Pipedrive integration with Salesmsg
How to Send SMS messages via Salesmsg when new people are added to Pipedrive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send SMS messages via Salesmsg when new people are added to Pipedrive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Salesmsg integrations
Salesmsg actions
Nekton can use any feature that is available in Salesmsg API.
Using our advanced AI, you can easily create custom automations for Salesmsg.
Here are some typical actions you can do in your automated workflows.
Create Note
Creates a new note on a contact record.
Send a Group Text Message (SMS / MMS)
Creates and sends a group SMS to a group of contacts. (All contacts will see each others messages.)
Remove Tag From Contact
Removes a tag from a contact if they have it.
Opt-Out a Contact
Opt-out a contact.
Find Contact
Finds a person by first name, last name, email, or phone number.
Find Contact
Finds a person by first name, last name, email, or phone number.
About Salesmsg
Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.