SMS automation (workflow/workaround) that can book Zoom meetings?

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ZachN
ZachN Member Posts: 1
edited April 24 in Workflow Automation #1

Pipedrive Chatbot's deep Zoom integration is fantastic, no other CRM offers this. Is there a way we could do the same with an automated SMS workflow? We're engaging leads with SMS as soon as they signup and we would like an SMS automation that will try and book Zoom meetings with them, just like Pipedrive Chatbot does.

Appreciate all the help.

Zach

Answers

  • Paul Minors
    Paul Minors Member Posts: 89
    First Anniversary 5 Up Votes Name Dropper 5 Likes
    edited May 2023 #2
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    I'm afraid you can't do this natively in Pipedrive. But with some third-party software like JustCall (to send the SMS) and Zapier, you could create an automation to auto-text new deals/leads. Then, if they book a call and you update the deal, this could stop the workflow. Please reach out if you'd like some help setting this up.

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