Extend SmartDialog with integrations

Combine SmartDialog with Salesforce, HubSpot, Pipedrive, Slack, Microsoft Dynamics and more than 2000+ other applications using Zapier to get the most out of SmartDialog.

Zapier can be used to automate tasks and functions that require manual work and takes unnecessary time.

Zapier can be used to automate many types of tasks. Zapier lets you send instant messages via SMS, Whatsapp, and Facebook Messenger directly from the apps you want to your target audiences.

What is Zapier?

  • Clear and user-friendly interface
  • More than 1000 ready-made integrations
  • Does not require customization or coding skills
  • Reasonably pric

How to get started with Zapier and SmartDialog. App

  1. Log in to your Zapier account or create a new account.
  2. Navigate to “My Apps” from the top menu bar.
  3. Now click on “Connect a new account…” and search for “SmartDialog.”
  4. Use your credentials to connect your APP account to Zapier.
  5. Once that’s done you can start creating an automation! 

 

How to take advantage of Zapier`s SmartDialog. -tool

  1. Select and connect the desired application / trigger that activates the sending of the SMS message
  2. Connect SmartDialog. SMS & WhatsApp app with Zapier
  3. Specify the desired SMS message
  4. Test and activate ZAP

Marketing automation

By integrating marketing automation tools with SmartDialog, you can send text messages and Whatsapp messages worldwide. Example processes:

  • A new customer relationship is created in the system -> automatic welcome message on the customer’s phone
  • Customer trial period / codes expiring -> automatic reminder to customer
  • Customer’s order is ending in a week -> the customer will receive an automatic reminder message and a link to renew the order

CRM

Different Instant messaging channel and CRM integrations can be used, for example:

  • To send an automatic NPS request to the customer when the offer is marked as accepted
  • To send an automatic welcome messages and offers to new customers
  • To send an automatic reminder messages to sales about customers who have not been contacted within the x-time

Online store

By connecting SmartDialog to an online store, you can for example:

  • Send a reminder to the customer about a missed shopping cart as a text message or whatsapp message
  • Send automatic order confirmations and allow the customer to respond freely to the message (for example, to edit the order or inquire the status of the order).