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Automate Your Texting with Zapier

Pony Express HQ connects to Zapier, linking your SMS to thousands of other apps — your CRM, spreadsheets, forms, help desk, and more. No code required. The integration is currently rolling out by invitation.

What is Zapier?

Zapier is an automation tool that connects your everyday apps so they can talk to each other. You pick a trigger (something that happens in one app) and an action (something that happens in another app as a result), and Zapier handles the rest, no developers required.

Connect Pony Express HQ to your CRM, spreadsheet, help desk, or virtually anything else in Zapier's directory of 9,000+ apps, and let your texting workflows run themselves.

Zapier terminology

FAQ

Before you get started, Zapier uses some in-house terminology you'll want to know: a Zap is an automated workflow made up of a trigger and an action. A trigger is an event that starts the Zap. An action is what happens as a result.

The Pony Express HQ Zapier integration currently supports:

Triggers (these start a Zap when something happens in Pony Express HQ)

New Incoming Message: fires when a contact texts you back.

New Contact: fires when a new contact is added to your organization.

New Subscriber: fires when a contact opts in to your messages.

New Opt-Out: fires when a contact opts out, whether they text STOP, you mark them in your dashboard, or it comes in through the API.

Actions (these do something in Pony Express HQ as a step in your Zap)

Send SMS: sends a text to any phone number, creating the contact automatically if it doesn't exist yet.

Send Broadcast to Group: sends a campaign message to every contact in a group, right away or at a time you schedule.

Create or Update Contact: creates a contact, or updates the existing contact with the same phone number.

Add Contact to Group: adds a contact to a group or keyword list, creating the contact if it's new.

Remove Contact From Group: removes a contact from a group or keyword list.

Opt-Out a Contact: marks a contact as opted out so they stop receiving messages.

Search (this looks something up in the middle of a Zap)

Find Contact: finds a contact by phone number.

How do Zapier and Pony Express HQ
work together?

With the Pony Express HQ Zapier integration, you connect your other favorite platforms so they work seamlessly with our mass text messaging service.

Zapier's directory has 9,000+ app integrations. With the triggers and actions available today, you can already do things like:

Route a contact's reply straight into your CRM, help desk, or spreadsheet.

Notify your team in Slack or email the moment someone texts back.

Trigger an outbound text from a new lead, order, or form submission in another app.

Send a text to a phone number pulled from a spreadsheet row.

Add every new lead from your CRM or form tool to a Pony Express HQ group so they get your next broadcast.

Fire off a broadcast to an entire group when a campaign kicks off in another tool, or schedule it for later.

Push every new Pony Express HQ contact into your CRM or mailing list automatically.

Keep your other systems in sync the moment someone opts out, so you stop contacting them everywhere at once.

Welcome new subscribers with a follow-up task, email, or CRM record as soon as they opt in.

Look up a contact by phone number in the middle of a Zap to enrich a support ticket or spreadsheet row.

How to Get Started

1. Request access. Contact our team to have the Zapier integration enabled for your Pony Express HQ account.

2. Create an API key. Once enabled, generate one from your Pony Express HQ dashboard under Settings and API Keys.

3. Connect the app in Zapier. Search for "Pony Express HQ" when building a Zap and sign in with your API key.

4. Build your Zap. Pick any of the triggers, actions, or the search listed above, map your fields, then turn it on.

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Is the Zapier integration available to everyone? It's currently rolling out by invitation. Contact our team to have it enabled for your account.

What can I automate with it right now? The integration supports four triggers (New Incoming Message, New Contact, New Subscriber, and New Opt-Out), six actions (Send SMS, Send Broadcast to Group, Create or Update Contact, Add Contact to Group, Remove Contact From Group, and Opt-Out a Contact), and one search (Find Contact).

Do I need to know how to code? No. Zapier is a no-code tool, you pick a trigger and an action from a menu and connect them.

What happens if I send a text to someone who isn't a contact yet? The Send SMS action creates the contact for you automatically, so you don't need to add them manually first.

Can I use Zapier to notify my team when someone replies? Yes, that's one of the most common uses. Use New Incoming Message as your trigger and send that reply to Slack, email, or wherever your team works.

Can I text an entire group from another app? Yes. The Send Broadcast to Group action sends a campaign message to every contact in a group, right away or at a time you schedule.

Can I keep my other tools in sync when someone opts out? Yes. The New Opt-Out trigger fires whenever a contact opts out, so you can update your CRM, mailing list, or spreadsheet automatically.

 

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