MessageBird WhatsApp, LINE, WeChat, SMS - Pipedrive CRM

About

Pipedrive is a Customer Relationship Management software that acts as an account - management tool and assists in marketing and sales growth. It helps to automatically trace calls, emails and synchronize them with tasks. Messagebird is an API provider which helps to communicate with people from different social media platforms irrespective of their distance. Hence, Messagebird and Pipedrive are integrated to make customer communication more easier and faster. Messagebird for Pipedrive has intelligent features so that the messages reach the end users and make them comfortable without losing communication.

Pre-requisites for app installation

  • Should have Pipedrive account.

  • Should have Messagebird account.

  • Should have approved WhatsApp number and WhatsApp templates from Messagebird in case WhatsApp channel is going to be used.

  • Should have created channels in Messagebird before proceeding to use the extension (Example: SMS channel, Instagram channel, etc..)

Features

  • Send single Messages to the customers in leads, contacts and deals module

  • Send Bilk Messages to the customers in leads, contacts and deals module

  • Create and manage templates

  • View history of messages as Notes.

Application Installation

Step 1: Go to Pipedrive marketplace and search for the application "Messagebird for Pipedrive". Click Install Now to install the application.

Pipedrive Marketplace installation

Step 2: A set of terms and conditions will be given. Check the details and click Allow and Install.


Allow and install - terms and conditions

Step 3: Sign in to Ulgebra to continue. You can either sign in with google or sign in with email. (Note: Make sure you are signing in to ulgebra with the mail Id for which you have activated the license.)

Signing in to Ulgebra- either using email or google

Step 4: Now you will get notified that the extension is installed and the modules in which you can access the extension to send messages. Click the "Go to Pipedrive" option to go back to your Hubspot account.

Successfully app installed inside pipedrive- (Messagebird)

Step 5: Now, go to any of your Pipedrive contacts, and click the "Send MessageBird Message" option.


Pipedrive contact- Click "send Messagebird message" for authorization

Step 6: Login to your Messagebird dashboard and get your live API key. Copy and paste the API key in the Messagebird for Pipedrive settings page.

Messagebird live API key

Step 7: Once the values are entered, click the "Authorize" option to authorize your MessageBird account.


Authorize messagebird account

Now you have successfully authorized your MessageBird account.

Manage your MessageBird Channels

Step 1: Once you have successfully authorized your MessageBird account, you will be prompted with the option to capture the incoming messages inside your Pipedrive. If you don't want to receive incoming then you can disable the capture incoming messages option.

You can also select your Messagebird channels for receiving incoming messages inside your Pipedrive.

If you have multiple Messagebird channels you can select the channels from which you wish to receive the incoming messages by doing so you will receive incoming messages only from the channel you have selected inside your Pipedrive CRM.

You can also select the module to receive incoming messages. When a new message is received to your Messagebird channel, you can select the module under which you want to save the respective record inside your Pipdrive CRM. You can select the module from the drop-down option. Before creating a new customer in Pipedrive CRM, it will be checked with the existing clients in the CRM under the selected modules. If an existing client is found, then the incoming message will be synced with the existing client's profile.

Note: You can change this setting at any time you want to change.

Manage messagebird channel - sync events

Your Messagebird channels are successfully configured and you are all set to send messages using your Messagebird channels from Pipedrive.

This is the installation of the application "MessageBird Sync by Ulgebra".

Application and Working

1) Send single messages to Pipedrive contacts, deals and leads.

Step 1: Go to any of the Pipedrive contacts. Find the three dots at the top right corner and click Send Message - Messagebird option.


Send single messages inside Pipedrive CRM

Step 2:

Note: If you already have a country code added to the number in your lead you can use the default "Chat view" option for initiating the conversation.

  • Select your Sender (Messagebird channel)

  • Choose the recipient number to which you want to send the messages.

  • While initiating a conversation using the Messagebird WhatsApp channel you are only allowed to send WhatsApp approved template. So select your WhatsApp-approved template from the drop-down.

  • In the case of the SMS channel, you can either type your customized messages or you can select the pre-defined templates.

  • After entering the Message click "Send WhatsApp".


Configuration inside send Messagebird message for Pipedrive CRM

Step 3: (Optional)

If you don't have a country code added to the number you can use the "Form view" option for initiating the conversation.


Form view for initiating conversation inside Pipedrive CRM
  • Select your Sender(MessageBird Channel).

  • The values in your both phone field and mobile field will be automatically fetched in the Pop-up. You can select the option to which number you wish to send messages by clicking on the respective phone number field.

  • Enter your default country code value. Which will be used for sending messages to numbers that don't have any country code in them.

  • In the case of sending SMS you can either type your own customized messages or else you can select the template for sending.

  • For initiating WhatsApp conversations you are only allowed to send MessageBird-approved Templates to your customers.

  • After entering Message click "Send".


Sending Messagebird message - insert Whatsapp approved template (Messagebird for pipedrive)

You will be notified once your Message is successfully sent to your customers.

Step 4: The Messagebird messages you send and receive from different channels will be saved as notes inside each Pipedrive contacts which you can have as a reference and view in future.


Pipedrive Messagebird message history saved as "Notes" inside Pipedrive

Note: The messages can also be sent from the Deals, Leads and Contacts module.

2) Send bulk messages

Step 1: Go to Pipedrive contacts. Select the check box near the contacts to whom you want to send bulk messages. Find the three dots at the top right and click Send MessageBird Message option.

