Vonage SMS for Pipedrive

April 1, 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

Install Now

Setting Up

1. Install the plugin from Pipedrive.

2. Click enable button to authorize.

3. Authorize Vonage.

4. Click the Complete Installation button.

Add Phone Number

 1.Click the Add Phone button.

 2.bers usiSave Vonage Phone number with a Friendly Name.

 3.Select the number from the drop-down.

 4.Add more numng the same Add Phone Number flow.

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.

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. Settings button is used to add more numbers, templates and users from your Vonage configuration page.


All set go , Explore Pipedrive-Vonage SMS Integration and contact us For
any support help@oapps.xyz
On this page
Help Articles