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Automatic SMS messages and emails on sell
Posted Oct 08, 2021
it would be awesome if you guys can include an automatic text SMS on sell...
like a first text message when a new deal/lead comes in.
a text message when you move a deal from another stage. "like no answer"
or automatic appointment confirmation and reminders when it was created on sell...
simple things that will really helps the workflows
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9 comments
Carlos Beccar
I second that one... I am guessing it is in the Q somewhere in the product dev Zenverse but wanted to add that it would awesome to see the txt capabilities expanded. They are super basic at this point. Even things like receiving SMS with pics, we get customers sending us pics of utility bills, damaged solar panels, electrical boxes, etc and we can't get those at this time.
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Katarzyna Kurzyńska - Madej
Hi there,
It would be great to understand a bit more about your use case. Could you tell me what you use the text messages for, and why this is your preferred channel?
Best,
Kat
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Carlos Beccar
Customers dictate our preferred communications channels. We also use txt messaging for receiving pictures from customers of utility bills, damaged solar panels, electrical boxes, etc We also actively use txt messaging to request customer reviews and if we could create sequences with txt messages that would be incredible.
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Carlos Beccar
Additionally - having templates for txt messages would be incredible. So many messages are for the same purpose... requesting reviews; confirming appointments; asking for referrals; etc.
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Katarzyna Kurzyńska - Madej
Thank you Carlos for your feedback - it's super helpful. We will make sure to take it into account when working on improving our offering.
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Julia Wilkerson
Carlos Beccar Elite Of Miami Car Repair & Detailing Shop
Hi from Textline! We're a Zendesk Marketplace App with an integration that allows you to send & receive text messages from directly within Zendesk Sell.
I think we tick all of these boxes (automations, surveys, templates...) and would love to show you a demo of our integration. Here's our marketplace page for more info, including a 'contact us' link.
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Usman Khan
Hey Zendesk Team,
Any updates on the availability of this feature?
Thanks
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alexhles
I'm assuming that the features I'm looking for may be covered in the Zenverse product development, but I'd like to suggest an enhancement to the text capabilities. Currently, they are quite basic, and it would be fantastic to see them expanded. For instance, it would be very useful to be able to receive SMS messages with images. We often have customers sending us pictures of utility bills, damaged solar panels, electrical boxes, and other visual information, which we are unable to receive using the current capabilities.
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Julia Wilkerson
alexhles - Textline is a Zendesk Marketplace app with the ability to send/receive MMS (pictures, videos, PDFs, etc.) from right within Zendesk. We integrate with both Support and Sell. Happy to set up a demo to show you how your team can use these features without leaving Zendesk! Feel free to reach out: julia@textline.com
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