OMNI Channel Messaging Extension for Hubspot

OMNI Channel Messaging Extension for Pipedrive

OMNI Channel Messaging Extension for Pipedrive

Texting is a powerful tool for Lead Generation in Marketing / Servicing / Sales and for many domains. Omni Channel Messaging tool helps one, to pack all the top messaging players under one roof. With the OmniChannel messaging solution, the user can Send / Receive / Automate / Manage the messages from all messaging services in one place.

  • Support for All Top Messaging services,
  • Send Individual or Bulk SMS in lesser clicks.
  • Reduce manual by Templates and Automatic messages
  • The same look and feel for all messaging services in one place,
  • Option to switch between services to manage messages individually also across all messaging services.

This plugin enables SMS communication between agents and end-users from Pipedrive User Interface.  Install OMNI Channel Messaging extension from Pipedrive marketplace and follow the below steps to configure the extension. 

Installation and Configurations 

1. After installing the extension authorise Pipedrive service. 
2. And subscribe OMNI Channel messaging extension plan as per organisation messaging usage. Free trial period available all plans Basic,Silver and Gold.
3. Please enter your mail id to manage your subscription in future. 
4. And proceed to enter details to finish the payment process.
5. OMNI welcome page popup will appear after payment process, click on Proceed button
6. User can check the list of features in  Glimpse of OMNI Channel page. For any missing features please mail us at help@oapps.xyz
7. Skip Intro Page to Install Messaging services.


Services  - Install 

1. List of all supported services will be listed under Services tab.
2. Click on any service to get Install screen.




3. On Top right corner click on Install button.
4. Authorise the service and click on Complete Installation Button. 
5. The SMS enable Phone numbers will be auto listed. Choose the number and map with corresponding friendly name.




Templates 

1. Click on Templates ( only available for higher plans )
2. Provide Template name. 
3. Save the template message with Pipedrive mail merge Fields. 
4. The template will be saved for future reference.



Send SMS & Send Bulk SMS

1. Click on Send SMS / Send BULK SMS option in Left tab.
2. Send SMS Compose window will be loaded with saved From Numbers. Choose the number.
3. Enter the To number and Select the template if available.
4. Click on the Send SMS button. SMS will be queued and sent to the selected To Numbers.




Please mail us for any queries help@oapps.xyz

    • Related Articles

    • Instant SMS Messaging Extension for Bitrix24

      Instant SMS Messaging Extension for Bitrix24 Texting is a powerful tool for Lead Generation in Marketing / Servicing / Sales and for many domains. Omni Channel Messaging tool helps one, to pack all the top messaging players under one roof. With the ...
    • OMNI Channel Messaging Extension for HubSpot

      OMNI Channel Messaging Extension for HubSpot Texting is a powerful tool for Lead Generation in Marketing / Servicing / Sales and for many domains. Omni Channel Messaging tool helps one, to pack all the top messaging players under one roof. With the ...
    • Zoho Sign for Pipedrive

       Zoho Sign for Pipedrive extension enables the below key features,  Get your contracts and sales paperwork signed directly from the comfort of the hub of your Pipedrive sales. Send a Zoho Sign Template To Pipedrive Deals or Contacts or Organization ...
    • Twilio SMS for Pipedrive

      Connect with your customers around the world using Twilio SMS for Pipedrive. Instantly send SMS messages using customized SMS. Get notified in Pipedrive contacts when you receive a text message to your configured Twilio number. All messages that you ...
    • Pipedrive-Ringcentral SMS Integration

      Key Points Easy SMS Receive and send SMS text just in a few clicks. Record History Text logs are recorded under notes. Individual Messaging SMS sent from all Deals, Contacts, Organisation modules. Acknowledgments Get instant delivery reports. ...