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1. Getting Started
What is the Pipedrive HelloSend Integration?
- The Pipedrive HelloSend Integration allows users to send SMS, WhatsApp, and Voice Call directly from Pipedrive CRM. It helps businesses streamline communication, automate processes, and manage customer interactions all within one platform.
How do I install HelloSend in Pipedrive?
- To install HelloSend in your Pipedrive account, start by logging into your Pipedrive dashboard. Then, navigate to the Pipedrive Marketplace and use the search bar to find "HelloSend." Select the app titled "HelloSend: Call, SMS & WhatsApp Integration for Pipedrive" from the results. Click the Install button and follow the on-screen instructions to complete the installation process.
What features does HelloSend offer for Pipedrive?
- SMS & WhatsApp Messaging: Send one-on-one messages or bulk campaigns.
- Automation: Set up automated workflows for reminders, follow-ups, and more.
- Campaigns: Create and manage SMS/WhatsApp campaigns.
- Inbox Management: Access all your communications within the integrated HelloSend inbox.
- Templates: Use pre-designed message templates for faster communication.
- Analytics: Track message delivery, engagement, and other metrics.
Can I use HelloSend with multiple Pipedrive accounts?
Yes, HelloSend can be used with multiple Pipedrive accounts. However, each account will require its own integration setup, and usage will depend on your subscription plan.
How to Purchase a HelloSend Account?
HelloSend makes it easy to connect with customers through SMS, WhatsApp, and voice calling directly from your CRM. Once installed from your CRM's marketplace, you’ll receive a free trial to explore key features like automation workflows, campaign management, and seamless CRM integration. When you're ready to upgrade, go to the top-right avatar in your HelloSend dashboard and select "Manage Subscription." You'll be directed to the pricing page, where you can choose between monthly or discounted yearly plans. After completing the payment, click "Done" to return to your HelloSend settings.
2. Messaging & Communication
Can I send messages to specific deals or contacts within Pipedrive?
- Yes, you can send SMS or WhatsApp messages to specific deals or contacts within Pipedrive. You can also use filters to target specific groups of deals for bulk campaigns.
Can I use HelloSend to send bulk campaigns to my Pipedrive contacts?
- Yes, HelloSend lets you create and send bulk campaigns through SMS, WhatsApp, and voice messaging, making it easy to reach a large number of contacts in your Pipedrive CRM.
Does HelloSend support WhatsApp for Pipedrive?
- Yes, HelloSend integrates with WhatsApp, allowing you to send and receive WhatsApp messages directly within Pipedrive, along with SMS and voice messages.
Can I use HelloSend to send messages to groups or specific segments?
Yes, you can segment your contacts based on various criteria (e.g., deal stage, location, etc.) and send targeted messages to specific groups or individuals.
Is it possible to automate follow-ups and reminders with HelloSend in Pipedrive?
Yes, HelloSend allows you to automate follow-up messages and reminders based on specific Pipedrive workflow triggers (e.g., deal stage changes, new lead entry, etc.).
How can I use templated messages in HelloSend?
HelloSend allows you to use templated messages to streamline your communication. You can:
- Personalize messages with dynamic fields like customer names, order details, or other CRM data.
- Create and manage unlimited templates tailored for different communication needs such as follow-ups, reminders, or confirmations.
- Save time and ensure consistency across your messages, while still keeping them personal.
This helps your team respond faster and more effectively.
3. Tracking & Data
How do I track the performance of my messages and campaigns?
HelloSend provides built-in analytics that lets you track message delivery, open rates, responses, and campaign performance. You can view these reports directly in Pipedrive.
Do messages appear in the Activities or Notes section in Pipedrive?
Yes, all incoming and outgoing SMS or WhatsApp messages are automatically logged in the Notes section of the corresponding Person, Deal, or Lead in Pipedrive, keeping all communication organized in one place.
How do email notifications work in HelloSend?
HelloSend automatically sends email notifications whenever a customer replies to a message. These replies can be configured to go directly to the lead owner's email address or any custom email address specified in the settings.
Will my data be safe with HelloSend?
Yes, HelloSend ensures that all your customer data and communication logs are stored securely and comply with privacy regulations. Data is encrypted and accessible only to authorized users.
4. Support
Does HelloSend provide customer support?
Yes, HelloSend provides customer support through email and live chat. You can contact support at assist@hellosend.com for assistance with any issues.
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