Integrar SMS com Nutshell
O SMS é um meio de comunicação direto e rápido, portanto, integrá-lo ao seu CRM permite que você alcance rapidamente seus clientes e, ao mesmo tempo, personalize suas interações.
By integrating Nutshell and SMS, you can easily communicate with your customers, keep track of your conversations, and gain valuable insights into customer behavior.
Benefícios da integração 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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- Colaboração em equipe: Nutshell A integração de SMS permite que você tenha uma comunicação transparente e colaborativa dentro de sua equipe.
O que faz a integração SMS CRM:
Essa integração permite enviar mensagens SMS automaticamente com base em gatilhos em Nutshell , como criar um novo lead, fechar um negócio ou criar uma nova atividade.
Requisitos para uma fácil integração de SMS:
Para utilizar esta integração CRM SMS, é necessário ter um gateway de SMS, como o Twilio e o Plivo, e uma subscrição de SMS. Também é necessária uma conta 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.
Perguntas frequentes
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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.
