Once you have the SMS feature enabled, there is very little configuration needed to get up and running.
The most important part is supporting the auto-logging aspect to your CRM. When a text message is sent from or received to Jiminny, an activity is automatically created in your CRM under the appropriate record. For tracking purposes, we also set the activity type depending on the direction of the message (inbound vs outbound).
We've included instructions for each supported CRM as well as Jiminny itself.
Salesforce Setup
Follow the instructions below to add your new activity types. If you have already configured these, note down their names and skip to Jiminny Setup.
Classic Edition
Visit Setup > Customize > Activities > Task Fields
Scroll down and click on the Type picklist
Click the New button in the Task Type Picklist Values section
Add 2 new values, we recommend SMS Sent and SMS Received
You may need to add these to your record types, and click Save
Lightning Edition
Visit Setup > Platform Tools > Objects & Fields > Object Manager
Scroll down and click on the Task object
In the left menu, click Fields & Relationships
Scroll down and click on the Type field
Add 2 new values, we recommend SMS Sent and SMS Received
You may need to add these to your record types, and click Save
HubSpot Setup
Follow the instructions provided by HubSpot to add your new call/meeting types. You'll need 2 new types, the names are up to you but we recommend SMS Sent and SMS Received.
If you have already configured these, note down their names and skip to the Jiminny Setup.
Pipedrive Setup
You'll need 2 new types, the names are up to you but we recommend SMS Sent and SMS Received. If you have already configured these, note down their names and skip to the Jiminny Setup.
Go to Settings > Company Settings > Activity Types
Click Add Activity Type
Select the icon you wish to use
Provide a name for the activity type
Click Save
Copper Setup
You'll need 2 new types, the names are up to you but we recommend SMS Sent and SMS Received. If you have already configured these, note down their names and skip to the Jiminny Setup.
Click Settings from the left-hand menu
Scroll down to the Customize section and select Manage Activity Types
Click the Create New Activity Type button
Name your activity type
Select an icon to represent it in the list of activity types
Check a box to make this count as an interaction
Click Save
Jiminny Setup
For each playbook, follow our guide to setup your two new Activity Types in Jiminny. When doing so, make sure you select the correct values for Applies To. SMS Received should map to your inbound option in the CRM, SMS Sent should map to the outbound option.
Once these are setup, well automatically assign the correct type to the text message.