Do you want to keep your client updated on the progress during the sales process? Using Make, you can integrate Livespace with SMSAPI to automatically send SMS messages when selected actions are marked in the sales process.
In the first step, log in to Make and click on Create a new scenario.
A view will appear where you can configure the integration.
As the first module, select Livespace CRM, and then choose Watch Done Actions in Deals.
A window will appear where you can set the criteria for triggering the automation:
sales process,
actions,
users,
operation limit per cycle, i.e., the number of SMS messages to be sent.
Now, activate the module by right-clicking on the module icon and selecting Run this module only. After a moment, a bubble with a number should appear above the module icon.
In the next step, you will need the contact details of the person assigned to the sales opportunity. To do this, create another module and select Livespace CRM, then Get a Person. A window will appear with a Contact ID field. Click on the field, search for, and assign the variable contact: id to it.
In the final step, add a module and search for SMSAPI, then select Send a Text Message.
If Make is not yet connected to SMSAPI, a window will appear where you can do so.
Click on Create a connection.
In the Connection type, select SMSAPI OAuth.
A field named Connection name will appear. You can leave it unchanged.
After clicking Save, a login panel for SMSAPI will appear. Enter your identifier and password.
The following view will appear. Press Accept.
Now, you need to configure the message itself.
Fill in the fields:
Message - here, enter the content of your message,
To - here, use the variable Phone assigned to the contact (person),
From - here, enter the sender's name set in SMSAPI,
Time restriction - select Ignore.
The remaining fields are optional. Click OK. The automation has been configured. Now, you just need to test it (using the Run once button) or activate it using the switch.