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Sending an SMS before 10 am
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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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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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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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All future new People records you create in Pipedrive will be pushed to our system and added to you Contact list. Updates to People records are also pushed to our system. Your Contract record in our system will be updated.
To sync the existing contacts you must first set the SyncContacts flag and save it - then go back into settings and click on the “Sync Contacts” button near the top right of settings information.
Send Appointment Reminders
When this flag is checked any Appointment activity Meeting Activity that you create in Pipedrive will create a scheduled sms record in our system to the People assigned to the meeting activity that have a valid mobile number set against.
When you check this flag an a “Message Process Automation Settings” Setting” is created. This is shown in your Settings page, see image below.
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You need to edit this record to set the message contents on Appointment Reminder messages. Default values are set by our system when the record is created.
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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
An Important note on the TimeZone used when sending Appointment Reminders.
Timezone determination for a destination address is key to presenting the appointment date time in the attendees local time. Unfortunately with the information we get from Pipedrive it is not always possible to accurately determine the attendees timezone. We determine the country from the attendees mobile number. If you set a Timezone against your Settings record and if the attendees phone is for the same country as you set, we then use your set Timezone as the local Timezone for the attendee. If the above condition is not meet we use a default timezone for the country of the attendees. We write the timezone used into the appointment reminder message beside the appointment date-time.
Create SMS for New SMS Activities
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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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
Please review the rest of our help documentation to explore the other features of this application - they include; Simple Sending, MMS messaging, NPS Surveys, 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.