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      • Automated Workflow For Restaurant Table Reservations
        • Table Reservation Created Template
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        • Restaurant Order Accepted Template
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        • Pickup / Delivery Order Created Template
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      • Creating Your First WhatsApp Template
      • Understand WhatsApp Template components
    • Users Management
      • Simplifying Role-Based Access in Mercuri: Use Cases and Solutions
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  • 🛍️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
      • WhatsApp Onboarding
      • How to use Mercuri?
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  1. Integrations Guide
  2. Pipedrive

Install the Mercuri in Pipedrive

PreviousPipedriveNextUsing Mercuri in Pipedrive

Last updated 14 days ago

  1. Go to the Installation Page:

    • Visit to begin the installation.

  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 Settings > Channels > SMS in Mercuri and complete the SMS onboarding process.

      1. Here's the link to help you get started with SMS:

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

      1. Here's the link to help you get started with WhatsApp:

🛍️
https://www.mercuri.cx/pipedrive
https://docs.mercuri.cx/sms-integration
https://docs.mercuri.cx/whatsapp-integration