Getting Started with HelloSend
HelloSend is a modern business communication platform that helps teams manage SMS, WhatsApp, and Voice calls efficiently—either inside your CRM or as a standalone solution. This guide walks you through what HelloSend is, how integrations work, and how to get started quickly.
Supported Integrations
Supported Channels
1. What is HelloSend?
HelloSend enables businesses to communicate with customers across multiple channels from one unified platform. Instead of switching between tools, HelloSend brings conversations, call logs, and follow-ups together in a single place.
With HelloSend, teams can:
- Send and receive SMS, WhatsApp messages, and calls
- Maintain complete conversation history
- Automate replies, follow-ups, and workflows
- Collaborate with team members using shared inboxes
- Track communication activity with full visibility
HelloSend is built for sales, support, and operations teams that want faster, organized, and scalable customer communication.
2. HelloSend Integrations
HelloSend is designed to integrate seamlessly with popular CRMs and communication providers, allowing you to work directly from your existing systems.
CRM Integrations
HelloSend integrates with leading CRM platforms so you can communicate with customers directly from CRM records such as Leads, Contacts, Deals, or Tickets.
Supported CRM integrations include:
- Zoho CRM
- Pipedrive
- HubSpot
- Salesforce (in progress)
Once integrated, HelloSend embeds messaging and calling features inside the CRM interface. All conversations and call activities are automatically logged, eliminating manual updates.
Messaging & Calling Integrations
HelloSend also integrates with trusted communication providers to power messaging and voice services.
Supported channels include:
- SMS – One-to-one and bulk messaging
- WhatsApp – Business messaging with templates and automation
- Voice Calls – Inbound and outbound calling with call logs
Calling & Messaging Provider:
Twilio (used for SMS and Voice services)
How Integrations Work
- 1Connect HelloSend with your CRM
- 2Link your messaging or calling numbers
- 3Enable required permissions
- 4Start communicating directly from CRM records
All messages and calls are synced back to your CRM automatically, keeping customer data accurate and up to date.
Benefits of Using Integrations
- Faster response times
- Centralized customer communication
- Automatic activity logging
- Better team collaboration
- Powerful automation based on customer interactions
3. HelloSend Standalone Account
HelloSend can also be used without any CRM integration as a standalone communication platform.
With a standalone HelloSend account, you can:
- Manage contacts within HelloSend
- Send and receive SMS, WhatsApp messages, and calls
- View conversation history and call logs
- Use automation rules and follow-up actions
- Collaborate with team members
This option is ideal for businesses that don't use a CRM or want to start simple and integrate later.
4. How to Get a HelloSend Account
Getting started with HelloSend is simple and quick.
Steps to Get Started
- 1Sign up for a HelloSend account
- 2Choose between CRM integration or Standalone mode
- 3Connect your messaging or calling numbers
- 4Invite team members and configure basic settings
Once set up, you can start communicating with customers immediately from HelloSend or directly within your CRM.
