--- title: "Zapier" slug: "zapier-integrations" description: "Use the Zapier automation platform to integrate third-party applications from Zapier, such as CRMs, Helpdesks, and Google apps, with Voiso features such as live Dialer campaigns, SMS, and WhatsApp." tags: ["calling list", "leads", "integration", "automation", "WhatsApp", "contacts", "CRM", "SMS", "zapier"] updated: 2025-09-23T13:49:51Z published: 2025-09-23T13:49:51Z canonical: "docs.voiso.com/zapier-integrations" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.voiso.com/llms.txt > Use this file to discover all available pages before exploring further. # Zapier integrations **Who should read this article**: Administrators, Supervisors Use the Zapier automation platform to integrate third-party applications from Zapier, such as CRMs, Helpdesks, and Google apps, with Voiso features such as live Dialer campaigns, SMS, and WhatsApp. ## Zapier Zaps The [Zapier automation platform](https://zapier.com/how-it-works) takes advantage of applications that have application programming interfaces (APIs) to let Zapier users connect applications and make them work together. For example, you can use Zapier to monitor your CRM and add new leads to your Voiso [Dialer campaign](/v1/docs/outbound-dialer-campaigns-overview). Tip Check out all the CRM apps supported by Zapier here: [Top CRM Apps](https://zapier.com/apps/categories/crm) Automations that you create in Zapier are called **Zaps**. A Zap is created using a simple click and menu driven interface. Click to choose the apps you want to integrate, make menu selections based on the content available from the apps and link them into a string of triggers and actions. Zaps are easy to create on the [Zapier website](https://zapier.com): 1. Specify a **trigger** from another application. 2. Select a Voiso **action**. 3. Configure the input and output parameters for the Voiso Trigger. For example, when a new lead is added to your CRM (the trigger), the Voiso Integration app on Zapier can add the lead to a live Dialer campaign. The following Voiso features are available to create actions in Zaps: - [Add contacts to a live campaign](/v1/docs/zapier-integrations#creating-a-calling-list-integration-zap) - [Send SMS](/v1/docs/zapier-integrations#send-an-sms-message) - [Send WhatsApp template](/v1/docs/zapier-integrations#send-a-whatsapp-message) ![Zapier Supported Integrations](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20Supported%20Integrations.png) Tip Zapier enables you to create a free trial account to test integrations before committing to purchasing a Zapier account. ## Voiso Integration app To access the Voiso Integration app on Zapier, navigate to [https://zapier.com](https://zapier.com) and create a free or paid account. You can find the Voiso Integration application by searching for it or by following this link: [https://zapier.com/apps/voiso/integrations](https://zapier.com/apps/voiso/integrations) When you are creating a new Zap, choose a triggering app, such as a CRM, then when you select an action, you can add the Voiso Integration app by searching for it here: ![Zapier Select Voiso App As An Action](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20Select%20Voiso%20App%20As%20An%20Action.png) ## Benefits of using the Voiso Zapier integration app Most businesses have processes and workflows that involve multiple applications. It takes a lot of time and know-how to develop in-house applications that leverage the APIs of different apps to accomplish business goals. Zapier already has integrations for thousands of applications. That means you can integrate Voiso features into your business workflow without knowing how to write code. While Voiso has native integrations with many popular and niche CRM and HelpDesk applications, you might use an app that does not yet have a native integration. If your favorite app is available on Zapier, you can easily integrate Voiso with the app by creating a new Zap. ## Creating a calling list integration Zap The following is an example of creating a Zap that adds leads (contacts) to a live Dialer campaign. Not all businesses use a CRM or HelpDesk to build a list of contacts. In this example, the list of contacts is maintained in a spreadsheet; however, if you use a CRM or HelpDesk to build a list of leads, the principles in this example still apply: whenever a new lead is added (the triggering event), the Voiso Integration app updates the calling list of a live Dialer campaign (the action). 1. Create a live Dialer campaign in Voiso. 1. From the Voiso main menu, navigate to **Outbound > Dialer campaigns**. 2. Click **Add Dialer campaign**. 3. Name your campaign and set up the [campaign parameters](/v1/docs/outbound-dialer-adding-a-new-campaign). 4. Click **Live Campaign**. 5. Click **Save**. ![Zapier Add Campaign Page Click Live Campaign](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20Add%20Campaign%20Page%20Click%20Live%20Campaign.png) 2. Log in to Zapier (you can sign up for a free Zapier trial account). 3. Click **Create Zap**. 4. Give your Zap a name. 5. In the **Trigger** panel, select an app such as Google Sheets, your favorite CRM, or your favorite helpdesk. 