I need to keep records of all my client communication, and so far the only thing that isn't recorded automatically is SMS's. Is there a way to set up an integration that when a client sends me an SMS it is automatically recorded in their file? It would be great if it could also track the whole conversation (ie my replies as well), but at the moment I'm happy to settle with what I can get!!! (PS I'm in New Zealand and our phone systems are somehow different)
SMS texting3 followers5 questions28 posts
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I've got a tough one. I'm working with a friend and trying to find a system that can integrate to Pipedrive that offers SMS in with Keyword/Tag commands. The goal is a truly integrated system but, if I have a Zapier setup, I'll be fine as well. Basically, my friend is a roofer and he currently uses Infustionsoft (Keap). They have a unique integration with a company called FixYourFunnel. On his truck, he has his business number and it says something like "Text "TRUCK" to XXXXXXXXXXX to learn more". When FixYourFunnel receives the keyword TRUCK, it asks the... (More)
Hi Everyone, I have progressed the idea of having a bespoke SMS (2-way) integrated solution developed for NZ - if I can get a "hands up" on who would commit to sharing the development cost, I'll ask the provider for an estimated cost, and we can decide from there.. :)