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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 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.
How do you connect Salesmsg to Make?
- 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.
- 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.
- 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.
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.
- 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.
- 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.
- 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.
- 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.
- 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.
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.
Watch Contacts Opted-Out
Instant triggerIn Make“Triggers 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.
Watch Contact's Tags Added
Instant triggerIn Make“Triggers 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.
Watch Contacts Created
Instant triggerIn Make“Triggers 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.
Watch SMS Messages Received
Instant triggerIn Make“Triggers 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.
Watch SMS Messages Sent
Instant triggerIn Make“Triggers 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.
Watch Incoming Phone Calls
Instant triggerIn Make“Triggers 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.
Watch Missed Phone Calls
Instant triggerIn Make“Triggers 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.
Watch Inboxes Created
Instant triggerIn Make“Triggers 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.
Watch Inboxes Updated
Instant triggerIn Make“Triggers 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.
Watch Keyword's Subscribers
Instant triggerIn Make“Triggers 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.
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.
Modules index
Contacts
9 modulesCreate a Contact
ActionIn Make“Creates 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.
Update a Contact
ActionIn Make“Updates 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.
Create a Contact Note
ActionIn Make“Add 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.
Update a Contact Note
ActionIn Make“Update 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.
Add a Tag to a Contact
ActionIn Make“Apply 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.
Remove a Tag From a Contact
ActionIn Make“Removes 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.
Unsubscribe a Contact
ActionIn Make“Unsubscribes 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.
Search Contacts
SearchIn Make“Finds 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.
Get Contact's Details
ActionIn Make“Returns the details of the searched contact.”
Pulls the full record of one contact, so later modules can use data the trigger did not include.
Conversations
3 modulesSearch Conversations
SearchIn Make“Searches a conversation.”
Finds conversations in your Salesmsg account so you can act on the matching threads, like assigning them or reading their messages.
Get Conversation's Details
ActionIn Make“Returns all conversation details.”
Returns everything Salesmsg holds about one conversation, which gives the next modules the context to decide who should handle it.
Assign a Conversation to a User
ActionIn Make“Assigns 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.
Messages
3 modulesSend a Text Message (SMS / MMS)
ActionIn Make“Sends 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.
Get Messages by Contacts
SearchIn Make“Searches message by contact.”
Brings back the messages exchanged with a given contact, handy for archiving a history or feeding it to a summary step.
Get Messages by a Conversation
SearchIn Make“Searches 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.
Saved Replies
4 modulesCreate a Saved Reply
ActionIn Make“Create 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.
Get Saved Replies
SearchIn Make“Return 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.
Search Saved Replies
SearchIn Make“Search 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.
Update a Saved Reply
ActionIn Make“Update 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.
Inboxes
8 modulesGet Inboxes
SearchIn Make“Returns 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.
Get Inbox Members
SearchIn Make“Returns 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.
Create an Inbox
ActionIn Make“Creates 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.
Update an Inbox
ActionIn Make“Updates an existing inbox.”
Edits an existing inbox so its settings stay in line with how your team is organized today.
Add Members to an Inbox
ActionIn Make“Adds Salesmsg members to a specific inbox.”
Gives Salesmsg members access to a specific inbox, which makes onboarding a new rep a single automated step.
Remove Members From an Inbox
ActionIn Make“Removes Salesmsg members from a specific inbox.”
Takes members out of a specific inbox, closing access to its conversations when roles change.
Search Inboxes
SearchIn Make“Searches existing Salesmsg inboxes.”
Finds the inbox you need among the existing ones, so a scenario can target it without you hardcoding anything.
Search Inbox Members
SearchIn Make“Searches 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.
Keywords
4 modulesCreate a Keyword
ActionIn Make“Creates 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.
Update a Keyword
ActionIn Make“Updates an existing keyword.”
Changes an existing keyword, keeping a running campaign accurate when its details shift mid-flight.
Delete a Keyword
ActionIn Make“Delete keyword”
Removes a keyword from Salesmsg, which is the clean way to close a campaign once its window has passed.
Get Keywords
SearchIn Make“Returns all keywords.”
Returns all your keywords, a quick way to audit which campaigns are still open or to feed a dashboard.
Numbers
4 modulesSet the Call Forwarding
ActionIn Make“Enables call forwarding on Salesmsg number.”
Turns on call forwarding for a Salesmsg number, so calls reach someone who can actually pick up.
Get Phone Numbers
SearchIn Make“Searches existing Salesmsg numbers.”
Lists the phone numbers in your Salesmsg account, useful when a scenario must pick which number to act on.
Lookup a Number
ActionIn Make“Lookup a phone number.”
Looks up a phone number through Salesmsg, so you can see what the account knows about it before a sending step.
Search Numbers
SearchIn Make“Search numbers”
Searches among your Salesmsg numbers to find one in particular, rather than walking through the complete list.
Other
2 modulesMake an API Call
ActionIn Make“Makes 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.
Get User's Conversations
SearchIn Make“Returns 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.
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