6. Specify a trigger event, such as when a new lead is added to a campaign, contact list, or spreadsheet row. 7. In the **Action** panel, select the Voiso Integration app. 8. In the **Event** field, specify **Add Contacts to a Live Campaign**. 9. In the **Account** field, specify your contact center. 10. In the **Action** field, make the following selections: 1. In the **Campaign ID** field, select your live Dialer campaign. 2. In the **Phone Number** field, specify a test contact phone number. 3. In the **Contact Name** field, specify a test contact name. 4. The **Contact Source** field is optional. You can use it to specify the source of the lead. 5. The **Contact URL** field is optional. You can use it to specify the URL of the contact record in your CRM or HelpDesk to screen pop the contact record. 11. In the **Test** field, verify that the Zap can perform the action of updating the contact list of the Dialer campaign. 12. Publish your Zap. Now, whenever a lead is added to the CRM, helpdesk, or spreadsheet, the campaign calling list is updated. Watch this video for a demonstration of creating a Zap using a Google Sheet to update a Dialer campaign calling list. Please note Due to changes and improvements, the Zapier user experience might not be exactly the same as this video shows. [Video](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20Dialer%20App.mp4) Tip It might take a few minutes for the contact to be added to your campaign. ### Try it yourself! It's easy to create a calling list in Google Sheets. 1. From your Google account, click the Apps icon, then select **Sheets**. ![Zapier Google Apps Google Sheets](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20Google%20Apps%20Google%20Sheets.png) 2. Click **Blank** to create a new spreadsheet. Alternatively, you can import a spreadsheet or CSV from your computer. 3. The Voiso Zapier integration requires calling list information in two columns: **Number** and **Name**. The **Number** column should contain valid phone numbers in E.164 format. The **Name** column is optional. It should contain the name or other designator, such as an account ID, of the contact. See below for a sample CSV file of contacts for a Google Sheet integration. 4. Create a [live campaign](/v1/docs/outbound-dialer-campaign-dialer-campaigns#live-campaign) in your Voiso contact center. 5. When you activate the Voiso/Google Sheet Zap, each time you update the spreadsheet, the Voiso Zapier **Add contacts to a live campaign** integration sends the contacts to your live campaign. [Zapier Campaign list - Sheet1.csv](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20Campaign%20list%20-%20Sheet1.csv) ## Send an SMS message Use the Voiso Zapier **Send SMS** integration to create a Zap that automatically sends an SMS to a phone number. For example: - automatically send a welcome SMS every time you add a contact to your CRM - notify a contact about an order that is ready for pickup - confirm a scheduled event - send automatic appointment reminders - deliver a summary after a voice call ends Important You must have at least one [SenderID configured](/v1/docs/administration-sender-id-groups) for your contact center. Important You can send up to 20 SMS messages to a specific number per day. ### SMS Trigger This example demonstrates creating a Zap that monitors a CRM for a specific trigger, such as the addition of a new contact. ![Zapier SMS Trigger Salesforce Lead](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20SMS%20Trigger%20Salesforce%20Lead.png) ### SMS Action Set up the Send SMS action by following these steps: 1. In the **Action** panel, select the Voiso Integration app. 2. In the **Event** field, specify **Send SMS in Voiso**. 3. In the **Account** field, specify your contact center. 4. In the **Action** field, make the following specifications:![Zapier Send SMS Action Panel](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20Send%20SMS%20Action%20Panel.png) 1. **Agent Extension**: The phone extension of the agent or [user account](/v1/docs/users-users) who is sending the SMS. 2. **Recipient Phone Number**: The phone number of the recipient. This can be extracted from a CRM, a spreadsheet, a HelpDesk app, or another [triggering source](/v1/docs/zapier-integrations#sms-trigger). 3. **SMS Text**: The body of the SMS. You can manually enter the text or extract it from the triggering source. 4. **Sender Identifier**: Select a [Sender ID](/v1/docs/administration-sender-id-groups) from your contact center; otherwise, a Sender ID from the **Default** group is used. 5. **External Identifier**: The name of the sending application, such as the name of your CRM. 6. **External Account ID**: The third-party application account ID of the contact associated with the recipient's phone number. You can manually enter the text or extract it from the triggering source. 5. Test your Zap and then turn it on to begin automatically sending SMS to your contacts. ### Try it yourself! It's easy to create an SMS list in Google Sheets. 