HelloSend makes it easy to connect with your leads and customers through real-time, individual conversations—all without leaving Pipedrive. Whether you're confirming appointments, following up on inquiries, or sharing updates, HelloSend enables fast, effective communication from within any People, Lead, or Deal record.
With smart features like phone field selection, message templates, emoji support, and predictive suggestions, HelloSend turns Pipedrive into a powerful SMS communication tool. You can send messages directly from the Detail View, making personalized outreach a natural part of your daily routine. Strengthen customer relationships, streamline communication, and stay on top of every conversation—without ever leaving Pipedrive.
Supported Integrations
Supported Channels
Steps to Send a One-on-One SMS
Log in to Pipedrive
Access your account with the required permissions.
Go to the People, Lead, or Deal Record
Navigate to the contact or record where you want to send the SMS.
Locate the HelloSend DM Widget
In the Detail View, find the HelloSend DM panel inside the record layout (usually on the left panel or toolbar).
Use Module-Based Templates (Optional)
HelloSend supports reusable SMS templates tailored to each module (People, Leads, Deals), using dynamic fields to personalize content.
You can insert templates in two ways:
Choose Template Dropdown
At the bottom of the message area, select a template from the "Choose Template" dropdown to auto-fill the message.
Use Slash Command /
Type / in the message area to bring up a searchable list of templates, then press Enter to insert.
💡 Fields like {{First_Name}} auto-fill from Pipedrive.
Send the Message
Click "Send" once your message is ready.
Delivery status will appear alongside the message:
- One tick = Sent
-
Two ticks = Delivered
🌟 Key Functions of the Send SMS Panel
Can I send messages from different views?
HelloSend supports sending from the Detail View. You can select recipients and choose between:
- Chat View – Interactive, conversation-style interface
- Form View – Structured message input layout
How will I receive updates from HelloSend?
HelloSend shows announcements within Pipedrive. A notification icon at the top of the HelloSend panel alerts you when updates or important messages are available.
How do I access the full HelloSend dashboard?
Click the menu icon in the HelloSend panel to access:
- Inbox – Manage one-on-one conversations
- Message Logs – View message history and delivery reports
- Settings – Configure phone fields, templates, and integrations
📞 Can I choose specific phone fields to send SMS?
Yes. Click the icon next to the "To Number" field to open configuration:
- Primary & Secondary Fields – From Pipedrive settings
- Associated Module Fields – Like Organization numbers
💡 This allows you to pick the right contact number.
📎 Can I attach media using a URL?
Click the attachment icon in the input box.
- Supported file types: JPG, PNG, MP4, ZIP, PDF, etc. (up to 2 MB).
- You can also paste a valid media URL directly.
💡 Attachments enhance engagement.
😊 Can I use emojis?
Yes. Click the emoji icon in the message box to add emojis.
💡 Personalizes your messages and boosts interaction.
✨ What are Suggested Replies?
Click the sparkle ✨ icon to access quick replies you can send or edit.
💡 Saves time and ensures consistency.
Conclusion
HelloSend simplifies one-on-one SMS communication in Pipedrive, enabling users to engage contacts, leads, and customers with ease. From templates to emojis, file sharing to status tracking—HelloSend empowers efficient, personalized outreach inside your CRM.
Benefits of Using HelloSend:
- Seamless Integration – Send SMS right from Pipedrive records
- Personalized Messaging – Use templates, emojis, and dynamic fields
- Real-Time Engagement – Quick follow-ups and instant responses
- Efficient Communication – Smart suggestions and layout options
- Customizable Fields – Choose preferred phone fields per contact
- Full Tracking – Monitor delivery and conversation history easily
