Resources · Make integration

Salesmsg Make integrationAutomate Salesmsg with Make.

Missed a call and the lead went cold? The Salesmsg Make integration gives you 47 modules: 10 instant triggers, 23 actions and 14 searches. This guide is for sales and support teams who text customers, and it walks you through your first scenario.

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What you can automate

What can the Salesmsg Make integration automate?

The Salesmsg Make integration links your Salesmsg account to Make, a no-code tool where you build a scenario (the automation itself, a chain of modules). Salesmsg tells Make the moment a text arrives, a call is missed or a contact opts out, and Make can send texts, tag contacts or route conversations in return.

Never leave a missed call unanswered. Watch Missed Phone Calls starts the scenario, and Send a Text Message (SMS / MMS) replies to the caller with a short note. A real estate team, for example, keeps weekend leads warm without anyone watching the phone.

Keep your CRM and Salesmsg in step. When Watch Contacts Opted-Out fires, you can flag the person in your other tools so nobody texts them again by mistake. The reverse works too: Create a Contact and Add a Tag to a Contact bring leads from a form straight into Salesmsg.

Route work to the right person. Watch SMS Messages Received plus Assign a Conversation to a User hands each new thread to a named teammate, so no customer text waits while everyone assumes someone else has it.

What Make does not cover here: the Salesmsg documentation lists no numeric limits, and anything outside the listed modules goes through Make an API Call. If you are still choosing a tool, the n8n vs Make comparison helps, the Make training teaches the editor step by step, and Make troubleshooting covers scenarios that stop running.

Connect

How do you connect Salesmsg to Make?

  1. 01

    Add a Salesmsg module

    Log in to Make, open a scenario and add any Salesmsg module. Click Create a connection. A connection is your Salesmsg account linked to Make once, then reused by every Salesmsg module you add later.

  2. 02

    Name the connection

    The Connection name field is optional. Filling it pays off when several people or several Salesmsg accounts share one Make team, because you can tell them apart in every module menu.

  3. 03

    Save and approve access

    Click Save. If Salesmsg asks you to sign in and confirm access, do it in the window that opens. Back in Make, the module now shows your account and you can fill its fields.

First scenario

Your first scenario: text back every missed call

GoalWhen a call to your Salesmsg number is missed, Make sends the caller a text so the conversation keeps going.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the big + to add the first module. Everything you build next hangs off this one.

  2. 02

    Add the missed call trigger

    Search for Salesmsg and pick Watch Missed Phone Calls. Click Create a webhook, then Create a connection, and save. This trigger is instant: Salesmsg calls Make as soon as a call is missed.

  3. 03

    Add the reply

    Click the + on the right of the trigger and choose Send a Text Message (SMS / MMS). Map the caller from the trigger's data and write a short, friendly message.

  4. 04

    Test with Run once

    Click Run once, then let a test call to your Salesmsg number ring out. Open the bubbles to read the bundle each module received, and check that the text went to the right phone.

  5. 05

    Switch it on

    Once the test looks right, switch the scenario on. From then on, each missed call reaches Make through the webhook and the reply goes out without anyone touching the phone.

Triggers

Salesmsg triggers: what starts your scenario

10 modules start a scenario when something happens in Salesmsg. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Salesmsg as soon as it happens.

Salesmsg1Watch Contacts Opted-Out

Watch Contacts Opted-Out

Instant trigger

In MakeTriggers when a contact has opted-out.

Hear about every opt-out the moment it happens, so the person stops receiving texts from any of your other tools as well. The scenario receives one bundle (one item passed between modules, here one contact) per opt-out.

How it fires
instant, Salesmsg calls Make through a webhook as soon as a contact opts out.
When to use it
you also send campaigns from a CRM or an email tool and want the opt-out mirrored there.
Watch out
the Make documentation asks you to click Create a webhook first, then Create a connection, on every instant module.
Salesmsg2Watch Contact's Tags Added

Watch Contact's Tags Added

Instant trigger

In MakeTriggers when a tag is added to a contact.

Turn a tag into a starting signal. When a teammate adds a tag to a contact in Salesmsg, Make picks it up and can run whatever follow-up belongs to that tag, such as a task in your project tool.

