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 “Custom Request” because we will send a POST request in JSON format to trigger an SMS to your new contact using engageSPARK’s super fast and easy to use Send SMS API.
Step 7: Choose POST for Method and insert the engageSPARK Send SMS API URL in the URL section.
In the Data section, you can follow the sample below and 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 FROM THE DATA DROPDOWN THAT WILL AUTOMATICALLY PULL UP",
"from": "REPLACE WITH YOUR REGISTERED SENDER ID/VIRTUAL NUMBER/SHORTCODE",
"message": "REPLACE WITH THE MESSAGE YOU WANT TO SEND. FEEL FREE TO PERSONALIZE MESSAGES BASED ON THE DATA YOU HAVE IN YOUR CRM THAT IS AVAILABLE IN THE DATA DROPDOWN"
You also need to put your API Key after Token in Headers > Authorization. Once done, you can proceed to the next step tp send a test SMS to your contact.
Step 8: If the test is successful, it will show you this message. Otherwise, it will give you an error message to let you know which part of the Zap has issues and needs a review.
Step 9: Once the test is successful, click Done Editing and Turn on your Zap. Test it by adding a new contact in your Onepage CRM 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 CRM account.
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