Text messages are becoming an important part of business as 80% of consumers prefer messaging as their communication method. When we built PhoneWagon, we knew we had to integrate messaging and calls into other systems like Slack and CRM.
Today we have officially launched our integration with Slack. This is a powerful integration that allows you to push call and text message data directly into slack in real-time. This enables your entire team to have visibility into the call and text message activity to ensure you don’t let any leads slip through the cracks.
Let me show you how it works in 5 easy steps:
Step 1: Create Zap – New SMS Received in PhoneWagon
Before you begin, you need to accept the invite-only PhoneWagon zapier trigger for New SMS Received in PhoneWagon. Click that link to accept it and it will enable you to use this trigger zap. We have another trigger zap for phone calls but you need to use this invite-only zap for this use case of sending text messages to slack with PhoneWagon.
Step 2: Select PhoneWagon Account and Company
You now need to integrate this with your existing PhoneWagon account and select the company in PhoneWagon that you want to set this up for. If you want to do multiple companies you need to create multiple zaps.
Step 3: Add Action – Send Channel Message In Slack
Choose Slack – Send Channel Message In Slack – as the action that happens after your trigger (New SMS Received In PhoneWagon). Then you need to integrate with your slack account and choose “Send Channel Message” as the action. This will push the text messages to a channel in Slack.
Step 4: Customize the message
Now you can choose what information gets pushed into slack and customize the format. I like to push in the incoming phone number that sent the message as well as the message text. I add some text at the beginning to notify us that it’s a text message – “New Text Message!”. You can customize this!
Step 5: Name your zap and turn on
Now you can name your zap something like “SMS to Slack” and turn your zap on. Now you’re ready to go!
Here’s what it looks like once you’re live:
Once you get the text message notifications in Slack, you can easily collaborate with your team and respond to the texts quickly:
That’s it! Now your texts will push into slack!
If you want to be able to send text messages automatically into Slack then sign up for a free trial of PhoneWagon today!
