How to send SMS from SMSLINK using information from Notion through the integration of Notion and SMSLINK

For companies using Notion and SMSLINK in their daily operations, there may be individuals looking to streamline their approach to customer engagement. By incorporating the automation flow introduced here, you can send messages to customers more quickly, potentially enabling a more effective approach. This article provides a detailed explanation of the steps and benefits of easily automating daily tasks without coding, even for programming beginners.

Recommended for

・Individuals who regularly use Notion and SMSLINK
・Customer service representatives at companies aiming to improve efficiency in customer interactions
・Marketing professionals considering automating regular follow-ups and reminders
・Managers handling large volumes of customer data who wish to reduce input errors
・Leaders in customer management departments looking to standardize service quality

Benefits and Examples of Integrating Notion and SMSLINK

1. Speeding Up Responses

By using customer data managed in Notion, you can easily send messages, enabling automatic dispatch of regular follow-ups and reminders through SMSLINK. For example, you can check a customer's purchase history recorded in Notion, create an SMS message based on it, and send it. This can lead to increased customer satisfaction as they can regularly check and use your services or products.

2. Achieving Standardized Customer Support

By basing the process on automatically sending replies via SMSLINK using customer inquiries and history recorded in Notion, you can standardize the quality of customer support that previously varied by representative. For instance, with this automation, you can retain records of past customer interactions, allowing you to refer to excerpts from the past. This can help you explore how to provide consistent quality service to each customer.

3. Reducing Errors Such as Sending Incorrect Information

Managing customer data in Notion and automatically reflecting that information in SMSLINK can reduce errors from manual input. For example, by entering customer names, contact details, and campaign information in Notion, you can reflect the same content in SMSLINK and send messages while maintaining accuracy. This prevents input errors and duplicate entries during message creation, reducing the risk of rework and correction due to errors, which can lead to cost savings for companies handling large volumes of customer data.

[About Yoom]

Let's create a flow bot using the template "Send SMS from SMSLINK using Notion information".

How to Create a Workflow for Integrating Notion and SMSLINK

The process to complete the workflow will proceed as follows.

・Integrate Notion and SMSLINK with My Apps
・Copy the template
・Check the Chrome extension trigger and set up SMSLINK
・Turn on the trigger and verify the actual activation

Let's proceed with the new connection of the apps to be integrated.

・Integrate Notion and SMSLINK with My Apps

(1) First, connect Notion to My Apps.
After logging into your Yoom account, click "My Apps" on the left column and search for Notion from "New Connection".

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(2) Click on the Notion app icon that appears.
On the next screen, click [Select Page].

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(3) Select the page you want to link with your Yoom account and click [Allow Access] to complete the connection.

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(4) Next, integrate the SMSLINK app.
Select SMSLINK in the same way as registering Notion with My Apps.

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(5) Enter the "Account Name" and "Access Token" for the SMSLINK you want to integrate and click [Add].

After clicking, you will be taken to the My Apps screen of your Yoom account with the two apps added.
Now, the two apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try This Template" below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・Check the Chrome Extension Trigger

(1) First, check the Chrome extension that serves as the trigger.

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From "My Projects" on the left side of your Yoom account screen, click "【Copy】Send SMS from SMSLINK using Notion information".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) Click the "Select a page on the database and launch" icon of the Chrome extension, which is the first action.

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(3) The red part of the image above states "Install the Chrome extension from here".
To use the Chrome extension trigger, please check this page.
If you have not installed the Chrome extension, please install it from here.

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(4) After completing the Chrome extension settings, enter the account information to link with Notion and click [Next].

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(5) Obtain and enter the URL of the launch page.
For details on how to check the sample URL when using Notion, please refer to this page.
After entering, press [Test], and if there are no issues, click [Save].

Additionally, in this step, it is possible to obtain information pre-stored in Notion as output.
(The following image shows an example of information such as "phone number" and "message content" pre-stored in Notion and obtained as output.)
The output information can be referenced and utilized in subsequent steps, as noted by "This value can be used in other operations."

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※ The extension can also be installed from the top right of the template.

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・SMSLINK Settings

(1) Next, click the second action "Send SMS".

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(2) Enter the account information to be linked and click [Next].

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(3) On the next screen, enter the items such as "Recipient's phone number" and "Message content".
You can also utilize the obtained output as shown in the screen below.

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(4) You can set multiple "Completion notification email recipients" by clicking 'Add completion notification email recipient'.

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(5) After entering the information, click [Test], and if there are no issues, click [Save].

This completes the setup.

・Turn ON the Trigger

By clicking the red frame part "Turn ON the Trigger" on the screen below, the flowbot will start automatically.

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Here is the template used this time

Other Automation Examples Using SMSLINK

There are other examples of automation using SMSLINK available on Yoom, so here are a few introductions.

Send SMS from SMSLINK Using Information from Airtable

By implementing this flow, you can send messages quoting information to customers stored in Airtable.
This reduces the effort of sending tasks and leads to a reduction in working time.
The time saved can be allocated to other tasks, which is expected to improve productivity.

Send SMS via SMSLINK when Google Sheets records match conditions

SMS is automatically sent using matched records in Google Sheets as a trigger, freeing staff from manual sending tasks.
This also reduces the risk of human error, leading to improved operational efficiency.

Send SMS with SMSLINK when a record is registered in the Salesforce lead object

Recommended for those who want to enhance communication with customers.
Since SMS is automatically sent at the same time as lead acquisition, the person in charge does not need to send it manually, reducing the risk of human error.

Summary

The integration of Notion and SMSLINK introduced in this article enables the automation of SMS sending tasks.
This will eliminate inconsistencies in handling by staff and allow for prompt customer response.
Additionally, by reducing the risk of sending incorrect information, customer satisfaction may also improve.
It can be easily set up without any coding, making it accessible even without technical knowledge.

Please take advantage of Yoom to experience automation through app integration.