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crm contact add to client welcome text

  • 27 July 2020
  • 1 reply

Hi I would like for each client to get a text once they are added into my crm is there a way to do that?


I tried using zapier to sms bu it sends me a text….I would like it to capture the phone number of the new contact and send them a text


Best answer by Danvers 30 July 2020, 18:40

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Hi @One Source PPE


As you’ve found, the SMS by Zapier app will only send to your phone number. If you’d like to send a text to your clients, you’ll need to choose a text sending service that integrates with Zapier.


There are a few different options and you can see all the different phone and SMS apps that integrate with Zapier here: Top Phone and SMS apps The apps are listed by popularity so you can see which ones are most often paired with Zapier. When you’ve chosen a service and signed up with them, you’ll be able to use it in your Zaps to send SMS messages.