SMS Enable Your Salesforce CRM In 7 Easy Steps

This article will show you how to SMS enable your Salesforce campaign using directSMS’ Zappier app. If you’ve used Zapier before, this should be a very easy process. If not, we’ve included some screen grabs to make your life a lot easier.

Once you’ve set up your Zapier and directSMS accounts using the instructions in our post about the new directSMS’ Zappier app going live, you need to follow the following steps to add SMS to Salesforce.SMS in the field

The example below shows you how to trigger an SMS whenever a new Lead is created in Salesforce.

In this scenario, we will only do this when the lead source is set to “WEBSITE” to mimic a real world use case.

Step 1 – Select trigger and action

So the first step is to click on the button marked “Make Zap”. From there, you need to search for the trigger application. In this case, we’re looking for “Salesforce”. Once that is found, you want to pick one of the events that this piece of integration will trigger on. In this case, we’re going to trigger whenever a new Lead is added to Salesforce.

Likewise, we need to search for the action application. In this case, we’re looking for “directSMS”. Once this is found, we want to pick the “Send SMS” action.

Select trigger and action

Select trigger and action

We now have the beginning of a zap (integration) that will run whenever a new Lead is added in Saleforce and will send out an SMS as a result.

Step 2 – Add Salesforce account

Here we add the Salesforce account credentials. Salesforce will ask you to enter your username and password and to grant the Zapier platform the required permissions to interact with your Salesforce system. Click Test Account to ensure the configuration works.

Add Salesforce account

Add Salesforce account

Step 3 – Add directSMS account

Here we select our directSMS account. If you haven’t added one before, the system will require your directSMS username and password. These are the same credentials you use to log onto directSMS’ customer portal.

Please note, you need to have API access enabled on your account. Please see the instructions in this article  if you have any errors when you click Test Account.

Add directSMS account

Add directSMS account

Step 4 – Add a filter on the Salesforce trigger

We now want to add a filter (optional) to ensure only Leads that were created through our website trigger this integration.

In this scenario, we’re looking at Leads with a lead source = “WEBSITE“.

Add filter for website Leads

Add filter for website Leads

Step 5 – Configure the outgoing SMS

Now… We need to map the fields from this new Lead into an outgoing SMS message. The fields on the screen here should be very similar to the Send SMS screen on our Web 2 SMS portal.

We’re going to merge some fields from the Lead record in Salesforce into a template message and then we’re going to send the SMS to the Lead. All this depends on the data stored in Salesforce being accurate and well formatted.

Populate outbound SMS fields

Populate outbound SMS fields

Step 6 – Test your new zap

Do some testing. Zapier will pull back some test data from Salesforce (if it finds anything). Pick a test case and give it a try… Or not. Remember, someone will be getting an SMS if it works.

Test new zap

Test new zap

Step 7 – Save the zap and activate it

Give the zap a name and activate it. That’s it. You are done.

Save it and go

Save it and go

Now… Go do some testing.

Considerations

Please see Zapier’s documentation for the best way to debug any issues. The vast majority of issues boil down to bad data.You have to remember that all this integration is relying on the data in your Salesforce instance being present, correct and well formatted. The old saying of garbage in, garbage out applies.