Track Sakari SMS Leads

WhatConverts uses Zapier to integrate with Sakari SMS, a software used to send text message campaigns to your contacts. You can set up your Sakari SMS integration to capture lead information from a form on your site and send text messages to that lead.

Before You Begin

Make sure you have:

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

Set Up the Zapier Workflow

1. Go to Zapier, click "Create Zap" and select "WhatConverts" as your Trigger App and "New Lead" as the Trigger Event. Click "Continue".
2. Connect your WhatConverts account to Zapier or select your WhatConverts profile. Click "Continue".
3. On the Set Up trigger page, select your WhatConverts profile from the drop-down and select "Yes" for Web Forms and "No" for all additional lead types.
4. Continue through, click "Test Trigger" and submit a new form to the Web Form where the Text Message Opt-In is located.
5. Select "Filter by Zapier" as the Action App.
6. Select "Only continue if..." and click "Continue".
7. From the first drop-down, select your field from Step 1 for your Opt In field. In the second drop down select "(Text) Contains" and in the third box type in the validation indication for your Opt In field. Click "Continue".



8. In the example below, the validation field is called Additional Fields Acceptance 962, and the validation is 1.
9. Click the "+" button to add an Action Step. Select "Sakari SMS" as the Action App. Select "Send Message" as the Action Event. Click "Continue".
10. Connect your Sakari SMS account and continue through to the Set up Sakari SMS Message page.
11. Select your Sakari SMS account from the Account drop-down menu. Dynamically insert (using the drop-down menus and Step 1), the Mobile number from your Form Submission, and match any corresponding data you would like to send to Sakari SMS. Make sure to include the message you would like to be sent to your new contact.
12. Click "Continue". Send a test to Sakari SMS by clicking "Test & Continue" and “Publish” your Zap.

Related Topics

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