Close Deals Faster With SMS and Calling in Pipedrive

Salesmsg brings native SMS and calling to Pipedrive deals, contacts, and activities. Text prospects instantly, log every conversation automatically, and move deals forward with real-time communication built into your sales workflow.

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Text From Deals & People

Send and receive SMS directly from Pipedrive People and Deals. Every message logs to the timeline automatically.

Click-to-Call Integration

Make and receive calls with full deal context. No switching between platforms or losing conversation history.

Deal Stage Automations

Trigger SMS messages automatically when deals move stages, activities complete, or new leads enter your pipeline.

How Pipedrive Integration Works

Text prospects within minutes of lead creation, follow up instantly when deals move stages, and keep every conversation logged to your pipeline - all without leaving Pipedrive.

Two-Way Messaging

Text Customers Without Leaving the Deal

Send and receive SMS and MMS directly from the Pipedrive widget - no switching tabs, no copy-pasting numbers. Every conversation happens right where you're already working.

Send SMS and MMS from any People or Deal record

Receive replies instantly in the same widget thread

Attach images, files, and links without leaving Pipedrive

Contact & Data Syncing

Keep Your Pipeline and Contacts in Sync

Automatically sync contacts between Pipedrive and Salesmsg in real-time. Map custom fields, align user ownership, and ensure every conversation has complete CRM context at your fingertips.

Real-time contact syncing across platforms

Custom field mapping for personalized messaging

User mapping to align ownership and visibility

Click-to-Call Integration

Calling With Complete Deal Context

Make and receive calls directly through Salesmsg with full access to deal history, contact details, and previous conversations. Every call logs automatically to Pipedrive timelines.

Click-to-call from any contact or deal

Inbound call routing to the right rep

Call recordings and notes synced to CRM

Automatic Timeline Sync

Every Text, Visible to the Whole Team

Every message sent or received syncs automatically to the deal timeline - so anyone on your team can see the full conversation history, pick up where you left off, and never miss a beat.

Inbound and outbound messages logged to deal timelines

Full conversation context visible to every team member

No manual updates - the timeline stays current in real time

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Trusted by some of the best companies in the world...

Brian Moran

CEO, CO-FOUNDER

Salesmsg tripled our sales in 60 days!

"For my mother-in-laws dance studio, we tried everything: local ads, Instagram, Facebook ads, Yelp, even the Yellow Pages, but it wasn't until we started texting with Salesmsg that everything changed. We TRIPLED the business in less than 60 days!"

Stop playing phone tag and start turning texts into sales, faster.

“Instantly increased response rates by 52%
‍

From task automation to workflow integration, Salesmsg has allowed us to move forward and innovate getting us an almost immediate increase in response rate by 52%. Everyone loves the service too! So glad I found Salesmsg!
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Joe Ben-Zvi

COO

“Immediate ROI in our first week!
‍

This is the app we've been dreaming about after months of manually using other phone line services that didn't integrate with our CRM. Our team finds it incredibly easy to use. It's a no-brainer must-have tool for your business.
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Patrick Conley

CEO

“The BEST SMS app!
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‍

This is one of the best SMS and call apps I have encountered so far. It integrates with ActiveCampaign and also lets me record calls. The call quality is great and the setup is easy. The customer support is great and new features are added all the time.
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Dr. Christine Sauer

CEO & Founder

“15X ROI in less than an hour

WOW! We started using Salesmsg on Monday morning and in less than an hour received 15X ROI on our initial investment! We absolutely love how easy Salesmsg is to engage with our leads and customers with texting.

Sarah Bigby

Inside Sales

“Boosted webinar attendance to 90%

Salesmsg is just what we need to build the relationships with our clients. We had another campaign we did using SMS - an offline seminar meeting, where 90% of attendees confirmed that they showed up only because they got the SMS reminders.

Michal Koziol

CEO

“72% increase in outreach engagement

We were limited to emails and leaving voicemails when a client was unavailable to answer the phone. The advantage Salesmsg gives us is quicker response times and an all-inclusive contact strategy increasing our outreach engagement by 72%!

Kevin Jimeno

CEO

Built to meet highest compliance standards

We built robust tools and safeguards to protect, keep you safe, and
keep you compliant.

SOC2 compliance

Enterprise-grade security backed by a completed SOC 2 Type II certification, ensuring your data is protected by independently audited controls.

HIPAA compliance

Secure messaging and calling supporting HIPAA compliance for teams communicating with patients and protected health information.

TCPA compliance

Equipped with opt-out management, double opt-in, and many other robust features to keep you on the right side of the law.

Salesmsg + Pipedrive SMS
Integration FAQs

Looking for more information about the Salesmsg SMS texting integration? We’ve shared some answers below to get you on your way efficiently and effectively!
Got More Questions? Text “ASK” to (888) 409-2298

How does the integration work?

Once the integration is set up, users can send and receive SMS messages without leaving the Pipedrive interface. All conversations and calls are recorded and synced in real-time between Salesmsg and Pipedrive, ensuring that all communication is properly documented.

Can I text from Pipedrive deals?

Yes. Salesmsg integrates directly with Pipedrive, allowing you to send and receive SMS messages from People and Deal records. Every conversation automatically logs to the timeline for complete visibility.

Do messages log automatically to timelines?

Absolutely. All SMS and MMS messages, both sent and received, sync automatically to Pipedrive timelines. Your entire team can see the complete conversation history without manual logging.

Is calling supported?

Yes. Salesmsg includes click-to-call functionality and inbound call routing. Make and receive calls with full deal context, and all call activities log automatically to Pipedrive.

Can messages be triggered by deal stage changes?

Yes. You can set up automations to send SMS messages when deals move between stages, when activities are created or completed, or when new contacts enter your pipeline.

Do I need to import my contacts before texting?

No. Once Salesmsg is connected to Pipedrive, you can start texting directly from existing People and Deal records. Contact data syncs automatically.