Vonage - Nexmo SMS for Pipedrive
by Ulgebra
Nurture my leads, Communicate with leads, Manage my accounts
Connect with Pipedrive contacts through the SMS and social media channels available on Vonage's cloud communications platform. Initiate a conversation with contacts within people, organizations and deals.
Within any contact from the people/organizations/deals module, click on "Send Vonage Message" from the dropdown on the top right corner. Select your Vonage channel. Type in your message. You can also insert templates, user fields, person fields and emojis into your message. Click on "Send Message" to send the message.
Connect with multiple contacts at once with the help of bulk messages. Select all the required contacts and click on Send Vonage Message in order to send a bulk message. Easily send bulk messages using Pipedrive filters to contact a specific set of customers.
View the history of Vonage messages sent through Vonage within Pipedrive CRM under the Notes section within the respective contact.
The Pipedrive admin can enable users to use their Vonage account and determine the users who can access this feature.
Panels
Instantly see and interact with Vonage - Nexmo SMS for Pipedrive as you dive into the details of your deals/contacts in Pipedrive.
Vonage - Nexmo
Locations:deal detailsperson detailsorganization details
Vonage messaging panel
Pop-up windows
Tackle complex tasks in Vonage - Nexmo SMS for Pipedrive without leaving Pipedrive via their customized pop-up windows.
Send Vonage Message
Locations:deal detailsdeal listperson detailsPeople listorganization detailsorganization list
Vonage modal
Installation and setup:
Visit Pipedrive Marketplace and choose "Vonage - Nexmo SMS for Pipedrive"
Click on "Install now"
Click on "Allow and Install" to authorize your Pipedrive account.
Within any Pipedrive contact, from the dropdown on the right, select "Send Vonage Message".
Sign in to Ulgebra using your Pipedrive email
Enter the Vonage API Key
-Enter the Vonage API Secret
The extension has now been enabled!
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