Who is the Pipedrive integration for?
Pipedrive is built around following up, which is what texting is good at. The integration turns Pipedrive people into a list you can push into a text sequence, and puts every reply back on the person.
Textually is business texting built on sequences: texts go out from numbers we register for your business, each lead stays on the number that first texted them, and every reply lands in one shared inbox. Pipedrive stays your record of who each person is and what happened.
How do I connect Pipedrive to Textually?
Four steps, all in Settings, then Integrations. Nothing is texted during setup: an import only fills a list.
- Connect. In Textually, open Settings, then Integrations, then Pipedrive, and sign in to Pipedrive to approve the connection.
- Match fields. Phone, name, email and company are matched for you. Match a consent source and date too if Pipedrive holds them.
- Test import. Textually reads your first 100 people and shows how many would come in, how many are ready to text, and why the rest would stay out. Nothing is saved and nobody is texted.
- Import. The people land in a list under Lists, then Integrations, then Pipedrive. From there you push them into a campaign like any other list.
Textually reads Pipedrive people: name, phone, email and organization come matched already, and any custom person field can be matched by hand.
How does consent work for Pipedrive contacts?
A contact gets a consent record only when Pipedrive itself holds a consent date and a consent source or a yes on an opt-in field. Textually never makes one up from the import date.
If you keep texting consent in a Pipedrive person field, match it in the field step.
Contacts without a consent record still come into the list, so you can see them, but a text step skips them, the same as a CSV import. Record consent on the list when you have it, or confirm consent for the whole campaign at launch, and they become textable. More in SMS opt-in wording.
What does Textually write back to Pipedrive?
When someone texts back or opts out, Textually adds a note to their Pipedrive record with what they said. You can also turn on a note when a lead finishes a sequence.
Your team answers the reply in Textually’s shared inbox, from the same number the lead already knows. Pipedrive gets the history, so anyone who opens the record there sees that the lead wrote back, and that a STOP means no more texts.
Does it stay in sync with Pipedrive?
Yes, if you turn on Keep in sync. Every hour Textually reads people added or changed in Pipedrive since the last sync and updates the list.
- A Pipedrive record already in the list is updated when its values change, never added twice.
- A new record whose phone number is already in the list is left out, so nobody gets the same text twice.
- Records with no phone number, a number outside the US and Canada, or a do-not-text mark in Pipedrive stay out, and the test import tells you how many.
Disconnecting stops the reading and the notes. Your list and everyone already in it stay as they are.