{"id":4209,"date":"2026-03-12T22:47:00","date_gmt":"2026-03-12T22:47:00","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=4209"},"modified":"2026-04-01T01:45:43","modified_gmt":"2026-04-01T01:45:43","slug":"send-sms-reminders-from-pipedrive","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/send-sms-reminders-from-pipedrive\/","title":{"rendered":"Send SMS Reminders from Pipedrive"},"content":{"rendered":"\n<p>If you use <a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pipedrive<\/a> to keep yourself on track with leads and deals, integrate with GReminders to automate the process of sending SMS reminders to your Pipedrive contacts.<\/p>\n\n\n\n<p>When you integrate Pipedrive with GReminders, you\u2019ll have the ability to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Send SMS and Email Reminders to Pipedrive contacts<\/strong><\/li>\n\n\n\n<li><strong>Writeback reminders as notes in Pipedrive<\/strong><\/li>\n\n\n\n<li><strong>Add New Contacts to when using GReminders\u2019 automated scheduling<\/strong><\/li>\n\n\n\n<li><strong>Create an event in Pipedrive when a new event is scheduled using GReminders<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Integrating Pipedrive with GReminders<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"411\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/image-1-1024x411.png\" alt=\"\" class=\"wp-image-11206\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/image-1-1024x411.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/image-1-300x120.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/image-1-768x308.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/image-1.png 1238w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To setup GReminders integration with Pipedrive, begin by selecting Setup, then Integrations from the left menu. Then, search for Pipedrive and select Setup. Next, enter your Pipedrive credentials. After doing so, the following options will be available:<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Setup Options<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"934\" height=\"714\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/setup_options.jpg\" alt=\"Pipedrive Setup Options\" class=\"wp-image-4211\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/setup_options.jpg 934w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/setup_options-300x229.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/setup_options-768x587.jpg 768w\" sizes=\"(max-width: 934px) 100vw, 934px\" \/><\/figure>\n\n\n\n<p>We\u2019ll look at each one of these options individually, beginning with\u2026<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Pull Best Phone Number from Contacts<\/strong><\/h2>\n\n\n\n<p>By default, this options is checked. You will need to have this option selected if you wish to send automated reminders to your Pipedrive contacts.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"690\" height=\"534\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/CalendarMeeting.jpg\" alt=\"Scheduling an appointment\" class=\"wp-image-4212\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/CalendarMeeting.jpg 690w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/CalendarMeeting-300x232.jpg 300w\" sizes=\"(max-width: 690px) 100vw, 690px\" \/><\/figure><\/div>\n\n\n<p>If you schedule meetings on your Google or Outlook calendar, simply invite your Pipedrive contact as a guest as shown above.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"612\" height=\"472\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/PDEvent.jpg\" alt=\"Scheduling meeting in Pipedrive\" class=\"wp-image-4213\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/PDEvent.jpg 612w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/PDEvent-300x231.jpg 300w\" sizes=\"(max-width: 612px) 100vw, 612px\" \/><\/figure><\/div>\n\n\n<p>If you have linked your Pipedrive account to the same Google or Outlook calendar that you have your GReminders\u2019 account linked to, you can also schedule a meeting with your contacts in Pipedrive and activate reminders by inviting your contacts as guests to the meeting.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"938\" height=\"714\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/GRemindersRecord.jpg\" alt=\"GReminders record\" class=\"wp-image-4214\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/GRemindersRecord.jpg 938w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/GRemindersRecord-300x228.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/GRemindersRecord-768x585.jpg 768w\" sizes=\"(max-width: 938px) 100vw, 938px\" \/><\/figure>\n\n\n\n<p>In GReminders, when you click on the Event Title of scheduled meetings, you will see the details of the meeting. Your contact\u2019s name and phone number is imported directly from Pipedrive. This information allows our system to send automated reminders. In the example above, an SMS reminder scheduled to be sent 24 hours prior to the appointment. You can learn more about setting up reminders <a href=\"https:\/\/www.greminders.com\/how-to\/appointment-reminder-templates\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/p>\n\n\n\n<p><strong><em>N<\/em><\/strong><em><strong>ote: Once you set up<\/strong><\/em> <strong><em>GReminders to perform the way you intend, there is no need to open the software to check on reminders, etc., everything will just work in the background.<\/em><\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Personalizing Reminder Templates<\/strong><\/h4>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1022\" height=\"528\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/image-2.png\" alt=\"\" class=\"wp-image-11207\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/image-2.png 1022w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/image-2-300x155.