Connecting your CRM account with HelloSend is a quick and secure process that lets you send SMS, WhatsApp, and voice calls directly from your CRM—without switching tabs. By authorizing CRM access from the HelloSend login page, you enable seamless data sync, allowing HelloSend to manage your leads, contacts, and communication in real time.
With this simple one-time authorization, you can instantly begin using HelloSend's advanced communication features— such as automated campaigns, conversation history tracking, and contact syncing—inside CRM.
Supported Integrations
Supported Channels
Step-by-Step Guide to Authorize CRM
1 Login to HelloSend
- Visit hellosend.com
- Click Get Started at the top right
- Sign in with your registered email ID.
- If you're already logged in, you'll be taken directly to your HelloSend dashboard.
3 Authorize CRM
- If you haven't authorized your CRM account before, a pop-up window will appear asking for authorization.
- Click Authorize.
- Sign in to your CRM account if prompted.
- Approve the permissions requested by HelloSend to complete the connection.
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Note:
This authorization pop-up may appear for several reasons:
- You don't have an active CRM account linked yet.
- The HelloSend app isn't properly installed or configured in your CRM.
- The user is still active in HelloSend but their linked CRM account has been removed
- A new user was added in HelloSend but their CRM account hasn’t been linked yet.
In all these cases, verify your CRM setup, ensure the HelloSend extension is installed correctly, and reauthorize the integration from your HelloSend account to continue using CRM features seamlessly..
4 Start Using HelloSend with CRM
- After successful authorization, your HelloSend and CRM accounts are now linked.
- You can begin sending SMS, WhatsApp messages, and calls directly from your CRM interface using HelloSend.
Benefits of Integration
Seamless CRM Communication
Send and receive messages directly from CRM without switching apps.
Automatic Data Sync
Contacts, deals, and communication history sync automatically between HelloSend and CRM.
Faster Setup
Quick one-time authorization that takes less than a minute.
Enhanced Productivity
Keep your team focused with centralized communication inside your CRM workspace.
Conclusion
Authorizing CRM from the HelloSend sign-in page is the first step to unlocking a fully integrated messaging experience. Once connected, you can manage all your customer conversations—SMS, WhatsApp, or calls—directly from CRM with HelloSend's unified communication tools.
If you face any authorization issues, please contact our support team at support@hellosend.hellosend.com for assistance.
