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Frequently Asked Questions about Apollo + SMS by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Apollo and SMS by Zapier
How do I integrate Apollo with SMS by Zapier?
To integrate Apollo with SMS by Zapier, you can set up a Zap that connects Apollo as the trigger app and SMS by Zapier as the action app. You will need to choose a specific trigger event, such as "New Lead" in Apollo, which will then initiate an SMS message to be sent via SMS by Zapier.
What triggers are available when using Apollo with SMS by Zapier?
When integrating Apollo with SMS by Zapier, you can use triggers like "New Lead Created" or "Lead Status Changed" in Apollo. These triggers allow you to automate sending messages whenever such events occur within your CRM setup.
Can I customize the message sent through SMS by Zapier when triggered by an event in Apollo?
Yes, you can customize the content of the SMS message within the action step. After selecting an event trigger from Apollo, you configure the message details in SMS by Zapier, including dynamic fields pulled from the newly created or updated lead data.
Do I need any special permissions to connect Apollo with SMS by Zapier?
To connect Apollo with SMS by Zapier, ensure that you have admin or at least sufficient permissions in both applications to access necessary data and authorize third-party integrations within their settings.
Is it possible to send automated birthday wishes using this integration?
Yes, it's possible if you store birthdates for your contacts in Apollo. You could set a scheduled workflow that checks for birthdays daily and sends a celebratory SMS via Zapier based on this automation.
How do I test if my API connection between Apollo and SMS by Zapier is working correctly?
After setting up your zap involving an API action or trigger between Apollo and SMS by Zapier, use the built-in "Test Trigger" feature in our editor. This ensures things are running smoothly before putting it into production.
What should I do if my zap isn’t triggering as expected?
First, double-check that your trigger conditions in Apollo are being met. Ensure all data fields required for triggering are accurately populated and formatted. You might want to review logs on both ends or adjust existing configurations accordingly.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.