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/image-2-768x397.png 768w\" sizes=\"(max-width: 1022px) 100vw, 1022px\" \/><\/figure>\n\n\n\n<p>Because GReminders has imported the phone number and full contact name from Pipedrive, when setting up your reminder templates, you can personalize SMS reminders by using the field, {{invitee.firstname}}. More information on personalized reminders can be found <a href=\"https:\/\/www.greminders.com\/articles\/confirming-appointments-and-personalizing-reminders-with-advanced-participant-data\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Log Notification Against the Matching Contact<\/strong><\/h2>\n\n\n\n<p>When you select the option to log notification against the matching contact as an activity, Pipedrive will import reminder messages from GReminders and you\u2019ll see them in your Notes (below).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1005\" height=\"408\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/WritebackNote.jpg\" alt=\"Writeback Notes\" class=\"wp-image-4216\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/WritebackNote.jpg 1005w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/WritebackNote-300x122.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/WritebackNote-768x312.jpg 768w\" sizes=\"(max-width: 1005px) 100vw, 1005px\" \/><\/figure>\n\n\n\n<p>This allows you to keep all records of your correspondence within Pipedrive.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Automatically Create Contact if Contact Does Not Exist<\/strong><\/h2>\n\n\n\n<p>Use this option if you use GReminders automated <a href=\"https:\/\/www.greminders.com\/how-it-works-meetings\" target=\"_blank\" rel=\"noreferrer noopener\">online scheduling<\/a>. Online scheduling allows your clients to schedule their own appointments with you when you <a href=\"https:\/\/www.greminders.com\/how-to\/share-link\" target=\"_blank\" rel=\"noreferrer noopener\">share a scheduling link<\/a> with them. This option is set within Event Types and Event Type Templates under Automations.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"600\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/OnlineScheduling.jpg\" alt=\"Online Scheduling\" class=\"wp-image-4217\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/OnlineScheduling.jpg 900w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/OnlineScheduling-300x200.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/OnlineScheduling-768x512.jpg 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<p>When a new contact accesses your online calendar and schedules an appointment\u2026<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"600\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/User-EventAdded.jpg\" alt=\"Add contact to Pipedrive\" class=\"wp-image-4218\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/User-EventAdded.jpg 900w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/User-EventAdded-300x200.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/10\/User-EventAdded-768x512.jpg 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<p>Pipedrive imports the new contact information and the appointment will be placed on your Pipedrive calendar.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Create Event in Pipedrive when New Meeting is Booked<\/strong><\/h2>\n\n\n\n<p>Your final setup option, Create Event in Pipedrive when New Meeting is Booked, should only be checked if you do not sync your Pipedrive account with your Google or Outlook calendar. When this is your setup, GReminders will create an event on your Pipedrive calendar (if you have synced your Pipedrive account with Google or Outlook, the event will be duplicated on your calendar).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p>Send SMS Reminders from Pipedrive by integrating with <a href=\"https:\/\/www.greminders.com\/\">GReminders<\/a>. You&#8217;ll drastically reduce your no-shows and when you use GReminders&#8217; online scheduling, you&#8217;ll save additional time by allowing your prospects and clients to schedule themselve.<\/p>\n\n\n\n<p>If you would like help with integrating GReminders with Pipedrive, reach out to us <a href=\"https:\/\/www.greminders.com\/contact\">here<\/a>.<\/p>\n\n\n\n<p>If you haven&#8217;t signed up for a free trial of GReminders, click on the Try it Free Today link below and be sure to schedule a one-on-one system setup call with a Customer Success Rep. You&#8217;ll get help setting up GReminders so you can get the most out of your trial.<\/p>\n\n\n\n<p>Happy Scheduling!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you use Pipedrive to keep yourself on track with leads and deals, integrate with GReminders to automate the process of sending SMS reminders to your Pipedrive contacts. When you integrate Pipedrive with GReminders, you\u2019ll have the ability to: Integrating Pipedrive with GReminders To setup GReminders integration with Pipedrive, begin by selecting Setup, then Integrations [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":6868,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-4209","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Send SMS Reminders from Pipedrive | GReminders<\/title>\n<meta name=\"description\" content=\"If you use Pipedrive, integrate with GReminders to send SMS reminders from Pipedrive and eliminate your no-show problem.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/send-sms-reminders-from-pipedrive\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Send SMS Reminders from Pipedrive | GReminders\" \/>\n<meta property=\"og:description\" content=\"If you use Pipedrive, integrate with GReminders to send SMS reminders from Pipedrive and eliminate your no-show problem.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greminders.com\/articles\/send-sms-reminders-from-pipedrive\/\" \/>\n<meta property=\"og:site_name\" content=\"End to End Meeting Management Platform - 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