Zapier Integration
Texto works with Zapier to receive leads from thousands of apps. This is the primary integration method besides CSV uploads.
Zapier is the most flexible integration for Texto, letting you connect thousands of apps including:
Facebook Lead Ads
HubSpot
Shopify
Typeform
Google Sheets
ClickFunnels
Webhooks
Slack
And 5,000+ others
As long as the app sends data to Zapier → Texto can receive it instantly.
A. Before You Begin
Unlike other tools, you do not need to configure anything inside Texto first.
Requirements:
You must be logged in to your Texto account before authorizing Zapier.
Your onboarding must already be completed.
After login, everything happens inside Zapier.com.
The “Zapier Integration” screen inside Texto is simply a visual guide, not a configuration panel.
B. Connecting Texto to Zapier
To authorize Texto with Zapier:
Go to Zapier.com
Click Create Zap
In the Action step, search for Texto
Choose Texto → Create Lead
Zapier will prompt you to Connect a New Account
A new window opens → Authorize Zapier to access your Texto account
Once approved, your Texto account is now linked inside Zapier
No extra setup is required in Texto.
C. Creating Your First Zap (Correct Workflow)
Step 1 — Choose a Trigger App
Pick the platform where your leads come from, for example:
Typeform → New Entry
Facebook Lead Ads → New Lead
HubSpot → New Contact
Google Sheets → New Row
Shopify → New Customer
Webhooks by Zapier → Catch Hook
Anything that can output data → can send to Texto.
Step 2 — Choose Texto as the Action
Select:
➡ Action App: Texto
➡ Event: Create Lead
This will push the lead into Texto instantly.
Step 3 — Map Your Fields (Accurate Based on Texto Requirements)
Texto only requires:
✔ first_name
✔ last_name
✔ phone (full number including country code)
⚠️ No email field is needed (Texto does not use email)
⚠️ No tags, notes, or CRM fields are required
Step 4 — Test the Zap
Zapier will send a sample record to Texto.
If successful:
The lead appears in the Leads page inside Texto
A conversation is created
Texto AI instantly sends the first message
The conversation appears in the Inbox
Step 5 — Turn the Zap ON
Once activated:
Every time your trigger app receives a new entry
Zapier will automatically push it to Texto
Texto AI begins the conversation instantly
D. Best Practices for Zapier Users
To ensure smooth operation:
✔ Keep field names consistent
Use standardized labels:
“First Name”
“Last Name”
“Phone Number”
✔ Create one Zap per lead source
This avoids mixing inconsistent data formats.
✔ Add filters (optional)
If you want to send only qualified leads to Texto.
✔ Always test before going live
Especially for forms and ads.
E. Common Zap Templates (Accurate for Texto)
These templates are recommended in your Help Center:
Facebook Lead Ads → Texto
Typeform → Texto
HubSpot → Texto
Google Sheets → Texto
ClickFunnels → Texto
Each template simply maps lead data → into Texto → Create Lead.
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