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How to send a SMS to Leads?

Giedre -

Sometimes you need an additional notification about upcoming planned action with your Leads, Deals or Contacts. Teamgate can send you emails or SMS-messages as reminders. We have an integration with one of the best products in the market Nexmo.

Nexmo provides innovative communication APIs that bridge traditional voice and text services with cloud communications. High-volume communication companies such as Alibaba, Airbnb, Line and Viber send millions of messages per month using Nexmo APIs.

This tutorial will help you to set up our integration with Nexmo and get notifications via SMS. What do you need to get started:

Follow these steps to connect your Nexmo account with Teamgate:

1. Navigate to Teamgate Settings > Additional features > Integrations

2. Scroll to find "Nexmo" tab and click  "Configure settings" button and enter your Nexmo account data:
- API key;
- API secret;
- Registered phone;
- Registered name.

3. If you are going to send text messages to the U.S. or Canada, please read the additional rules here.

4. Save.

5. Navigate to My profile > Profile > Phone and enter your cell phone number.

 

 

Now you can create new appointments or activities and select "Remind me via SMS". You will get an SMS notification to a phone number you've entered in your profile settings. 

 

 

How to send SMS to Leads?

Please follow these steps:



Screenshot_79.png

 

1. Select Leads section in Teamgate.
2. Select the Lead from the list and click on its name.
3. Please check the valid cell phone number is entered. Teamgate will send SMS to the first cell phone number from the list of numbers of the Lead.
4. Type SMS text at comments field.
5. Click "Send a Message" button and it will be sent. You'll find the SMS text in Lead's communication history.

 

Send bulk SMS

Please follow these steps:

 

Screenshot_78.png

 

1. Select Leads section in Teamgate.
2. Select the Lead from the list. Mark them with checkboxes. You can use searching and filtering functionality of Teamgate for the segmentation. 
3. Use "Send a Message" button at the top of the Lead's list.
4. Type SMS text at comments field. 
5. Click "Send a Message" butting and it will be sent. You'll find the SMS text in Lead's communications history.

 


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