How it fires
instant, Salesmsg calls Make through a webhook as soon as the tag is added.
When to use it
your team already tags people like hot lead or needs quote and you want those tags to trigger work elsewhere.
Watch out
Make's directory describes this trigger for added tags only, so plan removals another way.
Salesmsg3Watch Contacts Created

Watch Contacts Created

Instant trigger

In MakeTriggers when a new contact is created.

Copy every new Salesmsg contact wherever else you track people, without retyping names or phone numbers. Each contact created in Salesmsg becomes one bundle for the next module.

How it fires
instant, Salesmsg calls Make through a webhook as soon as the contact exists.
When to use it
reps add leads by hand in Salesmsg during calls, and your CRM or spreadsheet should hold them too.
Watch out
if another scenario creates Salesmsg contacts from your CRM, pairing the two can send the same person back and forth, so add a filter.
Salesmsg4Watch SMS Messages Received

Watch SMS Messages Received

Instant trigger

In MakeTriggers when a new text message is received.

React to each inbound text right away: notify a channel, log the message, or route the thread. It is the most common starting point for support and sales teams working from Salesmsg.

How it fires
instant, Salesmsg calls Make through a webhook as soon as a text lands in your account.
When to use it
customers reply to your campaigns and you want the right person alerted, not the whole team.
Watch out
every received text runs the scenario and costs operations (Make's count of module runs on your plan), so a busy number adds up.
Salesmsg5Watch SMS Messages Sent

Watch SMS Messages Sent

Instant trigger

In MakeTriggers when a new text message is sent.

Keep a record of everything your team texts out, in a sheet, a CRM timeline or a reporting tool. Each outgoing text becomes a bundle you can map field by field in the next module.

How it fires
instant, Salesmsg calls Make through a webhook as soon as a text is sent.
When to use it
a manager wants outbound activity logged next to deals without asking reps to copy anything.
Watch out
a text sent by Send a Text Message (SMS / MMS) is a sent text too, so it can start this trigger, so avoid chaining them into a loop.
Salesmsg6Watch Incoming Phone Calls

Watch Incoming Phone Calls

Instant trigger

In MakeTriggers when an answered incoming call is ended.

Follow up on calls that actually happened. This trigger waits until an answered incoming call has ended, which makes it a good place to add a note, send a recap text or update a deal.

How it fires
instant, Salesmsg calls Make through a webhook once the answered call ends.
When to use it
a clinic or agency wants every answered call logged in its CRM, with the caller linked.
Watch out
calls nobody picked up do not start it; Watch Missed Phone Calls covers those.
Salesmsg7Watch Missed Phone Calls

Watch Missed Phone Calls

Instant trigger

In MakeTriggers when an incoming phone call is missed.

Save the leads you would otherwise lose. Each missed incoming call starts the scenario, so you can text the caller back, alert a teammate or create a callback task.

How it fires
instant, Salesmsg calls Make through a webhook as soon as the call is missed.
When to use it
after hours, at lunch or on busy days when nobody can pick up and a quick text keeps the prospect interested.
Watch out
test with a real call during Run once, since the module only receives data when Salesmsg sends an event.
Salesmsg8Watch Inboxes Created

Watch Inboxes Created

Instant trigger

In MakeTriggers when a new Salesmsg inbox is created.

Know when someone adds a new inbox to your Salesmsg account, and set it up the same way every time. Make receives the new inbox as a bundle you can pass to Add Members to an Inbox.

How it fires
instant, Salesmsg calls Make through a webhook as soon as the inbox is created.
When to use it
each new branch or team gets its own inbox and should start with the same members and alert.
Watch out
an inbox made by Create an Inbox is a new inbox too, so expect it to start this trigger.
Salesmsg9Watch Inboxes Updated

Watch Inboxes Updated

Instant trigger

In MakeTriggers when a new inbox is updated.

Catch changes made to an existing inbox, so the rest of your setup follows. Useful when an admin renames or edits an inbox and other tools still show the old version.

