Connect with your Pipedrive contacts using SMS and WhatsApp channels. Initiate conversations using WhatsApp and SMS.
Extension features:
- Send messages to contacts
From the dropdown menu on the right corner, select any contact from the people/organizations module and click on "Send Pinnacle SMS/Contacts." Enter your message or select your approved template. Click on "Send SMS" or "Send WhatsApp" to send the message.
- Send bulk messages to contacts and deals
Select the contacts you wish to send messages to and click on "Send PinnacleMessage" from the dropdown menu. Choose your sender ID. Enter a message or select the template. Send the bulk message.
- Create and edit templates
Select "Add New Template option" and create templates. You can also edit or delete the created templates.
- View conversation history from within Pipedrive
The history of all your sent messages from Pipedrive using pinnacle can be viewed under the "Notes" section of contacts and deals.