Onepage CRM – SMS & IVR via Zapier & engageSPARK Integration
Send an SMS to every new contact in your Onepage CRM account through engageSPARK
Step 1: Log-in to Zapier or accept engageSPARK invite to Zapier. check out this support page to get the invite.
Step 2: Choose Onepage CRM as the trigger app.
Step 3: Then select New Contact as the trigger.
Step 4: Connect your Onepage CRM Account to Zapier then hit Continue.
Step 5: Test the Trigger App Step then hit continue.
Step 6: Choose engageSPARK as the Action App.
Step 7: Select Subscribe Contacts to an Engagement as the action then hit continue.
Step 8: Connect your engageSPARK account to Zapier. To learn how, CLICK HERE.
Step 9: Fill out this template:
For the Phone Number, just click on the dropdown and select Phone Number
For the ORD ID, just type it on the space provided, if you don’t know your ORG ID, CLICK HERE.
For the Engagement ID, it is the number in the URL when you click Reports of the engagement you created.
To Learn how to create the engagement so it works well with Zapier, CLICK HERE.
For the First Name and Last Name, just click again on the dropdown icon the choose First Name and Last Name respectively.
When done with the template, click Continue.
Step 10: Test the Action App step and once successful, hit Finish.
Step 11: Turn On your Zap and test it by adding a new contact to your Onepage CRM account. You can also use the same flow to send an SMS every time there’s a new won deal or new pending deal.