Mercuri Docs
  • Welcome to Mercuri
  • Getting Started with Mercuri CX
  • FAQs & Troubleshooting
  • How Businesses Use Mercuri
    • Auto-Send WhatsApp Booking Confirmations
  • 📩Communication Channels
    • WhatsApp Integration
      • Onboarding on WhatsApp Business
      • FAQ
    • SMS Integration
      • SMS Policies
      • Getting started with TFN
      • TFN verification process
      • Issues with TFN verification
      • SMS Length
  • 🧤Features
    • Conversations Inbox
      • Starting a New Chat with a Customer
      • Adding / Updating Contact details in Inbox
      • Interactive Message Options for WhatsApp Conversations
      • Use case of WhatsApp Interactive Messages
    • Contacts
    • Marketing
      • Track Campaign Performance
    • Automations
      • Automated workflow for e-commerce businesses
        • Order Cancelled Template
        • Order Created Template
        • Cart Abandoned Template
        • FulFilment Created Template
      • Automated Workflow For Booking Related Events
        • Booking ConfirmedTemplate
        • Booking Rescheduled Template
        • Booking CanceledTemplate
      • Automated Workflow For Restaurant Table Reservations
        • Table Reservation Created Template
        • Table Reservation Canceled Template
      • Automated Workflow For Restaurant Order Events
        • Restaurant Order Accepted Template
        • Restaurant Order Fulfilled Template
        • Restaurant Order Cancelled Template
        • Pickup / Delivery Order Created Template
      • Automated Workflow For Consumer Signup
      • Automated Workflow For Forms
    • Templates
      • Creating Your First WhatsApp Template
      • Creating Your First SMS Template
      • Understand WhatsApp Template components
    • Users Management
      • Simplifying Role-Based Access in Mercuri: Use Cases and Solutions
    • WhatsApp Widget
  • 🛍️Integrations Guide
    • Pipedrive
      • Install the Mercuri in Pipedrive
      • Using Mercuri in Pipedrive
        • SMS & WhatsApp Inbox
        • Configuring SMS
        • Adding Agents to the Shared Inbox
        • SMS and WhatsApp Marketing
    • Microsoft Teams
      • Install the Mercuri App in Microsoft Teams
      • Configure Mercuri for Microsoft Teams
    • Data Protection & Permissions in Mercuri CX for Microsoft Teams
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  1. Integrations Guide

Pipedrive

Integrating Mercuri with Pipedrive for SMS and WhatsApp.

Mercuri integrates effortlessly with Pipedrive, enabling you to manage all your SMS and WhatsApp communications directly from your Pipedrive workspace.

This means your team can automate follow-ups, respond to leads in real-time, and streamline customer interactions, all without switching tabs.

Whether it’s closing deals or offering timely support, the integration helps you stay on top of every conversation.

Click here to integrate Mercuri with Pipedrive.

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Last updated 17 days ago

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