How it fires
instant, Salesmsg calls Make through a webhook as soon as the inbox is updated.
When to use it
you mirror your Salesmsg inboxes in a directory, a routing sheet or a team wiki.
Watch out
Update an Inbox in another scenario can fire it too, so keep an eye out for two scenarios that answer each other.
Salesmsg10Watch Keyword's Subscribers

Watch Keyword's Subscribers

Instant trigger

In MakeTriggers when a there is a new subscriber for a keyword.

Welcome every person who texts one of your keywords, and push them to your list or CRM. Each new subscriber to a keyword arrives in Make as a separate bundle.

How it fires
instant, Salesmsg calls Make through a webhook as soon as someone subscribes.
When to use it
a gym or a store runs a text-to-join offer and wants each sign-up in its marketing tool with a tag.
Watch out
keywords are managed with Create a Keyword and Get Keywords, so check the keyword exists before testing.
Modules

Everything Salesmsg can do in Make

Salesmsg gives you 37 modules in 8 groups. For each one: what it does for you, when to reach for it, and what to watch out for.

Contacts

9 modules
Salesmsg1

Create a Contact

Action

In MakeCreates a new contact.

Adds a new person to Salesmsg so your team can text them right away, whether the lead came from a web form, a booking tool or an ad.

When to use it
a form submission should turn into a textable contact without anyone typing it in.
Watch out
run Search Contacts first if the same person might already exist, or you risk duplicates.
Salesmsg2

Update a Contact

Action

In MakeUpdates an existing contact.

Changes the details of a contact who is already in Salesmsg, keeping names, emails and other info aligned with your source of truth.

When to use it
someone edits their details in your CRM and Salesmsg should match.
Watch out
the module needs to know which contact to change, so place Search Contacts before it to find the right one.
Salesmsg3

Create a Contact Note

Action

In MakeAdd a new note to an existing contact.

Pins a note to an existing contact, so whoever opens the thread next sees the context: a call summary, an order status, a form answer.

When to use it
right after Watch Incoming Phone Calls, to leave a trace of the call on the contact.
Watch out
it adds a new note each time; to edit one already there, reach for Update a Contact Note instead.
Salesmsg4

Update a Contact Note

Action

In MakeUpdate a note on an existing contact.

Rewrites a note that already sits on a contact, which keeps one living note current instead of piling up new ones.

When to use it
you keep a single status note per customer, like the stage of their order, and want it refreshed as things move.
Watch out
you need the note to exist first, so a flow usually starts with Create a Contact Note once, then updates it.
Salesmsg5

Add a Tag to a Contact

Action

In MakeApply tags to an existing contact.

Labels an existing contact with one or more tags, which lets your team filter, segment and trigger follow-ups inside Salesmsg.

When to use it
a payment clears in your billing tool and the contact should move into a customer segment.
Watch out
tagging can start Watch Contact's Tags Added in another scenario, which is handy when intended and confusing when not.
Salesmsg6

Remove a Tag From a Contact

Action

In MakeRemoves tags from an existing contact.

Takes tags off an existing contact so your segments stay honest when someone's situation changes, like a trial that ends or a deal that closes.

When to use it
paired with Add a Tag to a Contact, to swap a lead tag for a customer tag.
Watch out
the contact must already exist in Salesmsg, so find it with Search Contacts before this step.
Salesmsg7

Unsubscribe a Contact

Action

In MakeUnsubscribes a contact.

Opts a contact out of your texts from Make, so a request to stop made anywhere else, by email or in a form, is respected in Salesmsg too.

When to use it
someone unsubscribes from your newsletter and you want the SMS side to follow.
Watch out
this is a strong action with real consequences for the contact, so test it on your own number before running it on real customers.
Salesmsg8

Search Contacts

Search

In MakeFinds a person by first name, last name, email, or phone number.

Looks people up by first name, last name, email or phone number and returns every match, ready for the next module to act on.

When to use it
before Update a Contact or Create a Contact, to check whether the person already exists.
Watch out
a search can return zero, one or several bundles, and each bundle runs the following modules, so tighten your criteria.
Salesmsg9

Get Contact's Details

Action

In MakeReturns the details of the searched contact.

Pulls the full record of one contact, so later modules can use data the trigger did not include.

