Text contacts directly from Pipedrive with the Text Request integration and sync message history.

Text Request is a business texting platform that works in step with your existing teams, tech and tactics to ignite customer engagement. We’ve crafted plug-and-play messaging solutions to your everyday communication problems, so you can cut through the noise and connect with customers.

By integrating Text Request with your Pipedrive account, you’ll be able to:

• Text contacts directly from Pipedrive with click-to-text, using our Chrome extension

• Text from multiple phone numbers connected to your Text Request account (e.g., each sales rep can text from their own line)

• Sync messages from Text Request to Pipedrive (messages will show under a contact’s notes)

• Use our SMS Chat to bring in more leads from your website

This gives your sales team the #1 most effective channel for getting customers’ attention, text messaging, right in your Pipedrive account, so that you can close more deals without a sweat.

Connect Text Request to Pipedrive

1. Go to the Integrations section of your dashboard

2. Locate the Pipedrive integration box underneath the “Everyday Tools” section

3. Select “Set Up” within the Pipedrive box

4. Select “Connect to Pipedrive” on the new page that appears

5. A new window will appear and ask you to log in to your Pipedrive account and grant Text Request access to it

6. Select “Allow and Install,” and the integration will become active

Choose which Text Request phone lines (dashboards) to sync with Pipedrive

You can choose all or a subset of dashboards to sync. To do that:

1. Select “Settings” within the Pipedrive box in your Integrations menu

2. Select between syncing “selected dashboards” or syncing “all dashboards”

3. If you've selected “sync selected dashboards,” check the dashboards that you prefer to be synced

You can uncheck any dashboards that you no longer wish to have synced at any time by following these steps (without disconnecting the entire integration).