Anyone know of a way to keep track off all text messages with a client?
Clint Dahl
Member Posts: 2
Anyone know of a way to keep track off all text messages with a client?
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Answers
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Hi @Clint Dahl ,
Currently it's only via a Marketplace app like this one: https://marketplace.pipedrive.com/app/salesmsg/ab32a49af8e68c49
But our team is researching what is potentially possible to do within Pipedrive in the future.
https://community.pipedrive.com/user/clint0 -
I use SMSBackup+ on my android. It backs up messages to gmail, and gmail brings it in. So when I see my interactions and activity feed for the client, I see messages and emails and all other type of activity.
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@Clint Dahl do you have more info on how you'd like to track the text messages?
Also, do you use a specific tool to send these messages or is it just from your mobile device?0 -
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I currently use Pulse SMS 90% of the time on my phone and the other 10% on my laptop or tablet. I am not married to it so can change messaging apps. Essentially what i want is when I look at a client I have all the email correspondence and the text correspondence right there in pipedrive. If it could also be tagged to a project that would be even better.0
