CRMs (Customer Relationship Management) systems are vital for businesses, but they often have limitations. Some only offer one way to reach customers, while others have no real messaging functionality at all. That’s why CRMs that allow for messaging are perfect for unifying communication and functionality and help deliver the best results. In this blog, we will cover different ways that CRMs can integrate texting into their system and how you can use this functionality to see a big boost in retention and repeat sales.

Integrate Via Zapier

One of the easiest ways to integrate various applications and CRMs is via Zapier. Zapier is a program that automates actions between various web apps, allowing you to carry out complex workflows (called “Zaps”) between different applications with little to no programming required. It works by using triggers from one application to cause an action in another application, allowing you to build automation into your various day-to-day tasks with very little effort. 

You can integrate texting in a variety of ways like:

• Sync your calendar and send text messages at set intervals to touch base with customers automatically.
• Sending introductory texts when a new customer is added to your CRM’s contact database.
• Automatically forward reminders or MMS pictures of invoices to customers as well as links they can click.

Integrate Via API

Another way you can integrate SMS messaging into your CRMs is via API integrations. You choose a messaging API (we hear Trumpia has a great one!) and integrate it with your current CRM. The only downside to API integrations is they generally require a developer in order to make sure the API and your CRM are working properly.

Some examples of API integrations you can use are:

• Mail merging customer information into your text message to personalize each message to your customers.
• Mass texting your customers exciting new product announcements.
• Enabling two-factor authentication to keep your systems secure.
• Automatically sending reminders for past due notices or upcoming renewals for their account.

Trumpia’s API comes with a variety of benefits that competitors can't offer, like low pricing, the highest throughput, and built-in tools to help you stay compliant with text messaging laws. Click here to learn more.

Integrate with Trumpia 

Trumpia has a variety of built-in integrations that can help you build and maintain customer relationships throughout their lifecycle with your company. Some integrations include:

• We natively integrate with Salesforce to add leads to your contact database whenever they opt-in via keyword or online signup page. This removes the need for data entry as you already have a lot of the fields you need filled out for you before you even contact the lead.
• We integrate with Typeform forms to add contacts to your database and sync data whenever they have filled out a Typeform form. You can embed this form on your website and automatically build your database without any data entry needed.
• We have Zapier integrations so you can integrate a lot of the most popular applications like Shopify, Google Calendar, and Slack. We can then carry out a variety of actions like sending automated text reminders, automatically adding a contact to your database or any of dozens of other possible use cases.
• We also have an amazing custom development team that can work with you to build out integrations with your CRMs or other programs for a fee.

Are you interested in integrating texting into your CRM or other systems? Click here to talk to an expert today!