Zapier: How To Connect TextMagic With The Investment Dominator
What Is Zapier?
With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps
In this article, we are going to explain how to connect the Investment Dominator to TextMagic, but first, let’s talk a little about TextMagic…
What is TextMagic?
TextMagic enables companies to transform customer experiences through its easy-to-use text messaging marketing software, which can be used for sending notifications, alerts, reminders, confirmations, and SMS marketing campaigns anytime, anywhere.
How To Connect The Investment Dominator To TextMagic
Step 1 – Create The Zap Workflow:
First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.
Under the ‘with this one!‘ field search for “TextMagic“.
Under the ‘When this happens…’ field select ‘New Record‘.
And under the ‘then do this!‘ field select ‘Create Contact‘:
Click the ‘Try it‘ button to continue with the setup.
Step 2 – Connect To Your Investment Dominator CRM:
Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter your API Key and App URL then click the ‘Try Connection‘ button.
NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.
Hit the ‘Continue‘ button on Zapier to keep going with the setup.
Step 3 – Setup The Zap Trigger
Under the ‘Record Type‘ field select ‘Buyers List Contact‘.
Under the ‘Record Status‘ field select ‘Buyer‘.
Click the ‘Continue‘ button to progress to the next step:
Step 4 – Connect to TextMagic
TextMagic requires an API Key to be created in order to authorize data from Zapier.
Log into TextMagic to pull up your dashboard.
Go to TextMagic and select the drop-down item on the left for “Services“
Select the API option
Make sure you click on the column for “API v2 Keys” and click on “Add new API Key”
You can call this Zapier
Then once the key is created click on the page icon next to the key to copy it
Continue back to Zapier
Now copy this code and head back to Zapier and paste it to continue.
Step 5 – Setup The Action
There are two fields that are required 1. Phone number and 2. Lists from TextMagic
Make sure that the record you are working with has a phone number or you may need to test using another record.
The lists for TextMagic are ones that you have created or the default ones provided.
Also within this example, we have added optional fields that will help clarify data being imported these include:
- First Name
- Last Name
- Phone number format – (Depending on how data within ID is entered this may need to be adjusted)
- Edit Existing Contact When Found (If you say yes this will update existing contact data with new data from Zapier)
Now you will need to send a test to TextMagic to ensure the Zap is working correctly I choose to do “Test and Review”
Then you will see a success message telling you a contact was sent to TextMagic.
Now go to TextMagic to ensure the information from the Zap is the way you want, once you confirm on TextMagic head back to Zapier.
Click the ‘Publish Zap‘ button to complete the process.
Hooray! Now, whenever a new contact is created for your buyer’s list within Investment Dominator it will be sent to TextMagic so that you can create a campaign with the new data being Entered. There are a lot of possibilities that can be done with this connection so make sure to test your data to ensure accuracy!