When to use it
a trigger gave you a contact and your CRM needs the complete picture before an update.
Watch out
it reads one contact at a time; use Search Contacts when you do not know which person you are after yet.

Conversations

3 modules
Salesmsg10

Search Conversations

Search

In MakeSearches a conversation.

Finds conversations in your Salesmsg account so you can act on the matching threads, like assigning them or reading their messages.

When to use it
a customer calls in about an old exchange and you want that thread located and handed to the right rep.
Watch out
several conversations can come back, and each one starts the modules that follow it.
Salesmsg11

Get Conversation's Details

Action

In MakeReturns all conversation details.

Returns everything Salesmsg holds about one conversation, which gives the next modules the context to decide who should handle it.

When to use it
after Watch SMS Messages Received, when a router or filter needs more than the message itself.
Watch out
to read the texts themselves, Get Messages by a Conversation is the dedicated module.
Salesmsg12

Assign a Conversation to a User

Action

In MakeAssigns a conversation to a specific Salesmsg user. Blank User ID field sets a conversation to Unassigned.

Hands a conversation to a specific Salesmsg user, so each thread has an owner and customers are not left waiting.

When to use it
new texts on a sales inbox should rotate between reps, or go to the account owner stored in your CRM.
Watch out
leaving the User ID field blank sets the conversation to Unassigned, which is useful on purpose and annoying by accident.

Messages

3 modules
Salesmsg13

Send a Text Message (SMS / MMS)

Action

In MakeSends a new SMS or MMS text message.

Sends an SMS or MMS from your Salesmsg account, which is how Make turns any event in your other tools into a text the customer reads.

When to use it
a booking is confirmed, an order ships or a call is missed and a short text is the fastest way to reach the person.
Watch out
the text it sends can also start Watch SMS Messages Sent, so do not chain that trigger back into this module.
Salesmsg14

Get Messages by Contacts

Search

In MakeSearches message by contact.

Brings back the messages exchanged with a given contact, handy for archiving a history or feeding it to a summary step.

When to use it
a deal closes and you want the whole text history with that customer copied into the CRM.
Watch out
it is a search, so it can return many messages; add an aggregator if you need them as one block.
Salesmsg15

Get Messages by a Conversation

Search

In MakeSearches message by conversation.

Lists the messages inside one conversation, which is the way to read a thread when you already know which one it is.

When to use it
after Search Conversations or Get Conversation's Details, to export or review the exchange.
Watch out
each message comes out as its own bundle, so later modules run once per message unless you group them.

Saved Replies

4 modules
Salesmsg16

Create a Saved Reply

Action

In MakeCreate a new saved reply.

Adds a ready-made answer to Salesmsg that reps can insert in a click, which keeps wording consistent across the team.

When to use it
your approved answers live in a shared doc or sheet and should appear in Salesmsg without manual copying.
Watch out
run Search Saved Replies first so you do not end up with two versions of the same answer.
Salesmsg17

Get Saved Replies

Search

In MakeReturn a list of all saved replies.

Returns every saved reply in the account, useful for a backup or for reviewing what the team currently sends.

When to use it
you want a full export of your saved replies in a sheet for a content review.
Watch out
since it returns all of them, each reply becomes one bundle; use Search Saved Replies to target a single one.
Salesmsg18

Search Saved Replies

Search

In MakeSearch saved replies for a specific one.

Finds a particular saved reply so the scenario can reuse its text or update it, without pulling the whole library.

When to use it
before Update a Saved Reply, to grab the right one by what it contains.
Watch out
a loose search can match more than one reply, and every match runs the next module.
Salesmsg19

Update a Saved Reply

Action

In MakeUpdate an existing saved reply.

Edits an existing saved reply, so a change in an offer, an address or a policy reaches every rep's shortcuts at once.

When to use it
your support lead updates an answer in the shared sheet and Salesmsg should follow.
Watch out
the reply has to be found first, which is what Search Saved Replies is for.

Inboxes

8 modules
Salesmsg20

Get Inboxes

Search

In MakeReturns a list of all Salesmsg inboxes.

