HelloSend SMS/Call/WhatsApp for Pipedrive enhances communication with direct, bulk, and automated SMS, along with call features.

SMS / Call / WhatsApp for Pipedrive.

SMS Messaging: Connect your existing Twilio or RingCentral account to enable Direct, Bulk, and Automated SMS. You can also connect multiple SMS numbers for seamless communication.

WhatsApp Messaging: Link your WhatsApp Personal or WhatsApp Business account number to enable Direct, Bulk, and Automated SMS. Manage multiple WhatsApp numbers for comprehensive outreach.

Call: Connect a voice-enabled number to initiate both outgoing and incoming calls. Define business hour settings, set up call flows, and manage multiple teams. You can also connect multiple voice-enabled numbers for enhanced call management.

Individual or Shared Inbox: Manage all your conversations in the HelloSend Inbox, fully integrated with Pipedrive records. Keep track of every interaction in one place for a unified view of customer engagement.

How to videos,

• 🚀 Automate SMS / WhatsApp Messages for Pipeline Stage Changes

• ⏰ Streamline Appointment Scheduling with Automated SMS / WhatsApp Messages

• ✅ Automate SMS / WhatsApp Messages for Pipedrive Activities

Have an automation need? – we’re here to help!

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Our SMS/Call/WhatsApp app supports industries like Healthcare, Real Estate, Education, Retail, Finance, Travel, E-commerce, and Events, providing tailored messaging solutions.

Installation Steps

1. Install the App : Click the installation link to get started.

2. Connect Channels

   • Twilio SMS

     • Log in to your Twilio account.
     • Copy the Account SID and Auth Token.
     • Paste them into the app to authenticate and click Authorize.

   • RingCentral SMS

     • Click Authorize to connect your RingCentral account.

   • WhatsApp Service

     • Follow the link to connect your WhatsApp number.

   • Twilio Call

     • Log in to Twilio. Copy Account SID and Auth Token. Paste them into the app and click Authorize.

3. Send SMS / WhatsApp from Pipedrive
   Open Contacts in Pipedrive. In the contact's detail view, the HelloSend DM panel auto-fills the "From" and "To" fields. Compose a message or select a template. Sent and received messages are logged in Notes/Activities. Access HelloSend via the menu icon in the DM panel.

4. Call from Pipedrive
   Open Contacts in Pipedrive. Click the Click-to-Call icon next to the contact's phone number to initiate a call. Call logs are automatically saved in the Activities of the corresponding record.