Using Mercuri in Pipedrive
Mercuri has integrated a Messaging Inbox within Pipedrive, allowing users to send and receive SMS and WhatsApp messages directly inside the CRM.
The Mercuri CX integration with Pipedrive makes customer engagement seamless by bringing conversations, campaigns, and compliance directly into your CRM. Instead of switching between multiple tools, your teams can now manage everything from one platform.
With this integration, you can:
Access Conversations Effortlessly :
View and manage the conversation inbox directly from the header panel.
You can also open individual conversations straight from the Deals and Contacts pages, ensuring quick context and faster responses.
Send Campaigns Directly from Pipedrive :
Run targeted WhatsApp and SMS campaigns without leaving Pipedrive. This helps sales and marketing teams reach leads instantly while keeping all communication tied to the CRM.
Maintain Communication Logs for DLP: Every message and interaction is automatically logged, ensuring data loss prevention (DLP) and full visibility into customer communications.
Features
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