send html emails and SMS based on deal field changes

Lewis Hall
Lewis Hall Posts: 11

Hi there, 

Im looking for a product that can integrate with Pipedrive.

When a deal field changes, I want to use this as a trigger to send a html designed email and an SMS. Does anyone have any recommendation on a product that can do this?

Thanks
Lewis

Comments

  • Shobhit Gaur
    Shobhit Gaur Posts: 136
    Second Anniversary Photogenic Integration Partner
    edited February 24 #2

    hey @Lewis Hall 

    With outplay, you can create triggers which function when there is a change in your deal fields

    image

    In the action, you can create a sales sequence in Outplay (just like below), where both email and SMS are sent out automatically. 

    image

    We have a 14 day free trial period, in which you can integrate your Pipedrive account with Outplay & implement your use-case and see the results come in.

    https://marketplace.pipedrive.com/app/outplay/6d1d318eb8e17b9f

    In case you have questions, we respond on live chat in under 5 minutes. :)

  • Lewis Hall
    Lewis Hall Posts: 11
    edited September 2020 #3

    hey @Lewis Hall 

    With outplay, you can create triggers which function when there is a change in your deal fields

    image

    In the action, you can create a sales sequence in Outplay (just like below), where both email and SMS are sent out automatically. 

    image

    We have a 14 day free trial period, in which you can integrate your Pipedrive account with Outplay & implement your use-case and see the results come in.

    https://marketplace.pipedrive.com/app/outplay/6d1d318eb8e17b9f

    In case you have questions, we respond on live chat in under 5 minutes. :)

    Hi Shobit, thanks I have joined the free trial. But Outplay doesnt support HTML designed emails. As I mentioned this is a key feature I was looking for.

    Thanks

  • Shobhit Gaur
    Shobhit Gaur Posts: 136
    Second Anniversary Photogenic Integration Partner
    edited September 2020 #4

    hey @Lewis Hall 

    With outplay, you can create triggers which function when there is a change in your deal fields

    image

    In the action, you can create a sales sequence in Outplay (just like below), where both email and SMS are sent out automatically. 

    image

    We have a 14 day free trial period, in which you can integrate your Pipedrive account with Outplay & implement your use-case and see the results come in.

    https://marketplace.pipedrive.com/app/outplay/6d1d318eb8e17b9f

    In case you have questions, we respond on live chat in under 5 minutes. :)

    We have seen HTML customized emails increase the spam scores, hence the reason to not support them. 

    Would you consider sending plain text emails that have a better chance to land in your prospects inbox, while also making use of personalization variables, embedded videos and SMS features to get better bang for your buck when you do outreach?