Vonage - Nexmo SMS for Pipedrive

Pipedrive is a Customer Relationship Management software which acts as a account - management tool and assists in marketing and sales growth. It helps to automatically trace calls, emails and synchronize them with tasks. Vonage helps grow business by enhancing the customer experience. It is possible through different communication channels like Voice , SMS etc., Hence Vonage and Pipedrive are integrated to make customer communication more easier and faster. Vonage SMS for Pipedrive has intelligent features so that the messages reach the end users and make them comfortable without losing communication.

• Should have Pipedrive account

• Should have Vonage account.

• Send SMS to one or more Pipedrive contacts

• Link with Social media channels like Messenger and communicate to clients

• Send Vonage messages to Pipedrive organizations and deals

• Receive incoming messages inside Pipedrive

• View history of messages saved as notes inside Pipedrive

Step 1: Go to Pipedrive marketplace and search for the application Vonage - Nexmo SMS for Pipedrive. Click Install Now to install the application in Pipedrive.

1) Send SMS to clients

Step 1: Go to any of the Pipedrive contacts or deals and click the three dots at the top right corner. Search for the option Send Vonage Message.

Step 1: Select the number of contacts to whom you want to send messages. Click the Send Vonage Message option to send messages to clients.

You can view all the messages sent and received using Vonage number as notes inside each Pipedrive contact. This can be used for your future reference.