Hoppa till huvudinnehåll ↓

Integrera SMS med Nutshell

SMS är ett direkt och snabbt kommunikationssätt, så genom att integrera det med ditt CRM kan du snabbt nå dina kunder samtidigt som du anpassar dina interaktioner.

By integrating Nutshell and SMS, you can easily communicate with your customers, keep track of your conversations, and gain valuable insights into customer behavior.

Fördelar med SMS CRM-integration:

    • 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.

    • Samarbete i teamet: Nutshell SMS-integration gör att du kan ha transparent och samarbetsinriktad kommunikation inom ditt team.

Vad SMS CRM-integration gör:

Med den här integreringen kan du automatiskt skicka SMS baserat på utlösare i Nutshell, till exempel att skapa ett nytt lead, avsluta en affär eller skapa en ny aktivitet.

Krav på enkel SMS-integration:

För att använda denna CRM SMS-integration krävs att du har en SMS-gateway, till exempel Twilio och Plivo, och ett SMS-abonnemang. Du behöver också ett Nutshell -konto.

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.

Vanliga frågor och svar

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

Gå med i 30 000+ andra proffs inom försäljning och marknadsföring. Prenumerera på vårt nyhetsbrev Sell to Win!