The Complete Guide to Sending an SMS from Pipedrive with Mercuri
- Karthik Manjunath
- Mar 5
- 6 min read
Updated: Mar 6
Effective communication is key to closing deals and nurturing customer relationships. While Pipedrive is a powerful CRM, it lacks built-in SMS capabilities. That’s where Mercuri comes in—seamlessly integrating SMS messaging into Pipedrive, so you can connect with leads and customers faster.
This guide walks you through everything you need to know about sending SMS directly from Pipedrive using Mercuri.
Three reasons to use SMS in Pipedrive?
In today's fast-paced world, speed and visibility are key to successful customer communication.
📧 Emails often go unread – The average open rate for emails is 20-30%, and response rates are even lower.
📞 Phone calls can be intrusive – Many people ignore unknown numbers or don’t have time for a call.
📱 SMS offers a quick, direct, and high-response alternative – With an average 98% open rate, SMS ensures your message is seen.
By integrating SMS into Pipedrive with Mercuri, you can streamline your outreach and improve engagement without switching between multiple platforms.
✅ Send & Receive SMS Directly in Pipedrive
With Mercuri, you can send and receive SMS messages from within Pipedrive, keeping all communications tied to a specific deal or contact.
No more switching between apps – Manage all customer interactions from one place.
Stay organized – Every SMS exchange is logged in the CRM for future reference.
Respond faster – Get real-time notifications when a contact replies.
📌 Example Use Case:A sales rep is following up with a prospect who showed interest in a demo. Instead of sending another email that might go unread, they send a quick SMS:
"Hi [First Name], just checking in—would you like to schedule a quick call to go over the demo? Let me know what works for you!"
The prospect sees the message instantly and replies, setting up a call.
🔄 Automate Follow-Ups Based on Deal Stages
Manually keeping track of every lead or client can be time-consuming. Mercuri lets you automate SMS follow-ups based on deal progress in Pipedrive.
Send reminders when a proposal is sent
Trigger follow-ups after a meeting
Notify customers about next steps
📌 Example Use Case:A real estate agent moves a deal to "Offer Sent." Mercuri automatically sends an SMS:
"Hi [First Name], we’ve sent over the offer details. Let us know if you have any questions or need any adjustments!"
The client sees the message instantly and replies with a request for clarification.
💬 Personalize Messages with CRM Data
Generic messages don’t engage customers. With Mercuri, you can personalize your SMS using data directly from Pipedrive.
Use first names, company names, or deal details in messages.
Create dynamic templates that auto-fill customer information.
Boost engagement by making messages feel tailored to each recipient.
📌 Example Use Case:A SaaS company wants to send trial expiration reminders. Instead of a generic SMS, they personalize it:
"Hey [First Name], your free trial for [Product Name] ends in 2 days! Renew now to keep using all features. Reply ‘YES’ for a special offer."
📂 Keep All SMS Conversations Synced in Pipedrive
One of the biggest challenges with SMS is tracking conversations across different team members. Mercuri solves this by:
Logging every SMS exchange within the relevant contact or deal.
Providing a shared SMS inbox so teams can see full conversation history.
Allowing team collaboration – Sales, support, and customer success teams can all access past messages.
📌 Example Use Case:A customer success team is handling an account transition. A new rep can quickly review past SMS messages before reaching out, ensuring a smooth customer experience.
📈 Improve Response Rates Compared to Emails
Text messages have an average response time of just 90 seconds, compared to 90 minutes for emails.
Customers prefer SMS for quick communication.
SMS reminders reduce no-shows for appointments and follow-ups.
Prospects are more likely to engage with a short, direct message.
📌 Example Use Case:A service business sends appointment reminders via SMS:
"Hi [First Name], just a reminder about your appointment with [Company Name] tomorrow at 10 AM. Reply ‘CONFIRM’ to confirm or ‘RESCHEDULE’ for a new time."
This simple message reduces no-shows and ensures better appointment management.
How to Set Up SMS Messaging in Pipedrive with Mercuri?
Step 1: Install Mercuri from the Pipedrive Marketplace
Visit the Mercuri Pipedrive App Page.
Click “Install App” and follow the authorization steps.
Sign in to Mercuri and go to the SMS Settings page.
Step 2: Enter business details for SMS compliance
No need to handle API keys! Mercuri takes care of SMS onboarding for you.
Enter your business details in the Mercuri setup process.
