MSG91 Integration with Pipedrive

Why integrate MSG91 with Pipedrive?

Connect Pipedrive with Segmento – Smart Communication Made Simple

This integration seamlessly connects Pipedrive with Segmento, MSG91’s intelligent phonebook solution. With this plugin, you can create customized communication journeys triggered by key sales activities such as deal stage changes, new lead entries, and more.

Key Benefits:

• Streamlined Sales Workflows – Automate communication based on sales activity, reducing manual effort.
  

• Faster Deal Closures – Engage prospects promptly to boost conversion rates.
  

• Enhanced Customer Engagement – Deliver personalized messages tailored to each contact’s journey.
  

• Targeted Campaigns Made Easy – Run focused campaigns with high relevance and better ROI.

With real-time contact synchronization, sales teams can stay focused on closing deals while ensuring every communication is timely and relevant. The plugin enables easy campaign launches directly from Segmento, with detailed communication logs for full visibility. Setup is quick and user-friendly, while robust data handling ensures smart, informed decision-making.

How to integrate MSG91 with Pipedrive?

Step 1: Login to your Pipedrive account and click on the apps section and install MSG91 app from there, once it will be installed you need to enter the Authkey of your MSG91 account and click on save. (How to get authkey)

Login to Pipedrive >>> Install MSG91 App from Apps section >>> Enter the MSG91 Authkey >>> Click on Save Button.

Step 2:  Now you need to click on three lines on the right top and select Segmento and then you need to click on add phonebook and select your MSG91 phonebook in which you need to get the data.

Click on three Lines >>> Select Segmento >>> Select Phonebook

Step 3: Now you need to Map the Pipedrive User Data fields with Segmento Phonebook Field to get the data.

Click on the Pipedrive field’s dropdown >>> Select the Pipedrive field you want to Map >>> Select the Phonebook field where you want to map it.

Step 4: Now whenever any deal will be created or updated (modified)  in Pipedrive then the contact will be automatically added to the Segmento phonebook where you can do multiple automations and setup triggers, repeaters and many more.

Refer this help doc link to under the functionality and setup guide for Segmento: https://msg91.com/help/segmento/how-to-Automate-Campaign-in-segmento

Contributors

This section was prepared Plugin Team:  [email protected]:

• Tahir Khan