For those not yet familiar with Zapier, their service allows you to connect your other web services and apps to Salesmsg. 

This is just a quick "how to" to get you started. If you need to a more in-depth guide, take a look at Zapier's "What is Zapier" guide.

Creating Your Salesmsg Zap

Step 1 - Connect Your Salesmsg Account

If you haven't already, connect your Salesmsg account to Zapier. From the Zapier homepage, click on Connected Accounts along the top. In the search bar search for Salesmsg, and when you select it, a popup will appear asking you to authorize your Salesmsg account. To make this easier, make sure you are already signed into texting platform,  then click on Authorize to connect.

Step 2 - Choose Your Trigger

This is where you choose your Trigger. A Trigger is the event in an app that starts the Zap. This can be Salesmsg and one of our triggers as outlined above or one of the many apps that Zapier supports.

Step 3 - Test your Trigger

This step will make sure Zapier has access to the information it needs from your Trigger. This will vary depending on which Trigger and app you select. Zapier will inform you of any errors it encounters.

If using one of Salesmsg's Triggers, you have to complete the action while Zapier is running the test. For example if you are using the New Contact trigger, while Zapier is running the test, create a new contact in Salesmsg.

Step 4 - Choose Your Action

Now we will choose your Action. The Action is the event that completes the Zap. This can be Salesmsg and one of our Actions or one of the many apps that Zapier supports.

Step 5 - Edit Template

Now is the spot where you can customize your Zap. In this step, you can tell the Zap exactly what you want it to do with the data from the Trigger app by filling in the blank fields here. Click on the dropdown boxes or the plus (+) sign on the right hand side of every field to tell the Zap to pull in data from the Trigger step.

Once you click on the drop down menu, a list of data from your Trigger app will appear. You'll likely want to choose the data points from your Trigger app that most closely match the field in your Action app.

Step 6 - Turn on your Zap!
Make sure your Zap is on to make your changes live.

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