Step 2: Click "Next" button in the pop up notification for user selection.

Step 3: Click the "Allow and Install" button to proceed further 

Step 4: Now your extension is successfully installed. Click "Go to Pipedrive" button to be redirected to the pipedrive page where you can login again.

Authorization

Step 1: To authorize the extension go to your "Contacts" Module and open any of the Person. Inside your Person on your left panel, you can able to view the "New - Twilio chat" where you can authorize the extension. Click the button "Authorize Now". 

Step 2: On the window that opens, click the button "Continue to the App" to proceed further.

Step 3: Sign in to complete the authorization. You can either use the "Sign in with email" option or else you can use the  "Sign in with Google" option. 

Note: The sign-in mail doesn't have to be your Twilio login mail. You can use your Pipedrive mail for signing in.

Step 4: After signing in, click the button "Refresh" to proceed further.

Step 5: Now you have to authorize your Pipedrive account by entering your Twilio credentials. You can use the "Get here" option to get your Twilio credentials.

Step 6: Once you click on the "Get here" option you will be re-directed to the Twilio console page, where you can copy your Twilio SID and Twilio Auth token and paste it into the given space inside your Pipedrive and click Authorize option.

Now you have sucessfully authorized your Twilio account.

Incoming configurations

Step 1: Click the profile icon at the top right corner of the chat screen, as highlighted in the image below. This will redirect you to the Twilio for Pipedrive's settings page.

Step 2: Scroll down the settings page and click the "Incoming Events Sync" option. 

Step 3: To receive incoming messages in your Pipedrive account, you can enable your Twilio number. This will allow incoming messages to be automatically recorded within Pipedrive. 

Step 4: If you want to create a new person for every incoming message received through your Twilio account, you can select an option from the dropdown to sync it as a Person, Lead, or Deal. 

Options available to create new records in Pipedrive are,

Sync events to person - If an existing contact is there, then the events will be synced with the contact, or else a new contact/Person will be created in Pipedrive.

Sync events to the latest lead or create a new lead - If an existing lead is there, then the events will be synced with the lead, or else a new lead will be created in Pipedrive.

Sync events to the latest deal or create a new deal - If an existing deal is there, then the events will be synced with the deal, or else a new deal will be created in Pipedrive.

Step 5: If you don't want to create new records for Twilio messages from new customers and only wish to update existing ones, enable the "Ignore messages from NEW customers" option.

Conversely, if you don't want to create new records for messages from existing customers and only wish to create records for new ones, enable the "Ignore messages from EXISTING customers" option.

How to add Twilio Numbers to get incoming messages into PipeDrive?

i) Numbers not associated with any services:

Step 1:  On the Twilio settings page in the Pipedrive CRM, select the "Incoming Events Sync" option. 

Step 2: You will be redirected to the Sync Incoming Messages page. Select "Enable SMS" for the required number and wait until the loading is complete.

Step 3: You will see "SMS Enabled" displayed for the number you selected. 

ii) Numbers associated with other services:

Step 1:  On the Twilio settings page in the Pipedrive CRM, select the "Incoming Events Sync" option. 

Step 2: You will be redirected to the Sync Incoming Messages page. Select "Enable SMS" for the required number.

Step 3: A pop-up will appear to confirm the number association. Click the "Confirm" button and wait until the loading is complete.

Step 4: You will see "SMS Enabled" displayed for the number you selected

iii) WhatsApp numbers

Step 1:  On the Twilio settings page in the Pipedrive CRM, select the "Incoming Events Sync" option. 

Step 2: You will be redirected to the Sync Incoming Messages page. Select "Enable WhatsApp" for the required WhatsApp number.

Step 3: A pop-up will appear to link Twilio WhatsApp with Ulgebra. Click the "Go to link WhatsApp number" button to proceed. 

Step 4: You will be redirected to the Twilio WhatsApp Senders page. Select the appropriate messaging service (Ulgebra Integration Pipedrive - Email ID)  linked to your Pipedrive email ID. 

Step 5: Scroll down and click the "Update WhatsApp Sender" button.

Step 6: A pop-up will appear to reassign the sender. Click the "Re-Assign" button to proceed. 

Step 7: Return to the Pipedrive CRM tab. In the pop-up  for linking Twilio WhatsApp with Ulgebra, select the option "I have assigned the service" to proceed. 

Step 8: Wait until the loading is complete and you will see "WhatsApp Enabled" displayed for the number you selected. 

Your Twilio numbers are successfully configured.

Step 2 (Optional):

• If you don't have a country code added to the number in your lead, you can click the "New icon" to use the "Form view" option for initiating the conversation.

• Select your Sender Id

• 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. This 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.

• After entering Message click "Send Twilio Message".

Step 3: You will be notified once your Message is successfully sent to your customers.

Step 4: Under the Notes option inside your Person you can able to view the History of messages you have sent and received to that particular person.

Note: Same as Persons you can also send messages from the Deals and Organization Module.

Send messages to multiple customers

Step 1: To send messages from list view, go to the Person list view and select one or more Persons to whom you want to send messages. After selecting the person click on the "three dots" on the top right and click the option to send messages.

Step 2: Select your Sender Id.

i) Configure your mobile number field, to which phone number field you wish to send messages. 

• 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 Pipedrive, you can select this option.

ii) Add for all phone numbers :

If all your existing records in your Pipedrive 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 Pipedrive 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.

iii) Enter your Message and then click "Send SMS".

Note: Same as Persons you can also send messages from the Deals and Organization Module.

Step 2:

• After selecting the lists, enter the message you wish to send to your customers. You can either type your personalized message or else you can use the template message.

• After entering the message click "Send SMS".

Note: Same as Persons you can able to send messages from the Deals and organization Module. You can send message to specified list for other modules as well.

How to create template Messages?

Step 1: 

• To create templates go to any of the persons under the contacts module and go to New - Twilio chat option on the left panel.

•  Click on the "Insert Template" option.

Step 2:  Select the "Add New Template" option for creating new templates.

Step 3:  Enter the name for your Twilio template and enter the message which you wish to save as template Messages. You can also insert the User's field and the person's field for sending personalized messages. You can also copy and paste the content of your Twilio-approved templates and then click on the "Save Template" option.

Step 4: Once you have successfully created your template, you will be able to view it in the templates list by clicking the Templates dropdown. From there, you can use it to send messages to your customers.

Step 2:  Click the "Twilio Inbox" option from the Twilio for Pipedrive CRM Settings page

• Under the inbox view, you can able to view all the messages you have sent and received using your Twilio number under a single roof. 

• Choose the Sender to view the conversations associated with that sender

• 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.

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

On the admin system:

• You can add the Pipedrive users whom can use your Twilio account for sending messages.

• You can able to view the list of all Pipedrive users and you can add them using the "Add to workspace" button.

On the user system:

The user while re-authorizing the Twilio account, they can either use the account shared by their admin or else they can use their own account for sending messages. To configure their own account click on the "Use another account" option.

Step 2: Toggle the button to enable desktop notifications on this device. 

Once it is done you can able to receive notifications for the incoming messages  inside your browser.

If you click on the desktop notification you will redirected to the specific person associated with that number in your Pipedrive. These are the steps to enable the desktop notifications.

This is all about the installation and working of the Twilio for Pipedrive extension.

Monthly Pricing --> Auto-renewed every month