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Integrating with Zapier

Connect Salesmsg with 4,000+ other apps! πŸš€

David Stupek avatar
Written by David Stupek
Updated over a week ago

Zapier lets you connect Salesmsg to 4,000+ other apps in a few clicks.

Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and allow you to build workflows between apps that otherwise wouldn't be possible.

Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.


Getting Started with Zapier

Sign up for a free Zapier account. From there, you can jump right in and start connecting Salesmsg to your favorite apps.

What can I do with Zapier and Salesmsg?

This question has a seemingly infinite amount of examples, but this should give you a good idea of what's possible!

Triggers

NEW! Missed Incoming Phone Call

Triggers when an incoming phone call is missed.

NEW! New Tag Added to a Contact

Triggers when the specified Tag is added to a contact in Salesmsg.

New Contact Opt-out

Triggers when a contact has opted out.

New Text Message Received

Triggers when a new text message is received.

New Text Message Sent

Triggers when a new text message is sent.

New Contact

Triggers when a contact is created in Salesmsg.

New Phone Call Received

Triggers when a phone call is received.

Actions

NEW! Phone Number Lookup (PhoneCheckr)

Identifies the number's carrier and what type of phone it is (landline, mobile, VoIP, or null).

NEW! Create Note

Create a new note on a contact record.

Add Tag to Contact

Applies a tag to an existing contact.

Remove Tag From Contact

Removes a tag from a contact if they have it.

Send a New Text Message (SMS/MMS)

Sends a new SMS or MMS text message.

Create or Update Contact

Creates a contact. Can be used to update a contact too.

Opt-out a Contact

Opts-out a contact.

Search

Find Contact

Finds a person by first name, last name, email, or phone number.

NEW! Find Salesmsg Member

Finds a Salesmsg user by first name, last name, or phone number.


Frequently Asked Questions

Can I troubleshoot my own Zaps?

Zapier has great logging for what is happening with your Zaps (automation). From the Zaps edit page, select the task history seen on the right-hand side of your screen.

Is Zapier free?

Zapier is a free tool for small automations. However, to get access to premium apps (Salesforce) or create really powerful Zaps (multiple action steps per trigger) you will need a paid version of Zapier.


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