Textline for Pipedrive

Send and receive texts within Pipedrive.

Category
CRM
Use CAses
Sales
marketing
Set up the Textline-Pipedrive integration to converse with contacts directly in Pipedrive’s customer relationship management (CRM) tool. The integration allows you to text contacts without switching tabs and keeps conversations in one place. Use the integration to improve communication and gain a better understanding of your sales cycle so you never miss the chance to close a deal.
Screenshot of Textline-Pipedrive integration.
Text with leads and customers within Pipedrive.

Get the full picture and improve communication

Text back and forth with contacts in the Pipedrive interface and keep a record of all text conversations in one place. This will ensure you’re always up-to-date on the status of a deal and the corresponding text communication.

With the integration:

  • All Textline conversations will be viewable in Pipedrive via our in-app widget.
  • All conversations you have in Textline are also added to your Pipedrive activities feed.
  • Your Pipedrive contacts will automatically sync to your Textline Address Book.
“They could be doing this on their own cell phone, but it's just a lot easier in Textline. Especially since the whole conversation's now in Pipedrive. So as the company, we can see everything that's been texted back and forth.”

-Steve Weissman, CEO of Tumbleweed Tiny Homes

How to install

  1. Log in as an administrator on both your Textline and Pipedrive accounts. 
  2. In Textline, click the Gear icon >  Settings > Tools & Integrations 
  3. Select Pipedrive. 
  4. Click Connect, and enter your Pipedrive login information when prompted.
  5. Once connected, Textline will automatically sync your Pipedrive contacts with your Textline Address Book.  
  6. From there, you can start texting your contacts directly through Pipedrive.

Get started with Textline for Pipedrive

If your team is ready to start texting, sign up for your free 14-day Textline trial. Already have a Textline account? Get set up in minutes.

Start texting now.

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Still have questions? Text us: +1 415-849-4349 or contact us here.