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Textline

A powerful, user-friendly business texting app for Zendesk Sell

28 reviews

설치

211

호환:

Sell

개발자

Textline

Sell faster and smarter

Textline is a business text messaging platform that empowers sales teams to create more leads, respond instantly to prospects, and close deals faster.

Brands like 1-800-Got-Junk, Mathnasium, Stuart Weitzman, and Farmers Insurance use Textline to communicate with leads in a way that is fast, convenient, efficient, and accessible from anywhere. Increase lead conversion and speed up your sales cycle by engaging with SMS and adding a personal touch to your communication strategy.

Mobilize your pipeline, work as a team, and perfect your sales process

Your leads prefer texting and value quick responses. SMS has a higher response rate than phone calls or emails, and buyers often choose the vendor that responds first. Use Textline to follow up with leads, send reminders, schedule phone calls and demos, and more.

Textline offers the best tools to share information and collaborate as a team. Keep all of your contacts and a record of every customer conversation in one place while you monitor and analyze data to perfect your sales process and fine-tune your team’s sales workflow.

Our seamless integration lets you use Textline natively within Sell. Initiate and respond to text messages using the top bar widget or sidebar widget. Automatically log all text conversations in Sell as notes on Leads & Contacts or Deals, while the contacts are saved in Textline’s address book.

Features include:

  • Shortcuts — Store templates for frequently used messages.

  • Transfer — Transfer text messages, similar to transferring phone calls.

  • Notifications — Receive desktop, email, and mobile alerts.

  • Auto Responses — Use automated greetings and away messages.

  • Whispers — Leave private notes for internal team discussions.

  • Metrics — Understand customer interactions and monitor team performance.

  • MMS — Send and receive photos, videos, and attachments.

  • Address Book — Zendesk Sell contacts sync into Textline when conversations are occuring.

If your team is ready to start texting, sign up for your free trial at https://textline.com.

설치 방법

  1. Sign in or sign up for a Textline account at textline.com. (You must have administrator permissions in both Textline and Zendesk Sell to set up the integration.)
  2. In Textline, visit Settings > Tools & Integrations and click the Zendesk Sell logo.
  3. Click connect.

  4. A page to Zendesk Sell will open. If you are not already signed in, enter your credentials and log in. You may need to click on the “Sign in with Zendesk” button if you created your Sell account after January 2020.

  5. Once logged in, click to approve and connect Zendesk Sell with Textline.

  6. Now inbound texts will create notes associated with Leads or Contacts in Zendesk Sell. (Notes are tagged with textline). You can also change the integration to create notes that are associated with Deals instead.
  7. Click the Install button in the Zendesk Marketplace to add a top bar Textline widget and a sidebar app that reveals Textline conversations that correspond to the currently visible Zendesk Sell deal.

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