Lists all the inboxes in your Salesmsg account, giving you a quick inventory to sync or to loop through.

When to use it
you build a report per inbox, or you need every inbox before adding the same member to each.
Watch out
each inbox is a separate bundle, so the modules after it run once per inbox.
Salesmsg21

Get Inbox Members

Search

In MakeReturns the list of members of a specific inbox.

Tells you who belongs to one specific inbox, the starting point for any audit of who can read which conversations.

When to use it
an employee leaves and you want to see every inbox they were part of.
Watch out
it works on one inbox at a time; combine it with Get Inboxes to cover the whole account.
Salesmsg22

Create an Inbox

Action

In MakeCreates a new inbox.

Sets up a new inbox in Salesmsg from Make, so opening a branch or a team follows the same checklist every time.

When to use it
a new location is added to your internal tools and should get its texting inbox without waiting for an admin.
Watch out
the new inbox also fires Watch Inboxes Created in any scenario that listens to it.
Salesmsg23

Update an Inbox

Action

In MakeUpdates an existing inbox.

Edits an existing inbox so its settings stay in line with how your team is organized today.

When to use it
a team gets renamed in your HR or ops tool and the matching Salesmsg inbox should change with it.
Watch out
Watch Inboxes Updated reacts to this change, so check that two scenarios do not keep updating each other.
Salesmsg24

Add Members to an Inbox

Action

In MakeAdds Salesmsg members to a specific inbox.

Gives Salesmsg members access to a specific inbox, which makes onboarding a new rep a single automated step.

When to use it
a hire is added to your team roster and should see the right inboxes on their first day.
Watch out
the people must already be Salesmsg members; this module grants inbox access, it does not create users.
Salesmsg25

Remove Members From an Inbox

Action

In MakeRemoves Salesmsg members from a specific inbox.

Takes members out of a specific inbox, closing access to its conversations when roles change.

When to use it
someone moves to another team or leaves, and their old inbox should stop showing up for them.
Watch out
check with Get Inbox Members or Search Inbox Members that you are removing the right person before running it live.
Salesmsg26

Search Inboxes

Search

In MakeSearches existing Salesmsg inboxes.

Finds the inbox you need among the existing ones, so a scenario can target it without you hardcoding anything.

When to use it
before Add Members to an Inbox, when the inbox name comes from a form or another tool.
Watch out
a broad search may return several inboxes, and each one runs the following modules.
Salesmsg27

Search Inbox Members

Search

In MakeSearches the members of a specific inbox.

Looks for particular people inside one inbox, which is quicker than pulling the full member list when you only need one answer.

When to use it
you want to confirm a rep is in an inbox before routing a conversation there.
Watch out
no match means zero bundles, so the rest of that branch simply does not run.

Keywords

4 modules
Salesmsg28

Create a Keyword

Action

In MakeCreates a new keyword.

Registers a new keyword people can text to join a list, so a campaign can launch the moment it is approved elsewhere.

When to use it
your marketing plan lives in a project tool and each new promo needs its text-to-join keyword.
Watch out
once live, new sign-ups start Watch Keyword's Subscribers, so have that scenario ready before the promo goes out.
Salesmsg29

Update a Keyword

Action

In MakeUpdates an existing keyword.

Changes an existing keyword, keeping a running campaign accurate when its details shift mid-flight.

When to use it
the offer attached to a keyword changes and the Salesmsg side should reflect it.
Watch out
use Get Keywords first to pick the right keyword, especially when several campaigns look alike.
Salesmsg30

Delete a Keyword

Action

In MakeDelete keyword

Removes a keyword from Salesmsg, which is the clean way to close a campaign once its window has passed.

When to use it
a promo is marked as finished in your planning tool and its keyword should go with it.
Watch out
the deletion hits your live campaign, so test on a dummy keyword before letting it act on real ones.
Salesmsg31

Get Keywords

Search

In MakeReturns all keywords.

Returns all your keywords, a quick way to audit which campaigns are still open or to feed a dashboard.

When to use it
before Update a Keyword or Delete a Keyword, to find the one you mean.
Watch out
every keyword arrives as a separate bundle, so filter the list before acting on it.

