This feature is available on all Pipeline CRM plans at no additional cost.
Before You Begin
To use SMS in Pipeline CRM, you'll need:
- An active subscription with JustCall, Dialpad, or Kixie
- Admin access to both Pipeline CRM and your dialer service
- A phone number configured in your dialer account
- You can only use one SMS dialer integration at a time.
- Bulk SMS sending is not currently supported.
What You Can Do with SMS
Send Messages from Your Dialer Number
Use your existing business phone number for all text conversations. No need to share your personal mobile number with leads.
Text Individual Contacts
Send one-on-one messages directly from a contact's profile. Perfect for personalized follow-ups and quick check-ins.
Receive SMS Messages
Get incoming texts right inside Pipeline CRM with in-app notifications. All messages appear in the contact's activity timeline.
Track Message History
Every SMS sent and received is automatically logged. View complete conversation threads with timestamps and contact details.
How to Set Up SMS
Step 1: Install Your Dialer Integration
Choose your dialer service and follow the setup guide:
⚠️ Admin requirement: You must be an admin in both Pipeline CRM and your dialer service to complete the integration.
Step 2: Configure Your Work Number
After your admin completes the integration:
- Go to My Profile > General.
- Navigate to Work Number.
- Enter your phone number.
- Click Save.
Send and Receive SMS Messages
- Open a record.
- In the Contact Information tile, click the SMS icon.
- Type your message in the messenger window.
- Click the Send icon.
The messenger window displays delivery status and timestamps. Replies appear in the same window, and you'll receive in-app notifications for new messages.
💡 Tip: If a contact has both work and mobile numbers, toggle Show settings to choose which number receives the SMS.
Configure SMS Notifications
- Go to My Profile > Notifications.
- Scroll down and under General locate SMS received.
- Choose your preferred notification methods for SMS: in-app, email, or mobile.
Viewing SMS Conversations
All SMS messages appear in the contact's Activity Feed along with calls, emails, and notes. You'll see:
- Message content
- Timestamp
- Whether it was sent or received
- Your dialer phone number
- Incoming messages trigger an in-app notification so you never miss a reply.
Need help? Contact support at [email protected].