Is there any sms automation possibilities within Pipedrive?

Tomas Siatka
Tomas Siatka Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

I currently use RingCentral for all my employees and am looking for something to keep my leads warm in the pipeline. I would really love to see if there is a platform that will allow me to create a automated sms follow up sequence in Pipedrive.

Ideally looking to route all calls and text back to each individuals ringcentral numbers.

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  • Bernd Auer
    Bernd Auer Member Posts: 349 VERIFIED MEMBER
    Fourth Anniversary 100 Up Votes 100 Comments 25 Likes
    edited July 2022 #2

    Not with Pipedrive alone. But you can link several SMS providers relatively easy. I created a video for it. In German, but you will get the sense :-)
    https://community.pipedrive.com/post/sms-in-pipedrive-61128cd7136c166ab07feff8

    My colleague @Yannik Sommer can help you with that.

  • Bruce Bignell
    Bruce Bignell Member Posts: 17 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Up Votes 5 Likes
    edited July 2022 #3

    Hey @Tomas Siatka 

    - @Bernd Auer is right, nothing native in Pipedrive at the moment.

    I've pulled a list of apps that allow you to build these types of SMS workflows...

    Check them all out here: https://www.weevolvebusiness.com/best-pipedrive-apps

     

    Check out SalesMsg

    👉 - https://www.weevolvebusiness.com/best-pipedrive-apps/for-bots-messaging

    Check out Aircall, Kixie, Justcall 

    👉 - https://www.weevolvebusiness.com/best-pipedrive-apps/for-phone-solutions

    Check out Outfunnel or Unito

    👉 - https://www.weevolvebusiness.com/best-pipedrive-apps/for-integration-platforms

  • Dmitri Ivanenko
    Dmitri Ivanenko Member Posts: 19 VERIFIED MEMBER
    10 Comments 5 Up Votes
    edited July 2022 #4

    When I sent feedback to implement campaigns in pipedrive (newsletters, drip, etc) (probably 2 or more years ago), I got the same answers you see below (we don't do that, but will consider in the future, but for now use these other extensions/integrations (some native, some not). this year campaigns by pipedrive rolled out (not fully there, but great start). 

    I asked for sms native integration. so far same answer :).

    I asked for social media integration, fb, IG, linkedin, whatsapp so we can see all the interactions with that person on all social media sources. - answer? hmm, interesting, but not something we do, maybe later.

    I asked for calculated fields, field data that depends on existing fields, etc etc etc, some of these things are being talked about more and more, extensions are being created etc, but not yet native to the app.

    So keep asking for what you need and very often. We need this one tool to be the ONLY tool we will need, instead of hopping around from tool to tool. But they (whoever they are) need to keep their butts on fire for making those changes and fast. 

  • Wes Amann
    Wes Amann Member Posts: 1 VERIFIED MEMBER
    edited July 2022 #5

    I have not used it, but I have been speaking with Podium (Podium.com) and they claim to have full integration with Pipedrive.  Poduim's primary use is to drive reviews for your Google My Business sites.  But, it has SMS that can be sent individually, enmass, as part of a campaign and more. It also has SMS templates to simplify things.

  • Tomek Kamola
    Tomek Kamola Member Posts: 3 VERIFIED MEMBER
    Photogenic
    edited July 2022 #6

    We are using make+serwersms. It works nice. But it can be better. SerwerSMS team said that they are working with connection with PD. it will be nice if you will write to them. Maybe they will push work if will get more request. ;-)

     

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