Salesforce + Textmagic
Create leads in Salesforce from new TextMagic SMS messages
Spending too much time adding those contacts by hand? Let Zapier help with that. It will trigger with every new message you get on TextMagic, automatically logging the sender as a new contact on Salesforce to save you time and effort.
Spending too much time adding those contacts by hand? Let Zapier help with that. It will trigger with every new message you get on TextMagic, automatically logging the sender as a new contact on Salesforce to save you time and effort.
- When this happens...
New Incoming MessageTriggers when a new incoming message is received.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWriteCreate a new record or update an existing record in your app.
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New Chat
Triggers when a new chat is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Call
Triggers when someone calls your TextMagic number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Message
Triggers when a new incoming message is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new support ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PhoneRequired
First Name
Last Name
Email
Company Name
Lists
Phone Number Format
Country
Edit Existing Contact When Found
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Shared
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task boardRequired
TaskRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender IdRequired
SubjectRequired
MessageRequired
Contacts
Lists
Emails
From name
Reply to email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InboxRequired
SubjectRequired
PriorityRequired
Requester
Requester Email
Assignee
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TextRequired
Phones
Contacts
Lists
From
Maximum SMS Parts Count
Reference ID
Phone Numbers Format
Phone Numbers Country
Schedule Message
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Name
Include Shared Lists?
ActionThis is an event a Zap performs.SearchFind existing data in your appList Name
Include Shared Lists?
Name
Shared
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscriber
Triggers when someone unsubscribes from your communication.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Updated
Triggers when ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
StageRequired
TitleRequired
AmountRequired
Description
Assignee
Probability
Estimated Close Date
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
StageRequired
TitleRequired
PriorityRequired
Description
Due date
Assignee
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal pipelineRequired
DealRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Dedicated NumberRequired
Forward Calls ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom FieldRequired
ContactRequired
Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Search Query
Exact Match
Include Shared Contacts?
Phone Number Format
Country
Empty result when query is empty
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Search Query
Exact Match
Include Shared Contacts?
Phone Number Format
Country
Empty result when query is empty
PhoneRequired
First Name
Last Name
Email
Company Name
Lists
Edit Existing Contact When Found
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appParent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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