1. From your Google account, click the Apps icon, then select **Sheets**. ![Zapier Google Apps Google Sheets](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20Google%20Apps%20Google%20Sheets.png) 2. Click **Blank** to create a new spreadsheet. Alternatively, you can import a spreadsheet or CSV from your computer. See below for a sample CSV file of contacts for a Google Sheet integration. 3. The Voiso Zapier integration requires SMS information in multiple columns: 1. **Agent Extension**: The contact center extension number of the agent who is the sender of the SMS. This can be obtained from the agent's [user page](/v1/docs/users-users). 2. **Contact Number**: The phone number in E.164 format of the SMS recipient. 3. **Message Body**: The text to be sent as an SMS. 4. **SenderID**: A valid sender ID from your contact center. 5. **External Application**: (optional) The name of a CRM or other application that is the source of the contact or lead. 6. **External Account ID** (optional) The account ID of the contact in the CRM or other application. 4. When you activate the Voiso/Google Sheet Zap, each time you update the spreadsheet, the Voiso Zapier **Send SMS** integration sends an SMS to the recipients you specify. [Zapier SMS list - Sheet1.csv](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20SMS%20list%20-%20Sheet1.csv) ## Send a WhatsApp template Use the Voiso Zapier **Send WhatsApp Template** integration to create a Zap that automatically sends a WhatsApp template to a phone number. For example: - automatically send account updates or other sensitive information - send order confirmations, shipping updates, and delivery notifications - provide summaries of customer support inquiries - deliver special offers and promotions - provide appointment reminders - send transaction, balance, and security alerts - send special event invitations Important You can only send pre-approved [WhatsApp templates](/v1/docs/omnichannel-whatsapp#creating-a-whatsapp-message-template) that are available in your Voiso contact center. ### WhatsApp Trigger This example demonstrates creating a Zap that monitors a CRM for a specific trigger, such as the addition of a new contact. ![Zapier WhatsApp Trigger Salesforce Lead](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20WhatsApp%20Trigger%20Salesforce%20Lead.png) ### WhatsApp Action Set up the Send WhatsApp Template action by following these steps: 1. In the **Action** panel, select the Voiso Integration app. 2. In the **Event** field, specify **Send WhatsApp Template**. 3. In the **Account** field, specify your contact center. 4. In the **Action** field, make the following specifications:![Zapier Send WhatsApp Action Panel](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Zapier%20Send%20WhatsApp%20Action%20Panel.png) 1. **WhatsApp Template ID**: The ID of the WhatsApp-approved message template. 2. **Sender Phone Number**: The phone number associated with the WhatsApp-approved message template. 3. **Agent Extension**: The extention of the agent or [user account](/v1/docs/users-users) who is handling the message response. Leave empty to automatically archive the message after sending. 4. **Sender Identifier**: Select a [Sender ID](/v1/docs/administration-sender-id-groups) from your contact center; otherwise, a Sender ID from the **Default** group is used. 5. **Recipient Phone Number**: The phone number of the recipient. This can be extracted from a CRM, a spreadsheet, a HelpDesk app, or other [triggering source](/v1/docs/zapier-integrations#sms-trigger) 6. **Recipient Account ID**: The third-party application account ID of the contact associated with the recipient's phone number. You can manually enter the text or extract it from the triggering source. 5. Test your Zap and then turn it on to begin automatically sending WhatsApp messages to your contacts. A Voiso tool that automatically dials numbers for outbound calling campaigns. You can choose different strategies to tune the dialing rate to accommodate the number of available agents or your real-time campaign metrics. Dialer enables you to either integrate your CRM to generate a calling list or to import one from a CSV. Use Dialer to ensure that contacts are called only at certain times of the day in their local timezone. Comma-Separated Values. A data file format where the content is structured in tabular form. Fields (data values) are separated by commas. Rows (records) are separated by line feeds. Voiso supports UTF-8 format for CSV files. CSV files allow interchange of data between spreadsheet applications, text files, and database. It is a common format for importing and exporting data. Each row represents a record. Each value represents an attribute. An international standard that specifies the format for phone numbers. In E.164 format, a phone number consists of a country code, a national destination code, and a subscriber number. The E.164 format eliminates additional characters or symbols like parentheses, dashes, or spaces, providing a globally recognized structure for telephone numbers. Refer to https://www.itu.int/rec/T-REC-E.164 ## Related - [How to start sending SMS](/how-to-start-sending-sms.md) - [WhatsApp](/omnichannel-whatsapp.md) - [CRM integration overview](/crm-integration-overview.md) - [Developer Portal and APIs](/developers-portal-and-apis.md)