Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. Pipedrive's interface lets you view your company's sales pipeline to understand which deals are on track to close. Textline's Pipedrive integration lets you text contacts from within the CRM.

 

To integrate Textline and Pipedrive:

  1. Log in as an administrator on both your Textline and Pipedrive accounts.
  2. From Textline, click the Gear icon > Organization Settings > Tools & Integrations
  3. Click Pipedrive
  4. Click Connect, and enter your Pipedrive login information when prompted

Once connected, Textline will automatically sync your Pipedrive contacts with your Textline Address Book. Then, you’ll be able to send and receive text messages in the Pipedrive interface with our in-app widget. There’s no need to switch tabs. You’ll be able to see and respond to any text conversations associated with the contact and related deal.

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Please note:

  • You can send texts directly through Pipedrive using our in-app widget.
  • All messages sent in Textline are logged as activities in Pipedrive and associated with the contact.
  • Your Pipedrive contacts will automatically sync to your Textline Address Book upon integration, and any new contacts added to Pipedrive will automatically push to Textline as well. But, any contacts added directly to Textline will not sync to your Pipedrive contacts.