How to Use Automations with the Zapier SMS Integration

Aerial view of people connected by lines to signify the Zapier sms integration

There are a lot of Zapier SMS integrations out there. (More than 3,000, to be exact.) A texting service for business can integrate with any of them—but how do you choose which apps to text enable?

In theory, any and all of your favorite web apps could benefit from a Zapier SMS integration. You can set your business SMS platform to automatically send texts after Zapier identifies any number of actions within your other web apps. 

To help you decide which apps to integrate with Zapier, we’ve compiled a list of top integrations in three key industries: retail, healthcare, and professional services. 

Let’s dive in.

Retail and eCommerce: Boost Customer Satisfaction

If you’re in the retail or eCommerce industry, you know that customers want updates throughout the entire purchasing process. The Zapier SMS integration helps you keep customers informed every step of the way.

You may want to use Zapier to integrate your texting service for business with:

  • Your point of sale (POS) platform. Customers like to know their orders are safely in your system. With a POS integration, you can set your business SMS platform to send opted-in customers texts as soon as an order is logged in your POS platform. Available POS integrations through Zapier include Square and Epos Now
  • Your order fulfillment platform. After customers place orders, they like to follow their products from your warehouse to their doors. Integrate your business SMS platform with your order fulfillment platform to automatically send texts as soon as packages are logged as shipped or delivered. Available order fulfillment integrations through Zapier include Shopify and ShipStation
  • Your customer service or support platform. Order and ticket follow-ups show customers your team cares about their full experience. Use a customer service or support platform to automatically send these messages after a certain period of time. Available customer support integrations through Zapier include Intercom and Freshdesk. (Heymarket offers a native Zendesk SMS integration.) 

With help from these three powerful integrations, you can keep customers up to date—while letting Zapier and your texting service for business do the heavy lifting. 

Healthcare: Support Patient Care with the Zapier SMS Integration

As a healthcare provider, supporting patients and their care is a top priority. While your team shouldn’t use business SMS to share their sensitive data, texting is a great tool for managing administrative tasks. With help from the Zapier SMS integration, you can streamline the patient experience—and reduce appointment no-shows while you’re at it. 

You may want to use Zapier to integrate your texting service for business with:

  • Your intake management platform. Intake management can slow down your office schedule—especially when patients forget to turn in paperwork ahead of time. Streamline the process by sending reminders for unsubmitted paperwork via texts. 
  • Your practice management platform. Frequent patient communications are critical to providing comprehensive healthcare. Use a practice management SMS integration to automate texts asking patients to review new healthcare portal updates, confirm upcoming appointments, and send payment for bills. 
  • Your patient service platform. Asking patients for feedback on appointments and services is a great way to improve your institution and let patients know you care. Use a patient service SMS integration to automatically circle back with patients after appointments, procedures, and ticket resolutions. Again, you can use those top Zapier options like Intercom and Freshdesk. (Heymarket has a native Zendesk SMS integration.) 

A Zapier SMS integration with your healthcare platforms will help streamline communications and empower your patients to achieve the healthy life they’re working toward. 

Professional Services: Attract and Retain Clients with Zapier SMS

In the professional services world, attracting and retaining clients for as long as possible is your ultimate goal. With help from a Zapier SMS integration, you can streamline and personalize communications to remain close with your clients. 

You may want to use Zapier to integrate your texting service for business with:

  • Your intake management platform. Intake management can be a lengthy process for professional services businesses. Use an intake management platform integration to encourage leads to complete the process via automated SMS reminders. 
  • Your practice management platform. Client communications can help you lead clients to success on everything from creative projects to legal cases. Use a practice management SMS integration to automate texts alerting clients to new portal updates, upcoming meetings, project reviews, or scheduled calls. PracticePanther is one of many practice management integrations available through Zapier. (Heymarket offers a native Clio SMS integration.)
  • Your review platform. Reviews are one of the best ways to attract more customers to your professional services business. Consider automating review request reminders—and thank-you notes—to encourage clients to leave a positive recommendation. Trustpilot is a popular review platform integration available through Zapier.

Zapier SMS helps keep clients happy—and encourages them to spread the word about your top-notch professional services business. 

Want to learn more about the Zapier SMS integration? Check out our blog.

Share via
Copy link