Integre SMS con Nutshell
Los SMS son un modo de comunicación directo y rápido, por lo que integrarlo con su CRM le permite llegar rápidamente a sus clientes mientras personaliza sus interacciones.
By integrating Nutshell and SMS, you can easily communicate with your customers, keep track of your conversations, and gain valuable insights into customer behavior.
Beneficios de la integración de SMS CRM:
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- Save time: With this integration, you can automate your SMS messages and save time by eliminating the need for manual typing. Plus, you won’t have to switch back and forth between tools anymore.
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- Colaboración en equipo: Nutshell La integración de SMS le permite tener una comunicación transparente y colaborativa dentro de su equipo.
Qué hace la integración SMS CRM:
Esta integración le permite enviar automáticamente mensajes SMS basados en activadores en Nutshell, como la creación de un nuevo cliente potencial, el cierre de un trato o la creación de una nueva actividad.
Requisitos para una fácil integración de SMS:
Para utilizar esta integración CRM SMS, es necesario tener una pasarela SMS, como Twilio y Plivo, y una suscripción SMS. También necesitará una cuenta de Nutshell .
How to get started:
This integration is powered by Zapier – set it up with your Zapier account.
There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.
Preguntas frecuentes
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1. Do I need a specific Nutshell plan to use SMS integration?
No. All Nutshell users can access SMS integration regardless of which plan they’re on—Foundation, Growth, Pro, Business, or Enterprise. The integration is available to every Nutshell customer at no extra cost. You’ll just need both Nutshell and an SMS provider account to start texting your leads.
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2. How does SMS integration help improve sales response rates?
SMS messages have a 98% open rate compared to email’s 20%, making text the highest-engagement sales channel. With SMS integrated into Nutshell, you can send automated follow-ups, appointment reminders, and time-sensitive offers directly to leads’ phones. Real-time engagement tracking helps your team know when to follow up.
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3. Is SMS integration compliant with regulations like TCPA?
Yes, SMS integration must comply with TCPA regulations, which require express written consent, clear opt-out options (reply STOP), messages sent only between 8 a.m. and 9 p.m. local time, and proper record-keeping. Nutshell’s SMS integration partners include compliance tools to help you stay legally compliant automatically.
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4. Can I automate SMS follow-ups based on lead behavior in Nutshell?
Yes. Set up SMS automation triggers based on lead actions like quote acceptance, pipeline stage changes, or inactivity. Nutshell automatically sends texts to leads when specific conditions occur, reducing manual follow-up work and ensuring timely communication without delay.
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5. What types of SMS messages should I send to sales leads?
Send time-sensitive messages that drive action: appointment reminders, quote acceptances, limited-time offers, and personalized follow-ups after meetings. Avoid promotional spam that triggers opt-outs. Keep messages short, personal, and focused on the next step in your sales process for maximum engagement.
