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: https://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: https://www.tnz.co.nz/Services/SignUp

 

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.

 

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.

 

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.

 

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...'



  4. Click 'Export' and select 'CSV'



  5. Download the CSV to your PC



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