SMS Automation with Pipedrive

SMS Automation

Here’s How SMS Automation Works

Connect the Pipedrive integration to your Nectar Desk account. Get access to your contacts and manage them easily. Besides, there is the ability to create an Automation with the help of Trigger. Just fill in the form, add information about the trigger’s name, select the required pipeline from your account and the Pipedrive stage itself.

Furthermore, you can send an SMS newsletter to existing contacts. So, the text message will be sent not only to clients who are constantly moving to the previously chosen Pipedrive stage. But, also to those who already are at this very stage. Once the deal is moved to the same stage again, it’s also possible to make the system automatically send an SMS to the client. The next step is to fill out the SMS campaign form. You only need to choose the Outbound SMS number, type the text of your SMS, and select the Trigger you have set up earlier.

Synchronize contacts and streamline workflow.

Send personalized messages to customers.

Save time and reduce your the manual efforts.

Monitor the performance of SMS campaigns.

Get higher engagement and conversion rates.

Maintain strong relationships with customers.

Optimize Your Interactions with Customers

Integrating Pipedrive and Nectar Desk will add features for your agents to log every call associated with Pipedrive and add a “Log Last Call” button in Nectar Desk which logs your calls into Pipedrive. With the log call feature of this integration active, when you make a call or SMS from Nectar Desk, a note will show up in Pipedrive under the contact that calls or SMS were made to and under the deal this contact belongs to.

We at Nectar Desk are constantly doing our best to improve our integration with Pipedrive. Now we have a new amazing feature called SMS Automation. Improve your call center workflow with us!

Powerful alone,
but even better with: