Table of Contents |
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Sending an SMS before 10 am
Info |
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The SMS will be delivered at 10 am if the activity time is left blank.
This is due to a limitation with Pipedrive and GMT time.
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Getting Connected to Your Pipedrive Account
Link to connection video, click here
Initiate the process from in Pipedrive
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Click on the edit link on your Connected Application record to Setup your features
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Notes on the Settings
Setting Name | What is it |
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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 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 user that is connected to our application and so the record name shown is your user’s Name in Pipedrive |
isAdmin | shows checked if you user is an admin user in Pipedrive |
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. |
Synchronise Pipedrive People to Intelli SMS app Contacts
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{{firstName}}, {{lastName}}, {{topic}},{{setterName}}, {{appointmentDateTime}},{{oldAppointmentTime}}
token | data substituted for token |
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{{firstName}} | attendee first name from Pipedrive |
{{lastName}} | attendee last name from Pipedrive |
{{topic}} | subject of the activity in Pipedrive |
{{setterName}} | First name of your user in Pipedrive |
{{appointmentDateTime}} | DateTime of your appointment in your Local time zone as set in your account settings in the Intelli SMS Application |
{{oldAppointmentTime}} | The old appointment date time - used for Change messages only - {{appointmentDateTime}} is the new date time of the meeting. |
Save the record when you have finished editing your messages
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Theses can be viewed from the top menu Reports>Messages
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Sending Messages from Automations
You can send SMS from Automations within Pipedrive by creating a custom automation that adds an activity
please see the screen shot below from within Pipedrive
Other SMS and Application Features
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