sms in activity list

jasensells
jasensells Member Posts: 4 NEW MEMBER
edited August 21 in Sales CRM #1

Is there a way to have text messages sent via the app to show up in the activity list for a prospect?

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  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 157 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hey, @jasensells!

    Yes, you can have text messages sent via the app appear in the activity list for a prospect, although it does require some setup. One way to achieve this is by integrating Pipedrive with a messaging service such as Twilio, SMS by Pipedrive, or JustCall through the Pipedrive Marketplace. These integrations typically allow you to send and receive SMS directly within Pipedrive, and when you use them, the messages are automatically logged as activities under the relevant contact or deal.

    If you prefer to use a different SMS service that isn't directly integrated with Pipedrive, you can utilize a tool like Zapier to create a workflow that logs an activity in Pipedrive whenever a text message is sent. This involves setting up a trigger for sending a text and an action to log the activity in Pipedrive.

    Alternatively, if you're not using an integrated SMS tool, you can manually log text messages as activities by creating a new activity under the prospect and recording the message details. Similarly, if you're sending texts from the Pipedrive mobile app, you can manually log these communications by creating a note or activity related to the contact.

    I hope this helps :)

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