Pipedrive SMS Integration:
Send Texts with 98% Open Rates

Why Add SMS to Pipedrive?

• Instant delivery: Texts arrive in seconds — no spam folders, no promotions tab
• Higher engagement: 45% response rate vs. 6% for email
• CRM-logged: Every text conversation is recorded on the Pipedrive deal/contact timeline
• Automated triggers: Send texts automatically when deals move stages, activities complete, or leads go cold
• Two-way messaging: Prospects can reply, and their responses appear in Pipedrive

Best SMS Providers for Pipedrive

Provider	Best For	Pipedrive Integration	SMS Price
Twilio	Developers, custom workflows	Via Zapier/Make	$0.0079/msg (US)
JustCall	Sales teams (calling + SMS)	Native plugin	Included in plan ($19/user/mo)
Sakari	Simple SMS from CRM	Native Pipedrive plugin	$16/mo (500 msgs)
Salesmsg	Two-way SMS + MMS	Native plugin	$25/mo (500 msgs)
Textdrip	Drip SMS campaigns	Via Zapier	$0.015/msg

Method 1: Sakari + Pipedrive (Easiest Setup)

1. Create Sakari Account

   Sign up at sakari.io. Choose a plan. Get a dedicated phone number (local or toll-free).

2. Install Sakari Plugin in Pipedrive

   Go to Pipedrive Marketplace → Search "Sakari" → Install. Authorize the connection with your Sakari API key.

3. Send SMS from Pipedrive

   Open any contact or deal in Pipedrive. Click the Sakari icon in the sidebar. Type and send your SMS. The message is logged as an activity on the timeline.

4. Receive Replies

   When the prospect replies, the incoming SMS appears as a note on their Pipedrive contact. You get a notification in both Sakari and Pipedrive.

Method 2: Twilio + Zapier + Pipedrive (Most Flexible)

1. Set Up Twilio

   Create a Twilio account. Buy a phone number ($1/mo). Note your Account SID and Auth Token.

2. Create Zapier Automation

   Trigger: Pipedrive — Deal enters stage "Proposal Sent"
   Action: Twilio — Send SMS to the deal's contact phone number
   Message: "Hi {first_name}, I just sent over your proposal. Let me know if you have any questions! - {rep_name}"

3. Log SMS Back to Pipedrive

   Add a second Zapier action: Create Note in Pipedrive → "SMS sent: [message content]". This ensures the text is visible on the deal timeline.

4. Handle Incoming Replies

   Create a reverse Zap: Trigger: Twilio — New SMS received → Action: Pipedrive — Create Note on matching contact → "SMS received: [message]"

SMS Automation Workflows for Pipedrive

New Lead Instant Text

Trigger: New deal from web form
SMS: "Hi {name}, thanks for reaching out to [Company]! I'll call you shortly. In the meantime, feel free to reply here with any questions."
Impact: Immediate engagement. Leads feel acknowledged within seconds.

Appointment Reminder

Trigger: 1 hour before scheduled call/meeting activity
SMS: "Reminder: We have a call at {time} today. Here's the meeting link: {link}. Looking forward to it!"
Impact: 30-40% reduction in no-shows.

Proposal Follow-Up

Trigger: 3 days after deal enters "Proposal Sent" with no activity
SMS: "Hi {name}, just checking in on the proposal I sent over. Any questions? Happy to jump on a quick call."
Impact: SMS follow-ups get 3x more replies than email follow-ups.

Post-Purchase Thank You

Trigger: Deal marked as Won
SMS: "Welcome aboard, {name}! We're excited to work with you. Your onboarding details are on the way. Questions? Just reply here."
Impact: Sets a professional, responsive tone from day one.

SMS Compliance (Don't Get Fined)

SMS marketing is regulated. Here's what you need to know:

• Get consent: You must have explicit opt-in before sending SMS. Add a checkbox to your forms: "I agree to receive text messages from [Company]."
• Include opt-out: Every SMS must include a way to unsubscribe: "Reply STOP to opt out."
• Identify yourself: Include your company name in the first message.
• Respect hours: Don't send before 8am or after 9pm in the recipient's timezone.
• 10DLC registration (US): If sending to US numbers, register your brand and campaign with The Campaign Registry via your SMS provider. This is required since 2023.

SMS vs. Email vs. WhatsApp: When to Use Each

Channel	Open Rate	Best For	Limitation
SMS	98%	Reminders, urgent follow-ups, short messages	160 char limit, compliance rules
Email	20-30%	Proposals, detailed information, sequences	Spam filters, slow response
WhatsApp	95%+	Conversational, media-rich, international	Requires API approval, 24hr window

Best practice: Use all three channels together. Lead comes in → instant SMS. Follow up → email with details. Nurture → WhatsApp for conversation. CRMTION sets up all three channels connected to your Pipedrive.