Numbers

4 modules
Salesmsg32

Set the Call Forwarding

Action

In MakeEnables call forwarding on Salesmsg number.

Turns on call forwarding for a Salesmsg number, so calls reach someone who can actually pick up.

When to use it
an on-call rotation in your calendar decides who covers the phone, and the forwarding should follow it.
Watch out
this changes where real customer calls go, so try it on a test number before touching your main line.
Salesmsg33

Get Phone Numbers

Search

In MakeSearches existing Salesmsg numbers.

Lists the phone numbers in your Salesmsg account, useful when a scenario must pick which number to act on.

When to use it
before Set the Call Forwarding, to choose the number you want to redirect.
Watch out
each number becomes one bundle, so the next modules run once per number unless you filter.
Salesmsg34

Lookup a Number

Action

In MakeLookup a phone number.

Looks up a phone number through Salesmsg, so you can see what the account knows about it before a sending step.

When to use it
leads arrive from a web form with typed phone numbers and you want Salesmsg to look them up before Create a Contact.
Watch out
run it once and read the output bundle to see what the lookup returns before you build filters on it.
Salesmsg35

Search Numbers

Search

In MakeSearch numbers

Searches among your Salesmsg numbers to find one in particular, rather than walking through the complete list.

When to use it
a scenario needs the number tied to one branch or team before setting call forwarding on it.
Watch out
several numbers can match a vague search, and each one runs the modules after it.

Other

2 modules
Salesmsg36

Make an API Call

Action

In MakeMakes a call to a Salesmsg API endpoint.

Reaches any endpoint of the Salesmsg API with the connection you already set up, which covers whatever the listed modules leave out.

When to use it
you need a Salesmsg feature that has no dedicated module in Make.
Watch out
you describe the request yourself, so keep the Salesmsg API documentation open to get the endpoint right.
Salesmsg37

Get User's Conversations

Search

In MakeReturns all conversations assigned to a Salesmsg user.

Returns all the conversations assigned to one Salesmsg user, a clear view of a rep's workload in a single step.

When to use it
someone goes on leave and their open threads should be reassigned with Assign a Conversation to a User.
Watch out
each conversation becomes a bundle, so a busy rep means many operations for the steps that follow.
Need help

Need help automating Salesmsg with Make?

A person reads every message.

FAQ

Salesmsg and Make: common questions

01Is the Salesmsg Make integration free?
Yes, Salesmsg is a standard app in Make, so it works from the Free plan. The Free plan limits you to 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes per execution, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) drop the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes per execution. Usage is counted in operations, one per module run on each bundle, so a busy inbox uses more of your monthly credits.
02What do you need to connect Salesmsg to Make?
A Salesmsg account and a Make account; the Make documentation lists no other prerequisite. Add a Salesmsg module, click Create a connection, optionally name it, then click Save and confirm access if Salesmsg asks you to sign in. With an instant trigger, click Create a webhook first and then Create a connection. The same connection is reused by every Salesmsg module in your scenarios, so you only set it up once per account.
03Do Salesmsg triggers in Make fire in real time?
Yes. All 10 Salesmsg triggers are instant: Salesmsg calls Make through a webhook as soon as the event happens, whether that is a received text, a missed call, a new contact or a keyword sign-up. You do not wait for a polling interval as you would with a scheduled trigger. The flip side is that each event runs the scenario and uses operations, so a high-volume number costs more on your plan than a quiet one.
04What if a Salesmsg module you need is missing in Make?
Use Make an API Call. It reaches any endpoint of the Salesmsg API with the connection you already created, so you can cover features the listed modules do not include. Keep the Salesmsg API documentation next to you to write the request. The Make documentation for Salesmsg does not list numeric limits, so if a scenario behaves oddly, read the bundles after Run once to see what each module actually received.
05Should you use Make or n8n for Salesmsg?
It depends on the tool your team already knows. On the Make side, the facts are clear: 47 ready-made modules, 10 instant triggers and Make an API Call for the rest, all set up without code. The same app often has an n8n node as well, so check its page before choosing. Compare the two on the modules you actually need and on the editor your team is comfortable with, rather than on general claims.