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Frequently Asked Questions about LeadConnector + 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 LeadConnector and SMS by Zapier
How do I start integrating LeadConnector with SMS by Zapier?
To start integrating, you'll need accounts on both LeadConnector and Zapier. In your Zapier dashboard, create a new Zap and set LeadConnector as the trigger app. Choose the specific trigger event you'd like, such as 'New Lead Created.' Then, select SMS by Zapier as the action app and define what the message should contain and its recipients.
What triggers are available for LeadConnector when using with SMS by Zapier?
Our integration with SMS by Zapier supports various triggers including 'New Lead Created', 'Lead Updated', and 'Lead Stage Changed'. These triggers allow you to automate SMS notifications for different stages of your lead management workflow.
Can I customize the SMS content sent through the integration?
Yes, you can fully customize the SMS content. When setting up your action in Zapier, you can use dynamic fields from LeadConnector such as lead name or lead status to personalize your messages.
Is there a limit on how many SMS messages I can send through Zapier?
While we don't impose a limit on sending SMS messages, you should be aware of any restrictions that may be applied by your mobile carrier or any associated costs per message sent via Zapier's service.
What if my leads are not receiving the SMS notifications?
If leads aren't receiving notifications, check if the numbers are correctly formatted and ensure that they've been accurately mapped in your action setup. Also verify that there are no connectivity issues between LeadConnector and Zapier at the time of sending.
How can I test that my integration is working properly?
Before finishing your setup, use the 'Test Trigger' function within Zapier to simulate a lead event in LeadConnector and ensure that an SMS is successfully sent. This helps confirm everything is working as expected.
Can I track which leads have been sent an SMS via this integration?
Currently, tracking which specific leads have received an SMS isn't natively supported within this integration. However, you might maintain logs or records manually within your CRM to trace such interactions.
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.
- In PipelineRequired
- Moved to Stage
Try It- First NameRequired
- Last NameRequired
- Business nameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- CountryRequired
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- In PipelineRequired
- Select StageRequired
- Assign to User
- User Phone
- EmailRequired
- First NameRequired
- Last NameRequired
- Business nameRequired
- Send_v2_copy
- From_number
- SMS MessageRequired
- First NameRequired
- Last NameRequired
- Business nameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- CountryRequired
- Date Of Birth
- CampaignRequired
- First NameRequired
- Last NameRequired
- Business nameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First NameRequired
- Last NameRequired
- User Phone
- EmailRequired