said 1 year ago:
Hi Fellow Campers!
I am trying to find a solution for integrating text messaging into our CRM based on lifecycle triggers. We use a CRM system that tracks different milestones and communications for our prospects. The system is great for emailing based on milestones and dates but we are trying to integrate text messaging and hitting a bit of a wall. We want to have text subscription and response generation possible with the system but our current CRM system does not accommodate this.
We are finding certain time-based (not specific dates) communications will potentially need an outside system for emailing and we are looking for one with email and text. Our CRM database has API posting so we would need to find a simple way for the two systems to communicate back and forth. Do any of my fellow campers have a suggestion?
I have looked into Mail Chimp for the Email aspects and I have worked with Trumpia but neither seems to be able to add the element of milestone tracking triggering a communication as both seem date-based.
Any and all help is appreciated!