Automatically send reminder texts to your leads before meetings

Turn missed chances into confirmed meetings with Aardvark's SMS reminders for Pipedrive.

Sync your Pipedrive contacts and calendar with one click, setting up automated SMS reminders using your custom templates. Once a contact is scheduled for a meeting, Aardvark pulls their phone number from your CRM and sends an SMS reminder, ensuring your leads remember their appointments.

But Aardvark goes beyond just sending reminders. Customize your messages, triggers, and recipients for targeted communication, adjusting your approach based on your leads' specific needs and behaviors, which enhances engagement.

Aardvark also provides a comprehensive dashboard displaying your team's scheduled meetings and reminders, allowing for efficient tracking and organization.

With Aardvark and Pipedrive, bid farewell to no-shows and embrace improved meeting attendance. No more missed opportunities or dampened morale - just simple, automated reminders.

Say no to no-shows and HELLO to enhanced meeting attendance!"

Step 1: Visit the Integrations Page in Aardvark

You can get to the new Integrations page in Aardvark by going to "Settings > Integrations"

Find Pipedrive in the list and click on it connect.

Step 2: Login to Your Pipedrive Account

Enter your Pipedrive credentials and press Log In. This will connect your account to Aardvark and if you have already connected your Google or Outlook calendar you will be able to send SMS reminders.

If you have multiple sub accounts you will be asked to choose one after the initial log in. 

Step 3: Authorize the Pipedrive connection

Select the "Allow and install" option. By integrating Pipedrive with Aardvark, you grant us permission to access contact properties, enabling us to retrieve essential details like phone numbers, names, company information, contact owners, and other fields. This allows for personalized SMS messages that you can customize. You can review our privacy policy and information on data handling here.

Step 4: Success!

You are now connected and integrated with Pipedrive. The Pipedrive button will show "connected" and if you connected your calendar you will be ready to send SMS reminders.

NOTE: If you have your whole team on Aardvark, the integration with Pipedrive can only done by the admin. This only needs to be done once. Each individual rep will still need to connect their calendar from within their account.