

Bulk Message

• Select the Pipedrive People, Organizations or Deals from the list view.

• From the drop-down on the right side, select 'Send Bulk Message - Burst SMS'.

• Select the Burst SMS sender id.

• Include additional contacts if required using the 'Add Recipients' option.

• Enter the message or insert a template.

• Send the bulk message to the Pipedrive contacts using Burst SMS.

Message History

• Within any Pipedrive contact, access the Notes section.

• Here you can view the details of the messages sent using Burst SMS.

Extension Settings

• On the settings page of the application, you can access the general features, admin settings and advanced settings of the integration.

Application Tab

• Access the application at all times in a separate tab using 'Open in New Tab' option.

Burst SMS User Management

• The Pipedrive admin can allow multiple users to use a shared Burst SMS account.

• Select 'Manage App Users'.

• Here you can view the list of Pipedrive users.

• Add the user to enable them to use your Burst SMS account.

• Remove the user to disable the features for them.

• Here you can view the list of Pipedrive users.

• Add the user to enable them to use your Burst SMS account.

• Remove the user to disable the features for them.

Application Analytics

• Select 'App Usage Analytics'.

• Here you can view the analytics for the usage of the application.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on 'Reset'.

SMS Sender

Add Sender

• Select the Choose Sender drop-down within the application.

• Click on '+Add New Sender'.

• Select the type of sender as SMS.

• Enter the SMS sender id as per Burst SMS.

• Enter the display name for the sender.

• Save the new SMS sender.

Default SMS Sender

• Click on the pin icon beside the name of the sender.

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

Hide Sender

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

• Click on the visibility icon beside '+Add New Sender' to hide or view all the hidden SMS senders from the drop-down.

Delete Sender

• Click on the delete icon to delete a Burst SMS sender.

Message Templates

Create Template

• Select '+Add New Template' from the Templates drop-down.

• Enter the name of the template.

• Enter the content within the template.

• Save the new message template.

Edit Template

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

• Make the changes within the template.

• Save the edited message template.

Delete Template

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

• This template would now be deleted.

Easily send messages to Pipedrive contacts using Burst SMS.

Pricing

Classic Plan

$5 /user/month

250 Ulgebra credits per month

Proactive Messaging

Send Bulk SMS Messages

Messages History in notes