Vonage - Nexmo SMS for Pipedrive
interactive features

Vonage - Nexmo SMS for Pipedrive

by Ulgebra

interactive features
interactive features

Send single and bulk messages to People, Organizations & Deals. Message History within contact

Nurture my leads, Communicate with leads, Manage my accounts

App screenshot
App screenshot
App screenshot
App screenshot

Description

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.

Features

Panels

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

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 instructions

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

  • Authorize the Vonage account

The extension has now been enabled!

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