Sending "Bulk messages" in  Messagebird for pipedrive CRM

Step 2: Select your Sender.

  • Configure your default country code option. You have multiple options for configuring the country code.

i) Do not add Country code

If you have a country code for all your existing records in your CRM, you can select this option.

ii) Add for all phone numbers :

If all your existing records in your CRM doesn't have any country code you can select this option which will add country code for all your numbers.

iii) Add if phone number starts with 0

In case you have phone numbers in your existing records was saved with 0 (usually applies for abroad numbers) you can select this option.

iv) Add if phone number does not start with country code

In case some of your records in CRM doesn't have any country code in it you can select this option which will add country code only for the numbers which doesn't have a country code in it and ignore the ones which already have country code in it.

  • Enter your Message and then click "Send SMS".


Other Additional Features

Configuration of  sending bulk messages , select template and configure default country code

Go to any of the Pipedrive CRM leads/contacts/deals modules and click the "Send MessageBird Message" option on the top right corner.

Click your profile at the top right to view the additional features.

  • Get the workflow webhook URL and parameters.

  • Configure Incoming messages.

  • Get desktop notifications of the messages.

  • Manage the app usage for users.

  • Reset the app configuration.


Additional features of "MessageBird for Pipedrive" extension

How to create and manage new template

Step 1: Go to any of the Pipedrive contacts/deals/leads modules and click the "Send Messagebird Message" option on the right panel.

Click the "Insert Template" option and find the option "Add new template".


Creating new template message- messagebird for Pipedrive CRM

Step 2: Enter the template name and enter the template message content in the text box. You can also fetch values using the "Insert fields" option.

You can also insert emojis/smileys using the available option. Select the Visibility type as the template has to be visible only for the admin or for all users.

Once all the required details are entered, click the "Save template" option so that the template will be saved and can be fetched later.

Add new template- template name, insert fields and type messages(save created template) for (Messagebird for Pipedrive extension)

Step 3: Now, you can fetch the newly created template inside the particular Pipedrive module.

Fetching newly created template message for sending messages (Messagebird for pipedrive extension)

Types of Messagebird Message views

There are three types of views which makes you more convenient to view your chats/messages and communicate accordingly. They are:

  • Form view

  • Chat view

  • Conversations view


Form view: This view is the default view using which you can instantly send messages to your clients. You can just select the sender, fetch the template or type your message and send the message using MessageBird.


Types of Messagebird view - form view  (Messagebird for pipedrive CRM)

Chat view: In this view, you can view the messages you have sent or received with that particular client. With the available option at the top, select the "Chat View" option.

Types of Messagebird view - "Chat view"

Select the sender and view the MessageBird chat you have made using that particular MessageBird channel. You also have the option to send reply messages by viewing the previous messages and while sending replies you can add emojis of your choice and you can also send attachments along with your message.

Messagebird  (types of views)- "Chat view" features

Conversations view: In this view you can view the conversations of the client from different channels. With the available option at the top, select the "Conversations View" option.

Types of Messagebird view - "Conversation View"
  • Under the conversations view, you can able to view all the messages you have sent and received using your MessageBird channel under a single roof.

  • Select the sender to filter the conversations related to the selected Sender(Messagebird channel).

  • You can also search the phone number to view the specific conversations.


Viewing sent and received messages under conversation view
  • Select any conversation and view all the messages you have sent and received to the specific user.

  • You can send replies directly from the conversation view and make one to one conversations with your customers. You can also able to send attachments and add emojis along with your messages.

  • You can able to view the "Read" status and "Delivered" status of your messages for WhatsApp and Messenger channels.

  • In SMS you can able to view the "Delivered" status of your Messages.

  • Multiple channel messages are differentiated with their specific chat icon.


Viewing any messages sent and received to the specific user inside Conversation view

How to enable Incoming notifications on your Desktop?

Configuration on the admin system:

Step 1:

Go to any of the Pipedrive CRM leads/contacts --> Click the "Send MessageBird Message" option from the top-right drop-down --> Click the profile picture --> Click "Message notifications".


Enable desktop notifications - Messagebird for Pipedrive CRM

Step 2:

  • Enter the mail Id of the user to whom you want to receive the incoming notifications for the messages on their desktop at the given space.

  • After entering the mail click "Add user".

Note: Enter the CRM mail Id of the user they have used for signing in to Ulgebra account in the previous process.


Notification settings for - Messagebird for pipedrive CRM

Step 3: After adding the user you can copy the "Subscriber invite link" and share it with the respective user for configuring the incoming message notifications on their desktop.

Subscriber invite link for desktop notification - Messagebird for Pipedrive CRM

Configuration on user system:

  • The user has to copy the link and paste it into their chrome browser.

  • Sign in to Ulgebra using the mail Id invited by the admin to receive notifications.


Configure on user system- desktop notification(Messagebird for pipedrive CRM)
  • Once signed in using your CRM mail Id, enable the option "Receive local notifications" option.

  • And click "Start receiving notifications on this browser".


Thus, in this way you can receive and send Messagebird messages inside Pipedrive CRM and connect with your customers easily. This is the installation and working of the app Messagebird for Pipedrive CRM.

Pricing plans

Classic

$5 per user/month

  • Incoming & Outgoing MessageBird SMS inside pipedrive

  • Proactive Messaging

  • Send Bulk SMS Messages to pipedrive Contacts

  • Messages History in notes

  • 1k Ulgebra credits per month