HelloSend SMS and WhatsApp for Pipedrive streamlines communication, enabling direct / bulk / automated messaging—all within pipedrive platform.

In Nurture my leads, Communicate with leads, Manage my accounts, Support my customers

Description

SMS / WhatsApp messaging to elevate customer engagement.

Key Highlights:

🛠️ Automated Messaging

Effortlessly schedule SMS/WhatsApp messages according to any workflow rules. Top use cases where SMS/WhatsApp messaging is automated,

How to videos,

Have an automation need? Email us at [email protected] – we’re here to help!

🎯 Message Campaigns Create impactful campaigns for product promotions and analyze performance to optimize your strategies for success. Demo

💬 One-on-One Messaging Engage customers with personalized SMS/WhatsApp messages. Demo

📩 Email Notifications Stay on top of customer responses by receiving them in your inbox.

📨 Unified Inbox Manage all incoming and outgoing messages in one easy-to-navigate conversational thread.

📝 Save Messages as Templates with Pipedrive fields

📞 Need an SMS number? Get one from us starting at just $1.25!

👉 Book a Demo with Us

🎉 Hear What Our Customers Say

Transform your communication with HelloSend!

Features

Panels

Instantly see and interact with SMS & WhatsApp Messaging app for Pipedrive as you dive into the details of your deals/contacts in Pipedrive.

HelloSend DM

Locations:deal detailsperson detailsorganization details

Pop-up windows

Tackle complex tasks in SMS & WhatsApp Messaging app for Pipedrive without leaving Pipedrive via their customized pop-up windows.

HelloSend Campaign

Locations:deal listPeople list

Installation instructions

Our app supports various industries, including Healthcare, Real Estate, Education, Retail, Finance, Travel, E-commerce, and Event Management, offering streamlined messaging solutions tailored to your needs.

Installation Steps

Install the App
Click the installation link to get started.
Connect Messaging Services
- Twilio
  - Log in to your Twilio account.
  - Copy the Account SID and Auth Token.
  - Paste them into the app to authenticate and click Authorize.
- RingCentral
  - Click Authorize to connect your RingCentral account.
- WhatsApp Service
  - Follow the link to connect your WhatsApp number.
Send Messages from Pipedrive
- Navigate to the Pipedrive page and open Contacts from the sidebar.
- In the contact's detail view, the HelloSend DM panel will automatically populate the "From" and "To" fields.
- Compose a message manually or select a pre-designed template to personalize and send.
- All messages sent or received for a contact are logged in the Notes/Activities section for easy tracking.
- For templates, setting up automation, or creating campaigns, click the menu icon in the top right corner of the HelloSend DM panel.