Activate SMS in Pipedrive to send personalized single/bulk messages, and track all messages in notes under corresponding Leads/Organizations/Deals.

RingCentral SMS MMS for Pipedrive

Effectively communicate with your clients worldwide by rapidly sending and receiving personalized or templated SMS/MMS messages.

How We Boost Your Business?

SMS marketing elevates customer engagement through the direct delivery of personalized messages, updates, and promotions to their audience's mobile devices. This streamlined communication strengthens customer relationships, encourages quick responses, and enhances overall CRM strategy effectiveness.

Why are personalized messages good for businesses?

Personalized messages make customers more interested and happy. They help businesses connect better with customers, sell more, and make customers like their experience more.

Outbound & Inbound: All inbound and outbound messages will be automatically recorded under their respective Deals, Contacts, or Leads in the Notes section with a timeline.

SMS History / Inbox: Manage and view both incoming and outgoing messages in a conversational format by tracking them in one centralized location.

Templated Messages: Save unlimited templates for sending personalized messages.

Bulk SMS: Seamlessly send bulk messages with just a few clicks.

Automated SMS: Automate the Templated or customized SMS.

SMS Number: If your business doesn't have an SMS number, no problem – you can purchase one from us.

Pricing

$39/month or $429/year with a 9% yearly discount. For any queries reach us at [email protected]

Here are the steps to install and set up RingCentral Bulk SMS for Pipedrive:

Step 1: Install the RingCentral Bulk SMS for Pipedrive app from the Pipedrive Marketplace.

Step 2: If you own a RingCentral number, choose "I already have a phone number"; otherwise, opt for "I don't have a phone number."

Step 3: Authorize the RingCentral service using your RingCentral username and password.

- Click the "Authorize" button. You will be prompted to enter your RingCentral login credentials.
- Follow the prompts to grant the app access to your RingCentral account.
- Once you have authorized the app, you will be able to use it with your RingCentral account.

Step 4: Once authorized, the SMS-enabled RingCentral numbers will be listed on the "Add Phone" page. Add RingCentral numbers with descriptive friendly names.

Step 5: Go to the Pipedrive page and access "Contacts" in the sidebar.

Step 6: In the Contact detail view, the Send SMS panel will be pre-filled with the From and To numbers.

Step 7: You can either type the SMS message manually or choose a template to automatically merge fields and send personalized messages.

Step 8: All incoming and outgoing messages related to a specific contact can be tracked within the Notes section.

Step 9: To access the OAppS Settings page, click on the three dots in the top right corner of the Send SMS panel.