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Plugin for SMS integration with CRM Pipedrive
Envía mensajes SMS a través de la plataforma LabsMobile y el plugin para el CRM Pipedrive. Configura tu usuario de Pipedrive para que se puedan enviar mensajes SMS a cualquier contacto y notificar eventos, reuniones, citas, estado de la organización, cotizaciones entre otros.
Requirements
- - A user in Pipedrive. More information in pipedrive.com.
- - A script that receives Pipedrive (Webhook) events and communicates with the LabsMobile API. More information in API SMS de LabsMobile.
- - A user account with LabsMobile. Click on the link to create an account: Sign up.
Installation
1. Create or have a script that receives events (Webhook) from Pipedrive and connects to the LabsMobile SMS API. The following section shows an example PHP script that can be customized and modified. This script must be hosted in a web service and thus obtain a URL where it will be publicly accessible.
Within the script you must update the pipedrive token which can be found within your user profile.
In addition, it is also necessary in the script to add the credentials of the LabsMobile account. That is, the username email and the API token that must be generated in the Security and passwords section of the LabsMobile account.
2. Create SMS activity. To create the activity, follow the following route: Settings/Company settings/Add type of activity. You must indicate “SMS” as the name of the activity and also select the “Phone” icon. Finally Save.
3. Create webhook in Pipedrive. Go to the path Tools and applications/Webhook. There we create a new Webhook and indicate that an event is sent to the URL of the script from step 1 when an activity is created.
4. Enable link shortening in the Preferences section of your LabsMobile account. In this way, any ticket link will be shortened to the minimum possible to optimize the characters present in the text of the SMS.
5. Test the SMS integration with Pipedrive by creating an SMS activity.
To take the test we must go to a Business and then go to the activities. In this section we add the body of the message, mark the activity as completed and finally click Save.
Finally we can see how the message is stored in the Business communications history.
Sample script
Download the sample PHP script to handle the Pipedrive webhook.
In this case, the LabsMobile API is used, in order to notify via SMS when the Pipedrive user wants to send an SMS type message to a contact. In this way it is possible to add the SMS channel to CRM Pipedrive.
