Pipedrive-Telnyx SMS Integration

April 16, 2024

Key Points

1. Easy SMS
Receive and send SMS text just in a few clicks.

2. Record History
Text logs are recorded under notes.

3. Individual Messaging
SMS sent from all Deals, Contacts, Organisation modules.

4. Acknowledgments
Get instant delivery reports.

5. Templates
Create and manage unlimited SMS templates
Create workflows with Webhook URL to send automated SMS.

Install Now
Step 1

Setting Up

1. Install the plugin from Pipedrive.

2. Click enable button to authorize.

3. Authorize Telnyx.

4. Click the Complete Installation button.
Step 2

Add Phone Number

1. Click the AddPhone button.

2. Save Telnyx Phone number with a Friendly Name.

3. Select the number from the drop-down.

4. Add more numbers using the same Add Phone Number flow.
Step 3

Templates

1. Click the Add Template button.

2. Save unlimited templates with Pipedrive fields
Step 4

Select Contact

1. After successfully adding numbers go to the Pipedrive page.

2. In the Contact/Deal/Organizations detail view page click the sendSMS button in the app panel.

3. Inbound and Outbound messages will be added as Notes under each record.
Step 5

Send SMS

1. Select the From Number from the dropdown.

2. To number automatically pre-filled with selected contact/deal.

3. Enter the message body to send.

4. Click send button to send SMS.

5. +Add Number button is used to add more numbers from your Telnyx configuration page

All set go , Explore Vonage- Zoho CRM Integration and contact us For any support help@oapps.xyz
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