Track SimpleTexting SMS Leads
Track SMS conversations from SimpleTexting in WhatConverts.
Before You Begin
Make sure you have:
- A SimpleTexting account with SMS messaging enabled
- A Zapier account
Set Up the Zapier Workflow
- Go to Zapier and click "Create Zap".
- Select "SimpleTexting" as your Trigger App.
- Choose "New Inbound Message" or "New Message" as your Trigger Event and click "Continue".
- Connect your SimpleTexting account to Zapier or select your existing connection.
- Click "Continue".
Configure the SimpleTexting Trigger
- Select the phone number you want to track.
- Choose any additional filter options if available.
- Click "Continue".
- Click "Test trigger" to verify the connection.
- Select a recent message to test with and click "Continue".
Connect WhatConverts
- Select "WhatConverts" as your Action App.
- Choose "Create Lead" as your Action Event and click "Continue".
- Connect your WhatConverts account to Zapier or select your existing connection.
- Select your WhatConverts profile.
- Map the following fields:
- Lead Type: Select "Text Message"
- Phone Number: Map to the SimpleTexting phone number field
- Message: Map to the SimpleTexting message content
- Date/Time: Map to the SimpleTexting timestamp
- Add any additional fields you want to track.
- Click "Continue".
Test and Activate Your Workflow
- Click "Test action" to send a test lead to WhatConverts.
- Verify the test was successful in your WhatConverts dashboard.
- Click "Publish".
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