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Initiate the Process from your Intelli Account
To Connect your pipedrive Pipedrive account with Intelli SMS app account we recommend that you do the following
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We recommend that if you are the first person from your Pipedrive Company to connect to your Intelli SMS account that you be an administrator user in pipedrivePipedrive. Some Intelli/Pripedrive features can only be activated by Pipedrive admin users.
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Setting Name | What is it |
|---|---|
Expiry | this is when your access refresh will expire. Each we call you account token expiry is extended. It will expire after 60 days if there is not account activity. Your account will require re-setup if this happens |
Token | This is the refresh communication token |
Domain | you pipedrive Pipedrive account domain - we use it to call your account |
SyncedRecords | Records that can be synchronised to Intelli sms app. |
Integrated Record Name | it is user pipedrive Pipedrive user that is connected to our application and so the record name shown is your user’s Name in pipedrive Pipedrive |
isAdmin | shows checked if you user is an admin user in pipedrivePipedrive |
HasContactFilter | Set to true for Pipedrive integrations as Pipedrive has filters that can be used when getting people data. This flag allows you to use those filters in our app. |
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Checking this flag on your Settings creates and SMS activity type in your Pipedrive account. When you create an Activity of type SMS and scheduled sms message will be create in the Intelli SMS application. When you create this activity in pipedrive Pipedrive enter you message in the notes field of the activity.
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Use or SMSCampaign sending option to send messages by selecting a Pipedrive person filter.
Our system queries pipedrive Pipedrive for the list of people that the filter returns and sends a message to each of them.
SMSCampaigns is accessed from our side menu. Create a new campaign record and select an integrated app filter. see the image below. More detail about using the campaigns feature can be found here SMS Campaigns
Finding Messaging Sent and Scheduled to be sent
Most SMS messages initiated from Pripedrive Pipedrive will be for delivery in the future and will thus be scheduled messages. Schedule message and Send message are shown in different reports
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Other SMS and Application Features
Please review the rest of our help documentation to explore the other features of this application - they include; Simple Sending, MMS messaging, NPS Surverys, Integration APIs, Email Campaigns, Email sending and Receiving, Import to Send and Mobile Number Look up service (HLR). For activation additional features please contact us.