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.
Pre - requisites for app installation
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 2: By agreeing to the terms and conditions, click Allow and install.
Step 3: You will be re-directed to the Vonage for Pipedrive settings page. Enter your Vonage account credentials and also link your Vonage number and Social media channels.
Step 4: Click "Get here" option to login to your Vonage account and copy your credentials from the dashboard. Paste the credentials in the settings page and click "Authorize Now".
Step 5: Click Link numbers option to link Vonage number to Pipedrive.
Step 6: Click Link Social Media Channels option to link Vonage channels to Pipedrive.
Step 7: Once you have linked your Vonage number and channels, they will be added to the settings page and the integration status will be enabled.
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 2: Select the required Vonage channel/number from the dropdown. Select the To number, Message type and click Send Message option to send the message to client.
2) Send SMS to clients from List view
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.
Step 2: Select the Vonage channel/number as From number. Select the Phone field of the Pipedrive clients and enter your message. Click Send Message option to send messages to clients.
View message history as notes
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.
Thus, in this way you can receive and send Vonage messages inside Pipedrive CRM and connect with your customers easily. This is the installation and working of the app Vonage - Nexmo SMS for Pipedrive CRM.