How to Send Text Messages to New Subscribers using Twilio and Zapier

OptinMonster offers a seamless integration with Zapier, a web automation app. This makes it easy to use Zapier’s 500+ apps to customize how you collect, store and transmit your subscriber data. Follow this guide to learn how to use Zapier to send your OptinMonster subscribers a SMS Text Message via Twilio.

NOTE: Zapier is a paid service, however they do offer a trial you can use to determine if it’s the right fit for your needs.
  1. Configure Webhook Integration
  2. Create Zapier Action
  3. Configure Twilio Action
  4. Test Action
  5. Turn On Your Zap
  6. FAQs

Step 1 – Configure Webhook Integration

Create a Webhook Trigger by connecting OptinMonster to Zapier using our integration guide.

Step 2 – Create Zapier Action

Once you’ve configured a Webhook Trigger in Zapier following our Zapier integration guide, you’ll be ready to create an Action for your Zap. Select the Continue button to begin configuring your Action.

Once you've created your Webhook Zapier Trigger, you can begin configuring your Zapier Action.

Step 3 – Configure Twilio Action

From the Choose an Action App screen, select Twilio. Note: you may need to search for this app if you haven’t previously used it in a Zap.

select-twilio-as-action-app

Next you’ll be prompted to specify what Action should happen within Twilio. Choose Send SMS from the options, followed by the Save + Continue button on the bottom right.

select-send-sms-as-twilio-action-and-continue

Zapier will now ask you to choose or connect your specific Twilio account. If you haven’t already connected your Twilio account to Zapier, select the Connect a New Account. If you have already connected a Twilio account to Zapier, you’ll see it listed here and can choose it. Click Save and Continue.

If connecting your Twilio account for the first time, a new window will open prompting you to enter your Account SID and Auth Token from your Twilio account and confirm Zapier can access your account. To get this values, login to Twilio, and Go to your Home Menu, sub-menu Dashboard.

 

twilio-account-summary-for-sid-and-token

Copy and paste those values into their respective fields in your Zapier popup.

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Once added, click Yes, continue to be returned to Action setup.

You’ll see your Twilio account available to select now. Go ahead and press the Test button to confirm the connection to your Twilio account.

test-connection-to-twilio-account

Clicking the pencil icon next to your account’s name will allow you to rename the account. This can be helpful if you need to connect more than one Twilio account to your Zapier account.

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Once you select the account you want to connect for this Action, select the Save + Continue button.

Step 4 – Setup What Information Is Sent to Twilio

On the next screen you’ll be asked to link which webhook fields are linked to which Twilio fields.

Clicking the icon icon will provide options for selecting the lead data from your optin when appropriate.

select-twilio-from-number

The first thing you will need to do is determine the From Number. This is the number associated with your Twilio account for SMS messages. Select from your list of Twilio numbers here.

Next, you should configure the To Number to connect to the Lead Phone gathered in the OptinMonster Webhook.

enter-number-fields-and-message-for-texts

Additionally, you need to write a message in the Message field that will be sent as the SMS (Text) Message.

When you’re finished connecting fields, click Continue.

Step 5 – Test Action

Review the fields used to send the SMS message via Twilio. If you need to make additional changes, you can click the “Edit Template” link in the left sidebar to return to the previous screen. If you’re happy with your fields, click Create and Continue to send a test SMS Text to yourself.

If your test was successful, you will see a green Test Successful message. Click Finish.

test-of-twilio-zap-successful

Step 6 – Turn on Your Zap

The final step is to turn your new Zap on!

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Toggle the switch “Your Zap Is…” to ON.

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You can verify everything is good by going to your site where your optin is loaded. Below you will see a test with OptinMonster’s Phone Field is available.

live-optin-with-phone-field

After submitting all the fields for the optin, you will receive a text with your custom message.

Congratulations! You’ve now created a Zap which will send SMS Text Messages to your subscribers!


FAQs:

Q: Where does the lead information go?

A: In this setup, you are only sending text messages to the phone numbers entered in the optin, but you are not storing the information. To store their name, email address, and phone number, you should either setup additional actions related to Twilio, or better yet, you can take advantage of OptinMonster’s Multiple Provider ability. Additionally, you could even create another webhook to your optin if you wanted the information added to something like Google Contacts.