Integrating TNZ with Pipedrive takes your customer relationship management to the next level. Streamline your communication processes and ensure timely, effective engagement with your clients, all from one platform.
Use the 'SMS' messaging functionality in the Conversations and Contacts views.
Set up an SMS Trigger in a GHL Workflow.
Use GHL Workflows to send SMS Appointment Reminders.
Texting through Pipedrive, integrated with TNZ, has massively improved our communication process.Having a complete audit trail of text communications within Pipedrive is crucial for our compliance and accountability.
In addition to the TNZ suite of tools, your Pipedrive integration will unlock sending and receiving SMS directly within Pipedrive.
Send files via text messages with automatically converted, tracked short links for better engagement and tracking.
View all incoming responses directly within Pipedrive, maintaining a clear and organised communication history.
Utilise Pipedrive's automation capabilities to trigger SMS messages based on specific actions or stages in your sales process.
Design and save message templates for speedy sending of common messages.
Use the TNZ platform to send bulk SMS messages, reaching hundreds of clients with a single click.
Trigger a call from Pipedrive that connects your mobile to your client.
The integration with TNZ allows us to ask customers quick questions and give them responses to the outcome directly through text messages.This is particularly useful for notifying customers about who will be managing their account, as they receive a text with the lender's name and contact information immediately after the first part of the application is done.
If you don't have a TNZ Account, register for a Free Trial. FREE TRIAL LOG IN
From the TNZ Dashboard, select Integrations, then Pipedrive and connect your Pipedrive account. CONNECT PIPEDRIVE
TNZ can sync your Pipedrive contacts to the TNZ Address Book. This enables you to use TNZ's group messaging tools to send messages to your contacts.
Each Pipedrive user needs to be independently registered with the TNZ Dashboard. ADD A USER
Start receiving and responding to customer messages effortlessly. Open a Pipedrive Contact and select 'TNZ SMS' from the context menu. If the contact replies, their reply will display the activity tracker.
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