Automatically Sending a Text from SPOTIO w/ Zapier

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Getting a sell is a very exciting time. The rep and managers celebrate and the other team members want to know how they did it.

Why not announce to the whole team or maybe just the manager when a new sell happens in SPOTIO?

In many phone rooms around the world they have a Gong that gets rang when a sell or something positive happens. I doubt you want to carry a gong around with you while knocking doors so we can settle for a text.

Being a manager or an owner it would be great to know that everytime you got a text while your team was out working you knew there was money being put in the bank.

Its as easy as ever with SPOTIO and Zapier. Here’s how.

This is assuming you already have a Zapier account, here’s how to get the SPOTIO zap if you don’t already have it.

Step 1: Choose the Trigger app and the Action App

Connecting SPOTIO to Zapier for sales automation
Connecting SPOTIO to Zapier for sales automation

Step 2: Connect or Create Phone Account

Use the phone number of whomever is going to get the text.  If you want to send it to the whole team then you will have to create an individual Zap for each phone.

Screen Shot 2014-08-20 at 4.23.23 PM

Step 3: Set the Filters

In this example we are going to send a SMS text when a PIN is created or updated to the Sold status.  You can use the top filter to choose either Created or Updated but if left blank then it will default to either.

Automatically send a text message from a pin in spotio
Automatically send a text message from a pin in spotio

Step 4:  Create Your Message

I had a little fun with this one.  You may just want to put the Reps name and Address or any other custom info you might have such as the Contract Price.

Screen Shot 2014-08-20 at 4.15.13 PM

Just go through the next few steps to finish creating the zap and you will now be notified every time a PIN is move to the Sold status.


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