Track Textline SMS Leads

Track SMS conversations from Textline in WhatConverts.

Before You Begin

Make sure you have:

• A Textline account with SMS messaging enabled
• A Zapier account

Set Up the Zapier Workflow

1. Go to Zapier and click "Create Zap".
2. Select "Textline" as your Trigger App.
3. Choose "New Message" as your Trigger Event and click "Continue".
4. Connect your Textline account to Zapier or select your existing connection.
5. Click "Continue".

Configure the Textline Trigger

1. Select the phone number or line you want to track.
2. Choose whether to track incoming or outgoing messages.
3. Click "Continue".
4. Click "Test trigger" to verify the connection.
5. Select a recent message to test with and click "Continue".

Connect WhatConverts

1. Select "WhatConverts" as your Action App.
2. Choose "Create Lead" as your Action Event and click "Continue".
3. Connect your WhatConverts account to Zapier or select your existing connection.
4. Select your WhatConverts profile.
5. Map the following fields:
   • Lead Type: Select "Text Message"
   • Phone Number: Map to the Textline phone number field
   • Message: Map to the Textline message content
   • Date/Time: Map to the Textline timestamp
   • Add any additional fields you want to track.
6. Click "Continue".

Test and Activate Your Workflow

1. Click "Test action" to send a test lead to WhatConverts.
2. Verify the test was successful in your WhatConverts dashboard.
3. Click "Publish".

Related Topics

• Track Sakari SMS Leads
• Track SimpleTexting SMS Leads
• Connect WhatConverts to Zapier