Mercuri will handle the SMS registration, purchase a phone number and help you with all the approvals via Twilio.
Once approved, you can start sending SMS messages immediately.
Step 3: Configure Your SMS Settings
Create SMS templates for quick replies.
Enable two-way messaging to receive customer responses within Pipedrive.
Step 4: Start Sending SMS Messages
Open any Pipedrive contact or deal.
Click the Mercuri SMS widget.
Type your message, select your provider (Twilio or Telnyx), and hit send!
This makes it clear that Twilio onboarding is fully managed by Mercuri, reducing user setup friction. Let me know if you’d like any tweaks! 🚀
Features of Mercuri’s Pipedrive Integration
📩 Send & Receive SMS Directly in Pipedrive
Mercuri allows you to start an SMS conversation from any contact, deal, or organization in Pipedrive—without switching between platforms. All messages are logged in the contact’s and deals activity timeline, ensuring full visibility for your team. With the Mercuri app you can:
Start One-to-One Conversations: Send personalized SMS messages from any contact or deal using the Send Message window and receive replies and continue conversations inside Pipedrive.
Real-Time Notifications: Get alerts when a contact responds, so you never miss a message.
📥 Shared SMS Inbox for Teams
Collaborate with your team members on customer conversations with Mercuri’s shared SMS inbox inside Pipedrive.
See all customer SMS conversations in one unified inbox.
Assign conversations to specific team members.
Keep full message history for seamless team collaboration.
Example Use Case:A new sales rep joins the team and instantly sees all past SMS interactions with a prospect—ensuring continuity in communication.
📊 Bulk SMS Campaigns
Engage multiple leads or customers at scale with bulk SMS messaging.
Send bulk messages to filtered lists in Pipedrive.
Schedule SMS campaigns for product launches, promotions, or event reminders.
Track delivery status and engagement metrics.
Example Use Case:A marketing team sends an SMS campaign to all leads who haven’t responded in 7 days:"Still interested? Let’s reconnect! Reply ‘YES’ to chat with our team."
Mercuri SMS Pricing – Pay as You Go
At Mercuri, we believe in transparent, flexible pricing with no monthly commitments. Our pay-as-you-go model ensures you only pay for the SMS messages you send.
No hidden fees – You only pay for what you use.
Scales with your business – Whether you send 100 or 10,000 messages, you have full control over costs.
Frequently Asked Questions (FAQ)
1. How does Mercuri’s SMS integration work with Pipedrive?
Mercuri seamlessly integrates with Pipedrive, allowing you to send and receive SMS messages directly from the CRM. Messages are logged under the relevant deal and contact, keeping all communication in one place.
2. Do I need a Twilio or Telnyx account to use Mercuri for SMS?
No, you don’t need to set up a Twilio or Telnyx account separately. Mercuri handles the SMS onboarding for you—all you need to do is add your business details.
3. Can I automate SMS messages based on deal stages?
Yes! You can set up automated SMS workflows that trigger based on deal movements in Pipedrive. This ensures timely follow-ups, appointment reminders, and status updates.
4. Can I use my existing phone number for SMS?
If you already have a Twilio or Telnyx number, you can use it with Mercuri. Otherwise, we can port your phone number onto Twilio.
5. How much does it cost to send an SMS with Mercuri?
Mercuri operates on a pay-as-you-go model. You only pay for the messages you send and receive. Costs vary based on the destination and provider (Twilio/Telnyx). You can check out our Pricing Calculator for an estimate.
6. Do SMS messages sync with Pipedrive automatically?
Yes, every SMS sent or received is automatically logged in Pipedrive and the Mercuri Inbox, ensuring team members can view and track conversations without switching platforms.
7. Can I personalize SMS messages?
Absolutely! You can use merge fields like first names, company names, and deal details from Pipedrive to customize each message for a more personalized touch.
8. Does Mercuri support bulk SMS campaigns?
Yes. You can create lists from Pipedrive and send them broadcast campaigns.
9. What countries does Mercuri support for SMS?
Mercuri supports SMS messaging in most countries worldwide through Twilio and Telnyx. Pricing and availability may vary depending on the destination.
10. How do I get started with Mercuri for SMS in Pipedrive?
Getting started is easy:
Install Mercuri from the Pipedrive Marketplace.
Add your business details (no need for API keys).
Start sending & receiving SMS messages right within Pipedrive!
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