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Using Siri Shortcuts to Send Close.io SMS via your iPhone

Many of our customers use our Zapier integration to forward SMS to their mobile phones, allowing them to close more deals on the go. While previously, it was not possible for you to reply to a forwarded SMS via your mobile phone and have it be sent or logged in Close.io, if you have an iPhone capable of using iOS 12, you can now use Siri Shortcuts + Zapier to do just that.

Here's a step by step guide on how to setup Siri Shortcuts to send Close.io SMS via your iPhone:

What you’ll need:

  • Close.io account and your API key
  • Zapier account that allows multi-step zaps
  • A iPhone with iOS 12 or later and the Siri Shortcuts app installed. 

How this integration works

  • You create a Siri Shortcut named "Send Close.io SMS" 
  • The shortcut then prompts you for a phone number to send the SMS to and the text of the SMS.
  • It then sends that data to a Zapier Webhook that triggers the sending of the SMS in Close.io to the specified number. 

Pro-tip: Instead of using a phone number, this workflow can use a Contact Name to identify who to send an SMS to.

What will this look like when we're finished? 

On iPhone:
In Close.io:

Setting up your Zap Trigger

To start setting up your Zap, log into your Zapier account and choose the orange “Make A Zap!” button.

Once prompted, select "Webhooks by Zapier" as your application and "Catch Hook" as the trigger. 

Once "Catch Hook" is selected, press "Save + Continue". Then, when asked for a Child Key, leave it blank and press "Continue".

Next, when asked to test this step, copy the Webhook URL and send it to yourself in an email or SMS. You'll be using this in your iPhone soon.


Now that this URL has been copied, we're going to setup the Siri Shortcut that will be sending the SMS data to this Webhook.

Setting up the Siri Shortcut

First, navigate to the Shortcuts app on your iPhone and click "Create Shortcut" to get started. 

Step 1: Entering the number you want to send the SMS to

Use the search bar on the bottom half of the screen, then type in "Ask For Input" and choose "Ask For Input" from the list of options.
  • For "Question", type in "Phone Number?"
  • For "Default Answer", leave it blank. 
  • For "Type", choose "Text"

Pro-tip: If your Close.io contacts exist in your iPhone contacts, instead of using "Ask For Input" which requires typing, you can use "Select Phone Number" to choose a phone number directly from your contacts.

Step 2: Typing out the SMS text

Use the search bar on the bottom half of the screen again, then type in "Ask For Input" and choose "Ask For Input" from the list of options.
  • For "Question", type in "What should the message say?"
  • For "Default Answer", leave it blank. 
  • For "Type", choose "Text"

Step 3: Adding the Zapier Webhook URL

Use the search bar on the bottom half of the screen again, then type in "URL" and choose "URL" from the list of options.

Then, paste the Zapier Webhook URL you sent yourself earlier into the URL field. 

Step 4: Sending the SMS data to the Zapier Webhook

Use the search bar on the bottom of the screen again, then type in "Get Contents of URL" and choose "Get Contents of URL" from the list of options.

Select the "Advanced" dropdown and then do the following:
  • For "Method", choose "POST"
  • For "Request Body", choose "JSON"
  • Click "+Add new Field" and select "Text" as the type. For this field,  set the key to "phone_number" and then put the value as "Ask for Input" from Step 1. Then, click "+Add New Field" again and select "Text".
  • Click "+Add new Field" and select "Text" as the type. For this field,  set the key to "text" and then put the value as "Ask for Input" from Step 2. 

Step 5: Recording the shortcut phrase and adding the widget

We've finished the shortcut! Now to save it. Click the icon that looks like two toggles on the top right.

On this page, you can record a phrase to tell Siri to activate the shortcut (we chose "Send Close SMS") and you can also add it to your shortcut widget screen for easy touch access. When you're done, it should look something like this:

Step 6: Testing the Shortcut

In order to make sure the Zap has test data to test the trigger with, we need to test the shortcut. Hold down the Siri button, and say your phrase to activate the shortcut. Alternatively, you can also visit the Shortcuts app and click on the shortcut. 

Once you do, make sure you're asked for both the Contact Number and the SMS message. Enter test data in both places. In my case I entered the number: +15162268080 and the text: "I can't believe we did it."

Finishing the Zap

Now that we've sent test data to the Trigger, we can finish up the Zap.

Step 1: Test the trigger

To test the trigger, click the blue "Ok, I did this" button in the Webhooks by Zapier trigger. Once you do, you should see something like this:

reflecting the exact data you sent via your shortcut test. 

Step 2: Find Contact in Close.io

  • Click "+Add a Step" in Zapier, and the choose Close.io as your application. 
  • Choose "Find Contact" from the search list and select your Close.io account. 
  • Fnd the field that says "Contact Phone" and then click the button on the right of that field and select the value for "Step 1 Phone Number".
  • Test this step to find the Contact you want to send to. 

Step 3: Create SMS in Close.io

  • Click "+Add a Step" in Zapier, and the choose Close.io as your application. 
  • Choose "Create SMS" from the action list and select your Close.io account. 
  • For "Lead ID", select "Use A Custom Value" from the dropdown, then select "Step 2 Lead ID".
  • For "Contact ID", select "Use A Custom Value" from the dropdown, then select "Step 2 ID" .
  • For "Status", select "outbox" from the dropdown. This will make the SMS send.
  • For "Local Phone", select your Close.io number from the dropdown.
  • For "Remote Phone", select "Step 1: Phone Number"
  • For "Text", select "Step 1: Text".
  • For "Source", select "Close.io" from the from the Dropdown


When you're done with these steps, press "Continue" and once the Zap tests, you're all set to turn it on.