Install the Mercuri in Pipedrive

  1. Go to the Installation Page:

  2. Authorize Mercuri in Pipedrive:

    • Click Install App and log into your Pipedrive account.

    • Review the requested permissions and click Allow and Install.

  3. Create a Mercuri Account:

    • After installing the app, sign up for a Mercuri account if you haven’t already.

  4. Onboard a Phone Number:

    1. Add a phone number to your Mercuri account to start sending and receiving messages.

    2. Navigate to Channels > SMS in Mercuri and complete the SMS onboarding process.

      1. Here's the link to help you get started with SMS: https://docs.mercuri.cx/sms-integration

    3. Navigate to Channels > WhatsApp in Mercuri and complete the WhatsApp onboarding process.

      1. Here's the link to help you get started with WhatsApp: https://docs.mercuri.cx/whatsapp-integration

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