Burst SMS for Pipedrive

About


Contact Pipedrive People, Organizations & Deals through Burst SMS using the integration Burst SMS for Pipedrive.


Features


  • Send Burst SMS messages from any Person, Organization or Deal of Pipedrive

  • Send bulk messages to the required contacts

  • The Pipedrive admin can permit multiple users to share a Burst SMS account

Pre-requisites


  • Must be a Pipedrive user.

  • Must have a Burst SMS account.

Installation


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

  • Click on 'Install now'.

Install Burst SMS for Pipedrive from the Pipedrive Marketplace
  • Click on 'Allow and Install' to complete Pipedrive authorization.

Authorize Pipedrive account
  • 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.

Access the Settings page of Burst SMS for Pipedrive
  • Enter the Burst SMS credentials.

  • Authorize the Burst SMS account.

Authorize 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'.

Access Burst SMS with Pipedrive Person, Organization or Deal
  • Select the Burst SMS sender.

Select the Burst SMS sender to communicate with the Pipedrive contact
  • Click on 'Add Recipients' in case you wish to include additional contacts.

  • Select the country code and enter the contact number.

  • Click on 'Add'.

Add additional contact numbers if required
  • Select a Pipedrive filter to add a specific set of contacts.

Select any Pipedrive filter to add a specific set of contacts
  • Search for any existing contact to add a particular contact.

Search for any existing Pipedrive contact
  • Enter the message to be sent.

  • Enter '#' to insert a placeholder.

  • Select the contact field from the drop-down.

Insert Pipedrive fields as placeholders within the message
  • Or insert a message template.

  • Send the message to Pipedrive contact using Burst SMS.

Send the Burst SMS message to the Pipedrive contact

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 required Pipedrive contacts to send the bulk message using Burst SMS
  • Select the Burst SMS sender id.

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

Select Burst SMS sender to send bulk message and add contacts in required
  • Enter the message or insert a template.

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

Send bulk SMS to 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.

View the details of messages sent within the contact

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.

Access Burst SMS for Pipedrive in a separate tab

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.

The Pipedrive admin can use 'Manage App Users' to use a shared Burst SMS account
  • 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.

The admin can add and remove users from this features based on their requirements

Application Analytics


  • Select 'App Usage Analytics'.

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

View the analytics of the usage of the Burst SMS for Pipedrive

Reset Application


  • Select 'Reset App Configurations'.

Reset Burst SMS for Pipedrive
  • Enter 'confirm' within the space provided.

  • Click on 'Reset'.

Complete the reset of the application

SMS Sender


Add Sender


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

  • Click on '+Add New Sender'.

Add new Burst SMS Sender
  • Select the type of sender as SMS.

Select the SMS channel
  • Enter the SMS sender id as per Burst SMS.

  • Enter the display name for the sender.

  • Save the new SMS sender.

Save the new Burst 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.

Select a default Burst SMS sender

Hide Sender


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

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

View or hide the list of hidden senders

Delete Sender


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

Delete Burst SMS sender from the application

Message Templates


Create Template


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

Create new message template
  • Enter the name of the template.

  • Enter the content within the template.

  • Save the new message template.

Save message template

Edit Template


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

Edit message template
  • Make the changes within the template.

  • Save the edited message template.

Save edited message template

Delete Template


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

  • This template would now be deleted.

Delete message template

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