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Integrating with Zapier

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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?

You can learn more about Zapier and Salesmsg integration by going to the app marketplace and looking into our detailed description an learn how the Zapier integration can help you!

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

Triggers

Missed Incoming Phone Call

Triggers when an incoming phone call is missed.

Tag Added to Contact

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

New Contact Opted-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! Contact Updated

Triggers when a contact has been updated.

New Phone Call Received

Triggers when a phone call is received.

Opt-In Status in Zapier Payload

Salesmsg’s Zapier integration now includes opt-in status as part of the payload for triggers and actions. This powerful update allows you to filter subscribed and unsubscribed contacts, enabling customized workflows based on subscription status. For example, you can streamline engagement with subscribed contacts while managing unsubscribed ones effectively.

This feature enhances compliance and targeting capabilities, making your automations even more precise.

Tip: To see every field a trigger or action returns, click Test on that step in the Zap editor. Zapier shows the full sample payload, and you can map any of those fields into later steps.

Actions

Send a Text Message (SMS/MMS)

Sends a new SMS or MMS text message.

Send a Group Text Message (SMS/MMS)

Creates and sends a group text to a group of contacts.

Send a Ringless Voicemail

Sends a ringless voicemail to a contact.

Create or Update Contact

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

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.

Create Note

Creates a new note on a contact record.

Opt-out a Contact

Opts-out a contact.

Phone Number Lookup (PhoneCheckr)

Identifies the number's carrier and what type of phone it is.

API Request (Beta)

An advanced action that makes a raw HTTP request to the Salesmsg API.

Search

Find Contact

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

Find Salesmsg Member

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

Zaps Templates

Take the hassle out of your daily tasks with Salesmsg and Zapier! Our curated Zap templates are designed to help you connect Salesmsg with the tools you already use, automating workflows like syncing contacts, sending reminders, and more. Whether you're in sales, support, or marketing, these templates make it simple to save time and focus on growing your business. Explore the possibilities and supercharge your productivity today!

NEW! Send Text Messages to to New Salesmsg Contacts

Connect with your new subscribers, make them feel valued, share an exclusive offer, set expectations, and even invite them to text back.

NEW! Missed Call? Send Voicemail Back with Salesmsg

With Salesmsg, you can automatically send any missed callers a thoughtful voicemail like: “Sorry, I missed your call! I’ll get back to you ASAP.”

NEW! Text Reminders for Calendly Appointments with Salesmsg

With this Zap, you can automatically send a personalized text message reminder to every person who schedules a Calendly meeting with you.

NEW! Sync Airtable Records to Salesmsg and Add Tag

This Zap automatically syncs new Airtable records to Salesmsg. This allows you to easily create new contacts and tag them instantly.

NEW! Text Your New Contacts in Google Sheets with Salesmsg

With this Zap, you can instantly connect with new contacts, share what they can expect, offer exclusive deals, and invite your new subscribers to text back questions.


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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