Salesforce CRM – Automated SMS to New Contacts via Zapier & engageSPARK
Automatically send an SMS every time you add a new contact to your Salesforce Account
Step 1: Create your first zap – click Make a Zap!
Step 2: Choose Salesforce as your trigger app.
Step 3: Select the trigger. Here, we will choose “New Contact” which means that every time a new contact is added to your Salesforce account, Zapier will perform the tasks you placed under the Action App (e.g. Send an SMS to the new contact).
Step 4: Connect your Salesforce Account. Just select the account you want to use, then click “Test” and hit “Continue“
Step 5: Choose the Action App. Search for Webhooks by Zapier and select it as your action app.
Step 6: Choose the action you want the webhook to do. Here, we will select “POST” because we will send a POST request to trigger an SMS to your new contact.
Step 7: Fill out webhook form. You can read how our SMS API works here or you can follow the screenshot below. Don’t forget to replace these data with your own:
orgid - REPLACE WITH YOUR ORGANIZATION ID
to - REPLACE WITH DYNAMIC PHONE NUMBER OF YOUR NEW CONTACT BY CLICKING THIS ICON
from - REPLACE WITH YOUR REGISTERED SENDER ID/VIRTUAL NUMBER/SHORTCODE
message - REPLACE WITH THE MESSAGE YOU WANT TO SEND
You also need to put your API Key after Token in Headers > Authorization. Once done, hit Continune to send a test SMS to your contact.
Step 8: If the test is successful, it will show you this message. Otherwise, if will give you an error message to let you know which part of the Zap has issues and needs a review.
Step 9: Once test is successful, click Done Editing and Turn on your Zap. Test it by adding a new contact in your Salesforce Account.
Note that these steps are not exclusive to a “New Contact” but you can also follow these steps if you want to send an SMS every time you add a new lead or a new custom object to your Salesforce account.
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