Connecting your Pipedrive Account

Connecting Pipedrive to the TNZ SMS app

A direct SMS integration for Pipedrive allows you to communicate with your contacts by seamlessly.

Features

  • Direct SMS to Contacts: Send SMS messages to your contacts within Pipedrive directly from the sidebar.
  • Conversation Continuity: Keep the conversation flowing with support for SMS replies. All conversations are neatly organized under your Pipedrive contacts, ensuring you never miss a beat.
  • Contact Sync: Sync your Pipedrive contacts into the TNZ Dashboard to fully utilize TNZ's SMS, Email and Voice broadcasting and marketing tools.
  • Exclusive Focus on New Zealand and Australia: Enjoy competitive pricing and unparalleled service quality for sending SMS to mobile numbers in New Zealand and Australia.

 

Connecting TNZ SMS

Step 1: Log into your TNZ Dashboard

Login to your TNZ Account: my.tnz.co.nz

Ensure your TNZ login name matches your Pipedrive login name.

If you do not have an account, you can register here: Sign-Up

my.tnz.co.nz Login

 

Step 2: Connect TNZ to Pipedrive

From the menu, select Service Settings, then Integrations, then Pipedrive and connect your Pipedrive account.

Ensure your TNZ login name matches your Pipedrive login name.

GHL - Approve TNZ

 

Step 3: Find the TNZ SMS app in Pipedrive

In Pipedrive, open a Contact, Company or Deal with a linked Mobile Phone Number.

You will see the TNZ SMS app in the sidebar.

Pipedrive - TNZ SMS Sidebar

 

Step 4: View message history in the Contacts Timeline

Under a Contact, Company or Deal, recent SMS messages sent and received will display in the Timeline section.

Pipedrive - Activities

 

Step 5: Send SMS in Automations

You can optionally use SMS messaging in Automations, for example, automatically send a welcome SMS when creating a new Contact.

At the time of writing, Pipedrive only allows their own apps in Workflows. Alternative options include:

  • Use the 'Email' option and send an Email-to-SMS message. E.g. the automation would send an email from Pipedrive to [mobile]@sms.tnz.co.nz
  • Use Zapier to connect TNZ and Pipedrive and Zapier would handle the whole workflow.
  • Use Make.com to connect (TNZ and Pipedrive) and Make would handle the whole workflow.

 

Step 6: Export A Contact List for Broadcasting

You can send SMS, Email and Voice broadcasts to your contacts.

In Pipedrive:

  1. Select Contacts

  2. Filter to display your chosen contacts

  3. Click '…' and click 'Export filter results...'

    Pipedrive - Export Results

  4. Click 'Export' and select 'CSV'

    Pipedrive - Export Results - File Format

  5. Download the CSV to your PC

    Pipedrive - Export Results - Download

In the TNZ Dashboard:

  1. Follow the appropriate guide for your message type:
    SMS Broadcasts
    Email Broadcasts
    Voice Broadcasts

  2. When Selecting Contacts, import your Pipedrive CSV list

    Dashboard - Upload A List

 


Topics:   Installation

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